What reports are available in the EHR?

Practice Fusion offers a variety of types of reports that can provide insight into the information available to you through your account. Included below is a brief summary of how to utilize these reports and their advanced search and filter options.

Click Reports from the left navigation bar to view all available reports.



Please review the resources linked below for detailed information regarding specific reports:
Several additional reports are available to your practice. For more information, please review the types of reports below.

Activity feed and audit report
1. Select a date range within a 14 day time frame. Additional filtering options include: Date, Patient, Provider, Activity Type and Patient Data Type
2. The Audit Report will include the Activity Type, Patient Data Type, Detail, Provider Username and Date. (The Date column will include the time-stamp)


If you experience an error message or a prolonged loading time, please narrow your search criteria. You can narrow your search criteria by shortening the time range you are searching with as well as selecting the Show only my activity box.

Chart notes report
1. Use the provider drop-down menu in the upper-left corner to select a specific provider (results show chart notes that were seen by the provider), or leave “All Providers” to run a report for all providers.
2. Using the Chart Type drop-down you can choose to narrow your search by you chart note types, including any custom chart note types you may have. You may also choose to filter the search results by date adding a date range using the date fields. 
3. When your desired parameters are set, click Run Report.

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4. To print or export the report (only after you have clicked the Run Report button), you can click the Actions button in the upper-right corner to Print or Export. Exported files are in .csv format, which can be opened and edited in Excel.

Diagnosis registry
1. Select the individual provider or search All providers
2. Toggle the drop-down menu to search by Dx or ICD9 codes. (Note: To search by a specific diagnosis code, please ensure that you select to search by ICD9 codes.)
3. Use the Calendar icons to specify a date range for your report
4. Show active and inactive Dx, or only active

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Drug interactions report
1Select the individual provider or search All providers (the provider is designated by the ‘Signed by’ provider on the chart note)
2. Select the Alert Level drop-down to narrow your search to include specific types of interactions
3. Use the Calendar icons to specify a date range for your report



Referrals report
1. Select the individual provider or search All providers (the provider is designated by the ‘Signed by’ provider on the chart note)
2. Use the Calendar icons to specify a date range for your report



Meaningful Use dashboard - Historic
If you actively participated in Meaningful Use from 2011-2013, you may use this report to access your historical Meaningful Use dashboards.

Medication report
Use the provider drop-down menu in the upper-left corner to select a specific provider (results show chart notes that were seen by the provider), or leave “All Providers” to run a report for all providers. Search results will display patients prescribed a particular medication by a specific provider or all providers in the practice.



EHR Features

  1. How do I get started with Practice Fusion?
  2. How do I train my practice on the EHR?
  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
  23. How do I create a custom Simple note?
  24. What is population health management?
  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
  27. How do I add a new contact to my Directory?
  28. Using Voice Dictation on the iPad
  29. Where is Live Chat help?
  30. Practice Activity in the EHR for security audit
  31. How do I create a Help Ticket for the Customer Service team?
  32. How do I view and print my daily schedule?
  33. I customized all new colors for appointment types and now ALL my appointments are one color.
  34. How do I refer a colleague to Practice Fusion?
  35. How can we organize documents?
  36. Does Practice Fusion have the ability to import or export an HL7 file?
  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
  40. How do I schedule time for non-provider staff?
  41. Why are my appointments missing?
  42. How can I hide inactive users in the Schedule?
  43. Why aren't patients receiving the email appointment reminders?
  44. What emails are sent to patients?
  45. How do you print a signed soap note?
  46. Is Practice Fusion secure?
  47. Can I generate a list of my specific patients?
  48. How do I delete or remove an uploaded document?
  49. What is the Family History section?
  50. How do I upload and reconcile clinical documents?
  51. Vaccination Clinical Decision Support Reminders
  52. How do I create referral templates?
  53. How do I use the Payer Report?
  54. How do I set durations for custom appointment types?
  55. How do I create custom document types?
  56. How do I add attachments to referral letters?
  57. What tools are available to track patients with overactive bladder (OAB)?
  58. How do I retrieve a referral if I don't have a Practice Fusion account?
  59. How can I use the Updox inbound fax feature with Practice Fusion?
  60. How can I track copays in the schedule?
  61. Is the private training available?
  62. How do I use the help menu drop down?
  63. Can I use Dragon or other dictation software with Practice Fusion?
  64. What are appointment conflict notifications?
  65. How do I update an appointment's confirmation status in the schedule?
  66. What is the Prescription Report?
  67. How do I submit an idea?
  68. How do I use the Appointment report?

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