1. Welcome to the Champ Software Topical Webinar Series! Mastering Reports Presented by: Nicole Sowers Stacy Coleman To join the audio portion: Dial toll free: 1-855-244-8681 Enter access code: 669 483 170

2. Agenda: What Questions to Ask Before Designing a Report All About Context Groups vs Sorting Show Totals Only Filters Or Logic

3. What to ask When Building A Report Who is this report for? This helps determine fields you’ll need and where the report should be run from (The Context tab) – A clinician (My Reports context) – A biller (Claim context) – An administrative person (Reports List Only context) – An outside entity like a state agency or program (depends on who will need to run it for context)

4. What to ask When Building A Report What is the Primary Purpose for This Report? This helps define which screen view to choose – Clinical outcomes Charting Info, Intervention Info, KBS info – Revenue or Accounting Client charges, Ledger detail, Ledger summary, – Service Specific Counts, Sums or Totals Activity Info, Program Info – Client specific reporting Client Info, Contact Info, Subscriber Info, Medications Info, Allergies Info – Home Care specific reporting OASIS, PPS discipline info, PPS info, Supervision Info

5. More About Context If you are doing a report for staff, meaning it’s available to run in the My Reports tab remember: – The report will automatically contain the employee name at the top, so you don’t need to choose it as a field. – You don’t need to add filters for specific employees. When running a report from the My Reports Tab, the employee will only see their own data returned.

6. Context Continued If you are doing a report to be run from the Client list (Client context) note that: – The client’s name is automatically included. You don’t need to add the client name field. – Filters for specific clients are NOT necessary because when the report is run from the client list, it automatically filters for only records matching that client. If you want to use a report for dual purposes, then you may want to group by client or employee. For example, if you create a single Activity Log for This Week report, and apply grouping by employee and sorting by client, an administrator could use this report for a holistic view of activities. However choosing a context of My Reports, for this, would then ALSO make it available for each employee, for only their own services. (SEE EXAMPLE)

7. When to Group vs When to Sort Grouping (Hint: Dark gray boxes = Selected) – Creates a visual box around the data on the report. This is useful in PDF, but lost when going to Excel. – Group by something when you want to get a sum or total count. For example, Group by Employee allows you to get a Sum of Hours spent on each service by employee. – Choosing to Group by a field, removes that field from the Field Order tab. Just be aware of that.

8. Group Vs Sort Continued Sorting does NOT place visual boxes around data Sorting DOES carry over into Excel Sorting is a way to place all similar records next to each other in a order that makes sense to you. Alphabetically sorting by employee last name for example. Or sorting by Service Name.

9. Show Totals Only This hides line-item detail and only shows an overall sum. This is with Show Totals Only NOT checked. This is with Show Totals Only checked.

10. Using Filters When you build a report with more than one filter, you are saying to the report writer to show you data that matches “this AND that” – Activity Date “is in this year” – Client Name “is not empty” In order for a record to be in this report the activity date needs to be in this year AND the client name cannot be empty.

11. Using “OR” Logic You can filter for “this value OR that value” by using a ; like this between options: The AND still applies. Now, we’ve added a Service Filter to narrow down the results to only records containing a service with “skilled nursing” or “assessment” in the name.

12. Thank You! for participating in our series of Topical Webinars! Stay tuned for our next webinar! If you have any suggestions for other Topical Webinar subjects please feel free to email: norah@savardconsulting.ca