Post by Cluny on Aug 3, 2016 11:39:30 GMT -6
I am looking for a way to track a few things in Crystal. I know a database admin could run these kinds of reports, but am wondering if such a report exists in Crystal natively or if there's an easy way to run these reports:
1) We track our technician time in the exam rooms with "Time In" and "Time Out" fields in the exam records. I want to be able to run a report that will pull the Tech Initial Fields, allow me to sort by exam type, doctor, and total the time spent in different scenarios.
I currently run a schedule report for a date range (which takes forever), include the exam record, export the fields to Word, copy to Excel, resort columns, add the logic to mark the times, then compile it by technician. I know there is a better way to do this, I just don't have to database knowledge to do so.
2) I am looking for an easier way to compare billing codes used over different date ranges.
We ran a promotion last year and ran it as billing code SMEx. I want to quickly be able to compare the SMEx patients vs or time of service patients over the same time frame as well as what they spent in optical or on contact lenses.
I currently run multiple billing code reports and manually track the amount spent by patient after the exam. Another situation of the data exists, but tracking is harder.
My biggest request:
3) Is there a way to run a report that will flag transactions / invoices that do not match the doctor?
We have seven providers working in two offices. One provider may see a patient for a complete exam, they come back and see another provider for a medical exam and then buy glasses. Our staff is trained to set the "Doctor" on the Patients page to the doctor who performed the last complete exam. The doctor who performed the complete exam should get credit for the glasses sale, not the doctor who provided the medical exam. There are times when our staff will improperly attribute a frame sale, contact lens purchase, OTC product sale to the wrong doctor, which then skews individual production. Ideally staff would pay attention, but everyone is very busy. Some problems are caught, some are missed.
I see this report as one that pulls invoices over a set time frame, compares the doctor on the invoice to the "Doctor" on the patient page and flags invoices that do not correlate which can then be reviewed and remedied.
If anyone has any success or knows a way to do these reports natively in Crystal let me know.
1) We track our technician time in the exam rooms with "Time In" and "Time Out" fields in the exam records. I want to be able to run a report that will pull the Tech Initial Fields, allow me to sort by exam type, doctor, and total the time spent in different scenarios.
I currently run a schedule report for a date range (which takes forever), include the exam record, export the fields to Word, copy to Excel, resort columns, add the logic to mark the times, then compile it by technician. I know there is a better way to do this, I just don't have to database knowledge to do so.
2) I am looking for an easier way to compare billing codes used over different date ranges.
We ran a promotion last year and ran it as billing code SMEx. I want to quickly be able to compare the SMEx patients vs or time of service patients over the same time frame as well as what they spent in optical or on contact lenses.
I currently run multiple billing code reports and manually track the amount spent by patient after the exam. Another situation of the data exists, but tracking is harder.
My biggest request:
3) Is there a way to run a report that will flag transactions / invoices that do not match the doctor?
We have seven providers working in two offices. One provider may see a patient for a complete exam, they come back and see another provider for a medical exam and then buy glasses. Our staff is trained to set the "Doctor" on the Patients page to the doctor who performed the last complete exam. The doctor who performed the complete exam should get credit for the glasses sale, not the doctor who provided the medical exam. There are times when our staff will improperly attribute a frame sale, contact lens purchase, OTC product sale to the wrong doctor, which then skews individual production. Ideally staff would pay attention, but everyone is very busy. Some problems are caught, some are missed.
I see this report as one that pulls invoices over a set time frame, compares the doctor on the invoice to the "Doctor" on the patient page and flags invoices that do not correlate which can then be reviewed and remedied.
If anyone has any success or knows a way to do these reports natively in Crystal let me know.