Smart businesses understand how to measure a medical practice’s performance based on history and industry-standard benchmarks. You cannot grow or increase profitability if you don’t have tools that help you measure your performance. CollaborateMD presents v9.5.1 and 6 New Report Viewer* enhancements that will take you office’s reporting to the next level of business intelligence.
*Please note that not all Plans support the Report Builder functionality. You must be on a qualified plan in order to utilize this feature. If you have questions about this feature, please free to reach out to the Sales & Solutions department.
1. Display Aggregated Report Fields as a Percentage (%)
○ As an example, the user wants to measure which Practice is producing the lowest and highest % of Charge/Debit IDs. In the below video snippet, the user has added the Charge/Debit ID field as a column to a report of their choice.
■ Next, the user right-clicked on the field and selected Aggregation by “Count All”.
● Note: You can choose Aggregation by “Count All” or “Count Unique.
■ Last, the user right-clicked on the field and selected “Display as % of Total".
(This Automation loops every 30 seconds)
○ Another example to use this new option would be if a user wanted to show the percentage of claims per payer type based on the count. In the below example, the use chose Payer Type (Charges / current Payer) as the Grouping, then added Claim ID as the Column. The user then followed the above 2 steps to Aggregate the Claim ID by “Count All” and then “Display as % of Total”. This is the result:2. Hyperlinks Now Work when Certain ID Fields are Grouped.
○ Another example to use this new option would be if a user wanted to show the percentage of claims per payer type based on the count. In the below example, the use chose Payer Type (Charges / current Payer) as the Grouping, then added Claim ID as the Column. The user then followed the above 2 steps to Aggregate the Claim ID by “Count All” and then “Display as % of Total”. This is the result:
○ As an example, when grouping a report by Claim ID, or Patient ID, the cell value can now be clicked to open the patient record. This feature was only supported when the ID field was in a column, not a grouped column. The grouping enhancement now gives you the same interactivity to click the blue hyperlink within a report column and open the Claim, Patient, etc.
■ Note: Only the following sections can be opened from within a report, provided the applicable fields are present as columns, or grouped columns: Patient, Practice, Provider, Payer, Claim, and Facility.
(This Automation loops every 8 seconds)
3. Group Totals Now Shown at Bottom of Grouped Rows, Rather Than the Top.
4. Added the ability to “Collapse this column” or “Expand this column” to grouped column.
○ In this example below, the Charges are grouped in 2 ways. First by Charge from Date and then by the Charge Claim ID. Prior versions of CollaborateMD only allowed you to “Expand All” or “Collapse All” when you wanted to view a summary or detailed view. Now, in v9.5.1, users can choose which columns to “Expand this column” or “Collapse this column”.
5. Increased Excel® Export to Use the XLSX* format.
○ Prior versions of Microsoft Excel® had limitations around 65,000 rows and 250 columns. Now with XLSX workbooks, limits have been increased to over 1,000,000+ rows and 16,000+ columns**. This makes it easier for users to run large reports and export to XLSX, versus having to use the CSV format.
*Please note, CollaborateMD does not support 3rd party applications or train on how to use 3rd party applications, such as Microsoft Excel®. Users should consult with their IT department or other resources to determine if their current application supports this functionality. **XLSX is supported in Excel® 2007 or greater versions. Ref: Microsoft Support.
(This Automation loops every 12 seconds)
6. Various Format Improvements when Exporting Reports to Excel®
○ Carrying over the expanding / collapsing of groups.○ Maintaining field formatting as seen in the report viewer.
■ As an example, monetary value and date formats.