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New Report Fields & Updated Resources - 3/1/2013

posted Mar 1, 2013, 10:44 AM by Angelique Belot   [ updated Jun 29, 2015, 2:20 PM ]
Are you on v8.5? Do you use the Report Builder? Do you love new features? If you answered "Yes" to these questions, then today is your lucky day.

We've added new report fields to the Report Builder! If you're on v8.5 these fields are currently available for use and can be found within the Report section of the application, under the Report Builder tab within the Report Fields pane. If you’re not using v8.5 and you would like to begin using the Report Builder and these new fields, please be sure to update your application to v8.5.

New Fields

  • Patient Prefix
  • Appointment Time
  • Payment Total Amount (w/ Copays)
  • Charge Deleted Date
  • Provider Entered Date
  • Authorization#
  • Auth. End Date
  • Auth. Start Date
  • Visits Authorized
  • Visits Left

Want more report fields? If so, please contact a Support Specialist with your request!


Updated Training Material 

The following training material has been updated:

  • Reference the Report Fields Descriptions Guide to learn about where and what sections of the application these fields pull from.

Related Material & Training 

Here are some other report related training material to help guide you through running and building reports:

  • Watch the Report Viewer & Builder Training Modules for a high level overview on how to use the Report Viewer & the Report Builder.
  • Watch the pre-recorded CBI Webinars for an overview of the report changes and a live demonstration on how to build reports from templates, and how to build new reports.
  • Reference the Report Viewer Guide to learn how to view reports that are in your system.
  • Reference the Report Builder Guide to learn how to build reports.