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PM Reports

Analysis of Visits Detail & Summary – Filter by Date of Entry

You can now filter the Analysis of Visits Detail and Summary reports by Date of Entry.

Inbound Referral Detail – New Report

Use the new Inbound Referral Detail report as needed to track the status and details of
referrals to your practice, including referring provider, carrier, patient, procedure code,
authorization number, creation and expiration dates, total and remaining sessions, and notes.
This will help you track who consistently refers patients to your practice.

Unbilled Claims – Performance Enhancement

We have updated the Unbilled Claims report to speed up data generation. You should now
see results more quickly when running the report.