Downloading reports on MDBilling.ca is designed to get you access to the information you need without disrupting your workflow. Instead of waiting on the Basic or Advanced Reports page for a report to load, you will be able to now request a report and continue working in MDBilling while it is generated in the background.
When the report is ready, you will receive a notification via the notification bell, with options to view/download the report directly from the notification. This change to how reports are generated will be made available on Monday October 6th, 2025.
How to Generate a Basic Report:
Navigate to the Basic Report page under the “Reports & Forms” menu.
Select one of the the following format options:
View on Browser as Acrobat (PDF) File (selected by default)
Download as Acrobat (PDF) File
Download as Word Document
Download as Excel Worksheet
Click the name of the report you want to generate.
Further down the page under the “My Reports” section, you will see a new record added indicating that the report is in “Queued” status. The status will move to “In Progress” once the report is being generated.
**You are free to continue work elsewhere on the platform. The report will be generated in the background.
4. When the report is ready, you will receive a notification via the notification bell.
Every report requested will get a separate notification.
Each notification will list the report name and the date/time it was requested.
5. You can click to “Download” or “View” your report from the notification.
The “Download” button is displayed if you selected any of the 3 download format options when you requested the report. Clicking the Download button will download the report to your browser.
The “View” button is displayed if you selected the view on browser format option when you requested the report. Clicking the “View” button will open the report as a PDF in a new browser tab.
You can click on the “My Reports” button from the notification to navigate to the My Reports section of the Basic Reports page. Here you will find a history of all your report requests and the status of each.
You can Download or View your completed report from the My Reports section.
How to Generate an Advanced Report:
Navigate to the Advanced Reports page under the “Reports & Forms” section.
Select a report from the dropdown menu and the desired filter(s) (including selecting the desired format option).
3. Click the “Queue Report” button to request the report. Further down the page under the “My Reports” section, you will see a new record added indicating that the report is in “Queued” status. The status will move to “In Progress” once the report is being generated.
You are free to continue work elsewhere on the platform. The report will be generated in the background.
4. When the report is ready, you will receive a notification via the notification bell.
Every report requested will get a separate notification.
Each notification will list the report name and the date/time it was requested.
5. You can click to “Download” or “View” your report from the notification.
The “Download” button is displayed if you selected any of the 3 download format options when you requested the report. Clicking the “Download” button will download the report to your browser.
The “View” button is displayed if you selected the view on browser format option when you requested the report. Clicking the “View” button will open the report as a PDF in a new browser tab.
You can click on the “My Reports” button from the notification to navigate to the My Reports section of the Advanced Reports page. Here you will find a history of your report requests and the status of each.
You can Download or View your completed report from the “My Reports” section.
For Associated Users (AUs)
There are some features specific to AUs that help you manage reports across multiple physicians.
When the report is ready, you will receive a notification via the notification bell.
Each notification will list the report name, the date/time it was requested, and the name of the physician the report is requested on behalf of.
2. On the My Reports section of the Basic or Advanced Report page, there is a “Select Physician” dropdown, which allows you to track report generation progress across multiple physicians without flipping between physician accounts. The “Select Physician” dropdown will:
List all of the physicians that you have reporting access to
Default to the physician that you are currently logged in under
Allow you to search for a physician if you have a long list of physicians you manage
Filter the reports displayed in the My Reports table for the selected physician
Note: You can only request a report for a physician when you are logged in on behalf of that physician. Once the report is requested, you can use the notifications and My Reports section to manage/view/download reports across multiple physicians.
FAQs
Question: How will I know when my report is ready?
Answer: When the report is ready, you will receive a notification via the notification bell icon on the top right corner of the application. You will receive a separate notification for every report you have requested and each notification will list the report name and the date/time it was requested. See image on step 4 of Basic and Advanced Reports.
Question: Can I leave the reports page while my report is generated?
Answer: Yes, you can continue working elsewhere in the system and wait for a notification to appear - indicating that your report is ready. You can also track the status of your reports via the “My Reports” section of the Basic or Advanced Reporting page.
Question: What is the difference between the “My Reports” section on the Basic Reports page and the Advanced Reports page?
Answer: There is no difference! Regardless of which “My Reports” section you’re looking at, it will show you all the reports you requested across both Basic and Advanced reports. The “My Reports” section is available on both the Basic and Advanced Reports pages for your convenience.
Question: Will this update impact the content of my reports?
Answer: No. The content and layout of your reports remain unchanged. The only update is how reports are generated and delivered.
Question: Where can I reach out if I have questions or need help?
Answer: You can always reach out to support@mdbilling.ca.