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Kareo Help Center

Patient Record Reports

Updated: 01/27/2020
Views: 4737

The Patient record offers quick links to several reports specific to the patient.

Patient Record Reports

  1. Find the patient then double click to open. The Edit Patient window opens.
  2. Click Reports at the bottom of the window and select one of the following:
    • Patient Transactions Detail: Shows detailed transactions including transaction type, posting date, service date, procedure, provider, service location and outstanding balances.
    • Patient Balance Detail: Shows specific charges that make up the patient's outstanding balance.
    • Patient Statement: Displays the patient's current on demand patient statement.
    • Patient Financial History: Provides a history of the patient’s financial activity including charges, unapplied payments, and applied payments and adjustments.
    • Patient Detail: Displays general demographic and policy (if applicable) information for the patient including Notes.
    • Itemization of Charges: Provides practice information, the patient's policy information, and charge details including applied payments and adjustments.
  3. Once the report loads, customize it by using the available options if desired.
    • If customizations were made:
      • Click Refresh on the top right of the window to view the report based on those customizations.
      • To create a Saved Report with those customizations, click Save Report > enter the details > Save.
  4. Once the desired report has generated, if needed:
    • Click Print to print the report.
    • Click Excel or PDF to save the report as a file.
    • Click Find to search for a keyword within the report. 
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