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 DETAIL | LAYOUTS | 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

• Address
• Associate Number
• Birth Date
• Classification
• Created
• Deact Date
• Deact Reason
• Discipline
• Discipline Code
• Eligible For Rehire
• Email
• First Name
• Gender
• Hire Date
• Home Agency
• Home Phone
• Last Name
• License Expiration
• License Number
• License Issued
• License State
• License Type
• Middle Init
• Mobile
• Mobile Email
• NPI
• Password Expiration Date
• Phone Numbers
• Race
• SSN
• Start Date
• Status
• Supervisor
• Term Date
• Term Reason
• Updated

EVV TRANSMISSION DETAIL <returntomenu>menu ↑<returntomenu>

Associate Column Choices

• Adjusted EVV End
• Adjusted EVV Start
• Associate Adjusted End
• Associate Adjusted Start
• Associate Vendor ID
• Billing Description
• Cleared / Acknowledged Exceptions
• HCPC / Procedure
• Is Manual
• Is Offline
• Medicaid ID
• Original EVV End
• Original EVV Start
• Patient Signature
• Patient Vendor ID
• Patient Verified Service
• Patient Verified Times
• Payer Plan
• Payer Program
• Uncleared / Acknowledged Exceptions
• Uncleared / Unacknowledged Exceptions
• Patient Name
• Agency Name
• Associate Name
• Payer Name
• Service
• Service Date
• EVV Start
• EVV End
• Verified Start
• Verified End
• Scheduled Start
• Scheduled End
• EVV Start Coordinates
• EVV End Coordinates
• EVV Status Date
• EVV Received Date
• EVV Status
• EVV Message

PATIENT NOTE DETAIL <returntomenu>menu ↑<returntomenu>

Patient Note Detail Column Choices

• Agency
• Agency Type
• Create Date
• Discharge Date
• Document Type
• Encounter Status
• Entered By
• Entered By First Name
• Entered By Last Name
• Note
• Note Type
• Patient
• Patient First Name
• Patient Last Name
• Start of Care Date

ASSOCIATE NOTE DETAIL <returntomenu>menu ↑<returntomenu>

Associate Note Detail Column Choices

• Associate First Name
• Associate Last Name
• Associate Name
• Create Date
• Deactivation Date
• Entered by
• Hire Date
• Note
• Note Type
• Status
• Termination Date

PATIENT DETAIL <returntomenu>menu ↑<returntomenu>

Patient Detail Column Choices

• 3rd Payer
• 4th Payer
• 5th Payer
• Admit Date
• Admission Source
• Age
• Agency
• Agency Type
• Birth Date
• Case Manager
• Current Dx Category
• Current Dx Code
• Current Dx Description
• Discharge Date
• Discharge Reason
• Encounter Number
• Gender
• Hold Facility
• Hospice Comorbid Dx Codes
• Initial Dx Category
• Initial Dx Code
• Initial Dx Description
• Latest Cert Period
• Latest Encounter Status
• Length of Stay
• Level of Care
• Medical Record Number
• Military Service
• Non-Admit Date
• Order Disciplines
• Patient Address
• Patient Birth Month
• Patient Email
• Patient Identifier
• Patient Name
• Patient Phone
• Payer Category
• Physician
• Physician Phone
• Physician Type
• Primary Caregiver
• Primary Caregiver Address
• Primary Caregiver Phone
• Primary Payer
• Race
• Referral Sales Rep
• Referral Source
• Referral Source Type
• Secondary Payer
• Service Facility
• Specialty Skills
• Team Name

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

• Filename
• Effective Date
• Transmission Date
• Status
• Patient
• Medical Record Number
• Start Of Care Date
• Type Of Bill

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

• File name
• Effective Date of NOA (Notice of Admission)
• Transmission (date it was sent electronically)
• Status
• Patient Name
• Medical Record Number (MRN)
• SOC Date (Start of Care)
• Type of Bill

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

• Patient
• Invoice #
• Current Payer
• From Date
• To Date
• Invoice Date
• Days Old
• Status
• Total Charges
• Total Expected
• Total Cash
• Last Remit Date
• Balance
• Patient Birth Date
• Patient Identifier
• Payer Contact Phone
• Agency
• Rap Billed Date
• Rap Paid Date
• Days RAP Received
• Final Billed Date
• Final Paid Date
• Days Final Received

PAYER DETAIL <returntomenu>menu ↑<returntomenu>

Payer Detail Column Choices

• Active
• Claim Filing Type
• End Date
• Invoice Cycle
• Invoice Type
• Mailing Address
• Payer Category
• Payer Name
• Primary Contact
• Primary Phone
• Start Date

PAYER RATE DETAIL <returntomenu>menu ↑<returntomenu>

Payer Rate Detail Column Choices

• Agency Name
• Allow Override
• Authorization Required
• Billing Description
• Charge Amount
• Copay Split
• Copay Type
• End Date
• HCPC Code
• Payer Name
• Revenue Code
• Service Description
• Start Date
• Unit of Measure

PHYSICIAN DETAIL <returntomenu>menu ↑<returntomenu> 

• Physician Last Name
• Physician First Name
• Physician Phone
• Physician Fax
• Physician Title
• Physician Specialty
• License
• License State
• License Expiration Date
• NPI
• NPI Start Date
• Sales Representative

WORK BASKET DETAIL <returntomenu>menu ↑<returntomenu>

Work Basket Detail Column Choices

• Agency
• Associate
• Date Created
• Entity
• Task Detail
• Task Group
• Task Status
• Task Type
• Team