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  1. Medical Coding System
  2. Reports and analytics
Reference

Reports for the questions your team asks

Answer operating questions from encounter, evidence and financial states.

Overview
Medical Coding System · Overview

Medical Coding System dashboard

This quarter

Consents in view
6
Pending
6
Expires at in 14 days
2

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled49
Arrived2959%
In progress2172%
Awaiting review1257%

Encounters by status

Sample counts per stage

900
30Scheduled
20Arrived
60In progress
80Awaiting review
90Completed
Example screen with sample data

Questions to answer

Which visits need review?

Read the encounter's current state with its patient, clinician and visit time.

Where is specimen work waiting?

Compare Ordered, Collected and Received records with their collection and accession details.

Who owns open care work?

Group care tasks by assigned person, status and due date.

Which charges need a decision?

Review Draft charges with their encounter, service description and amount.

What receipts are confirmed?

Keep Pending, Confirmed and Refunded payment states distinct.

More reports

Encounter state by visit type List

Count encounters by visit type and current status.

Visits awaiting review List

List encounters marked awaiting review with patient, clinician and visit time.

Specimen processing List

Group specimens by status and type, with collection and accession details.

Open follow-up work List

Show open and escalated care tasks by assigned person and due date.

Privilege verification List

Show clinician privileges by type, status and effective dates.

Charge state and amount List

Sum charge amounts by status and service description.

Patient receipts List

Sum patient payments by status and receipt date.

Encounter evidence Grouped

Show each encounter with its clinical notes, observations, specimens, dispensations and charges.

Set up Medical Coding System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started