ROLE PRIVILEGES NEEDED: <udl-white>PDGM Report<udl-white>


As part of the PDGM analysis tools available to you within the Patient Encounter and PDGM tab that is part of the Invoice Detail information, you also have a PDGM Report that provides you with ongoing information to assist you with making decisions regarding services you provide to Medicare patients.

To run the report, go to

  1. Reports
  2. PDGM Reports

Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies).

Indicate whether or not you want to "Include Projected".

Enter your "Invoice To Dates From"

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Status

Select <btnw>   Search   <btnw>

VIEW ENCOUNTER <returntomenu>menu ↑<returntomenu>

Clicking on the Patient's Name <udl-orange>Jane Doe<udl-orange> will take you to the Patient Encounter

Clicking on the Invoice Link <udl-orange>1588<udl-orange> will take you to the Patient Invoice

REPORTS <returntomenu>menu ↑<returntomenu>

You can export to a PDF or Spreadsheet.

PDGM Report <btnw>   PDF     ▾  <btnw> includes:

PDGM Report <btnw>   Spreadsheet     ▾  <btnw> includes:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Interactive Tutorial