How to Use Report Wizards to Create Customized Lists

If you haven't already done so, please read the Reports Overview. The Overview includes all the standard report options and how to use them. Those instructions and terms will not be repeated here.

Summary

No complex database system can possibly provide every report that someone might want. To deliver reporting power and flexibility beyond its many existing reports, Net Health Employee Health and Occupational Medicine reporting includes four "Report Wizards". These wizards provide the user with the ability to design and create customized lists which can be used for many purposes not covered by our standard reports. You can choose the exact columns of information you want, determine the selection criteria, as well as group and determine the sort order of items on the list. Once you create a report, you can save it for future use. There is no limit to the number of reports that can be stored.

While these wizards greatly expand the flexibility of your reporting options, they do not provide the power you may have experienced using a full scale report generator like Crystal Reports or Microsoft Access. However, if your reporting needs and skills go beyond the many reports built into the software, it is possible to develop reports using any third party report generator which can connect to a SQL Server database.

Report Wizards work in five areas: incidents, visits, medical activities and entered on visits, and exposures, along with A/R Revenue.

Aspects of the lists which you can control include:

Date range, and date field to use (Ex. For incidents, Date of Injury or Date Reported, or Treatment date, etc.)
Column contents
Sort order (using existing indexes, or creating one for your specific purpose)
Grouping, with headers
Record counts
Other filtering options

Revenue Report Wizard

The Revenue Report Wizard is slightly different from the others. First, it can only be sent to an ASCII file, not the printer. Second, the choices on the initial screen are different. It also has a second tab, MORE OPTIONS, which contains two standard Report By controls.

A/R_Revenue_Data_WIZARD

Quality Improvement Report

The Quality Improvement Report generates lists of patients that meet certain user specified conditions. It provides a reporting tool for identifying ways to improve service and to monitor results. It combines the features of the Report Wizard with the ability to create custom rules to analyze populations, treatments, and labs results based on aspects of patients' demographics as well as clinical data.

What Do You Want To Do?

View a sample report

Here is a sample report generated with the Visits Report Wizard. In was filtered to include just the Workers' Comp Initial Visit visit category. The first break level is on the Work Status field. The second break level is on company. It includes footings for both break levels, each of which shows the record count for that group.

Report title.
Report date.
Column Heading.
First break level heading.
Second break level heading.
Data row.
Second break level footing with record count.
First break level footing with record count.
Report footing with record count.

Create a new report

On the Home Nav Bar, click the REPORT tab.
Click the SPECIAL tab.
Click the button for the wizard you want: incident, visit, or medical activities.
On the [(Incident/Visit/Medical Activities) Reporting Wizard] window, enter the Report From and Thru Date, or, click the table icon and select a predefined report range.

Visit_Reporting_Wizard
- The A/R Revenue Wizard has options on the first window which are significantly different from the other three.
  
  A/R_Revenue_Data_WIZARD
  
  Click on the MORE OPTIONS tab to enter one or two standard Report By filters.
Click the drop-down arrow beside Select Field for Date Filter and pick the date you want to use (Date of Incident, Date of Visit, etc.) The list presented will vary based on which report wizard you are running.
If you are running the visit or incident report wizard, enter Other Filtering Options.
1. Click the drop-down arrow beside the first option.
2. Select the field you want. This will open a Selecting field below the option you chose.
3. Click the drop-down arrow beside Selecting and choose the value you want included on the report.
4. If desired, repeat steps a. - c. for one or two more Filtering Options.
If you are running the medical activities report wizard, the report will by default include all activities in the selected date range. If you wish to limit the report, click the Select Activities for Report button to display the [Select Activities for Reporting] window.
1. In the left pane, which contains a list of all medical activities, search for and highlight the first activity you want.
2. Click the Add button between the left and right panes. The activity will be displayed on the right pane.
3. Repeat steps a. and b. until you have selected all activities for the report.
4. If you select an activity in error, highlight it on the right pane and click the Remove button between the panes.
5. When you have selected all activities for the report, click OK.
Select any of the standard report options, if needed (Company, ASCII file, Graph, etc.).
On the [Reporting Wizard] window, click Next. This will display the [Custom Reports] window.

Custom_Reports
Click New.
Enter a name in the Report field.
Click OK. This will walk you through a sequence of screens which will define the report content and layout.
Create the column Layout

Note: When using the Define Report Column Layout feature, Net Health Employee Health and Occupational Medicine will allow up to 12 ICD-9 codes and up to 12 ICD-10 codes. Custom report definitions created in versions previous to 10.09.51016 will need re-created in order to accommodate the column changes, if they contain ICD or Diagnosis-related columns.

The first step is to determine the columns on the report.
1. In the [Available Fields] pane on the left, locate and highlight the field you want in the first column on the report.
2. Click the Add button between the panes. The field will be moved to the pane on the right titled [Show these fields in this order]. While the order of columns can be rearranged, it is easiest to select activities in the order you want them to appear on the report, left to right.
3. Continue to select all the fields for the report. By default, the list will include a single row for each record. You have the option of adding rows. If you have more content than will fit on a single line on the page:
  - Enter the fields for the first line.
  - Click the Add Row button.
  - The program will add a line in the right pane, after the last activity selected saying [---Begin Row 2---].
  - Enter the fields for the second row.
  - If you have even more content, click Add Row again to create a third row.
4. Use the up and down arrow buttons to rearrange the order of the fields.
5. Click the Advanced button to display the [Report Wizard Advanced Column Layout] window which allows you to change certain options on individual columns.
  
  Report_Wizard_Advanced_Column_Layout
6. Highlight a field and click Modify to display the [Modify Column Layout] window.
  
  Modify_Column_Layout
7. On this window you can:
  - Give the column a more meaningful name.
  - Set the width of the column.
  - Change the color of the column header and/or data.
  - For numeric fields only, add a column average or total footer.
8. Click OK.
9. Repeat steps f. thru h. for other columns, as needed.
10. Click OK to close the [Report Wizard Column Advanced Column Layout] window.
11. Click Next to move to setting the sort order, or OK to return to the [Customer Reports] window from which you can print the report.
Enter the sort order
1. Choose the type of sort order you want:
1. - Use the Default Sort Order:
  - Select a Predefined Sort Order (fastest): This will display the drop-down box shown above from which you can select a predefined sort order.
  - Define Your Own Customer Sort Order (slowest): This lets you define a sort order, which is comprised of one or more fields. To do so:
  - - Click the Define Sort Order button.
    - Click the drop-down arrow beside the first Sort View By field.
    - A list of all fields available on this report will be displayed. Select the primary sort order. You will be able to create a group break (with a group header and subtotals or counts, if desired) based on this field later.
    - To enter a secondary sort field, repeat the last two steps, clicking the Then By field.
    - You can repeat up to two more times.
    - Click OK when done.
1. The Sort Order area will display the sort order you selected. The sort order of Diagnosis Codes is ICD-9 (1) through ICD-9 (12) and ICD-10 (1) through ICD-10 (12). The sort order of Diagnosis Descriptions is ICD-9 (1) through ICD-9 (12) and ICD-10 (1) through ICD-10 (12).
2. Click Next. to move to the [Grouping Options] window or OK to return to the [Customer Reports] window from which you can print the report.
Enter group heading and footing options

The availability of the First Break Level and Second Break Level depends on the sort order you selected. If you sort by one field, such as Company, you will only have one break level, which will be Company. If you sort based on two or more fields, such as Company plus Activity Name plus Date, you will have two break levels, which will be the first two sort fields. In this case, the first break level would be Company and the second would be Activity Name. Only two break levels will ever be available.

You do not have to set the grouping field to print in a column. In fact, if you put the grouping field identifier in the column heading or footing, then having it in a column is redundant and wastes space on the page.
1. Display Identifier in Heading: Checking this box will create a break every time the value of this field changes. It will create a heading with the new value
2. Click Next. to move to the [Select Formatting Options] window or OK to return to the [Customer Reports] window from which you can print the report.
Select Options
1. Orientation:Portrait and Landscape are standard printing options. If you select Automatic, the orientation will be determined based on the width of the data columns.
2. Font: Displays a standard font selection dialog.
3. Grand Totals/Averages: Prints totals and averages of numeric columns at the end of the report.
4. Grand Total Record Count: Print the total count of records at the end of the report.
5. Click Next. to move to the [Notes] window or OK to return to the [Customer Reports] window from which you can print the report.
Enter report notes
1. Enter any notes you wish about the design and use of this report. This field does not print on the report.
2. Click OK to return to the [Customer Reports] window from which you can print the report.
On the [Customer Reports] window click Select to preview the report.
Follow standard Report Previewer instructions to send the report to the printer.

Run an existing report

Follow steps 1 - 9 above for creating a new report
On the [Custom Reports] window, highlight the existing report you want to run.
If you want to make changes in the report format, click Modify, and follow the steps 13 - 17 above for creating a new report.
Click Select to preview the report.
Follow standard Report Previewer instructions to send the report to the printer.

ICD CODING

For the following reports:

Visit Reporting Wizard
Incident Reporting Wizard
Exposure Reporting Wizard

When a Diagnosis is selected as part of the filtering options, a popup window will display to provide a method to select either an ICD-9 or an ICD-10 code list.

Visit_Reporting_Wizard

After selecting ICD-9 or ICD-10, a new window will display allowing you to select the appropriate Diagnosis Code for filtering.

When using the Define Report Column Layout feature, Net Health Employee Health and Occupational Medicine allows up to 12 ICD-9 codes and up to 12 ICD-10 codes.

For the A/R Revenue Data Wizard

If the record contains both an ICD-9 code and an ICD-10 code, the system will report on the ICD code from the Billing Record, regardless what is indicated from the ICD Version System Parameter record.

The ICD Version System Parameter is used for ICD code sorting only. When producing a report, if both ICD-9 and ICD-10 codes are to display on the report and the user is ordering by Diagnosis Code, the system will report using the version that matches the one selected on the ICD Version System Parameter record to decide which version to list first.

Under the More Options tab, using the Additional Data Selections Options allows you to select among other things, Diagnosis codes for ICD-9and ICD-10. WHen one of those options is selected Net Health Employee Health and Occupational Medicine defaults to "All".

A/R_Revenue_Data_WIZARD

If you would like to select specific Diagnosis Codes, click the file Icon to the right (in red above) and an ICD Diagnosis Code selection window will display.