Reporting Using Midas+ Seeker

Transcription

1 22nd Annual Midas+ User Symposium June 2 5, 2013 Tucson, Arizona Reporting Using Midas+ Seeker Monday, June 3, 2:30 pm Description This session will cover the various reporting functions within Midas+ Seeker. In addition to detailing the Standard Reports that are available, this session will feature the import and export functionality and the utilization of the Worksheet Template Definition function to create custom worksheets. An overview of the uses and benefits of Seeker ReporTrack will also be presented. CEU: NAMSS Presented By: Joyce Morales, Midas+ Seeker Consultant

2 Copyright 2013 MidasPlus, Inc. All Rights Reserved. Contact us at: Midas+ Solutions 4801 East Broadway, Suite 335 Tucson, Arizona (800) Visit our Web site at:

3 Reporting Using Midas+ Seeker Joyce Morales, CPMSM Midas+ Seeker Consultant Methods for Reporting from Seeker Standard Reports Pre-built Reports Uses Crystal Report Viewer Can be exported to other formats Cover most of your internal reporting needs ReporTrack ReporTrack reports for tabular or worksheet-style reports Tabular reports can be exported to HTML, delimited file, Microsoft Excel, or standard format Can create statistical reports, order, group, total ReporTrack document listings for Microsoft Word-based listings -2-22nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5,

4 Standard Reports Access Log-Seeker CME Attendance (by provider) CME Summary Committee Attend Med Staff Committee Attend Org Staff Committee Attendance (by committee) Committee Org Staff Labels Committee Roster Current Seeker Provider Listing * Focus Definition-Seeker Focus Study Usage Focus Summary-Seeker GME Current Provider Listing * GME Evaluation Summary GME Evaluations by Provider GME Expirations Letter GME Expirations IQRS Data Verification Medical Staff Profile Seeker Standard Reports Online App Template Definition Online Application Summaries Practice Profile Privileges-ICD by Provider Privileges-Individual by Provider Privileges-Individual by Privilege Privileges-Major by Privilege Privileges-Major/Core Base Form Provider Expirations Letter Provider Expirations Provider Reappointments Red Flag Summary User Security Worklist-Seeker Worklist Assignments-Seeker Worksheets-Seeker nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013

5 Current Seeker Provider Listing Many Reporting Options: Primary Mailing Phone Primary Mailing Address Primary Mailing Address and Phone Home Phone Home Address Home Address/Phone Employer Board Certifications Staff Roster Staff Category & Specialty Medical Staff Directory Select/Sort Total Options: Organization Staff type Primary Service/Dept. Specialty Staff Category Modification of Standard Reports Standard Reports cannot be modified. Each time you upgrade, they are overwritten with the most recent changes nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5,

6 Alternative to Customization Print Letterhead with return instructions at the bottom and use this to print off the expiration letters Care Management Standard Reports If assigned in your securities, any Care Management Standard Report assigned to you can be run within Seeker Standard Reports Enc Procedure Summary Security will need to include reporting facility in the Facility Tab nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013

7 Exporting Standard Reports You can export Standard Reports to other formats: Crystal Reports PDF Microsoft Excel Microsoft Excel-Data Only Microsoft Word (.doc) Microsoft Word-Editable (.rtf)* Rich Text Format (.rtf) Seeker Standard Reports Documentation Clients Only website (COW): Reporting Guide (versions ) Seeker Reporting Guide (version 2011) Section 2 provides description and screen shot of each report nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5,

8 Standard Reports as Favorites As of Midas+ v2011, you can make any Standard Report a report in your Favorites on your Home Page. Worksheet Templates Function>Reporting>Worksheet Templates Biographical GME Organization Practice Profile Provider Practice nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013

9 Worksheet Templates Create your own templates for your own purposes New Physician Notification Template Reappointment Template CME Summary Template Committee Membership Summary Template Managed Care Contracts Worksheet Templates Can be run on one provider by clicking the Save and Print button in the provider record Can be run on multiple providers through Standard Reports: Worksheets-Seeker nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5,

10 ReporTrack Reports ReporTrack reports can be compiled as: Standard format Microsoft Excel HTML Export to a file ReporTrack Document Listings (v 2011+) Uses MS Word in ReporTrack Use record selection to hardcode criteria in report or enter criteria at report time. Can format in multiple styles for attractive reports Can put logo in header and/or information in footer nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013

11 Importing ReporTrack Reports Access the ReporTrack Library on Clients Only Website: Importing ReporTrack Reports You can import a report that is your version or lower Click on report Right-click on report name and choose Save Target As Save to your desktop or other location Go into Reportrack>Utilities Click Import, find report where you saved it Follow prompts (go out of ReporTrack and back in to see the newly imported report) nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5,

12 ReporTrack Documents Uses and Benefits ReporTrack documents can be used for listings, labels, envelopes, and letters Auto-send functionality allows you to fax or your documents from Seeker at the touch of a button Can create your own custom profiles using column collections Can download Midas+-built or other client-built letters, labels, envelopes, or listings, and tweak as needed Auto-save letters to the document checklist when running from provider record, or User Report Processing More Information on ReporTrack Documentation on our Clients Only Website: Recorded Sessions on our Clients Only Website: nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013

13 Thank you for attending. Questions? Joyce Morales, CPMSM Midas+ Seeker Consultant nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5,