Reports

The Report section of the application provides you with access to our Central Business Intelligence (CBI) tool which includes the report viewer and report builder, as well as access to the Clearinghouse Reports. These enhanced reporting capabilities will allow you to visualize and analyze your data using business intelligence that is centric to your business.

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section.


Build Report From Template

Custom reports can be created from one of the standard CollaborateMD reports.  For example, if you want to add or remove a column on a standard report, you can choose to create a report from a Template and simply make modifications to the report to match your business needs.

Follow the instructions below to create reports from a Template:

  1. Go to the Report section. 
  2. Click on the Central Business Intelligence tab and select Report Builder.
  3. Click on the Build icon, and select the option to create From Template.  
  4. A listing of all standard CollaborateMD reports along with any custom reports that you have access to will be displayed allowing you to select the desired report from the menu. 
  5. Once selected, all ColumnsFiltersGroupsCollaborative Displays, and Charts from the report will be loaded into the Report Builder screen.  Fields and features can be added, removed or modified in any of these areas. 
  6. Enter a title in the Report Title field. NOTE: The Report Category can also be changed by selecting the drop down and choosing the desired folder in which the new report will be placed. 
  7. Once all desired changes have been made to the template and mandatory fields populated, select the Save button. 
  8. The new custom report will now appear in the Report list of the Report Viewer screen for the report creator and any users the report was shared with.

Note:
At this time, some reports are not available for editing as a template due to the complexity of the fields and information included on the report. These reports are the Activity Summary Report, Activity Summary by Charge Status Report, Activity Summary by Month Report, Task Search Report, ICD Frequency Report, and Daily/Monthly Transactions. As additional capabilities are added into the Report Builder in future release, these reports will become available for use as templates.


Edit Report

When a custom report is created, the creator and any users with which the report was shared and granted editing rights can make changes to the report content.

Follow the instructions below to modify a report:

  1. Click on the Report icon towards the top of the menu bar. Then click on the CBI Reports tab and select Report Builder.
  2. Select the Edit button, and locate the desired report within the menu.  Reports are organized in the menu by category.  A user will only see those reports which they have sufficient privileges to edit.
  3. Once selected, the Columns, Filters, Groups, Charts, Collaborative Displays, and Sharing settings will be loaded and displayed within the Report Builder screen.  Changes can be made to any of these areas as described in section 3 of this guide.
  4. Once the desired changes have been made, select the Save button for the changes to take effect.

Report Header

Every report has a header which is displayed at the top of the report when ran within the Report Viewer.  The header contains information about the report run time information such as the customer name and specific filter criteria used such that report data is meaningful when viewed at a later date.  The header is also displayed at the top of the report whenever printed and can optionally be included whenever exporting the report to Microsoft Excel.

Adding Fields to Report Header

For custom reports, the user is able to specify what fields they would like to see on the report header. Follow the instructions below to add a field to the report header.

  1. Click on the Report icon towards the top of the menu bar. Then click on the CBI Reports tab and select Report Builder.
  2. Locate the report you wish to edit by click on the Edit button.
  3. Once loaded, right click on the desired field from the Filter pane and select the Include in Header option from the right click menu.  Fields included in the report header will have an ‘H ‘displayed next to the field name in the Filter pane.  Only those fields which are filters for the report can be included in the report header.
  4. Once complete, Save the report for the changes to take effect.
  5. Fields added to the report header will be printed in the report header along with the filter criteria chosen at run time. 

Check Your Understanding:
A report has the Patient Balance field as a filter and also added to the report list. At run time, if the user specifies a value greater than 100 for the Patient Balance filter the report header will contain a line item for “Patient Balance Is Greater Than $100.00”. For fields that are displayed as multiple selection lists within the report filter the line item in the report header display all selections. For example, a report which has the Payer field as a filter and also added to the report header may display the following line item based on the filter choices made from the payer list at run time: “Payer Is One Of: (Aetna, Blue Cross Blue Shield").


Remove Fields from Report Header

Follow the instructions below to remove a field from the report header.

  1. Click on the Report icon towards the top of the menu bar. Then click on the CBI Reports tab and select Report Builder.
  2. Locate the report you wish to edit by click on the Edit button.
  3. In the Filter pane, right click on the desired field and select Include in Header from the menu to deselect this option.
  4. Once complete, Save the report for the changes to take effect.

Run Report

Once a custom report has been saved within the Report Builder, the creator and all users with which the report has been shared will see the report within the Reports list in the Report Viewer screen.  The category the custom report is display under is based on the category selected for the report within the Report Builder.  The report title will be displayed as specified in the Report Builder.

Follow the instructions below to run the report within the Report Viewer:

  1. Click on the Report icon towards the top of the menu bar. Then click on the CBI Reports tab and select Report Viewer
  2. Locate the report you wish to run and double click on the report name.
  3. When the Filter Dialog window opens, select your filters, and then click OK to run the report.
  4. The Main Table will be generated within the Report Viewer along with any Collaborative Displays and Charts as specified in the Report Builder.

Delete Report

Custom reports can be deleted at any time within the Report Viewer screen by their creators or Administrators.

  1. Follow the instructions below to delete a customer report:
  2. Click on the Report icon towards the top of the menu bar. Then click on the CBI Reports tab and select Report Viewer
  3. Locate the report you wish to delete, right click on the report title and select the delete option.

Note:
Once a custom report is deleted, it is no longer visible within the Reports list in the Report Viewer or the report list within the Report Builder. Once deleted, it is no longer available for users and this action cannot be undone. If a user does not want to see a custom report within their Reports list in the Report Viewer but other users still need to access the report, the Hide Report option should be used instead of deleting the report. To hide a report, simply right click on the report name and select Hide Report.