Clinical Recall Analysis Report Instructions

Use the Clinical Recall Analysis Report Instructions to provide your practice with clinical (medical, not financial) information on your patient base.  The report provides information on how many patients are seen for certain diagnoses or procedures during a certain time period.  This report is valuable to doctors doing clinical studies or applying for specialty societies.  The report is very flexible and incudes 16 sort and totals options.  You can ask for detail or summary information and you can run this report at any time.  In addition, you can use this report to generate a wide variety of letters to selected groups of patients.  To do this, select the parameters to pinpoint the patients to receive letters (for example a flu shot reminder to patients of a certain age) and the Letter Writer format to use for printing the letters.  A letter file is generated.  The letters can then be printed using the Batch Letter Writer routine.

Tips:

• If you are printing patient letters, you may find it handy to print a list first to confirm the patients to receive letters.

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Clinical Recall Analysis Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Operating Reports.

  3.  Click Clinical Recall Analysis Report.

  Clinical Recall Analysis Report Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Clinical Recall Analysis Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Providers	Enter the Provider Codes to report. (up to 4 characters) Tips: To report a single provider, simply enter the provider code. To enter a group of providers, enter the first provider code, followed by a comma (,) and the next provider code.  Continue in this fashion until the list of provider codes is complete. You can not enter a range of providers at this prompt. Or, to search for the appropriate provider code, click Search . Keyboard shortcut:  [CTRL + f].
  Locations	Enter the Location Codes to report. (up to 2 characters) Tips: To report an individual location, simply enter the location code. To enter a group of locations, enter the first location code, followed by a comma (,) and the next location code.  Continue in this fashion until the list of location codes is complete. You can not enter a range of locations at this prompt. Or, to search for the appropriate location code, click Search . Keyboard shortcut:  [CTRL + f].
  Departments	Enter the Department Codes to report. (up to 2 characters) Tips: To enter an individual department, simply enter their department code and press [TAB]. To enter a group of departments, enter the first department code, followed by a comma (,) and the next department code.  Continue in this fashion until the list of department codes is complete. You can not enter a range of departments at this prompt. Or, to search for the appropriate department code, click Search . Keyboard shortcut:  [CTRL + f].
  Patient Ins	Enter the patient Insurances to report. (up to 9 characters) Tips: To enter an individual insurance, simply enter the insurance code and press [TAB]. To enter a group of insurances, enter the first insurance code, followed by a comma (,) and the next insurance code.  Continue in this fashion until the list of insurance codes is complete. You can not enter a range of insurances at this prompt. Or, to search for the appropriate insurance code, click Search . Keyboard shortcut:  [CTRL + f].
  Service Ins	Enter the service Insurances to report. (up to 9 characters) Tips: To enter an individual insurance, simply enter the insurance code and press [TAB]. To enter a group of insurances, enter the first insurance code, followed by a comma (,) and the next insurance code.  Continue in this fashion until the list of insurance codes is complete. You can not enter a range of insurances at this prompt. Or, to search for the appropriate insurance code, click Search . Keyboard shortcut:  [CTRL + f].
  Diagnosis	Enter the Diagnoses Codes to report. (up to 9 characters) Tips: To enter an individual diagnosis, simply enter their diagnosis code and press [TAB]. To enter a group of diagnoses, enter the first diagnosis code, followed by a comma (,) and the next diagnosis code.  Continue in this fashion until the list of diagnosis codes is complete. You can not enter a range of diagnoses at this prompt. Or, to search for the appropriate diagnosis code, click Search . Keyboard shortcut:  [CTRL + f].
  Procedures	Enter the Procedure Codes for the account balance letters. (up to 9 characters) Tips: To enter an individual procedure, simply enter their procedure code and press [TAB]. To enter a group of procedures, enter the first procedure code, followed by a comma (,) and the next procedure code.  Continue in this fashion until the list of procedure codes is complete. You can not enter a range of procedures at this prompt. Or, to search for the appropriate procedure code, click Search . Keyboard shortcut:  [CTRL + f].
  Referrals	Enter the Referral Source Codes for the report or letters. (up to 4 characters) Tips: To enter an individual referral, simply enter their referral source code and press [TAB]. To enter a group of referral source codes, enter the first referral source code, followed by a comma (,) and the next referral source code.  Continue in this fashion until the list of referral source codes is complete. You can not enter a range of referral sources at this prompt. Search is not active for this field.
  Service Dates From	To limit information to a range of patient service dates, enter the beginning service date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Service Dates Through	To limit the report information to a range of patient service dates, enter the ending service date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Posting Dates From	To limit the report information to a range of patient posting dates, enter the beginning posting date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Posting Dates Through	To limit the report information to a range of patient posting dates, enter the ending posting date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Birth Dates From	To limit patients to a range of patient birth dates, enter the beginning date of birth. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Birth Dates Through	To limit patients to a range of patient birth dates, enter the ending date of birth. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Zip Codes From	To limit the patient accounts to those within a range of patient zip codes, enter the beginning patient zip code. Tip:  To include all patient zip codes, please leave blank.
  Zip Codes Through	To limit the patient accounts to those within a range of patient zip codes, enter the ending patient zip code. Tip:  To include all zip code, please leave blank.
  Note:  Patients can have up to three comment fields.  Because the Patient Comments 1, 2, and 3 fields are user-defined, the field labels may not match the documentation.
  Patient Comments 1 From	To limit the patients on the report to those within a range of Comments 1, enter the beginning Comments 1 value. (up to 15 characters) Tip:  To include all patient comments, leave blank.
  Patient Comments 1 Through	To limit the patients on the report to those within a range of Comments 1, enter the ending Comments 1 value. (up to 15 characters) Tip:  To include all patient comments, leave blank.
  Gender	To select a gender to report, click to select a choice in the drop-down list. Entry Options: B - To report both male and female M - To report only males F - To report only females
  Marital Status	To select the marital status to report, click a choice in the drop-down list.
  Accept Assignment	To include only patient responsible balances and exclude balances for insurances, set Accept Assignment to No Only. To include only insurance balances and exclude patient balances, set Accept Assignment to Yes Only. To include both patient and insurance balances, set Accept Assignment to Both.
  Sort By	To specify the sort criteria for the report, click up to three choices. Sort Options: Provider Location Department Patient Insurance Service Insurance Procedure Code Diagnosis Service Date Zip Code Gender Marital Status Assignment Birth Date Comments 1, 2, 3 Referral ATB Category
  Selected Sort Options	Displays the selected sort options for your reference.
  Type Processing
  Totals Only	To print only totals on the report, click to select this box. To print detail as well as totals, de-select this box.
  One Patient/Line	To print one patient per line, click to select this box. To omit printing one patient per line, leave this box blank.
  Include History	To include patient history on the report, click to select this box. To omit history on the report, leave this box blank.
  Build Letter File	To build the Letter file, click to select this box. To omit building the Letter file, leave this box blank. Note:  This setting is only active, if you select the One Patient/Line option.
  Note:  There are 3 totals and page breaks available.  Totals and page breaks are based on sort criteria selected.  If you select to sort by procedures, gender and birth dates, the totals will reflect that.
  Total By Provider	To print totals by the sort criteria selected, click to select this box. To omit printing totals, leave this box blank.
  Page Break On Provider	To print each new provider on a new page, click to select this box. To omit printing on a new page, leave this box blank.
  	Displays the default printer number.  To change, enter another printer number.  For more information, see Printing Options.
  	To run the routine, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .
  Build Letter File Step If Build Letter File was selected, the following will display after Print is selected:
  Type	Select Build Letter File to create the clinical letters.   Or, select Both to build the clinical letter file and the Clinical Analysis report. Tip:  The report will provide management with a summary of the patients to receive a letter.
  Group By Family	To group patients by family, click Yes.  Otherwise, click No.
  Initialize Letter File	To clear the letter file before beginning, click Yes.
  Letter Number	Enter the number assigned to the clinical letter to print.   Note:  The letter formats or templates are created using the Add/Change/Delete Letter Formats routine in CURL.  For more information, contact NDS Support.

   

• Report Sample(s), click More.

   

  To see an example of the report, click Clinical Recall Analysis Report Sample.