There are a variety of “canned” reports designed to report on specific data. They provide you with various views of the data that has been entered for these requests. They are easy to use, just set your parameters and click Run.
REPORTS
Click on the Report tab, choose desired report, enter parameters, and then click ‘Run’
Open Requests – Lists requests that have not been finalized yet for all users
Choose Audit Type and Request Type
Click ‘Run’
Tasks Due – Lists tasks due for a given date range
Choose desired Account number and User
Enter date parameters
Click ‘Run’
Request Activities - Lists all actions performed for a particular request
Choose desired Request ID
Check ‘System Notes’ box, this will include all the documentation entered in the ‘Notes’ section of the application
Click ‘Run’
Requests Received - Lists all the request that have been received for a give date range
Choose Audit Type
Choose specific DRG, if applicable
Choose Patient Type
Enter date parameters
Click ‘Run’
Over/Under Payments - Affect on bottom line for a given date range
Choose Audit Type
Enter date parameters
Click ‘Run’
Quarterly Over/Under Payment - Quarterly affect on bottom line for a given year
Choose Audit Type
Group By: Choose a specific category
Enter desired year
Click ‘Run’
Bottom Line - Affect on bottom line for a given date range
Choose Audit Type
Group By: Choose a specific category
Enter date parameters
Top-N Requests – Top received requests
Choose Audit Type
Group By: Choose a specific category
Enter date parameters
Letter - Letter to auditor. You have ability to create your own template in a free text form to fit your audit needs and print directly from the application e.g.,one-day-stays, appeal letters etc.
Choose Request ID and then desired template
Click 'Run'
Add a Letter Template
From the Report tab, click on 'Letter'
From the Letter screen, click 'Manage'
From the Manage screen click 'Add'
In the second box, name your template and then click 'Update'
Enter a subject and then compose a free text letter in the body
Click 'Save'
Edit a Letter Template
From the Report tab, click on 'Letter'
From the Letter screen, click 'Manage'
Click the drop down arrow next to the Template box and choose desired template
Make changes and click 'Save'
Rename a Letter Template
From the Report tab, click on 'Letter'
From the Letter screen, click 'Manage'
Click the drop down arrow next to the Template box and choose desired template
Click on 'Rename'and rename the template in the box next to Update and then click 'Update'
Click 'Save'
Delete a Letter Template
From the Report tab, click on 'Letter'
From the Letter screen, click 'Manage'
Click the drop down arrow next to the Template box and choose desired template
Click on 'Delete'
When asked, "Are you sure" click OK.
Attaching a Letter Template to a Request
From the Report tab, click on 'Letter'
Enter the Request ID
Choose Template
Click 'Run'
AHA .CSV File – This report will automatically generate a report to submit the American Hospital Association (AHA) for statistical purposes. This report will not have any patient data information.
Choose Year and Quarter you are submitting to the AHA
Exporting a Report
A report can be exported to a Word, Excel or .CSV file.
Run desired report
Choose Export to Word, Excel or .CSV
Choose location to export to, and name it
Click on Open
Saving a Report
Run desired report
Choose Export to Word, Excel or .CSV
Click on Save
Can be saved to your hard drive.
Printing a Report
You can print a report two ways
Run desired report
From your browser click on Print or
Print after you have exported or saved the document
ANALYZER CUBE
Data Analyzer environment is made up of 4 sections. Any field can be dragged and dropped between the row, column and docking area to change the view of the Data Analyzer. At the time of dragging a green bar will indicate where the Field object will dock. This allows you to view your data in unlimited ways.
Click on the Analyzer tab
Enter date parameters
Click ‘Run’
Exporting an Analyzer cube
An Analyzer cube can be exported to an Excel or HTML document.
Run desired cube
Choose Export to Excel or HTML
Choose location to export to and name it
Click on Open
GRAPHING
Plot Pie, Bar and Comparative charts for various categories, months and dollar amounts
Click on the Graph tab
Choose desired graph
Group By: Choose a specific category
Enter date parameters
Plot by: Original $, Suggested $, Finalized $ or Number of requests
Click ‘Run’
Introduction to Data Entry and System Administration.
