New reports are continually being added to the System at the request of our Sites. Our goal is to make your job easier. If the System does not have a report you need, just contact us. A New Report Locator has been added to the System for you to quickly find and navigate through the 300+ Reports the System can generate.

Patient Care Reports...

  • Face Sheet with Mgmt Issues  
  • Face Sheet with Visit Info 
  • Assessment Form   
  • Visit Progress Notes   
  • Follow Up Tickler Report  
  • Scheduled Activity Listing  
  • Assessment Chronological Listing 
  • Activity Schedule Listing   
  • ER Hospitalization Activity Listing 
  • Activity Summary    
  • Activity Detail
  • Lab Activity Detail (for all Lab Values)     
  • Alphabetical Listing   
  • Filtered Patient Listings
  • Patient “Referred By Source” Listing
  • Primary Patient Contact

Patient Education Reports...

  • Education Record Assessment 
  • Required Class Attendance Status 
  • Class Education Record   
  • Attendance Listing   
  • Education Analysis   
  • Test Questions    
  • Knowledge Test Summary  
  • Quality of Life Survey   
  • Curriculum Listing 
  • Patients Completed Program Listing
  • Required Class Attendence
  • Missing Required Classes

Analysis Reports...

  • Filtered Patient Analysis
  • Demographics Analysis   
  • Initial Lab Value Analysis  
  • HBA1c Analysis Reports
  • Management Issues
  • Favorite Ways to Learn
  • Goals
  • Cultural Influences
  • Religious Influences
  • Patient Logs


  • Narrative Notes    
  • SOAP Notes    
  • Telephone Intervention Log  
  • Patient Letters    
  • Physician Letters   
  • Mailing Labels    
  • Mail Merge

Meal Planning...

  • Meal Plan Chart    
  • Diet Plan Worksheet   
  • Diet History
  • Factors Affecting Nutrition  
  • Nutritional Factor Patient Listing  
  • Dietitian Visit Listing


  • Detail Podiatry Report   
  • Self Foot Exam Outcomes


  • Status of Patient Goals   
  • Patient Goals Analysis   
  • Management Issues   
  • Complication History    
  • Complication Summary    
  • Patient Goal Outcomes
  • Filtered Complication Listing

Patient Listings...

  • Insurance Listing (with totals)   
  • Pharmacy Listing 
  • Medication Listing  
  • Meter Type Listing 
  • Selected Medication Listing  
  • Selected Physician Listing
  • Case Manager Patient List  
  • Number in Household with Diabetes  
  • Onset of Diabetes
  • Insulin Pump Types
  • Abdominal Girth History
  • Baseline Acuity
  • Hyperglycemic Episodes
  • Hypoglycemic Episodes


  • (Reports can be filtered for ANY AGE or AGE GROUP).
  • Patient Height Growth Percentile History
  • Patient Weight Growth Percentile History
  • TSH Outcomes


  • Staff/Room Daily Schedules
  • “Week-at-a-Glance” Schedule

Screening Reports/HEDIS Indicator Listings...
Childhood Immunizations
Adolescent Immunizations
Breast Cancer Screen
Cervical Cancer Screen
Chlamydia Screen
Prenatal Care in First Trimester
Check Ups after Delivery
Advising Smokers to Quit
Menopause Management
High Blood Pressure
Beta Blocker Treatment after MI
Cholesterol Management
Asthma Medication Use
Comprehensive Diabetes Care
Mental Illness Hospitalization Follow Up
Antidepressant Medication Management
Flu Shots
Yearly HbA1c Screen
Dilated Eye Exam Screen
Annual Foot Exam Screen
General Health Rating
Barriers to Learning
Time since Last Visit (for 17 data elements)

Outcomes Reports...

  • Blood Glucose
  • HBA1c
  • Estimate Blood Glucose (eAG)
  • HDL
  • LDL
  • Microalbumin
  • Liver Function (AST and ALT)
  • TSH
  • Triglycerides
  • Creatinine
  • Glomerular Filteration Rate
  • Body Weights
  • Abdominal Girth
  • Glucose Logs
  • Growth Chart Percentiles (Height and Weight)
  • Hospitalizations/Length of Stay
  • ER Visits
  • Goal Attainment
  • Behavioral Goals
  • Missed Days from School/Work
  • Regularity of Self Foot Exams
  • General Health Rating
  • Initial Readiness to Learn Ratings
  • Readiness to Learn Outcomes
  • Seen by Physician
  • Diabetes Hospitalizations
  • Length of Hospitalizations
  • Number of Nurse Visits
  • Following Diet Plan
  • Exercise Levels
  • Acuity Level Outcomes 

Call Listings...

  • Eye Problem Call List   
  • Foot Problem Call List   
  • Hypertension Call List   
  • BMI Problem List   
  • Dilated Eye Exam Status
  • Last Foot Exam Status

Referral Reports...

  • Physician Patient Listing   
  • Patient Referral Analysis  
  • County Referral Analysis  
  • Patient Log    
  • Referrals Out to Specialists Listing   
  • Doctor Referral Report   
  • Patient Referral Log   

Blank Forms...

  • Patient Demographic Form  
  • Patient Assessment Form 


  • Staff Profile    
  • Instructor Education Summary   
  • Continuing Education Record  
  • Continuing Education Summary  

Recognition Reports...

  • Recognition (8th Edition) Application Worksheet 
  • Supporting Documents (for Audit and Backup)...
    • Patient Detail Audit
    • Missing Patient Detail Audit
    • Age Breakdown Detail
    • Diagnosis Breakdown Detail
    • Race Breakdown Detail
    • DMSE Intervention Detail
    • Special Need Breakdown Detail
    • Pre and Post Knowledge Test Results
    • Online ASR Worksheet.
  • ASR Supporting Document/Patient List.
  • NCQA Physician Diabetes Recognition Program.

Gestational Reports...

  • Gestational Patient Summary
  • Gestational GTT Summary
  • Gestational Listing By Expected Delivery Date