The EHR Reports include:

  • Today's Appointment Report
  • Encounter Report
  • Alert List Report
  • Patient List Report
  • Mismatched Lab Results 
  • Immunization Reporting
  • Syndromic Surveillance List

Click the Reports tab, then All.

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EHR Reports display here.

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Today's Appointment Report

Click Today's Appointment Report.

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You can also access Today's Appointment Report from the Reports dropdown menu.

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Select your date range.


You can filter the report by Provider Name, Location, Patient Name, Appointment Type, Date and Time, Material Resources, Notes, Encounter #, and more. 


Select the filter icon and choose your preference. 


The column, filters, and favorite functionality work the same. To learn more, navigate to EHR Today's Appointments.


Click the PDF or CSV icon to export the report.


Archived Reports

Click on Archived Reports to access the messages you deleted. 


You can view appointment details between selected dates or search by last name. 


Next, check the box below "confirmed" and click Export. Your file will begin to download.  


Encounter Report

Use this report to generate a list of all encounters that have been created within a given time period for all patients. This report can be generated for all prescribers or for a specific prescriber only and for either unsigned or signed encounters.

Click Encounter Report. Choose a provider from the dropdown. The default is for the report to generate a list of all providers. Select the checkbox for Signed to see the list of signed encounters. The default is for the report to generate a list of draft and review encounters (all unsigned encounters). Next, choose a specific date range, or use the quick pick dropdown to set the report parameters. Click Search to see the encounter list. 

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Click Export to CSV to download the report as a .csv file (excel file).


Click Return to go back to the report list.


Alert List Report

Use this report to see a list of all medication interaction alerts within a given time period. Click Alert List Report.

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Choose a provider from the dropdown. The default is All Providers. Next, choose a specific date range or use the Quick Pick dropdown to select a pre-set range. Lastly, click Search to see the interactions list.

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Click Print to print or save a copy of the report. 


Click Done to return to the report list. 


Patient List Report

This report can be used to generate a full patient list or (a partial list) of all patients that meet a specified set of criteria.

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Partial patient list 

Use the parameters to generate a report of patients with a specific name, zip code, age, diagnosis, current medication, allergy, or communication preference. 

Running a partial patient list report will only return a list of patients who meet the specified filters AND who have at least one medication, problem, allergy, or lab result in their chart.

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If you are using Scheduling with RXNT, you can also generate this report for patients who have a scheduled appointment.

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Click Add to generate the patient list based on lab results entered in the patient dashboard.

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Choose the lab name, relation and value, then click Insert.

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Click Clear to reset the parameters.

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Click Generate to see the patient list.

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Drag and drop column headings to rearrange them or group patients by a parameter.


Click Export to download the report as a .csv file (excel file).


Click Return to go back to the report list.


Full patient list

Click Request Full Patient List Export for a report of all patients in your database.

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A message will display letting you know that the report is in progress and will be ready in a few minutes. 

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Once processed, the report is available as password-protected .zip file. Begin by selecting View Password.

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Copy the password to download.  A new password is generated for each patient list.

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Next, click Download

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Patient lists are encrypted with 256-bit encryption. You will need to use an unzip tool that can support this type of encryption, or you may receive an error when you enter the password for the file. Click here to download a tool that supports this encryption.

From your browser's downloads, open the export with your computer's file explorer. From there, open the file by pasting the copied password. 

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Mismatched Lab Results

Use this report to see lab results that do not have a matching patient in the database. A patient will be created in the database at the time the lab results are received through the interface.

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This report will only populate information if you are set up with a lab results interface. To find out more, contact us by calling 800-943-7968, option 3, or emailing

Immunization Reporting

Use this report to compile information about patient immunizations that need to be reported to public health agencies or other external organizations. 

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Choose a specific date range for administered or exported date, or use the quick pick dropdowns to set the report parameters. Both date ranges are optional. If left blank, the full immunization list will be reported. 

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Specify patient name, provider name, vaccination, or status as desired.

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Click Search to get the immunization list. 

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Click Export Reports to download the .hl7 file for the immunizations. 

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Syndromic Surveillance List

Use this report to generate a list of patients based on their diagnosis.

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Click Generate Syndromic Surveillance List. Select one or more diagnoses by searching for a code or keyword. Click Clear to reset the parameters. Click Generate to get the list of patients with the chosen diagnosis codes. 

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Drag and drop column headings to rearrange them or group patients by a parameter.

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Click Return to navigate back to the report list.

Click Export CSV to download the report as a .csv file (excel file).

Click Export All to download the report as a .hl7 file. 

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