Employer Reports Overview

Summary

Employer reports consist of a set of tools for reporting to your employer clients. These reports are primarily clinical in nature, but some of them provide monetary information. The program offers a tremendous amount of power for company reporting for two broad purposes, reporting to employer clients and managing your clinic. Provider Clinic Reporting is accessed from the REPORTS tab of the Home Nav Bar. Reports are organized on the Reports Launch Pad into several tabs. Reports on the EMPLOYER REPORTING tab are always grouped by company, with each company report starting on a new page. Since some reports are useful both for reporting to employers and for clinic management, they can be found in two places, the EMPLOYER REPORTING tab where they are automatically organized by company, and one of the other tabs, where they can be organized in a variety of ways.

Reports for employers can:

Provide employers with overall information on activity sent to the clinic.
Assist employers in tracking surveillance activities, as well as testing and immunity compliance
Provide information to employers which assists them in reducing injuries and injury related costs.
Track revenue levels and sources by company, and identify collections problems.
Manage your database information on companies

Company Listings

Most reports in the program can either group activity by company, be limited to a single company, or be limited to a user selected group of companies. Those are not, strictly speaking, company lists, although many can be made to serve that purpose by setting Style of Report to Summary report, with the first Report By set to Company. For instance, if you run the Visits Analysis Report this way, you will get a list showing the number of visits for each company for the date range entered. See the Reports Overview for more information on using these report controls.

Here are the reports that specifically list companies:

Company Master List

This report is a basic listing which includes the company code, name and address, phone numbers, main contact, and Workers' Comp carrier. It is run by clicking the Print button on [Select Company] window to display this dialog box:

Print Sequence: Determines the order of companies on the report.

Exclude Inactive Companies: Does just that.

Exclude Companies that have had no activity since: Check the box, then enter a date, or click the table icon to select a date from a calendar.

Print Preview: If checked, the report will be displayed on the screen. If not, it will go to the printer.

Create Label File: Checking this will prompt you to enter a file name. That file will be generated with company addresses in a format that can be printed on labels.

Customers with No Activity Report

Changes to Company Records Report

EMPLOYER REPORTING tab

Reports run from the COMPANY REPORTING tab are designed to be run for and sent to company managers. Each company in these reports starts on a new page, to make this task easier. Employee names and other identifying information are not displayed on the reports, except for those lists of employees due for routine surveillance or immunizations.

What Do You Want To Do?

Employer Services Reports

Injury and Workers' Comp Reports

Surveillance and Compliance

These reports are designed to produce data regarding what immunizations and tests (such as respirator fit tests, TB skin tests, etc.) have been administered, what various groups of employees' status is, what compliance rates are, etc.

Revenue Reports

These reports allow you to track the invoiced and collected revenue from customers, determine collections status, and analyze sources of revenue.

Employee List

Employee Master List