Practice Genius Report
Run the Practice Genius report to prepare a datafile to use with your Practice Genius account. (Please contact Ortho2 for further information about using Edge Cloud data with Practice Genius marketing products.)
Integration Support - Ortho2 can help you with questions you have about system requirements, integration setup, and using your integrations within our system. However, you will need to contact the third-party supplier for specific details about using the integrated module.
Open the Practice Genius Report
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Patient section, open the Practice Genius report. You can double-click the report name, or click Run at the top of the window to continue.(You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.
Report Settings
Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)
Statuses - Select to include only patients in one or more specific statuses, or include patients in all statuses. You can select multiple status descriptions by clicking each description to include. You can quickly clear the list of selected appliances by clicking All twice. If you have Edge Specialist and you run the report for a specific specialty, only those statuses will be available.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.
Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.
View Report Results
If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.
Export the Results
With the results on your screen, you can choose to export the output with the toolbar at the top of the report window. See "Report Output Options" for details. Please contact Practice Genius if you have any questions about their export requirements.