December 2016 - Custom Reporting

Custom Reporting

Custom Reporting

SOAPware offers a custom reporting feature that allows you to create many basic reports based on the following items:

  • Patient demographic information
  • Scheduling information
  • Insurance policy information
  • Billing information (if using SOAPware PM)

To run a custom report, click on the View menu, then Select Reporting > Custom Reporting.

To create a custom patient report, specify the items that you wish to be included in the report by using the fields available within each category.  

The custom report will be generated and displayed in a Print Preview. From here, you can print the report or export it to various file formats, such as Excel, .CSV, or PDF.

For more information on using the Custom Reporting Feature, please see: Custom Patient Reporting.