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Practice Profile Embedded View (Specialist example)
Practice Profile Embedded View (Specialist example)

This example is listing unsigned encounter, open referrals, average wait times, billing and appointment statistics

Updated over a week ago

Accessing the Practice Profile:

  1. Click on the Patients module.

  2. Click on the Analytics toggle/view (eye icon).

  3. The filters will default to the logged in user.  Providers are not required to change their filters.  MOA staff will need to remove the provider ID and enter their providers in the Provider Name filter.

  4. Click Run

Changing Filters:

To change filters click the filter drop down lists.  Filters have been pre-set to common providers requests.

Provider Name:  If using Provider Name to filter providers remove the value in Provider_ID.
Provider_ID:  This is the InputHealth user ID which will default to the logged in user.  MOA's will need to remove the Provider_ID and use Provider Name.
Referral Status:  The referral statuses used in the open referral analytics.  In the below example "Rejected" is filtered out.
Referral Waitlist:  Referral waitlist filter applied to all referral statistic analytics.
Appointment Type:  Appointment Type filter applied to all appointment statistics and referral average wait time analytics.
Appointment Date:  Appointment date filter is applied to all appointment statistics defaulting to the last 90 days

Unsigned Encounters:

All unsigned encounters with totals are listed in a table view.  Any field header can be sorted by clicking (in the below example the seen date is being sorted).
To pull up the encounter in a separate tab (leaving the report open) click the "..." beside Visit Link and click Encounter.
To pull up the patient chart in a separate tab (leaving the report open) click the "..." beside Patient Link and click Patient Chart.

Referral Statistics:

Open Referral Status:  All open referrals (no appointment booked) by status.
Open Referrals Priority:  All open referrals by priority.
Open Referral Waiting:  All open referral by weeks waiting.
Average Wait Time in Weeks - Appt Type & Priority:  Patients seen in the last 30 days through booked referrals listing their average wait by appointment task.

Billing Statistics:

Billing Last Four Weeks:  Billing by service date over the last four weeks for all provincial and third party agencies.
Outstanding Billing by Status:  All billing with an outstanding balance that do not have the status completed or cancelled.

  • Attention: rejected provincial claims to be corrected or written off

  • Draft: draft claims to be corrected and changed to ready to submit

  • Held: held provincial claims that should be processed in the future

  • Ready: ready claims will be sent in the next provincial submission

  • Submitted: submitted provincial claims that will be processed in the next reconcile

Accounts Receivable:  Accounts receivable tiers including <30 days, 30-60 days, 60-90 days, 90-180 days, 180-365 days and > 1 year.
Signed Encounters Missing Billing By Month:  Any signed encounters that do not have billing linked to the encounter or any billing on that service date.  These encounters should be pulled up and reviewed.
Accounts Receivable Report:  Report on accounts receivable includin provincial and third parties.  Billing can be pulled up by clicking "..." beside Payment Link then Bill.  To download the report click the vertical "..." and select Download Data.

Appointment Statistics:

The appointment date filter defaults to patients seen in the last 90 days.

Appointment Types:  Patients seen by appointment type.
Presenting Issues:  Patients seen by presenting issue (if not blank).
Seen By Age:  Patients seen by age.
Gender:  Patient seen by gender.
Patients Seen:  Total patients seen.

Learn more about how to use our Analytics module

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