Correspondence Report

[KizerOpt]

So this week I wanted to send out postcards to remind patients to come in before they lose their vision benefits for the year. Do you know how difficult that is with Crystal? I used the Correspondence Report, set my last full exam dates, and insurance criteria (No Medicare, Medicaid) and no future appointment. From that report, there was no way to tell what insurance anyone had without drilling down to each individual patient, and it even included patients with NO insurance! I have manually worked through the entire report by exporting the list to my Word postcards and deleting each unwanted card. Drill down, check ins, go to Word, find card, delete, repeat. Why would patients with no insurance show up on a report where I checked Insurance Criteria? Why does a report NOT show the insurance company in a column ON THE REPORT??? It would have been so much easier if multiple insurances are included, to SEE them and focus only on the ones I need to, and not have to look at every single patient's file! This 'project' ended up taking all of yesterday and part of today. PLEASE make the Correspondence Report more efficient and useable. I am very frustrated (can you tell) at the reporting in Crystal.

Karen

[gracecrystalpm]

I used the insurance criteria to pull up all the insurance I want to include in my search.

example for me - blue advantage plans had material benefit but will be taking it away next year starting Jan 1st.

So I'd uncheck no insurance criteria - and choose blue advantage in the drop down.

That will give me list of all patients with blue advantage and I send a mass email to all of them on the list.

If you want multiple insurances, not a problem, you can use the send to word option and include insurance to print automatically to say:

Hey <First name>,

Our records indicates your last exam was on <last exam date> and your insurance as <Insurance company> is available to use. Come in before you lose your benefits for the year!

You do not need to drill down to see what insurance each patient has on file.

[KizerOpt]

I still have to go through the Word docs to remove the ones that I do not apply want to include on this run (Bluecare, for example). Better options would be A) ability to select multiple insurances to include in report and/or B) check boxes to select patients to include/exclude in the send to Word option. A column listing at least primary insurance should be as important as listing their last exam. And there is no reason to include patients w/o insurance on a report pulled for insurance benefits. That should be another option to select (Insurance yes/no)

Karen

[gracecrystalpm]

I've run the report on my end and it only includes the insurances I select, does not include patients that do not have any insurance. Please call support so someone can log in to see why it's happening.