Run Reports and Manage Favorites.
1. Open Reports Section
Click "Reports" to enter the main reporting section, where you can manage and view a variety of reports.
2. Understand Report Categories
Within our report section, you'll see that they're categorized by different sections.
3. Explore Report Listings
Within each section, it has a list of the different reports. If you hover over a report, it'll give you a tool tip.
4. Access Specific Report
For example, hovering over Demographics Info report shows 'review Patients modality, insurance and other demographic information' tool tip. If you click on the name of the report, it'll bring you to that report.
5. Select Date Filters
When inside the Demographic Report; click Date Checked to view your report options of "Created Date, Modified Date, Admit Date, Dialysis Initiation, Date Status Change Date, Treatment Date, Date Of Birth Month, or Missing Patient Data" to filter reports by these criteria.
6. Configure Time Period
And you can configure what you want to see for what time period and what criteria you want to see listed by checking the available options.
7. Set Birthday Filter Example
For example, if you want to see whose birthdays are in the month of January, you may want to see their address, city, state, and of course, their date of birth.
8. Choose Facility Option
Click "[Select Facility] to specify the facility for the report.
9. Generate Report View
Click "View Report" to generate the report based on your selected filters and criteria.
10. Review Report List
The patients will appear in the list below. You can also select "Check All" to filter by all demographic information.
11. Update Report Display
Click "View Report" to refresh and display the updated report criteria and display the data.
12. Examine Report Headers
Review the information. And with the headers along the top, you can view the information that's listed based on the initial criteria you selected.
13. Print or Export
You can print the report as a PDF or export it to Excel.
14. Return to Reports Section
Click "Reports" to go back to the main reports area to run additional reports.
15. Locate Face Sheets
Locate and select Patient face sheets. Then, choose the desired facility from the dropdown menu.
16. Open Face Sheet View
Click "View" to open the selected face sheet report for detailed information.
17. Batch Print Face Sheets
Inside the black header bar, you can select the checkbox to select all patients, unselecting individuals to exclude from the batch print or your able to select individual patients by selecting the checkbox next to their name. Note that your able to select "View" for individual patients to view a PDF.
18. Close Face Sheet View
Click "Close" to exit the face sheet view and return to the reports list.
19. View Individual Face Sheet
Or you can select "view" for an individual patient Face Sheets.
20. Close Individual View
Download and print, if necessary. Then, click "Close" to exit the individual face sheet view.
21. Navigate Back to Reports
Click "Reports" to return to the main reports section to learn how to add and remove favorites.
22. Add Reports to Favorites
By checking the selected box and then clicking add remove favorites. They'll now be on your favorite list.
23. Show All Reports
Now when clicking on the reports menu you will only see your favorites. To view all reports you'll click on show, all reports if you want to remove them from your list.
24. Manage Favorite Reports
Unmark the box and choose add remove from favorites.
25. Confirm Report Mode
Now, if we go back to our reports, we'll see all reports by default
