Reports display at the minimum: the contact's name and phone number, and at the maximum are fully customizable by Inphonite as part of our custom development. During the implementation process, reports are configured to be sent out automatically. There are also other types of reports available that display the credit usage or even upcoming appointments.
1 - Quick Report
If all that is needed are the results of messages completed yesterday or messages completed today, there are options for both of those on the home screen of InphoniteVoice under Quick Links.
2 - Custom Report
To begin, select Run a Report in the side menu or the Run a Report icon in the first row of Quick Links on the home screen.
2.0 - Choose a type of report
There should now be a screen with a header of View Reports with options below.
Click on the first drop down menu called Report to view the types of reports that can be chosen.
|Account Usage||How many credits have been used during the specified time period|
|Account Usage By Account||Used by accounts that have a passthrough model (Not used in a normal circumstance)|
|Account Usage by Location||Find the amount of credits used broken up by location (Not by "Location Code" or "Appointment Custom Field 2")|
|Appointment Custom Fields by Result||View the reports sorted by the final result with the data from Appointment Custom Fields 1 through 5.|
|Call Tally||View each of the statuses from the date range in a bar graph form with the number of each below|
|Condensed Results||View the list of patients contacted in a date range. This option has filters that allows you to choose the how the reports are organized in date/time modified by default|
|Condensed Results by Appointment||View the list of patients contacted in a date range organized by their appointment date ascending order|
|Condensed Results by Name||View the list of patients contacted in a date range organized by their last name, first name ascending order|
|Condensed Results by Result||View the list of patients contacted in a date range organized by their status ascending order|
|Contact List||All patients that have been imported with their primary number, mobile number, source key, date of birth|
|Do Not contact||A List of all Patients that were added to the do not contact list|
|Duplicate Numeric Identifier||Displays a list of patients with duplicate numeric identifiers (If your patients have the ability to log in for special messages)|
|Full Results||Lists the results for all attempts by the date\time in descending order modified with the options to customize what order the data appears in|
|Results by Appointment||Report with for each patient by appointment date/time in ascending order with each attempt and status listed|
|Results by Message||Report with for each patient (ascending from last name) and all statuses associated with this contact all messages are grouped together|
|Results by Name||Report with each patient (ascending from last name) and all statuses associated with this contact grouped by the name of the patient|
|Results by Rule||Report with each status for each attempt categorized by the rule name in alphabetical order|
|Results by Status||All of the statuses that appeared on the report for each of the attempts|
|Retrieved Messages||View who called in to receive their assigned message (Customer Called in for Lab results for example)|
|Unretrieved Messages||View who did not call in to receive their assigned message (Customer Called in for Lab results for example)|
|Upcoming Appointments||View the list of all appointments that have been imported into Inphonite from the time you run the report going forward|
2.1 - Choosing a date range
After the type of report has been chosen, choose the start date and end date of when the messages were sent. These options are the dates for all correspondence related to that message. If a reply is sent after the reports are generated, there will not be an additional report sent
NOTE: These dates DO NOT represent the dates of the appointments unless calls are made on the same day of the appointment.
2.2 - Choosing Filters
If Filter is available for the style of reports chosen, there will be a drop down menu with each of the 10 Appointment Custom Fields and 10 Contact Custom Fields as well as Status, Group, and Provider. Once the filter is selected, the search option will allow you to choose from what data has been imported.
First, the field that is to be filtered needs to be selected.
Once that field has been selected, click the magnifying glass which will show all data from that field that has been imported.
Choose the data for the filter.
NOTE: Appointment Custom Fields 1, 2, and 3 are defaulted to Provider code, Location Code, and Reason Code. If the Status filter is selected, each status will need to be typed in manually. For a list of statuses click here
2.3 - Using Filter Expressions
FOR ADVANCED USERS: Filter Expressions are based on C#. These allows one to customize the reports with as many filters as one could imagine.
|(AppointmentCustomField# = "VALUE")||Show only entries that have "VALUE" in Appointment Custom Field|
|(AppointmentCustomField# <>"VALUE")||Show a report with all entries except "VALUE" in the Appointment Field specified|
|(ContactCustomField# = "VALUE")||Show only entries that have "VALUE" in Custom Custom Field|
|(ContactCustomField# <> "VALUE")||Show a report with all entries except "VALUE" in the Contact Custom Field specified|
|(RuleName = "VALUE")||Show only entries that have "VALUE" as the Rule Name|
|(RuleName <> "VALUE")||Show a report with all entries except "VALUE" as the Rule Name|
|StartDate > DateTime.Parse("MM/dd/yyyy h:mm tt")||Show only the appointments earlier than a specific time UTC Time Zone|
|StartDate < DateTime.Parse("MM/dd/yyyy h:mm tt")||Show only the appointments later than a specific date and time. The dates and times need to be the UTC Time Zone|
Each of these filter expressions can be mixed and matched with "AND/OR" for example (AppointmentCustomField# <> "VALUE") AND (RuleName = "VALUE")
2.4 - Using Sorting Reports
If the type of chosen report allows for Sorting, reports can be sorted by a maximum of 3 criteria. Sort 1 will take precedence over Sort 2, and Sort 2 will take precedence over Sort 3. Each sort option is set to ascending order by default but can be changed to descending order if the option is available.
|NONE||Self-explanatory, but no sort|
|[APPT] Custom Field 1 through [APPT] Custom Field 10||Sort by data entered into one of the appointment custom fields. NOTE: Appointment Custom Fields 1, 2, and 3 are defaulted to Provider code, Location Code, and Reason Code.|
|[Contact] Custom Field 1 through [Contact] Custom Field 10||Sort by data entered into one of the contact custom fields|
|Appointment Date/Time||Sort by appointment start date and appointment start time|
|Appointment Subject||Sort by subject name|
|Attempt Data||Organizes the phone numbers or email addresses in order|
|Attempt Name||Sorts the report by the LASTNAME, FIRSTNAME|
|Attempt on Date||Sorts the report by the date the notification was attempted|
|Attempt Try Number||Sorts by the report by the number of attempts|
|Message Name||Sorts the report by the name of the message played for the patient|
|Modified on Date||Sorts by the date the patient record was modified|
|Notification Method||Groups patients on the reports by who received an email, who received a text, and who received a phone call.|
|Provider||Groups patients by their provider (Does not look at Appointment Custom Field 1 or Provider Code)|
|Result Code||Groups the patients based on each status. It is recommended to sort by this using a condensed report.|
|Rule Name||Sorts the report by the rule that the message went out under.|
2.5 - Including Deleted Data
The checkbox at the bottom which says Include Deleted Data is used in case the data on the account has been purged. If you run a report and there isn't any data, it may be that the data was deleted manually or the import deleted the data due to sync.
3 - Report Menu
Once the type of report has been chosen, along with any customizations, the reports can either be viewed in the browser or downloaded as a PDF. There is an available option to download the reports if view is clicked.
Report Toolbar options include:
|Refresh||Refresh the reports|
|First Page||Go back to the first page of the reports.|
|Previous Page||Go back one page on the reports|
|x of y||Shows the page number you are on. Page number can manually be typed into the text box|
|Next Page||Go forward one page|
|Last Page||Go to the last page of the reports|
|Switch To Print Preview||Displays the reports how it will appear when printed out|
|Print Report||Print the report as its appears in the preview|
|Download Report||Download the report in a custom format.|
If the reports are too small, there is a zoom slider in the lower right corner of the screen.
4 - Changing the Report Viewer in the browser
If you are having issues reviewing your reports online, you can go to User Settings and either check the Use PDF Viewer for reports option or uncheck it and see if you have better results and click Save at the bottom.
If the box is not checked for Use PDF viewer for reports?, check it. Or inversely, if it is checked then uncheck it.
Click Save at the bottom and then try to run the report again.
5 - Applies To
This applies to InphoniteVoice 7 and InphoniteVoice SaaS.
6 - Support
If you are unable to find answers to your questions, our Technical Support Department offers per-incident support and annual maintenance contracts.
- OPEN A SUPPORT CASE -
All requests received between 9:00am and 6:00pm Eastern (6:00am and 3:00pm Pacific), Monday through Friday, will be responded to that same day. Our Technical Support team responds to requests in the order received. Requests from customers with Premium Support or Elite will be placed at the head of the queue and attended to by the next available Support Technician.
PLEASE NOTE: Before contacting our Technical Support Team, please review our article "Before You Contact Support".
For more tips and useful information, be sure to check out the Inphonite Blog.
Keywords: reports, autoreport, auto-report, automatic, descriptions, definitions, glossary