Custom EHR Report Builder

ClinicTracker gives you hundreds of ready-made reports, but sometimes you need more flexibility. Instead of settling for limited options or paying for costly development, our platform lets you design custom reports in minutes.

Leverage existing templates or pull data from any form built with our Custom Form Builder to bring all your information together — from clinical operations to billing and beyond.

With our custom EHR report builder, you can:

• Select the type of information to display (e.g., appointment information, intake information, payment history)
• Identify and label the data fields for presentation
• Format elements of the report via a palette of fonts, colors, and more
• Access advanced options for:
  • Select Expert: Filter for only data you want displayed
  • Run-Time Parameters: Allow for customization of the report at the moment it’s run to enable on-demand manipulation of the data
  • Sorting: Order the report based on requirements
  • Sub-Reports: Capture complex relationships between related entities
  • Grouping: Group by an unlimited number of elements to produce summary information
  • Formula Builder: Create complex formulas based on any data element in the system
  • Report Auto-Formatting: One-click feature to produce a clean, consistent report layout
  • Running Totals: A summary operation that is continually adjusted to account for items as they’re added
• Store the report in one of several categories, such as Patient, Administrative, Staff, Maintenance, or Billing
• Choose who has permission to view the custom reports
• Distribute clinic-wide or staff-specific versions of reports
• Access and view the report as you would any other ClinicTracker report
• Export reports into formats such as PDF, Word, Excel, and CSV files