Custom View Creator Widget

Create your own custom views by combining information from different tables.

Name

Description

Select the tables you want to join to create the view

You can select the fields in each table in the next step

Patients Standard Master list of all individuals receiving care, including demographics and identifiers.

Appointments Standard Scheduled visits and time slots for patients across various services.

Diagnostic Reports Standard Results and interpretations from lab tests, imaging, and other diagnostics.

Claims Standard Billing records submitted to payers for reimbursement of medical services.

Encounters Standard Documented clinical interactions between providers and patients during care delivery.

Rosters - BCBS Custom

Monthly enrollment data from Blue Cross Blue Shield showing patients attributed to your practice under BCBS plans.

Rosters - Humana Custom

Monthly enrollment data from Humana showing patients attributed to your practice under Humana plans.

Select the fields you want to add the view

You will be able to join the tables in the next step

Define the joins between the tables

Specify the fields you want to join on and the type of join

Preview Your Custom View

This is how your custom view will look. You can go back to make changes if needed.

Patients