Reports

To see an example of a report before generating, use the Report Preview button.

To generate a report, select the report type by using the drop-down menu. To generate a draft report for the first diagnosis/report for this patient, you will select “Final” and click “Generate Report.” This creates a draft that you or other users can review and Approve. Approving a report will finalize and document the information from previous sections. This also closes the encounter, which will generate a notice to the clinic that the final report is ready. Any changes to diagnosis will not be documented until a new report is generated (see Report Adjustments Post Finalization). There is also an option to upload a PDF of the report. A limited-access preliminary report type is also available (see Preliminary Reports ).

When a report is approved by a user who did not generate the report, a note indicating that the approving user performed quality assurance will be added to the report. If the client has the billing-adjusted reports setting turned on, then the approved report’s billing will reflect the encounter’s billing at the time of approval. If you are interested in activating the billing-adjusted reports feature, please contact Lumea.

Using the Generate and Approve button at the top of this section skips the creation of a draft report. If there is a report on the encounter and this button is selected, the generated report will be an Amendment Report.