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REPORTING, ANALYZER CUBE AND GRAPHING
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’
oOpen Requests – Lists requests that have not been finalized yet for all users
▪Choose Audit Type and Request Type
▪Click ‘Run’
oTasks Due – Lists tasks due for a given date range
▪Choose desired Account number and User
▪Enter date parameters
▪Click ‘Run’
oRequest 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’
oRequests 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’
oOver/Under Payments - Affect on bottom line for a given date range
▪Choose Audit Type
▪Enter date parameters
▪Click ‘Run’
oQuarterly 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’
Note: The application is set up to run the quarterly report for the calendar year January to December. To change the Quarter’s start date, See ADMINISTRATION & SET UP-> SECURITY -> FACILITY
▪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'
The letter will automatically populate the audit request information for the specific patient.
▪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
oExporting 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
oSaving a Report
▪Run desired report
▪Choose Export to Word, Excel or .CSV
▪Click on Save
▪Can be saved to your hard drive.
oPrinting 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
oAn 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’