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The User Productivity Report allows the practice to track user productivity by counting demographics, charges, payments and adjustments by date entered for each user.
The User Productivity Report request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.
General Tab
Task Name
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Task Name displayed in the Task Viewer
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Format
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Detail level on the report can be selected as follows:
| • | Summary - Reports subtotals by User and by Transaction type (Demographics, Charges, Payments and Adjustments). |
| • | Detail - Reports detailed transactions that make up the totals reported in the Summary format. |
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From Date
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Beginning Entered Date for the report.
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Thru Date
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Ending Entered Date for the report.
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Demographics
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Include/Exclude demographic activity on report
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Charges
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Include/Exclude charges activity on report
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Payments
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Include/Exclude payments activity on report
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Followup
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Include/Exclude followup activity on report
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Cube Data
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Indicates if report results should be output to a data cube
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Generate Standard Report
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Indicates if report results should be output to a formatted report
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Run Now
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Indicates in the report should be run immediately
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Schedule
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Indicates that the report should be scheduled to run at a future time
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Schedule Button
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Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)
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From Date
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Beginning date of the date range to examine
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Thru Date
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Ending date of the date range to examine
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Sorting Tab
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.
Selecting Sort Options:
Right-Arrow Button
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Click on item to be selected in the left-hand list and press the right-arrow button.
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Drag-and-Drop
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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.
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Double-Click
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Double-click on the item to be selected in the left-hand list.
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De-Selecting Sort Options:
Left-Arrow Button
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Click on item to be de-selected in the right-hand list and press the left-arrow button.
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Drag-and-Drop
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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.
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Double-Click
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Double-click on the item to be de-selected in the right-hand list.
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Selection Tab
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.
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