Ad Hoc

PATH:
Reports
>
ROLE PRIVILEGES NEEDED: <udl-white>View Patient Reports<udl-white> | <udl-white>View Payer Reports<udl-white><udl-white>View Work Basket Reports<udl-white> | <udl-white>View Associate Reports<udl-white>

REPORTS DETAILLAYOUTS | DEFAULTS | LIST | COLUMNS | APPLY | SORT | FILTER | EXPORT | SAVED LAYOUTS | DELETE LAYOUTS | MANAGE SAVED LAYOUTS | ASSOCIATE DETAIL | EVV TRANSMISSION DETAIL |PATIENT NOTE DETAIL | ASSOCIATE NOTE DETAIL | PATIENT DETAIL | PATIENT NOTICE OF ELECTIONS | PATIENT NOTICE OF ADMISSIONS | INVOICE DETAIL | PAYER DETAIL | PAYER RATE DETAIL | WORK BASKET DETAIL | QUIZ

REPORT DETAIL <returntomenu>menu ↑<returntomenu>

To run "Ad Hoc" reports, go to

  1. Reports
  2. Ad Hoc Reports

The <udl-orange>Associate Detail<udl-orange> link allows you to add specific reports from the associates master file.  When you click on the <udl-orange>Associate Detail<udl-orange> link it will open the Associate List.

LAYOUTS <returntomenu>menu ↑<returntomenu>

At the top of the screen you will see the option for "Layouts". Here you can choose from the <btn>   (standard layout)   <btn> or the layouts that you have created and saved. If you do not have any saved layouts, then you will not see the option for "Layouts".

DEFAULTS <returntomenu>menu ↑<returntomenu>

Once you have chosen a saved layout from the drop down, you will get the option to lock your choice by clicking on the yellow <icon-openlock>xxx<icon-openlock> lock . Once clicked, each time you return to the report, it will default to your locked choice. To change the lock, just choose a different report and lock it again.

LIST <returntomenu>menu ↑<returntomenu>

The list can be edited to include many other options but currently defaults to First and Last Name, Email, Address, Mobile, Home Phone, Gender, Created, SSN, Classification, and Status

COLUMNS <returntomenu>menu ↑<returntomenu>

The <btn>    Columns    <btn> option gives you the ability to include more than the default options.

When you click on the Columns drop down, the following screen appears.  You have "Available Columns" on the left

and "Visible Columns" on the right.

The double right arrows <icon-drarrow>xxx<icon-drarrow> move everything from the "Available" column to the "Visible Column

The single right arrow <icon-srarrow>xxx<icon-srarrow> moves the selected item from the "Available" column to the "Visible" column.

The single left arrow <icon-slarrow>xxx<icon-slarrow> moves the selected item from the "Visible" column to the "Available" column.

The double left arrows <icon-dlarrow>xxx<icon-dlarrow> move everything from the "Visible" column to the "Available" column.

The "Up" <icon-uparrow>xxx<icon-uparrow> arrow moves the selected visible up in the "Visible" column.

The "Down" <icon-downarrow>xxx<icon-downarrow> arrow moves the selected visible down in the "Visible" column.

APPLY <returntomenu>menu ↑<returntomenu>

Clicking <btnw>    Apply    <btnw> will apply your changes to the Associate Detail List.

Once you are satisfied with your changes, you can click on the <btn>    Save    <btn> drop down to save the settings.

Name your layout and click <btnw>    Save Layout  

SORT <returntomenu>menu ↑<returntomenu>

<btn>   Sort    <btn> allows you sort the records in the order that you specify.  

You can move an item in the "Columns" section to the "Sort By" section to filter your results.

You can move items in the Sort drop down the same way they are moved in the Columns drop down but here you also have the ability to sort Alphabetically <icon-sortdown>xxx<icon-sortdown> .

You are not able to <btn>   Save    <btn> the Sort feature.  Only the Layout for Columns or Filters.

Click <btn>   Apply   <btn> to apply the changes to your Associate Detail List

FILTER <returntomenu>menu ↑<returntomenu>

The <btn>   Filter   <btn> drop down allows you to filter the results of all the other settings you have configured for your Associate Detail

Click on the "Filter" Drop down and select "Create new Filter" drop down <btn>   (Select field...)   <btn>. The options you see here are available to be to filter the results of your Associate Detail. So if I want to filter by a discipline of SN, I would choose <btn>  Discipline   <btn> from the "Create New Filter" drop down,

<btn>   equals   <btn> from the next drop down and <btn>   

SN   <btn> in the "Value(s) box.  

Click <btn>   Add condition   <btn>.  You can add more than one condition but it filter in the order that you choose.

Select <btn> Add Condition <btn> to add the condition to the Filter.

The filter you created will then show in the "Added Conditions" field.

You can edit the filter...

Or delete the filter by clicking on the Trash Can <icon-trashcan>xxx<icon-trashcan> Icon.

Click <btn>   Save   <btn> to save the filter for future use for this specific layout.  

Enter the "Saved Filter Name" and click <btnw>   Save Filter   <btnw>.  

The option will now be available to you within this specific layout when you need it under the "Load Saved Filter" drop down.

EXPORT <returntomenu>menu ↑<returntomenu>

The. <btn>   Export   <btn> option allows you to export to an Excel file, Comma Delimited, or XML file.  Click the "Export" drop down.

Click on the drop down to the right of <btnw>   Microsoft Excel   <btnw> and choose the type of export file you want

Indicate whether or not you want the totals added up

Click <btn>   Export   <btn>

Preview of your report.

SAVED LAYOUTS <returntomenu>menu ↑<returntomenu>

The next time you return to Reports > Ad Hoc Reports, your "Saved Layouts" will be available. Click on the layout to open it up.

DELETE LAYOUTS <returntomenu>menu ↑<returntomenu>

You can also delete the layout by selecting the Trash Can <icon-trashcan>xxx<icon-trashcan> icon.

MANAGE SAVED LAYOUTS <returntomenu>menu ↑<returntomenu>

You can manage your layouts by selection the <udl-orange>Manage Saved Layouts<udl-orange> link.

Click the check box to perform actions on more than one layout at a time.

Edit the layout

Or delete the layout by selecting the Trash Can <icon-trashcan>xxx<icon-trashcan> icon.

You can send the layout to other associates by choosing their name

and clicking on the <btn>   Send   <btn> option.

All of the following Ad Hoc Reports work the same way as the Associate Detail Report.  You can create many reports using the Ad Hoc feature.

ASSOCIATE DETAIL <returntomenu>menu ↑<returntomenu>

Associate Column Choices

EVV TRANSMISSION DETAIL <returntomenu>menu ↑<returntomenu>

Associate Column Choices

PATIENT NOTE DETAIL <returntomenu>menu ↑<returntomenu>

Patient Note Detail Column Choices

ASSOCIATE NOTE DETAIL <returntomenu>menu ↑<returntomenu>

Associate Note Detail Column Choices

PATIENT DETAIL <returntomenu>menu ↑<returntomenu>

Patient Detail Column Choices

PATIENT NOTICE OF ELECTIONS <returntomenu>menu ↑<returntomenu> 

PATIENT NOTICE OF ADMISSIONS <returntomenu>menu↑<returntomenu> 

INVOICE DETAIL (CAREFICIENT EMPLOYEE ONLY) <returntomenu>menu ↑<returntomenu> 

PAYER DETAIL <returntomenu>menu ↑<returntomenu>

Payer Detail Column Choices

PAYER RATE DETAIL <returntomenu>menu ↑<returntomenu>

Payer Rate Detail Column Choices

PHYSICIAN DETAIL <returntomenu>menu ↑<returntomenu> 

WORK BASKET DETAIL <returntomenu>menu ↑<returntomenu>

Work Basket Detail Column Choices

Interactive Tutorial