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Kareo Help Center

About Patient Reports

Use the Patients reports to access information about patients associated with the practice.

These reports are located in the Patients section of the Reports menu, and include:

  • Patients Summary - This report shows a summary of patients over a period of time.
  • Patient Transactions Summary - This report shows a list of patients with summary transaction information for a period of time.
  • Patient Transactions Detail - This report shows a list of patients with detailed transaction information for a period of time.
  • Patient Balance Summary - This report shows a total of all charges with an open balance for each patient.
  • Patient Balance Detail - This report shows the specific charges that make up each patient's open balance.
  • Patient Statement- This report provides a current patient statement for a specific patient.
  • Patient Financial History - This report provides a financial history of a patient.
  • Patient Detail - This report provides a patient’s details, including demographics and insurance information.
  • Patient Referrals Summary - This report lists the referring providers, the number of patients referred, and the total charges generated by those patients for a period of time.
  • Patient Referrals Detail - This report lists the patients referred by referring providers and the total charges generated by those patients; grouped by provider, then by service location, then by referring provider for a period of time.
  • Patient Contact List - This report shows a list of patients and their contact information.
  • Itemization of Charges - This report shows a summary of charges over a period of time.
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