The System12 / MI / IM module enables the creation of customized reports for patient data, including patient numbers, notes, and account types. With advanced sorting and filtering options, the module simplifies data analysis and facilitates effective sharing of information. These reports offer a comprehensive view of patient details, helping users make informed decisions and improve workflow efficiency.
Steps to Generate and Manage Patient Reports
Step 1: Log in to the Application
- Open the application.
- Enter your username and password.
- Click the Login button.
Step 2: Access the Financial File
- Navigate to the File section.
- Select Financial File.
- Locate and open System12 / MI / IM.
Step 3: Input Data in the Required Fields
System12 Fields:
- First patient #: Enter the initial patient number in the range.
- Last patient #: Enter the final patient number in the range.
- Date answered from: Specify the start date in MM/DD/YYYY format.
- Date answered to: Specify the end date in MM/DD/YYYY format.
- Clinician: Add or select a clinician using the + button.
IM Fields:
- Select an option for IM: Yes, No, or All.
- Choose a sorting method:
- Patient only
- Alphabetically
- Account type
- List only office: Select an office from the dropdown menu.
MI Fields:
- Select an option for MI: Yes, No, or All.
- Specify the Account type using the + button.
- Include discharged and dropout patients by selecting Yes or No.
Notes Options:
Choose the type of notes to include:
- Notes Line 1
- Notes Line 2
- Notes Line 1 and Line 2
- Additional Notes
- Only Answers
Step 4: Generate the Report
- Verify all inputs are complete.
- Click the Generate Report button.
- The system will generate a report containing the following columns:
- O#: Order number
- Patient Number
- Patient Name
- AT
- Notes Line 1
Step 5: Manage the Generated Report
- Email or Fax: Select the appropriate option to share the report via email or fax, can print as well.
Step 6: Print Report
- Print: Click the Print button for direct printing.
Step 6: Regenerate the Report (If Necessary)
- Click the Clear button to reset all input fields.
- Re-enter or modify the required data.
- Generate the report again by clicking Generate Report.
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