UnChartA few years ago the AAFP had an article, How Many Patients Can One Doctor Manage?. This report can be used for dicussions about relative panels in a practice. Which doctors have availability that matches up with their assigned panels? Who is over-paneled? Who is under-paneled? This crystal report for e-MDs has 4 different tables [...]
Posts Tagged ‘crystalreport’
Appointment Status by Month
Bill Sweeney of Mid State Health wrote this report. This shows normal vs new patients per month. It also includes distinct patients in that time. Appointment Status by Month
Portal Patients (email and expiration dates)
Here’s another report by Bill Sweeney from Mid-State Health. Bill creates awesome flat file reports. This is just begging for some simple list work in Excel (See my Data-Driven Practice page). In my practice we didn’t fully realize how expiration dates worked. We used 1 year later — now patients portal is expiring. We need [...]
Checked in by Date Range Report
Here’s a report by Bill Sweeney from Mid-State Health. It generates a nice flat file list of appointments that you can select by date. Includes check in time, date, check out time, and optionally who did the check in. I love ‘flat file’ reports like this — it allows you to do your own analysis [...]
Letters to PCPs
This report is a doozy. It solves a quality issue: keeping the PCP in the loop. As a family doctor, I can tell you which practices have a foolproof system for sending me letters and which ones I have to nag and waste time repeatedly requesting records when I referred them. If you’re a consultant [...]
Immunization Report (Kentucky)
Keith Toms wrote this report. Keith wrote a crystal report that automagically presents immunization in the format for Kentucky. Like this: Kentucky 2011 immunization certificate Keith is a favorite here at unchart. He’s a happy user of my e-MDs macros and an original ‘Venture Capitalist’ who’s help paid for the Visit Summary Server.
Insurance Invoice Status Report
Chat Kidkul made this report Chat says: This being used by billing to track down invoices still sitting out there waiting for action. It will pull invoice with a balance and can be broken down by financial group and payor. This was created for use until e-MDS fixes the insurance AR report. There are still [...]
Custom Single Drug Search
Chat Kidkul made this report Chat says: Search for single drug by strength and form. Based on Single Drug Current & Past Med Search 6.2 report. Added the Strength and Form criteria to help narrow down the search. This is a more general (and well written) example of what I did recently to screen patients [...]
Custom Payer Invoice Count
Chat Kidkul made this report Chat says: This counts % of invoices by payor, can be broken down by provider, facility, payor and financial group. Mainly used to see patient volume by insurance company. The detail report will show appointment information along with invoice information. He used this report to determine if he could get [...]
Custom Appointment Data
Chat Kidkul made this report Chat says: Custom Appointment Detail report – being used to track appointment visits by reception. Pulls from appointment data showing types of patient visits, to help with identifying no shows and new patients. That’s one of my favorite bits: The best report is one that is actually run repeatedly and [...]
Simvastatin (Zocor) 80mg Report
Simvastatin Report Last year in March, the FDA fired a warning shot about the increased risks with the 80 mg dose of simvastatin. FDA Warning, March 2010 So last year at the e-MDs user conference I used that as an example of how to do a quick and dirty report from crystal see the video [...]
Provider Panel Report
This is a basic report for provider panel size. It’s based on patients that have visited the clinic (not just in the database). My clinic has been using e-MDs for 3 years so looking at all visits has been an OK shortcut. Most experts recommend using a shorter interval for estimating panel size (12-18 months, [...]
Continuity Report
This report is a simple measure of patient-centered continuity. So, when one of my patients visits the clinic, what’s the chance that they saw me for the visit? 1.0 would be every patient sees me; 0.0 would be every patient sees one of my partners. Contrast: Doctor-centered continuity would be when I work, how many [...]
Duplicate Names Report
We add a special pop up alert to patients who have a name that is the same or similar to existing patients. For example, I worry about a medical assistant calling someone with lab results and not noticing that they have the wrong “Bob Smith.” A pop-up doesn’t solve the problem, but at least the [...]
Patient Phone List
Also just a lookup report (like the e-mail one). Since the demographic search only allows a search of the home phone. Sometimes we miss a patient call or just jot down a phone number and need to find the patient in the system. This report searches the home, cell and work fields. Patient Phone Report [...]
