1. Ingrid Bongers MT(ASCP) MBA eClinicalWorks Certified Trainer
eBO Overview Part 2
Ingrid Bongers MT(ASCP) MBA
eClinicalWorks Certified Trainer

2. Canned Reports Day Sheet 11.01
Default date is current date but may use Custom to change
Ctrl+click can be used to select multiples
% is the wild card (if you only enter % you get a list of all)
If no users are selected the report pulls all users

3. Canned Reports Financial Reports – 3
Financial Analysis at Claim level – 36.04
Recommended because grouping will not distort data
Financial Analysis by Provider
At claim level with year to year
Financial Analysis at CPT Level

4. Canned Reports Very Important
CPT and ICD-9 groups for Registry will affect eBO
Select canned reports that disregard groups
Use ‘without group’ Metadata when creating new reports

5. Canned Reports Financial Reports – 3 (cont’d)
Financial Analysis at CPT level (No group & No Resource Provider)
Administrative Reports – 4
Productivity – 40.06
Has time tracking
Population Reports – 41
Active Patient Info – 41.01
Looks at encounter ID (appointments or Telephone Encounters)
New Patient Report – 41.07
Looks at the New Patient check box in appointment window
Zip Code Analysis by Appointment

6. Improving Usability of Reports
Copy a canned report and paste in desired folder (we recommend using the Custom Reports folder)
Click Properties icon
General tab
Rename
Relocate to another folder
Report View tab
Check the ‘Override the default values’ box
Select alternate format (such as PDF)
Click ‘Set’ under PDF options
Change paper size or orientation
Can add a password requirement to open the report
Click ‘Set’ under Prompt values
Can set defaults
Can uncheck the ‘prompt for values’ box so the defaults can’t be changed when running the report
Permissions
Add security

7. Exercise Set your personal settings and home page
Customize a canned report
Copy and save to ‘My Folders’
Rename the report and create a screen tip
Customize the report view
Change the output format
Change the defaults
Run your new report

8. Query Studio - Glossary
Name Space
EMR Reporting
Financial Reporting
Data Dictionary
Can’t combine elements from different name spaces in Query Studio
Category
Patient Name
Patient Account
Subjects
Sometimes there are subcategories

9. Query Studio - Glossary
Data Item (subject)
Subjects
Measure value
almost always a number
Date / Time
If you right click on an item and select ‘information’ it will tell you about the data type

10. Query Studio - Glossary
Patient count – is unique patients
Visit count – is encounters (one patient may be in more than one time)
Delete flag = 0 means show only those that have not been deleted
IDs are assigned by the system in the background and are used in Report Studio to join queries

11. Query Studio - Glossary
Units count – within a CPT, like for injections
CPT count – the number of times a CPT code was used
Data Dictionary – lists, no reporting value
Recommended Categories for Financial Reporting
Claim Transaction
CPT Level (without Group)
Always use Aging for all A/R reports

12. Query Studio Launch Query Studio Select the package
Currently using v5
The Insert Data window opens
Select a Name Space

13. Query Studio Click on the + to expand the tree fully
Drag and drop the desired items into
the window and watch the report build

14. Query Studio Exercise Create a simple query
EMR Reporting Name Space
Facility Group
Facility
Providers
Visit Count
Click on Title and change the name to Visit Count Report
Save to My Folders

16. Query Studio Grouping Cross tabs (pivot)
Always group first, then do % or Σ
Always group left to right
Highlight left column, click on Group icon
If click on 2nd column and group it will consolidate that list
Cross tabs (pivot)
Highlight column and it will create column headers with the items from the columns
For cross tabs to work the query has to have at least one measure

17. Query Studio Section Unsection Swap Rows and Columns
Splits apart by the column you click on, typically the first group will serve as a section
Swap Rows and Columns
Switches row and column headers
Collapse Group Expand Group
If a group is collapsed only the groups will show (everything under the group will be hidden from view until the group is expanded)

18. Query Studio Exercise Open the Visit Count query you created earlier
Create a Group
Create a Cross Tab
Add Sections

20. Query Studio Exercise Un-section the report Swap the Rows and Columns
And collapse the Group
Edit Data

21. Rows and Columns Switched

22. Groups Collapsed

23. OCHIN Practice Services
Contact Information
OCHIN Practice Services
Ingrid Bongers
707 SW Washington Street Suite 1200 • Portland OR • Phone • Fax: •