Followup Report

The Followup Report on the Reporting menu is used to track actions that take place within the Followup Queue to analyze productivity. It may be run for a specific date range and may be run either with summary counts or with detail, which will list the specific accounts that had actions on them. When the Detail option is selected, it will show the date/time that each action was performed.

By using the available Sorting options, you may break down the activity by User, Action, Account Class, Patient, Account, etc. When sorting by Patient or Account with the Details option, it will list the patients/accounts alphabetically and the actions taken on them during the date range specified.

The Selection options will allow you to narrow down the data contained on the report by selecting certain Account Classes, Actions, Action Codes or Action Classes, etc. This could be helpful if you only wanted a list of accounts that had a Promise Action Class used on them.

The Followup Report prints Followup History information in two different formats. The "Counts" format prints counts of Followup History Action Codes. The "Details" format prints Followup History transaction detail with counts and subtotals. To get a list of accounts worked by each user, use the Details option and Sort By User. To get just a summary of how many of each action each user has performed, use the Counts option and Sort By User and then Action.

Experiment with the report options to see the different ways that this report might be utilized in your office.

The Followup Report request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.

Task Name	Task Name displayed in the Task Viewer
From Date	The beginning date for Followup History selection
Thru Date	The ending date for Followup History selection
Format	Counts or Details - The "Counts" format prints counts of Followup History Action Codes. The "Details" format prints Followup History transaction detail with counts and subtotals.
Cube Data	Indicates if report results should be output to a data cube
Generate Standard Report	Indicates if report results should be output to a formatted report
Run Now	Indicates in the report should be run immediately
Schedule	Indicates that the report should be scheduled to run at a future time
Schedule Task Button	Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.

Right-Arrow Button	Click on item to be selected in the left-hand list and press the right-arrow button.
Drag-and-Drop	Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
Double-Click	Double-click on the item to be selected in the left-hand list.

Left-Arrow Button	Click on item to be de-selected in the right-hand list and press the left-arrow button.
Drag-and-Drop	Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
Double-Click	Double-click on the item to be de-selected in the right-hand list.

Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.

By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.