This article will detail some common reporting scenarios and how to access that information in Valant.
How to find total active patients and how many are insurance vs self-pay?
The Patient Report can be exported to Microsoft Excel and you can get a total of the patients in the rows. Or CSV Facesheet and get the line count. A user could also use the facesheet to filter out people with no insurance information.
Report to show patients who haven't been had an appointment in a certain amount of time.
Use the Patient Activity report and last visit date and end date to specify a date range.
Report for patients that have not been seen?
The Patient Activity report will show the last date a patient was seen. A blank will mean they have never been seen. Valant counts a recorded appointment as marking an appointment as complete.
How do I find all patients that have a credit?
To find patients that have a credit or negative balance on their account (indicating the patient is owed balance), can be found using the Patient Aging Summary report. In the minimum balance field put 0 and in the maximum field put a negative value like -10,000. This will show all patients that have a credit as their overall balance.How do I count the units for visits?
The Charges report will count the units for all visits.