Viewing the Workflow Compliance report

The Workflow Compliance report shows which appointment tasks were successfully accomplished during patient visits and which appointment tasks were not.

Note: This report is applicable only if your location has been set up to use workflow compliance and has the Track appointment tasks and require reasons for incomplete tasks toggle set to Yes.

To view the report

1. On the Workflow Compliance Report page, set the report filters.

   

   1. Under Locations, complete any of the following:

      • Select the All check box to include all locations in the report.

      • Select the current location name check box to include that location in the report.

      • Deselect the current location name check box to remove that location from the report.

      • ClickTap Select Locations to open the Locations window and select the necessary locations.

   2. ClickTap the Date Range and select one of the following to set the date or date range of appointments for the report:

      • Today

      • Yesterday

      • Last 7 Days

      • Last 30 Days

      • Specific Date

      • Custom Range

      1. If you selected Specific Date, select a date from the calendar that displays and clicktap Done.

      2. If you selected Custom Range, select two dates from the calendar that displays and clicktap Done.

   3. Under Users, clicktap the field and complete any of the following:

      • Select All Users to include all users in the report.

      • Select None to remove all selected users.

        Note: At least one user must then be selected.

      • Select specific users as necessary to include them in the report.

   4. Under Appointment Tasks, select the check boxes that correspond to the appointment tasks that you want to check for compliance.

      • Schedule recare

      • Collect phone number

      • Collect email

      • Collect payment

2. ClickTap Search.

   The report results display.

   

Notes:

• The report only accounts for required tasks for completed appointments. An appointment task is required if you must perform some action to accomplish that task during a patient's visit.

  Example: If a patient's primary contact (which could be the patient) already has a phone number and email address on file when the patient arrives at your office for an appointment, collecting a phone number and collecting an email address are not required because they do not require any action during the patient's visit.

• The report uses Succeeded and Failed to describe whether a required task was performed or not. Succeeded means that the required task was performed before or when the appointment was completed. Failed means that a task was not performed and a reason for not accomplishing those appointment tasks was provided.

• Below the Summary section on the report, you can expand a failed task to view the locations where there are failures. The number of failures displays next to each location's name. You can expand a location entry to view the users who have failures in that location. The number of failures displays next to each user's name. You can expand a user entry to view the reasons that the user provided for those failures. Next to each reason is the date and time of the corresponding appointment and patient's name, which is a link that you can clicktap to go to the appropriate area of that patient's record and, if applicable, enter the missing information.

• Access to this report is controlled by the Schedule/Recare Reports security right.