Reports

16 articles

Standard Reports

Available Standard Reports (Custom Reports Provided Upon Request). Average Delivery Time : Shows the average order delivery time in days - Specify the RTS, Referral Source, and date range. Basic Clai…

Updated by Steven Garand

Report For Average Delivery Time

Shows the average order delivery time in days. Specify the RTS, Referral Source, and date range.

Updated

Report For Basic Claim Info

Shows basic demographics for patients grouped by RTS. Specify the date range. Input Parameters: Start Date & End Date - Orders created between the Start Date and End Date are shown. Groups: RTS - Sor…

Updated by Dawn Garand

Report For Equipment Sales

Shows the sum and breakdown of sales for each RTS. Specify the work flow task completed date of Delivered or Billed to use with the date range. Input Parameters: Date Trigger - Determines the meaning…

Updated by Dawn Garand

Report For Orders Viewed

The Orders Viewed report shows the orders opened by all users within the date range specified, grouped by each day. . If the same order is opened multiple times in a day it is only counted once for t…

Updated by Dawn Garand

Report To Batch Print Purchase Orders

The PO Batch Send report is used to place all purchase orders that are ready to order from the manufacturers. Both bundled and un-bundled orders will be shown. Bundled orders will not show the RTS an…

Updated by Steven Garand

Report To Print Purchase Order By PO Number

The PO by Number report is used to place one specific order generated by the purchase order system. If you want to place all orders at once, run the PO Batch Send report instead. Either a bundled or…

Updated by Steven Garand

Report For Spending By Manufacturer

Shows the total cost for purchase orders created within the date range specified, grouped by manufacturer. . Bundled PO's will show a separate line for each purchase order in the bundle. The Manufact…

Updated by Steven Garand

Report For Purchase Orders Overdue To Receive

Shows purchase orders that are past due to receive. Input Parameters: Days To Consider Late - Number of days past due in order to show on the report. Header: Your company address, phone, and fax. Gro…

Updated by Steven Garand

Report For Purchase Orders Overdue To Send

Shows purchase orders that are past due to order. Input Parameters: Days To Consider Late - Number of days past due in order to show on the report. Header: Your company address, phone, and fax. Group…

Updated by Steven Garand

Report For Profit Margin

Shows the sum and breakdown of allow values, retail values, cost values, and profit margin for each RTS - Specify the work flow task completed date of Delivered or Billed to use with the date range.…

Updated by Dawn Garand

Report For Serial Number Lookup

The Serial Number Lookup report is used to get the information for an order that has equipment with a particular serial number. . This report will look up both the line item serial number (entered in…

Updated by Dawn Garand

Report For Task Averages

Shows expected workflow task completion time and actual average completion time. Specify the RTS and date range.

Updated by Dawn Garand

Report For Task Averages All Responsible

Shows expected workflow task completion time (Target Days) and actual average completion time (Avg. Days) grouped by task then grouped by each RTS. Specify date range.

Updated by Dawn Garand

Tracking

Shows the sum and breakdown of retail and allow values for each workflow task then each RTS. Specify the RTS and date range, grouped by task then RTS. Also can specify only overdue pending tasks. Inp…

Updated by Dawn Garand

Report For Order Status

Shows the status of the open order based on the order's workflow. Send a link to this report to the patient, referral source, etc. to allow the recipient to track the progress of the order. The repor…

Updated by Steven Garand