Expresso Tips & Tricks

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Still compiling manual reports? You’re missing out! Unlock the Reports feature for detail on what you’re processing daily:

  • How many mailing packages were produced via email and in print?
  • What happened today with that 500,000 record data file?
  • How many statements, maintenance fee notices, pre-arrival letters went out?
  • How many records were rejected?
  • What’s your email click-through rate on a specific date or URL?

Break this down further and sort by hospital or property.


That’s only the beginning. With Expresso’s report writer functionality, any data field we receive via the data file, or that is maintained within Expresso via a custom data table, can be accessed to compile comprehensive, customized reports.

Approach report development like you’re building a spread sheet: choose which fields you want in your report, the filters and criteria, which report elements should be subtotaled and totaled. Expresso’s report writer is dynamic – if you can imagine it, we can produce it.

We’ve got more

Even better? You don’t have to build it from scratch every time. Once you have the information presented in your preferred format, schedule reports to automatically run and distribute to select users via email or secure SFTP monthly, weekly or even daily.

Want to see the results in graphic form? Done. Bubble charts, heat maps, histograms, whatever helps you tell the story.

You can even put the report on your home page within Expresso so it’s always at hand and up to date when accessing the application.

Customers also use our report writer to demonstrate compliance with HIPAA and communication regulations. With Expresso, you’ve built your own data warehouse and can use the report writer to draw on archived data for analysis.

Many of our revenue cycle customers validate every file with their daily reports – it’s a tool for itemizing their client bills, so they don’t have to present charges in one lump sum.

Customizing and automating your reports not only streamlines existing processes, it can capture more data, with better and faster options for reporting out, resulting in better business intelligence for better decision making.

Find the Reports tool under the Report Management tab. Contact us for more information.