1. If you haven’t already, go to the Auto Order Reconciliation module from the Reports module.
2. To run a summary report (with totals by patient and provider, but no order details), click the Summary Reports button. Otherwise, leave the default to run a detail report.
3. Click Add New.
4. Use the FROM and TO fields to select the date range of the order and the date range of the result. You should include extra days for the result date range as some tests may take several days for a result to become available and some tests are ordered before a visit.
5. Use the Select Providers field to highlight the providers for which you want to run the report. To run the report for all providers at your selected practice, leave the default of ***Entire Practice.
6. For the Summary Report option, click the check box if you want to group the report by providers.
7. To include orders that do not have an order date (such as those ordered as “Before Next Appt"), click Include Orders that do not have an order date.
8. For the Detail Report option, click the sections you want to include (options are Outstanding Orders, Orders for Manual Reconciliation, and Auto-Reconciled Orders).
9. Click Generate. The LMR redisplays the main screen with a status of “Pending” for your report request. Click 
to update the status.
10. Once available, click the link for the Order Date Range to view the report. To print the report or export it to a Microsoft Excel file, click the associated button.