List of Standard Reports

Adverse Events Report

The following are standard reports provided with DrCloudEHR. Click the Reports tab to access the reports.

Report Name	Report Description
Clients > List	Displays a list of patient visits.
Clients > RX	Displays a list of prescriptions and dispensations for patients.
Clients > Patient List Creation	Displays medications, problems, allergies, lab results and immunization history for patients.
Clients > Clinical	Displays a summary of patient details including drug details.
Clients > Encounters	Displays a patient list with diagnosis data.
Clients > Referrals	Displays patient referral transaction details.
Clients > Immunization Registry	Displays a list of vaccinated patients' immunizations, based on the following factors: Immunization Code Date Interval HL7 Format File
Clients > Patient Admit History	Displays Admit/Discharge details for a patient.
Clients > Pellet Order	Displays a list of patients with the Labs/Procedure Order form.
Clients > View Deleted Encounter Forms	Displays a list of encounter forms that were deleted based on the date range and the facility selected.
Clients > Case Staff	Displays a list of all patients as of today.
Clients > Case Load	Displays a list of patient details based on the facility and providers selected.
Clients > Case Load By Admit Providers-V1	Displays a list of patients based on facility and provider.
Clients > Case Load By Admit Providers-V2	Displays a list of patients based on facility, provider, date of admission, and insurance.
Clients > Birthday List	Displays a list of registered patients whose birthdays fall on the selected month.
Clients > Vehicle Information	Displays a list of patient vehicle registration log details.
Clients > Incomplete Nine Points of Contact	Displays a list of patients with the global flag Enable Nine Points Contact Feature enabled.
Clients > Patient Hospitalization Report	Displays a list of patients whose encounter On Set Date falls between the selected dates.
Clients > PAN Usage Report	Displays a list of patients with a Prior Authorization Number included in the fee sheet.
MU Reports > Report Results	Displays the status of Meaningful Use reports that were processed on the date range selected.
MU Reports > Standard Measures	Displays compliance with standard measures.
MU Reports > Clinical Quality Measures (CQM)	Displays compliance with Clinical Quality Measures.
MU Reports > Automated Measure Calculations (AMC)	Displays data required to submit Meaningful Use reports.
MU Reports > CCBHC	Displays a patient list based on Certified Community Behavioral Health Clinics criteria set for non-profit organizations.
MU Reports > (AMC) Tracking	Displays Automated Measure Calculations summaries with referral information, patient requested medical records, and patient visit records.
MU Reports > Audit Log Tamper	Displays compliance with Meaningful Use Stage II reports.
MU Reports > Download CCDA Report	Displays a patient’s Consolidated Clinical Document Architecture data.
MU Reports > View CCDA Log	Displays Consolidated Clinical Document Architecture transactions.
Visits > Appointments	Displays appointment details for selected patients.
Visits > Encounters	Displays the number of encounters per provide, and encounter form and billing status details.
Visits > Appointments and Encounters by Provider	Displays appointment details with the number of encounters for each provider with billing details.
Visits > Appointments and Encounters by Resident	Displays appointment details and number of encounters for each patient with billing details.
Visits > Superbill	Displays the details of patients who had encounters during the selected date range.
Visits > Eligibility	Displays patient Insurance eligibility for the selected EDI clearinghouse.
Visits > Eligibility Response	Form letter (EDI-271) response for claims made by the selected facility from the selected third party, such as an EDI clearlinghouse.
Visits > Chart Out	Displays the patient name based on patient ID.
Visits > Services	Displays the list of service codes (CPT4, ICD9, CVX, HCPCS, etc.) that are available in the system.
Visits > Syndromic Surveillance	Displays a list of patients having ICD9 Codes for Medical problems and allergies if any associated with the patient.
Visits > Daily Status Report	Displays a list of patient’s daily appointments details
Visits > Monthly Visit Count	Displays a list of Monthly visit appointment and it will display name by category of the appointment
Visits > Daily Visit Shift Count	Displays a list of patient’s daily appointment based on the shifts wise
Visits > Patient Appointments	Displays patient information based on the status selected during the appointment process. For example, to see all patients who canceled their appointment with less than 24 hours notice, select Canceled < 24 h from the Status drop-down list.
Practice > Patient Demography	Displays a graphical representation of the population of patients based on the following categories: Gender Appointments Ethnicity Age Group
Practice > Resident Population by Medical Issues	Displays the resident patient population based on medical issues.
Practice > Admissions	Displays the number of new admissions per day based on the date range and selected facility.
Practice > Therapist Productivity by Payer Source	Displays the fee that is paid for each provider from different Insurance companies.
Practice > Therapist Productivity by Payer Code	Displays the fee paid to each provider by payer codes.
Practice > Notes Completion Compliance Graph	Displays the number of Completed and Pending Service note forms.
Practice > Utilization Summary by Payer Source	Displays the utilization summary of procedure codes for the number of clients and the number of units against each procedure code against each insurance provider.
Practice > Utilization Summary by Payer Code	Displays the utilization summary of procedure codes for the number of clients and the number of units against each procedure code against each payer code.
Practice > Client Utilization Report	Displays the utilization report of a patient for the specific month.
Practice > Package Orders	Displays a list of patients who purchased the package.
Practice > Bed Utilization Report	Displays a list of patients who are admitted and utilized a bed at time of admission.
Practice > Adverse Events Report	Displays a graphical view of the patient’s medical problems.
Practice > Progress Notes	Displays a list of patient appointments.
Practice > Census Report	Displays a list of patients whose status is Admitted / Active / Birthday / Discharged / Deceased) for the given month.
Practice > Unapplied Cash Report	Displays a list of undistributed paid amount for each admitted resident.
Practice > BOP Sign In / Sign Out Log Report	Report shows BOP Sign In/ Sign Out form usage history by the users.
Financial > Pre-Billing Report > Override Rate Report	Displays a list of residents that have a override amount for the given month and facility.
Practice > Fixed Payment Report	Displays a list of residents admitted to the selected facility with a fixed amount for the selected month. Also displays the billing details.
Practice > Rent Roster	Displays a list of residents admission details for the selected facility along with current rates.
Practice > PAY.GOV Monthly Report	Displays a list of items billed and payments received, also displays the amount claimed and received by pay.gov for reconciliation.
Practice > Room Occupancy Report	Displays a list of rooms allocated to the patients.
Practice > Resident Assistance Tracker	Displays a list of residents who received services within the selected week.
Practice > Residential Report by Level of Care	Displays a list of patients with admitted facility and Level of care.
Practice > Falls Cumulative Tracker	Displays a list of patients whose Incident Type is "Fall".
Practice > 24 Hour Nursing Summary	Displays a list of floor and facility, care plan and incident results.
Practice > Admit/Discharge Survey Report	Displays a list of patients records who used "Admit/Discharge Survey" form in the encounters.
Practice > ETAR	ETAR allows the user to track medication history of the patients for the given date range.
Practice > Length of Stay	Displays the total number of days spent by the patients in the facilities.
Practice > Level of Care Change Report	Displays patient’s level of care and admitted facility details.
Financial > Sales	Displays the saleRoom Occupancy of each item (service code) that has been billed for a patient against an invoice.
Financial > Patient Rec	Displays the cash receipts for each provider along with the procedure details and invoice details.
Financial > Receipts Summary	Displays a receipt summary of the payments received from Insurance and patient along with the invoice and procedure details.
Financial > Collections	Displays the collection for each patient against each Invoice based on aging.
Financial > Canceled Checks	Displays a list of Canceled Checks along with the reason for cancelation.
Financial > Financial Summary by Service Codes	Report generates a financial summary for each service code based on the date range.
Financial > Outstanding Revenue by Age	Displays the Outstanding Revenue for different Aging Columns.
Financial > Billed Claims	Displays a list of patients whose HFCA and UBO4 are generated.
Financial > Overridden Encounters	Displays a list of patients encounters that were overridden for billing along with the reason.
Financial > Fee assessment Details	Displays level of care and income status of the patients.
Financial > Resident Room Fee Report	Displays room fees for the residents.
Financial > Monthly Rents & Billing Report	Displays a list of residents whose PAY.GOV transactions were successful.
Financial > Pay.Gov Failure Report	Displays a list of residents whose PAY.GOV transactions were denied due to error conditions or insufficient funds.
Financial > Ancillary Charges Report	Report generates the list of ancillaries used by the residents for the given month and year.
Financial > Non-Billed Residents Report	Displays a list of residents in a facility who are not billed for the given month and year.
Financial > Billed and Unallocated Report	Displays a list of residents encounters who has Unapplied cash and have Batch Encounters where amount needs to be manually allocated.
Financial > Resident Refund Report	Displays a list of all residents whose payments (amounts) are refunded.
Financial > Provider`s Individual Timesheet Report	Displays a list of patients who are under 3 years of age.
Financial > Monthly Consolidated Timesheet Report by Patient	Displays a Monthly Consolidated Timesheet Report by Patient who are under 3 years of age.
Financial > Monthly Consolidated Timesheet Report by Provider	Displays a Monthly Consolidated Timesheet Report by Provider who are under 3 years of age.
Financial > Patient Refund Report	Displays a list of patients whose amount was refunded within a given date range.
Financial > Adjustments Report	Displays a list of records where adjustments posted for a given date range.
Financial > ERA Process Report	Displays a list of ERA processed for the selected date range.
Inventory > List	Displays a list of drugs that were ordered or reordered.
Inventory > Transactions	Displays Drug details like number of sales, distributions, purchases, transfers and Adjustments.
Inventory > Activity	Displays the transaction type (purchase /returns, transfers, sale, and distributions, adjustment) for each drug.
Procedures > Pending Res	Displays a list of procedure orders with the status as pending.
Procedures > Statistics	Displays patients procedure statistics based on the selection criteria.
Insurance > Distribution	Displays the charges paid by the patient’s primary insurance of each insurance provider based on the number of visits and patients.
Insurance > Distribution by Payer Code	Displays the charges paid by the patients based on the Payer code.
Insurance > Indigents	Displays the patient pending balance against each Invoice.
Insurance > Unique SP	Displays a list of patients with primary and secondary insurance details.
Blank Forms	Blank Forms
Group Session > Group Session Tracking	Displays the number of patients in each Group Session along with their details.
Group Session > Outstanding dues	Report generates a list of patients who have outstanding amount that needs to be paid their sessions.
Group Session > Print Roster	Displays a list of patients who attended the group sessions.
Custom Timesheet Users Count	Displays a monthly time sheet created for different list of providers.
Patients > I Care Plan Report	Report used to track patient care progress on a monthly basis.
Patients > Incident Report-Clinical-Non-Clinical	Displays a list of patient who have met with an incidents like Suicide, Fall, Fire accident etc.
Custom Discharge Report	Displays a patient discharge list.
Custom Level of Care Change Report	Displays a patient level of care.
Custom Massage Therapy Resident Daily Attendance Report	Displays a list of patients with the category name as Massage Therapy.
Custom Pause Report	Displays a patient’s pause dates and with reasons.
Custom Resident Primary Details	Displays the Patient’s date with number of times based on the admit/discharge/Pause.
Custom Resident Referral to Transactions	Displays a patient "Referral To Provider" transaction details.
Custom Resident Referral Transactions	Displays a patient referral transaction details.
Custom Clients with access to patient portal	Displays a list of patients who have access to patient portal.
Custom Staff	Displays a lit of active staff in the application.
Monthly Status Report	Displays a list of patients who attended group session on a monthly basis and their current status.

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List of Standard Reports