Everyday Reports in the General Folder

Updated on July 29, 2026 | 11:20 AM – CST

The general folder holds your everyday, non-clinical reports about patients, communications, and payments.

This video walks through what each one is for and the key things to filter by, from the patient contact list and message reports to the fax logs with the AI Fax feature.

You'll also learn about the payment and inventory reports, and how every report here exports to Excel when you need the data outside the system.