1. Overview
Purpose:
This report shows all documents with the selected Initials during a selecteddate range.
Target Audience:
Clinical staff, admin.
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Documents >> By Initials
3. Report Filters & Parameters
| Filter Name | Description |
| Category | Restricts results to one category |
| Document Type | Restricts results to one or more Document type |
| Date Span | Restricts results to a specific date range |
| Initials | Restricts results to initials mentioned in the document |
4. Output Columns
| Column Name | Description |
| Item | Serial number |
| Document Type | Type of document |
| Document Date | Date on which the document is added |
| Patient Name | Name of the patient |
| Acct # | Patient account number |
| Initials | Initials added to the properties of the document |
| Comments | Comments added to the properties of the document |
5. Report Grouping / Sorting Behavior
Sorted by Patient Account Number
6. Export Options
Available for export in PDF
7. Special Notes / Tips
- Also called Document Report for Initials
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-08-04 | Initial documentation created |
