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Choosing a Practice Management System (PMS) with the right reporting tools for your needs is essential to running an efficient practice. Trying to sort through a mountain of data can be daunting if your information is not being presented in a clear and concise way.

Have you ever asked yourself any of the following questions?

• How well is my practice performing?
• Are there any areas that need improvement?
• Are we leaving money on the table?
• How do I make sure nothing is falling through the cracks?
• How do I get the most out of my data?

The Criterions PMS software provides a wide array of financial and clinical reporting tools to help practices get the most out of their data. Over the last 30 years, we have implemented many reporting features to address the needs of our clients, and we continue to evolve our software to match today’s fast paced world.

Users can select from any of our built-in reports including payment reports, productivity reports, daily/monthly reports, scheduling reports and patient reports which will be displayed on our built-in report viewer. Sample outputs for the Monthly report and the Unit Analysis report can be seen below:

Criterions Monthly Report Output
Criterions Unit Analysis Report Output

In addition to our built-in reports, Criterions PMS software is proud to offer flexible, customizable data exports for patient, claim, scheduling, and transaction information that allow users to create dynamic data outputs based on their changing needs. Users can select from a variety of filtering options and can choose exactly which fields to include in the output. For example, if you’d like to view your collected amounts for a designated date span, but want to filter based on a specific procedure code, diagnosis code, physician or insurance carrier, you can use the Claim Information export. Perhaps you’d like to see which of your patients had appointments for a particular appointment type in a certain location and you’d like to filter the results by age. You can utilize Criterions Scheduling Information export to generate this information.

With these powerful tools, the sky is the limit. Practices can create many of the reports they need on their own without requesting modifications to the existing, built-in reporting tools. The .csv output from these exports can be viewed in external programs such as Microsoft Excel, where advanced Excel users can perform further grouping and filtering to present data in a multitude of ways. Totals can be calculated based on any desired field, custom formulas can be applied, and various charting formats can be implemented to display the data graphically. With tools like this, you can ensure that you are getting the most out of your data by presenting it in a way that will help you meet your practice’s changing needs.

Interested in learning more about our PMS software? Contact us using the from below:

Request a Demo!