Essence - Interactive Reports

There may be situations wherein you need to verify pre-configured reports with an interaction that allows you to customize the parameters to retrieve specific information. RamSoft Essence Interactive reports allow you to generate customizable reports and export them to a PDF, CSV, XML or HTML file.

You can drag and drop fields on to the reports area to view as a Column or above the Column header to form a group.

note

Click the Prompts icon to select the From and To dates.

Name	Input Description	Output Description
CDs Burned by Date Report	The Issuer, Imaging Facility and Scheduled Modality fields are added by default in the Groups bar. You can view the groups and respective columns in the Layout view. The Columns bar in the layout view has the following information with respect to a CD that is burned: • Date Burned • User • Patient ID • Patient Name • Accession # • Study Date • Study Status	This report provides information on the CDs burned on any given day in an Imaging Facility, for a scheduled Modality performed on a patient. You can drag and drop the available fields between the Groups and Columns bars to customize the report to your needs.
Charge Posted by Date Report	The Issuer, Imaging Facility and Scheduled Modality fields are added by default in the Groups bar. You can view the groups and respective columns in the Layout view. The Columns bar in the layout view has the following fields: • Date Posted • Patient ID • Patient Name • Accession # • Study Date • Referring Physician • Procedure Codes	This report provides information on the dates, when charges are posted for a study/studies performed in an Imaging facility for a scheduled modality. You can drag and drop the available fields between the Groups and Columns bars to customize the report to your needs.
Charge Posted by Date Signed	The Signed From Date and Signed To Date are added by default. The default columns are: Date Signed Patient ID Patient Name Accession # Study Date Referring Physician Procedure Codes	This report displays the Charges posted by Date Signed ordered by Issuer, Imaging Facility, Scheduled Modality and Date Signed.
Charges By Date Posted with Diagnosis Codes - Static	The From Posted Date and To Posted Date fields are the input fields. The report is named "Static" as there is no customization of fields for this report. The displayed columns are: • Date Posted • Patient ID • Patient Name • Accession # • Study Date • Referring Physician • Reading Physician • Procedure Codes • Procedure Code Descriptions • Diagnosis Codes • Diagnosis Code Descriptions	This report displays the charges by Date Posted grouped by Imaging Facility & Scheduled Modality.
Charges by Study Date with Diagnosis Codes - Static	The From Study Date and To Study Date fields are the input fields. The report is named "Static" as there is no customization of fields for this report. The displayed columns are: • Study Date • Patient ID • Patient Name • Accession # • Date Posted • Referring Physician • Reading Physician • Procedure Codes • Procedure Code Descriptions • Diagnosis Codes • Diagnosis Code Descriptions	This report displays studies that have been posted charge and non-post charge by Study Date grouped by Imaging Facility & Scheduled Modality.
Facility Studies Report	The Issuer and Imaging Facility fields are added by default in the Groups bar. You can view the groups and respective columns in the Layout view. The Columns bar in the layout view has the following fields: • Date • Patient ID • Accession # • Patient Name • Scheduled Modality • Scheduled Body Part • Description	This report provides information on the list of studies assigned to each Imaging Facility for the selected date range.
Faxed History Report	The Issuer, Recipient Name and Imaging Facility fields are added by default in the Groups bar. You can view the groups and respective columns in the Layout view. The Columns bar in the layout view has the following fields: • Date Faxed • Patient Name • Accession # • Reading Physician • Study Date	This report provides information on the history of fax communication sent to each Reading Physician on any given day.
Insurance Payers Report	The Columns bar in the layout view has the following fields: • Company Name • Financial Type • Zip/Postal Code • Address • Business Phone	This report provides a list of all the active Insurance Payers along with their Addresses and Financial Types.
New Insurance Company Report	The Issuer (the name of the Insurance company issuing the insurance) field is added by default in the Groups bar. You can view the groups and respective columns in the Layout view. The Columns bar in the layout view has the following fields: • Company • Date Added • Contact • State • First Patient ID • Patient Name	This report provides information on the Patient and Insurance Company, the first time a patient is added to an Insurance Company.
New Referral Report	The Issuer and Imaging Facility fields are added by default in the Groups bar. You can view the groups and respective columns in the layout view.	This report provides information on the first time patients referred by a Referring physician to a Imaging Facility.
Patient Insurance Info By Study Date	The Columns bar in the layout view has the following fields: • Patient Name • Study Date • Accession # • Primary Insurance Payer Name • Insurance Effective From • Insurance Effective To • Insurance Group Number • Insured ID (Policy #) • Insurance Copay Amount • Insured Name	This report provides information on Patient and the associated Insurance Payer details for each study. Here the study can be identified by the Accession #.
Patient Insurance Info List	The Columns bar in the layout view has the following fields: • Patient Name • Coverage Level • Payer Name • Group Number • Insured ID (Policy #) • Effective From • Effective To • Copay Amount • Insured Name • Notes	This report provides Insurance specific information for each patient along with the Coverage level.
Studies By Status Transition Date Report	The Status, Issuer, Facility and Modality fields are added by default in the Groups bar. You can view the groups and respective columns in the layout view. The Columns bar in the layout view has the following fields: • Transition Date Time • Accession # • Data/Time • Patient ID • Patient Name • Description	This report lists all the studies that are transitioned to the selected Study status within the desired Transition dates.
Studies with Amended Reports	The Issuer, Imaging Facility and Scheduled Modality are added by default in the Groups bar. You can view the groups and respective columns in the layout view.	This report provides information on the list of all the studies with amended reports.
Studies with Amended Reports by Reading Physician	The Reading Physician, Issuer and Imaging Facility are added by default in the Groups bar. You can view the groups and respective columns in the layout view.	This report provides information on the history record of amendments made to a report by each Reading Physician and the total number of Addendums to a report as a result of these amendments.
Study Charges by Date Charge Posted Report	The Issuer, Imaging Facility, Primary Insurance Payer and Scheduled Modality are added by default in the Groups bar. You can view the groups and respective columns in the layout view. The Columns bar in the layout view has the following fields: • Date Charge Posted • Study Date • Patient Name • Birth Date • Procedure Code • Procedure Description • Modifier • Quantity • Charge Amount • RVU Technical • RVU Professional	This report lists the charges posted within the selected Charge Posted dates.
Study Charges by Date Read Report	The Imaging Facility, Primary Insurance Payer and Scheduled Modality fields are added by default in the Groups bar. The Columns bar in the layout view has the following fields: • Date Read • Study Date • Patient Name • Birth Date • Procedure Code • Procedure Description • Charge Amount • Quantity • RVU Technical • RVU Professional	This report provides information on the charges for the study along with the Study Date, the charges applied and other relevant information based on the date the study was read. The studies are grouped by the Imaging Facility, the Primary Insurance Payer attached to the patient and the Modality that was scheduled for the study.
Study Charges by Reading Physician Report	The Reading Physician , Imaging Facility, Primary Insurance Payer and Scheduled Modality fields are added by default in the Groups bar. The Columns bar in the layout view has the following fields: • Date Read • Study Date • Patient Name • Birth Date • Procedure Code • Procedure Description • Charge Amount • Quantity • RVU Technical • RVU Professional	This report provides information on the charges for the study along with the Study Date, the charges applied and other relevant information based on the particular Radiologist chosen. The studies are grouped by the Imaging Facility, the Primary Insurance Payer attached to the patient and the Modality that was scheduled for the study.
Study Charges by Study Date Report	The Imaging Facility, Primary Insurance Payer and Scheduled Modality fields are added by default in the Groups bar. The Columns bar in the layout view has the following fields: • Study Date • Patient Name • Birth Date • Procedure Code • Procedure Description • Charge Amount • Quantity • RVU Technical • RVU Professional	This report provides information on the charges for a study for a study date chosen. The studies are grouped by the Imaging Facility, the Primary Insurance Payer attached to the patient and the Modality that was scheduled for the study.
Study Procedures Update Report	The report can be grouped by Referring Physician, Scheduled Modality and Body Part. The Columns bar in the Layout view has the following fields: • Date Updated • Patient Name • Study Date • Study Status • Accession # • Current procedures • Update User	This report provides information on the list of studies with updated Procedure Codes for each Referring Physician.
User Activity Audit Report	The User Role and username fields are added by default in the Groups bar. The Columns bar in the layout view has the following fields: • Data • Time • Activity Type • Activity Data • IP Address	This report lists all the user activity including user login and session timeouts for the selected date range.
User Login Monitoring Report	The username field is added by default in the Groups bar. The Columns bar in the layout view has the following fields: • Date • Time • Activity Type • Activity Data • IP Address • User Role	This report provides information on the monitored login activities. You can select any one of the following login activity and track the activity for the selected date range: • Login • Login Failure • Logout