While there are 80+ Reports in Juvonno. To help you figure out which one matches your company's workflow best, we've put together a list of the most popular and recommended reports along with the details each report includes.
Patient Details
1) Patient Insights
Create and save customized patient report templates, selecting from an array of filters and choosing exactly which details and metrics to include on export.
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Included Filters:
Patient Name
Patient Status
Patient Gender
Patient Age
Patient City
Patient Province
Patient Country
Patient Group
Patient Default Clinic
Patient Default Practitioner
Patient General Practitioner
Patient Referral Type
Patient Invoice Date
Patient Invoiced 3rd Party
Patient Insurance Policy Rules
Patient Insurance Reset Date
Patient Invoiced Product #
Patient Date Created
Patient's Last Appointment
Patient's Custom Fields
Included Details:
Patient First Name
Patient Last Name
Patient Date of Birth
Patient Gender
Patient's Email Address
Patient's Phone Number
Patient's Address
Patient's City
Patient's Province
Patient's Postal Code
Patient's Country
Patient's Group
Patient's Default Clinic
Patient's Default Practitioner
Patient's General Practitioner
Patient's Referral Type
Patient's Status
Patient's Appointments Booked
Patient's Appointments Cancelled
Patient's Appointments Missed
Patient's Appointments Completed
Patient's First Appointment Date
Patient's Last Appointment Date
Patient's Total Invoice Amount
Patient's Total Receivables Amount
Patient's Payor(s)
Patient's Consent Received
Patient's Consent Date
Patient's Custom Fields
2) New Patients
This report provides detailed information of new patient profiles added into the system, along with the initial amount invoiced, the number of completed treatments had by the patient so far, their referral source, family physician and more.
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Included Filters:
Date Range
Clinic / Location
Practitioner
Patient Group
Included Details:
Patient Full Name
Patient Phone Number
Patient Email Address
Patient Group
Patient's First Invoice Amount
Patient's Appointments Completed
Patient's Initial Practitioner
Patient's Referral Source
Patient's Family Physician (General Practitioner)
Patient's Default Clinic
Patient Profile Creation Date and Time
User which created the Patient Profile
3) Patient Drop-Off
This report provides a list of patient's that have not had an appointment since a certain date range. Set the start and end date to your liking and obtain a summary (contact & appointment info) per patient.
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Included Filters:
Date Range
Clinic / Location
Practitioner
Patient Name
Included Details:
Patient Full Name
Patient Chart #
Patient Phone Number
Patient Email Address
Patient's Last Seen Practitioner
Patient's Number of Visits
Patient's First Date of Treatment
Patient's Last Date of Treatment
4) Patient Insurance Balances
This report provides a list of patients' insurance funding amounts, filterable by reset date or individual insurance company. Identify which patients still have funding available prior to their reset date.
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Included Filters:
Insurance Company Filter
Insurance Reset Date
List only Patients with Balances (available funds)
Included Details:
Patient Full Name
Patient Chart #
Patient Phone Number
Patient's Default Practitioner
Patient's Last Appointment Date
Patient's Insurance Coverage Total Amount
Patient's Insurance Coverage Used Amount
Patient's Insurance Coverage Remaining Amount
5) Patient Birthdays
This report provides a list of patients with their date of birth, filterable by month.
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Included Filters:
Default Clinic
Month Selection
Included Details:
Patient Full Name
Patient Birth Date
Patient Phone Number
Patient's Email Address
Scheduling Statistics
1) Day End
This report provides an individual day's stat breakdown, which includes appointment statuses, practitioner appointment counts, total sales, invoice summaries and more.
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Included Filters:
Date Selection
Clinic / Location
Select to include:
Transaction List,
Open Appointments,
Practitioner Appointment Stats
Provincial Claim Stats
Credit Reimbursements
Included Details:
# of Total Appointments
# of Completed Appointments
# of Open Appointments
# of Cancelled Appointments
# of No Show Appointments
# of Rescheduled Appointments
Practitioner # of Appointments
Total Sales Amount (Pre and Post Tax)
Total Tax Amount
Total Amount of Payments Received
Individual Payment Type Amounts Received
Total Provincial Claims per Practitioner
Credit Reimbursement Amounts
Credit User Added and which Patient Paid
Credit Amount, Date and Ref # Number
Invoice/Claim Number, Patient Name and Payor
Invoice/Claim Tax, Total and Balance Owing
Open Appointments Patient, Practitioner and Time
2) Clinic Statistics
This report provides a date range (i.e. monthly) clinical stat breakdown, which includes total appointment counts, sales, payments received, accounts receivable and referrals added.
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Practitioner Statistics
1) Employee Sales Statistics
This report provides a date range (i.e. monthly) practitioner stat breakdown, which includes total pre-tax sales, arrived patients, appointment hours, available hours and an efficiency calculation.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Practitioner(s) Selection
Toggle Inactive Staff
Toggle Including Away's duration in Total Available Hours count
Toggle Including Cancelled Appointment's duration in Total Appointment Hours
Included Details:
Clinic Name
Practitioner Name
Total Pre-Tax Sales (also by Practitioner)
Total Arrived Patients (also by Practitioner)
Total Appointment Hours (also by Practitioner)
Total Available Hours (also by Practitioner)
Total Assessments (also by Practitioner)
Total Cancelled/Missed Appointments (also by Practitioner)
Efficiency Percentage by Practitioner
2) Chart Statistics
This report provides a date range, practitioner charting stat breakdown, which acts as a quick glimpse at outstanding charts, the percentage of completed charts per practitioner and which appointments are not yet charted for.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Practitioner(s) Selection
Staff Group(s) Selection
Toggle: Only Display Uncharted Appointments
Included Details:
Clinic Name
Practitioner Name
# of Charts Completed
# of Uncompleted Charts
Percentage of Completed Charts
Patient Name and Chart #
Patient Group
Appointment Date
Charting Status (Y - Completed, N - Incomplete)
3) Practitioner Day Sheets
This report provides a print-ready daily schedule snapshot of a practitioner's appointments, along with the start time, duration, schedule type and Memo.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Practitioner(s) Selection
Included Details:
Clinic Name
Practitioner Name
Appointment Start Time and Duration
Patient Name and Chart #
Schedule Type
Appointment Memo
Appointment Product/Service
Diagnosis
Sales & Invoicing
1) Comprehensive Sales
This report provides the most extensive sales details with a variety of filters such as staff group, practitioner, specific product/service departments, categories or items.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Practitioner(s) Selection
Staff Group(s) Selection
Products and Service Department
Products and Service Category
Products and Service(s)
Included Details:
Clinic Name
Patient Name
Patient Chart #
Patient Email Address
Patient Group
Practitioner
Staff Group
Third-Party Company Group
Third-Party Payor
Payment Type
Product/Service Department
Product/Service Category
Product/Service Item
Invoice #
Consolidated Invoice #
HCAI Document #
Invoice Date
Product/Service Item Name
Product/Service Quantity
Unit Price
Subtotal
Tax
Total
Paid
Item Cost
2) Detailed Sales by Date
This report provides sales data filterable by date and/or clinic. It also includes invoiced products/services, quantity and payments applied.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Third-Party Payor
Clinic Name
Practitioner Name
Product/Service Item Name
Product/Service Item #
Product/Service Quantity
Payments
PreTax Subtotal
Tax
Invoice Total
Receivables
3) Item Sales by Date
This report provides item (product/service) sales data filterable by date and/or clinic. It also includes invoiced products/services, quantity and payments applied.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Included Details:
Patient Name
Patient Chart #
Invoice #
Invoice Date
Patient Group
Clinic Name
Practitioner Name
Product/Service Item Name
Product/Service Item #
Product/Service Quantity
Product/Service Cost
Sales Total
4) Sales by Practitioner
This report provides sales data, filterable by date and/or practitioner. It also includes invoiced products/services, payment type, patient referral and receivables.
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Included Filters:
Date Range Selection
Clinic / Location Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Third-Party Payor
Appointment Date
Patient Referral
Payment Type
Practitioner Name
Product/Service Item Name
Product/Service Item #
Product/Service Quantity
Invoice SubTotal
Tax
Invoice Total
Receivables
5) Voided Invoices
This report provides a list of voided invoices within a date range, filterable by void or invoice date.
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Included Filters:
Date Range Selection
As-of Date Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Payments
Tax
Invoice Total
Payments
1) Payments Received
This report provides a list of voided invoices within a date range, filterable by void or invoice date.
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Included Filters:
Date Range Selection
As-of Date Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Payments
Tax
Invoice Total
2) Payments by Practitioner
This report provides a list of voided invoices within a date range, filterable by void or invoice date.
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Included Filters:
Date Range Selection
As-of Date Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Payments
Tax
Invoice Total
3) Voided Payments
This report provides a list of voided invoices within a date range, filterable by void or invoice date.
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Included Filters:
Date Range Selection
As-of Date Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Payments
Tax
Invoice Total
Accounts Receivable
1) Invoice Search
This feature provides the largest amount of filters (such as clinic, practitioner, patient group and/or invoice status type) and while able to view the live results and edit/pay invoices, the results themselves are exportable.
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Included Filters:
Invoice #
Invoice Amount
Claim / Policy #
Date Range Selection (by Appointment or Invoice Date)
Patient Name
Invoice Status
As-of Date Selection
Practitioner
Third-Party
Patient Group
Clinic
Print Batch
Included Details:
Patient Name
Invoice #
Third-Party Payor
Practitioner
Clinic
Appointment Date
Invoice Date
Invoice Total
Invoice Receivables
2) Aged AR by Date
This report provides a list of outstanding invoices as of a specific date, and also filterable by payment date.
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Included Filters:
As-of Date Selection
Payment Date
Include/Skip Credit listing
Included Details:
Patient Name
Patient Chart #
Patient Group
Third-Party Insurance
Invoice #
Invoice/Transaction Date
Appointment Date
Days Outstanding
Invoice Total
Balance Owing
Credits (when applicable)
Referral Statistics
1) Revenue by Referrals
This report provides a financially informative view of revenue accumulated per patient and their referral.
View date range revenues per referral and their up-to-date total revenues as well.
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Included Filters:
Clinic
Date Range
Referral Type
Included Details:
Patient Name
Referral Type
Referral Date
Patient Group
General Practitioner
Completed Treatment Invoiced Total
Revenue per Date Range
Revenue Totals
Patient Referred by Date
Total Patient Referred by Referral Type
2) Referrals by Type
This report provides a simplified list of patient's completed visits based on referral type.
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Included Filters:
Clinic
Date Range Selection
All Referrals or only those with Referral Dates
Referral Type
Included Details:
Patient Name
Patient Chart #
Referral Date
Completed Visits
Referral Type
Taxes & Credits
1) Taxes Collected
This report provides a list of all invoices with taxes applied, within a date range, filterable by clinic.
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Included Filters:
Date Range Selection
Clinic Selection
Included Details:
Patient Name
Invoice #
Invoice Date
Payments
Tax
Invoice Total
2) Credits
This report provides a list of credits applied to patients within a date range and filterable by clinic.
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Included Filters:
Date Range Selection
Clinic Selection
Included Details:
Patient Name
Patient Chart #
Credit #
Payment Type
Payment Date
Payment Amount
Balance Owing
Looking for more report information? Here's a complete table of all Juvonno's reports and the details found within.