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Table of Contents


Introduction
1 - Quick Report
2 - Custom Report
         2.0 - Choose a type of reports
         2.1 - Choosing a date range
         2.2 - Choosing Filters
         2.3 - Using Filter Expressions
         2.4 - Using Sorting Reports
         2.5 - Including Deleted Data
3 - Report Menu
4 - Changing the Report Viewer in the browser
5 - Applies To
6 - Support


 

Introduction

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.

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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. 

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2.0 - Choose a type of report


There should now be a screen with a header of View Reports with options below.

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Click on the first drop down menu called Report to view the types of reports that can be chosen.

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Report Type:

Description:

Account UsageHow many credits have been used during the specified time period
Account Usage By AccountUsed by accounts that have a passthrough model (Not used in a normal circumstance)
Account Usage by LocationFind the amount of credits used broken up by location (Not by "Location Code" or "Appointment Custom Field 2")
Appointment Custom Fields by ResultView the reports sorted by the final result with the data from Appointment Custom Fields 1 through 5.
Call TallyView each of the statuses from the date range in a bar graph form with the number of each below
Condensed ResultsView 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 AppointmentView the list of patients contacted in a date range organized by their appointment date ascending order
Condensed Results by NameView the list of patients contacted in a date range organized by their last name, first name ascending order
Condensed Results by ResultView the list of patients contacted in a date range organized by their status ascending order
Contact ListAll patients that have been imported with their primary number, mobile number, source key, date of birth
Do Not contactA List of all Patients that were added to the do not contact list
Duplicate Numeric IdentifierDisplays a list of patients with duplicate numeric identifiers (If your patients have the ability to log in for special messages)
Full ResultsLists 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 AppointmentReport with for each patient by appointment date/time in ascending order with each attempt and status listed
Results by MessageReport with for each patient (ascending from last name) and all statuses associated with this contact all messages are grouped together
Results by NameReport with each patient (ascending from last name) and all statuses associated with this contact grouped by the name of the patient
Results by RuleReport with each status for each attempt categorized by the rule name in alphabetical order
Results by StatusAll of the statuses that appeared on the report for each of the attempts
Retrieved MessagesView who called in to receive their assigned message (Customer Called in for Lab results for example)
Unretrieved MessagesView who did not call in to receive their assigned message (Customer Called in for Lab results for example)
Upcoming AppointmentsView 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. 

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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. 

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Once that field has been selected, click the magnifying glass which will show all data from that field that has been imported. 

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Choose the data for the filter.

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NOTE: Appointment Custom Fields 1, 2, and 3 are defaulted to Provider codeLocation 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. 

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Filter Expression:Description:
(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. 

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Sort TypeDescription
NONESelf-explanatory, but no sort
[APPT] Custom Field 1 through [APPT] Custom Field 10Sort by data entered into one of the appointment custom fields. NOTE: Appointment Custom Fields 1, 2, and 3 are defaulted to Provider codeLocation Code, and Reason Code.
[Contact] Custom Field 1 through [Contact] Custom Field 10Sort by data entered into one of the contact custom fields
Appointment Date/TimeSort by appointment start date and appointment start time
Appointment SubjectSort by subject name
Attempt DataOrganizes the phone numbers or email addresses in order
Attempt NameSorts the report by the LASTNAME, FIRSTNAME
Attempt on DateSorts the report by the date the notification was attempted
Attempt Try NumberSorts by the report by the number of attempts
Message NameSorts the report by the name of the message played for the patient
Modified on DateSorts by the date the patient record was modified
Notification MethodGroups patients on the reports by who received an email, who received a text, and who received a phone call.
ProviderGroups patients by their provider (Does not look at Appointment Custom Field 1 or Provider Code)
Result CodeGroups the patients based on each status. It is recommended to sort by this using a condensed report.
Rule NameSorts 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.

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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.

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Report Toolbar options include:

Sort TypeDescription
Refresh
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Refresh the reports
First Page
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Go back to the first page of the reports.
Previous Page
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Go back one page on the reports
x of y
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Shows the page number you are on. Page number can manually be typed into the text box
Next Page
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Go forward one page
Last Page
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Go to the last page of the reports
Switch To Print Preview
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Displays the reports how it will appear when printed out
Print Report
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Print the report as its appears in the preview
Download Report
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Download the report in a custom format.



The formats available to download the reports are:
•Acrobat (PDF) file
•CSV
•Excel 97-2003
•Rich Text Format
•TIFF file
•Web Archive

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If the reports are too small, there is a zoom slider in the lower right corner of the screen.

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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.

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If the box is not checked for Use PDF viewer for reports?, check it. Or inversely, if it is checked then uncheck it.

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Click Save at the bottom and then try to run the report again.

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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.

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Keywords: reports, autoreport, auto-report, automatic, descriptions, definitions, glossary