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
- Go to the Menu > Reports > New Pulse Reports.
- Click on Voided Payment Report.
Favorites
Clicking the star to the right of a report will mark/unmark it 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.
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.
|
Printable View - Changes the screen to a view that can be printed or exported.
Default Parameters: Run as of: Today's date and current time. Voided On: This will default to the Last 3 Months and shows the date range defined by this parameter. Voided by: This defaults to show All employees who voided payments. Practices: This parameter will only be displayed if your practice is part of a group of practices. 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.
Show Single View - Hides Practices. |
Bookmarks
Bookmarks can be used to save the current view and can be named to easily remember the view, such as “Void by John Smith”. They are available on both the main New Reports page, the Voided Payment Report page, and the Printable View page.
Work with Bookmarks
To save a view, add the view as a Bookmark.
- Click Bookmark on the page.
- Click Add Bookmark.
- Enter the name for the new bookmark.
- Click the green checkmark to save the bookmark name.
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.
Report Dashboard
The Report Dashboard highlights key data so the user can quickly understand the status of Voided Payments. This includes:
- Total Voided Payments
- The number of voids
The interactive bar and line graphs include:
- Total Voided Payments by Employee
- The number of voided payments by employees
- 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 a 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 and click the mouse to change the sort order. The black triangle indicates if the column is sorted in ascending or descending order.
Printable View
If you want to print or export the report, click on Printable View from the Parameter panel to go to the second page.
Exporting
On the Printable View:
- Export to PDF, CSV, and Excel as well as print.
- Email functionality will be available at a future time.
Go to Reports
Use the Go to Reports link to return to the list of New Pulse Reports.
The legacy reports are still available for use. Go to the Menu > Reports > Reports to generate a legacy report.
Related Articles