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Reports are split into several categories, each of which contains a set of reports. This list will describe the purpose of each category and provide information on each report. The following links will take you to a brief description of the report category, and a list of each report that falls within that category. Clicking on a specific report will take you to an article that fully explains the functionality of that report.
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Accounting/Financial Reports
These Reports deal with transactions made in MacPractice.
Accounts by Financial Status: Displays accounts on which a Financial Status has been set within the Account tab of the Patients ability.
Accounts Receivable: This report calculates the total outstanding balance of all accounts.
The starting point of this calculation is the first day you entered transactions into MacPractice.
There is no way to run the Accounts Receivable report for a specific date range, as this report takes a snapshot of all accounts at the time it is run.
This report is based on the charges' Procedure Date.
Day Month Year: This report provides an overview of the office’s financial activity for a selected day, month, and year.
The Day Month Year report can't be run for more than a 1 year date range.
Earned Receipts: Displays payments applied to procedures performed by the selected Provider(s).
It is based on the date the payment was applied.
This report does not take into account any unapplied amounts, or the payment’s Posted or Procedure date.
Gross Receipts: This report provides information regarding all payments entered for a selected time period, whether they are applied and unapplied.
Negative Adjustment: This report is used to find negative adjustments associated with a given date range and/or type.
Positive Adjustment: Used to find positive adjustments associated with a given date range and/or type.
Provider Adjustment: Used to find provider adjustments associated with a given date range.
By default, Provider Level Adjustments are disabled. You can enable them in Preferences > Ledger > Payment > Insurance Payments > Enable Provider Adjustment in Insurance Payment Window.
Read this article for more information on Provider Level Adjustments.
Refunds: Used to find payments (either insurance or patient payments) that were refunded during a given date range, or to find payments posted during a selected date range that have been refunded.
Reversed Payment: Used to find payments (either insurance or patient payments) that were reversed during a given date range, or to find payments posted during a selected date range that have been reversed.
Sales Tax: Used to find information on tax charged over a given time period.
Statements Sent: Lists Account Statements, Incident Statements, eStatements, and Statements printed through the Statements Manager.
Unapplied Balance: Displays information on unapplied payments and negative adjustments.
Additional Reports
These are specialty reports used for very specialized purposes, usually relating to Medicare/Medicaid or Immunization interactions.
MACRA Exclusion: This report assists with calculating an office's Medicare billing to determine whether they are excluded from the need to meet Medicare's Quality Payment Program, MACRA.
Medicaid Encounters: This report calculates the percentage of patient encounters paid for in full or in part by Medicaid out of all encounters in which transactions were paid in full or in part by any payer.
New Hampshire Medicaid Encounters: This report calculates the percentage of patient encounters that are considered as an encounter with a Medicaid Patient, as per the state of New Hampshire's guidelines.
NYC Immunization Data: This report displays immunization data specifically for the electronic transmission of vaccinations to the New York State Immunizations Information System (NYSIIS).
NYC Immunization Patient Data: This report displays immunization patient data specifically for the electronic transmissions of vaccinations to the New York State Immunizations Information System (NYSIIS).
Oklahoma Medicaid Encounters: This report calculates the percentage of patient encounters that are considered as an encounter with a Medicaid Patient, as per the state of Oklahoma's guidelines.
Texas Medicaid Encounters: This report calculates the percentage of patient encounters that are considered as an encounter with a Medicaid Patient, as per the state of Texas' guidelines.
Clinical Reports
The Reports in this node deal with Patient Clinical details, such as medications, allergies, etc.
Patient Clinical: This report provides an overview of medications, allergies, and other clinical data for selected patient groups.
Patients by Medication: This report will generate lists of patients with selected medications.
Patients by Procedure and Diagnosis: Allows you to gather information from all patients who have had charges posted in their ledgers with specific charge or diagnosis information.
Chronic diagnoses, which are diagnoses entered under the Problem List tab on the Patient screen, may not be included in this report.
Only diagnoses tied to procedures in the ledger will be shown on this report.
Syndromic Surveillance Export: This report will generate the necessary HL7 files for submission to Public Health Agencies. It will export the list to a folder that the client must set up in HL7 preferences. MacPractice can only assist with setting up the data export for this measure.
User Alert Responses: Lists the Clinical Alerts triggered through the Clinical Decision Rules reference, as well as the User Alert Response Type and response comments submitted.
Clinical Quality Measurement Reports
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These Reports track progress for Meaningful Use, PQRS, and MIPS/MACRA quality reporting requirements. As MacPractice is no longer a certified software, these reports are only present for legacy purposes.
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Adult Major Depressive Disorder (MDD): Suicide Risk Assessment
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Anti-depressant Medication Management:
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Appropriate Treatment for Children with Upper Respiratory Infection (URI)
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Cataracts: 20/40 or Better Visual Acuity within 90 Days Following Cataract Surgery
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Child and Adolescent Major Depressive Disorder: Suicide Risk Assessment
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Children Who Have Dental Decay or Cavities
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Closing the Referral Loop: Receipt of Specialist Report
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Colon Cancer: Chemotherapy for AJCC Stage III Colon Cancer Patients
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Dementia: Cognitive Assessment
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Depression Remission At Twelve Months
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Diabetes: Hemoglobin A1c Poor Control
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Diabetes: Low Density Lipoprotein (LDL) Management
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Diabetes: Urine Protein Screening
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Diabetic Retinopathy: Communication with the Physician Managing Ongoing Diabetes Care
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Documentation of Current Medications in the Medical Record
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Falls: Screening for Future Fall Risk
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Functional Status Assessment for Hip Replacement
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Functional Status Assessment for Knee Replacement
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Heart Failure (HF): Beta-Blocker Therapy for Left Ventricular Systolic Dysfunction (LVSD)
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Hemoglobiin A1c Test for Pediatric Patients
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HIV/AIDS: Pneumocystis Jiroveci Pneumonia (PCP) Prophylaxis
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HIV/AIDS: RNA Control for Patients with HIV
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Hypertension: Improvement in Blood Pressure
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Initiation and Engagement of Alcohol and Other Drug Dependence Treatment
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Ischemic Vascular Disease (IVD): Complete Lipid Panel and LDL Control
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Ischemic Vascular Disease (IVD): Use of Aspirin or Another Antithrombotic
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Oncology: Medical and Radiation - Pain Intensity Quantified
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Pneumonia Vaccination Status for Older Adults
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Pregnant women that had HBsAg testing
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Preventive Care and Screening: Screening for High Blood Pressure and Follow-Up Documented
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Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan
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Preventive Care and Screening: Risk-Stratified Cholesterol Fasting Low Density Lipoprotein (LDL-C)
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Preventive Care and Screening: Screening for Clinical Depression and Follow-Up Plan
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Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
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Primary Caries Prevention as Offered by Primary Care Providers, including Dentists
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Primary Open-Angle Glaucoma (POAG): Optic Nerve Evaluation
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Prostate Cancer: Avoidance of Overuse of Bone Scan for Staging Low Risk Prostate Cancer Patients
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Use of Appropriate Medications for Asthma
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Use of High-Risk Medications in the Elderly
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Daily Reports
The Reports listed here break down information on the day's transactions.
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