Under the New Pulse Reports menu, you will find the Voided Payment Report. The Voided Payment Report leverages state-of-the-art reporting technology for improved performance—both in speed and data quantity. Possible uses of the Voided Payment Report include:
- Trending improvements of a staff member who has been retrained because of too many voids.
- Tracking unusual behavior e.g. too many voids, an unexpected increase in voids by a person to proactively prevent any unwanted activity.
- For group practices, comparing how practices perform across the group.
The topics in this article include:
Accessing the Report
To view the new reports, click on the Menu > Reports > New Pulse Reports.
Favorites
Clicking the star to the right of a report will mark/unmark the report as a Favorite. Marking reports as a Favorite will help to filter the list of reports as this list grows with new reports. Click the Favorites link to view favorite reports.
Running Reports
From the main list of reports, click on the name of the report to run the report. For this article, click on Voided Payment Report.
Report Details
Initially the Voided Payment Report generates a dashboard and a list of voided payments based on the default Run as of and Voided on parameters.
Each report is run based on default criteria set in the Parameters panel. The criteria can be changed, and if you like, save the new criteria as a bookmark.
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Default Parameters: Run as of: Today's date and 11 pm time is the default. Note: Available data goes as far back as seven years.
Voided On: This will default to the Last 1 Months and shows the date range defined by this parameter. In our example, the value for number of months was changed to six. This displays voids made during the last six months. Clicking the drop-down for Last and Months allows the user to change the values when voids were made.
Voided by: This defaults to show All employees who voided payments. To filter the data for specific employees, click the drop-down to display the list of employees then clear the Select all check box and click in the check box to select specific employees.
Practices: If your practice is part of a group of practices, the practices will be listed from the drop-down list. It will allow the user to select which practice to run for the Voided Payment Report.
Note: These parameters can be changed by selecting different values. When the parameters are changed, the report will take a moment to load the updated filters. |
Bookmarks
Bookmarks can be used to save the current view and can be named to easily remember the view, such as “Voids Last 6 Months”.
Work with Bookmarks
To save a view, add the view as a Bookmark.
- Click Bookmarks on the page.
- Click Add Bookmark.
- Enter the name for the new bookmark.
- Click the checkmark to save the bookmark name. Clicking the X will cancel adding the bookmark.
- The list of bookmarks is displayed.
Using Bookmarks
- Click a bookmark to change the view of the report.
- When the mouse changes to four arrows at the left side of a bookmark, click and drag to change the order of bookmarks.
- Click on the Actions icon to Rename or Delete the selected bookmark.
Note: Bookmarks are specific to the user, not the device, so the user can go to another laptop/computer and still have access to the bookmarks. The user will not see the bookmarks created by other users.
Report Dashboard
The Report Dashboard highlights key data so the user can quickly understand the status of voided payments. This includes:
- Total Voided Amount
- # of Voids
The interactive bar and line graphs include:
- Total Voided Amounts by Employee
- # of Voids by Employee
- Voided Payment Trending - A trending graph that tracks both values
The interactive bar charts allow the user to click on a bar to filter the data for a specific employee. This is instead of changing the "Voided by" parameter. Click on the bar a second time to return to view data for all employees.
Sorting Columns
Reports with tabular columns can easily sort data by clicking on a column header.
- Move your mouse over any column header.
- Click the mouse to change the sort order.
The black triangle indicates if the column is sorted in ascending or descending order.
Sorting by Multiple Columns
In the image below, the data is sorted by Client Name then by Total Voided Amount. Both columns will be sorted in ascending order.
- Click on one column (in this example, Client Name).
- Hold down the shift key as you click on any additional columns to sort the data (for our example, Total Voided Amount).
Note: In our example, if you hold the shift key down again and click on Total Voided Amount, it will sort that column in descending order.
Note: The link ( ) next to the client name, when clicked on, will take you to the client record.
Print Report
If you want to print or export the report, click on the Print Report button at the top-right of the page.
Note: If a user updates the filter regardless if it is on the Dashboard then clicking Print Report, or if the filter is updated within the printable view, the report will take a moment to load the updated filters into the report print page.
The printable view of the report will display.
Exporting
On the Print Report view:
- Export to Excel®, PDF, or Comma Separated Values to print the report.
- Email functionality will be available at a future time.
The image below is the report exported to PDF. From this screen, the practice can print the report.
Go to Reports
The Go to Report link will go back to the main Voided Payment Report screen.
The Go to Reports link will return the user to the main list of New Pulse Reports.
Note: The legacy reports are still available for use. Go to the Menu > Reports > Reports to generate a legacy report.
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