Pulling Up Common Reports

Modified on Fri, May 22 at 10:21 AM

Synergy EMR provides various reporting tools critical for operations and compliance. Below are the steps to access frequently used reports like Census Report, Medicare Cost Report, and ALIRTS/OSHPD (SIERA).

Census Report

Path: Reports > Open Reports > Patient Reports > Census

Steps:

Select the Census report.
Adjust the Date Filter based on what you need:
- Currently Active – includes patients with status: Under Evaluation, Admitted, or On Hold.
- Active for a Specified Period – allows custom date range for when the patient was active.
Click Print to generate and preview the report.

Medicare Cost Report

Path: Reports > Open Reports > Financial Reports > Medicare Cost Report

Steps:

Select the Medicare Cost Report.
Most users do not need to adjust filters.
Optionally, enter a custom date range if required.
Click Print to generate the report.

ALIRTS / OSHPD Report (aka SIERA Report for CA Agencies)

Path: Reports > Open Reports > Statistical Reports > CA OSHPD Report

For Home Health Agencies:

Includes 6 sections:

Patients and Visits by Age
Discharges by Reason
Visits by Primary Source of Payment
Visits by Type of Staff
Admissions by Source of Referral
Patients and Visits by Principal Diagnosis

For Hospice Agencies:

Includes 14 sections:

Bereavement Services
Volunteer Services
Visits by Type of Staff
Unduplicated Hospice Patients by Gender and Age
By Gender and Race
By Gender and Ethnicity
Discharges by Reason
Discharges by Length of Stay
Admissions/Discharges by County and Disposition
Admissions by Diagnosis
Discharges, Visits, Patient Days by Diagnosis
Level of Care and Source of Payment
Location of Care Provided
Levels of Care
Hospice Sites Provided

Important: When generating the ALIRTS/OSHPD report:

All tables will open in separate tabs.
If only one table opens, your browser may be blocking pop-ups.
To fix: Go to your browser settings and allow pop-ups for your Synergy EMR site

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.