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CHAPTER
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill
12 Financial and Clinical
Reports
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes
When you finish this chapter, you will be able to:
12.1 List the three types of financial reports available in
Medisoft Network Professional (MNP).
12.2 Describe how to select data to be included in a MNP
report.
12.3 Compare patient, procedure, and payment day
sheets.
12.4 Discuss the purpose of a practice analysis report.
12.5 Explain how to create a production by provider
report.
12.6 List the steps for creating a patient ledger report.
12-2
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes (Continued)
When you finish this chapter, you will be able to:
12.7 Describe how to create a standard patient list report.
12.8 Describe the use of Medisoft Reports to create a
report.
12.9 Explain how aging reports are used in a medical
practice.
12.10 Explain how to access MNP’s built-in custom
reports.
12.11 Describe the process of editing reports in MNP’s
Report Designer.
12-3
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes (Continued)
When you finish this chapter, you will be able to:
12.12 List the reasons for using reports for tracking
specific clinical data.
12.13 Discuss the regulatory obligations for the retention of
patient medical records.
12-4
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Key Terms
• aging report
• day sheet
• insurance aging report
• patient aging report
• patient day sheet
• patient ledger
• patient registry
• payment day sheet
• performance measures
• practice analysis report
12-5
• procedure day sheet
• production by provider
report
• retention
• selection boxes
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.1 Types of Reports in Medisoft
Network Professional 12-6
MNP offers several options for creating reports on
its Reports menu, including:
– Standard reports
– Medisoft Reports…
– Design Custom Reports and Bills…
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.2 Selecting Data for a Report 12-7
To select data to be included in an MNP report:
– Once a selection is made in the Print Report Where?
Dialog box, click the Start button; the Search dialog
box is displayed.
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