How to Manage HCAI Reports

There are two reports you can export with HCAI-related data.
Use either the HCAI Communication Report or the Patient Summary Invoice.

HCAI Communication Report

1) Navigate to Reports.
Under the Statistics heading, select HCAI Communication.

2) Enter your preferred parameters and choose the Output type.

3) Sample Excel Output:

Patient Summary Invoice

1) Navigate to Reports.
Under the Invoicing heading, select Patient Summary Invoice.

2) Enter your preferred parameters and choose the Treatment Plan.

3) Sample PDF Output: