Utilizing the Patient Daily Summary Report in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions for effectively utilizing the Patient Daily Summary Report feature within the MDLand iClinic system. 

• Key Features: Accessing the report, applying filters for specific data, navigating patient records, exporting data to Excel, and printing the report. 

2. Accessing the Patient Daily Summary Report 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Reports Icon:  

• Click on the Reports Icon from the dashboard. 

3. Navigate to the Patient Daily Summary Report:  

• Under the Billing/Account Reports section, click on Patient Daily Summary. 

4. Report Interface:  

• The Patient Daily Summary report will appear, displaying options and filters on the left-hand side for customizing the report. 

3. Applying Date Filters 

1. Date of Service (DOS):  

• Quickly switch between preset date ranges:  

• 1 Day 

• 7 Days 

• 30 Days 

• 90 Days 

2. Custom Date Range:  

• Click the Calendar Icon next to the From field to select the desired start date (month, year, and day). 

• Repeat the process for the To field to set the end date. 

• Both fields will now reflect the custom date range. 

3. Refresh Data:  

• Click the Refresh button to load the report data based on the selected date range. 

4. Navigating Patient Records 

1. Accessing Claims or Office Visits:  

• Click on the Patient's Name (highlighted in blue) to navigate to their record. 

• Finished Status: Clicking the patient name will direct you to the Claim created for that patient. 

• Working Status: Clicking the patient name will direct you to the Office Visit that is still open for that patient. 

5. Applying Additional Filters 

1. Filter by Provider:  

• Click the Provider Dropdown and select a specific provider to view their patients only. 

2. Filter by Insurance:  

• Click the Insurance Dropdown to filter the report by specific insurance carriers. 

3. Filter by Office Location:  

• Click the Office Location Dropdown to view patients from a particular office location. 

4. Filter by Payment Type:  

• Click the Type of Payment Dropdown to filter patients by payment type (e.g., insured, self-pay). 

5. Filter by Payment Method:  

• Click the Payment Method Dropdown to filter based on how patients paid (e.g., credit card, cash, check). 

6. Filter by Pay Type:  

• Click the Pay Type Dropdown to filter based on what the patient owed, such as:  

• Co-Insurance 

• Deductible 

• Copayment 

6. Exporting the Report to Excel 

1. Export Data:  

• Click the To Excel button. 

2. Download Process:  

• If using Google Chrome, the file named Patient Daily Summary.xls will appear in the bottom-left corner of your screen. 

3. Open the File:  

• Click the downloaded file to open it in Microsoft Excel for further analysis or reporting. 

7. Printing the Report 

1. Initiate Printing:  

• Click the Print List button, located to the right of the To Excel button. 

2. Print Preview:  

• A new tab will open within iClinic, displaying a print-friendly version of the report. 

3. Finalize Printing:  

• Click the Print button within the browser window. 

• Confirm your print settings and click Print again to generate a hard copy. 

8. Best Practices 

• Regular Monitoring: Run the Patient Daily Summary report daily or weekly to track patient visits, payments, and claims efficiently. 

• Verify Filters: Always double-check that the correct filters are applied to ensure data accuracy. 

• Secure Data Handling: When exporting or printing reports, handle patient data securely to maintain confidentiality. 

9. Troubleshooting Tips 

• Missing Data:  

• Refresh the page if data does not appear after applying filters. 

• Confirm the correct date range and filter selections are set. 

• Export Issues:  

• Ensure your browser allows downloads and pop-ups. 

• Check for download permissions if the file does not appear. 

• Printing Problems:  

• Verify your printer settings and ensure it is properly connected. 

10. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to report generation, exporting, or printing. 

• Billing Department: Consult for questions regarding patient payments, outstanding balances, or account management. 

Thank you for following this guide. Effective use of the Patient Daily Summary Report ensures accurate tracking of patient activities, improved billing management, and streamlined office workflows.