Post on 21-Apr-2018
Standard Reports User
Guide for Cred/Priv
2
Table of Contents
Table of Contents .................................................................................................................................. 2
Allied Health Reports .......................................................................................................................... 13
AHP Sponsor Report ........................................................................................................................ 13
Sponsoring Provider Report ............................................................................................................ 13
Appointment and Status History Reports ........................................................................................... 14
Appointment and Status History..................................................................................................... 14
Appointment and Status History (Excel) ......................................................................................... 14
Appointment and Status History by Date Range ............................................................................ 14
Appointment and Status History by Date Range/Dept. .................................................................. 14
Current Provider Appointments by Department ............................................................................ 15
Provider Onboarding Report ........................................................................................................... 16
Providers with Expired or No Appointments .................................................................................. 16
Provisional OPPE Date Range Report .............................................................................................. 17
Reappointment by Date Range, Dept, Specialty ............................................................................. 17
Reappointment Report by Date Range ....................................................................................... 18
Reappointment Report by Date Range and Dept ....................................................................... 18
Suspension and Leave of Absence .............................................................................................. 19
Audit Reports ...................................................................................................................................... 19
Basic Audit Report ........................................................................................................................... 19
Basic Audit Report 2 ........................................................................................................................ 19
Certification Audit ........................................................................................................................... 20
Life Support Data Migration Report ................................................................................................ 20
Online Verification Letter Yes/No ................................................................................................... 20
Online Verification Requests........................................................................................................... 20
PDF Privilege Attachments .............................................................................................................. 20
Provider Photo Check ...................................................................................................................... 21
Board Certification Reports ................................................................................................................ 21
Current Provider Board Certifications by Department ................................................................... 21
Current Provider Board Certifications by Specialty ........................................................................ 21
Current Provider Count by Board and Certification ........................................................................ 22
Provider Board Certification Report ............................................................................................... 22
Providers with Expired or No Board Certs-Original Exp .................................................................. 23
Providers with Expired or No Board Certs-Recert Exp Date ........................................................... 23
CME Reports ....................................................................................................................................... 24
CME Attendance Report ................................................................................................................. 24
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CME Overview Report ..................................................................................................................... 24
CME Status Report by Non Staff ..................................................................................................... 25
CME Status Report by Provider ....................................................................................................... 25
CME Summary Report ..................................................................................................................... 26
Demographic Reports ......................................................................................................................... 26
Average Department Age Report.................................................................................................... 26
Count of Providers by Department and Status ............................................................................... 27
Provider Age and Years on Staff Report.......................................................................................... 28
Provider Age, Practice, License, and Specialty ................................................................................ 28
Provider Birthday Report ................................................................................................................ 28
Provider Count Report (Summary) ................................................................................................. 29
Provider Count Report – By Specialty ............................................................................................. 29
Provider Count Report – By Department ........................................................................................ 30
Provider Demographics, Boards, and All Practices ......................................................................... 30
Provider Email List ....................................................................................................................... 31
Provider Home Address and Spouse Report ............................................................................... 31
Provider Personal Page Report ................................................................................................... 31
Provider Phone, Pager, Fax and Email Report Search Parameters: ............................................ 32
Providers by Specialty and Department Report ......................................................................... 32
Providers on Staff within Date Range Report ............................................................................. 33
Terminated/Archived Provider Report ....................................................................................... 33
Dues and Gifts Report ......................................................................................................................... 34
Dues Report .................................................................................................................................... 34
Stark Law Gifts Report .................................................................................................................... 34
Education Reports ............................................................................................................................... 35
Provider Education Report .............................................................................................................. 35
Provider Education Report – Initial Appt Date Range ..................................................................... 35
Enrollment Reports ............................................................................................................................. 36
Enrollment Forms by Provider Report ............................................................................................ 36
Provider Affiliation Report (Excel) .................................................................................................. 36
Provider Payor Affiliation Report .................................................................................................... 36
Provider Payor Affiliation Report with Expiration Dates ................................................................ 37
EPR GSA Search Results ...................................................................................................................... 37
EPR GSA Search Results .................................................................................................................. 37
Expiration Reports............................................................................................................................... 38
State License Expiration Report (by Endorsements) ....................................................................... 38
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DEA Expiration by Specialty and Dept. ........................................................................................... 38
DEA Expiration Report .................................................................................................................... 39
Malpractice Expiration by Specialty and Dept. ............................................................................... 39
Malpractice Expiration Report ........................................................................................................ 40
State CDS Expiration by Specialty and Dept.................................................................................... 40
State CDS Expiration Report ........................................................................................................... 40
State License Expiration by Specialty and Dept. ............................................................................. 41
State License Expiration Report ...................................................................................................... 41
State License Expiration Report (with state and license filter) ................................................... 42
Focused and Ongoing Evaluation Reports .......................................................................................... 42
1. Focused Evaluation Aging Report ................................................................................................... 42
2. Focused Evaluation by Department ................................................................................................ 42
3. Focused Evaluations Provider Summary Report ............................................................................. 43
4. Focused Evaluations to Peer Review by Date Range ...................................................................... 43
Form Letters ........................................................................................................................................ 44
1. General Form Letters ...................................................................................................................... 44
2. General Form Letters with Filter ..................................................................................................... 45
Global Expiration Report and Letters .................................................................................................. 46
Global Expiration labels .................................................................................................................. 46
Global Expiration Labels by Specialty and Dept. ............................................................................. 46
Global Expiration Letters................................................................................................................. 46
Global Expiration Letters by Specialty and Dept. ............................................................................ 47
Global Expiration Report ................................................................................................................. 47
Global Expiration Report (State License Filter) ............................................................................... 48
Global Expiration Report by Specialty and Dept. ............................................................................ 48
Hospital Affiliations ............................................................................................................................. 49
Hospital Affiliation Dates ................................................................................................................ 49
Hospital Affiliation Report with Notes ............................................................................................ 49
Hospital Affiliations ......................................................................................................................... 50
Labels .................................................................................................................................................. 50
Provider Home Address Labels by Provider .................................................................................... 50
Provider Home Labels by Specialty and Dept ................................................................................. 51
Provider Hospital Affiliation Labels by Provider ............................................................................. 51
Provider Name Labels by Provider .................................................................................................. 51
Provider Name Labels by Specialty and Dept ................................................................................. 52
Provider Practice Labels (excluding mailing addr) .......................................................................... 52
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Provider Practice Labels by Primary Practice .................................................................................. 52
Provider Practice Labels by Provider .............................................................................................. 53
Provider Practice Labels by Reappt Date ........................................................................................ 53
Provider Practice Labels by Specialty .......................................................................................... 54
Provider Practice Labels by Specialty and Dept .......................................................................... 54
Provider Practice Office Manager Labes ..................................................................................... 54
Leadership Role Reports ............................................................................................................. 55
Leadership Role Report ................................................................................................................... 55
Leadership Role Report by Date Range .......................................................................................... 55
Leadership Role Report by Date Range 2........................................................................................ 55
License Reports ................................................................................................................................... 56
Provider DEA Schedules Report ...................................................................................................... 56
Provider NPI/UPIN Report............................................................................................................... 56
Provider State, DEA and CDS License Report .................................................................................. 57
Malpractice Insurance Reports ........................................................................................................... 57
Malpractice Claims by Provider ...................................................................................................... 57
Malpractice Expiration Report ........................................................................................................ 58
Malpractice Insurance 1 .................................................................................................................. 58
Malpractice Insurance 2 .................................................................................................................. 58
Providers by Malpractice Carrier Report ........................................................................................ 59
Management Reports ......................................................................................................................... 59
Provider Marketing Report by Primary Practice ............................................................................. 59
Provider Marketing Report by Specialty ......................................................................................... 60
Specialty Count by Entity ................................................................................................................ 60
Staff Status Percentage Report ....................................................................................................... 61
Meeting Reports ................................................................................................................................. 61
Active Committee Member Lists..................................................................................................... 61
Committee Member List by Meeting Date ..................................................................................... 61
Committee Member List by Member ............................................................................................. 62
Committee Voting Report ............................................................................................................... 62
Meeting Attendance by Date Range ............................................................................................... 63
Meeting Attendance by Date Range #2 .......................................................................................... 64
Meeting Attendance by Meeting Date ........................................................................................... 64
Meeting Reminder Letter ................................................................................................................ 65
Meeting Reminder Letter 2 ............................................................................................................. 66
Total Meetings Attended ............................................................................................................ 66
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Miscellaneous Reports ................................................................................................................ 67
Miscellaneous Page Report ............................................................................................................. 67
Providers by Community Organization ........................................................................................... 67
Providers by Professional Organization .......................................................................................... 68
Missing Provider Data ................................................................................................................. 68
Providers Missing Insurance ........................................................................................................... 68
NPDB Reports ...................................................................................................................................... 68
NPDB Charges (for clients with EPR Integration) ............................................................................ 68
Practice Reports .......................................................................................................................... 69
Practice List with Mailing/Billing Address ....................................................................................... 69
Primary Practice List with Mailing/Billing Address ......................................................................... 69
Provider Primary Practice List ......................................................................................................... 69
Providers by Practice....................................................................................................................... 69
Providers by Primary Practice ......................................................................................................... 70
Privileging Reports ...................................................................................................................... 70
Checklist of Privileges Granted – Specific Comments ..................................................................... 70
Checklist of Privileges Granted and Available ................................................................................. 71
Current Privileges by Reappointment Date Range ......................................................................... 72
Custom Initial Privilege Request Form ............................................................................................ 74
Custom Initial Priv Request Form – No Check Boxes ...................................................................... 74
Initial Privilege Request Form ......................................................................................................... 75
Initial Privilege Request form (Core All Together) .......................................................................... 76
Initial Privilege Request form-No Check Boxes ............................................................................... 77
Provider Privilege Audit Report ...................................................................................................... 77
Reprivileging by Facility ............................................................................................................... 78
Sedation Privileges ...................................................................................................................... 78
Privilege View Reports ................................................................................................................ 79
Providers by Privilege ...................................................................................................................... 79
Provider Certification Reports .................................................................................................... 79
Provider Certification Report .......................................................................................................... 79
Provider Certification Report with Exp Date Range ........................................................................ 79
Provider CV Reports ............................................................................................................................ 80
1. Provider CV Report ......................................................................................................................... 80
Provider Health Report ............................................................................................................... 81
Provider Health Report ................................................................................................................... 81
Provider Health Report with Exp Date Range ................................................................................. 81
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Reference Reports ...................................................................................................................... 81
References ...................................................................................................................................... 81
Roster Reports ............................................................................................................................ 81
Provider Local ID Report ................................................................................................................. 81
Provider Roster-Two Columns ........................................................................................................ 82
Provider Roster-Three Columns-(Export to PDF) ............................................................................ 82
Provider Roster by Initial Appointment Date ................................................................................. 83
Roster by Department .................................................................................................................... 84
Roster by Facility ............................................................................................................................. 84
Roster by Provider........................................................................................................................... 84
Roster by Specialty 1 ....................................................................................................................... 85
Roster by Specialty 1 and Specialty 2 .............................................................................................. 85
Roster by Staff Category ............................................................................................................. 85
Status Log Reports ...................................................................................................................... 86
Payor Enrollment Followup Report ................................................................................................. 86
Status Log Current Status and last note .......................................................................................... 86
Status Log Current Status and Last Note (Excel) ............................................................................. 87
Status Log History Report ............................................................................................................... 88
Status Log Notes by Workflow Category Step ................................................................................ 88
Status Log Notes Report ................................................................................................................. 89
Verification Reports .................................................................................................................... 89
Provider Verification Report (Multi-facility) ................................................................................... 89
Provider Verification (Incomplete Items Only) ............................................................................... 90
Provider Verification Report (Single facility_ .................................................................................. 91
Verification Report (Verified Only) ................................................................................................. 91
Verification Summary Report w/Option ......................................................................................... 92
Work History Reports .................................................................................................................. 92
Work History by Provider ................................................................................................................ 92
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symplr Standard Reports
Allied Health Reports
1) AHP Sponsor Report
2) Sponsoring Provider Report
Appointment and Status History Reports
1) Appointment and Status History
2) Appointment and Status History (Excel)
3) Appointment and Status History by Date Range
4) Appointment and Status History by Date Range/Dept.
5) Current Provider Appointments by Department
6) Provider Onboarding Report
7) Providers with Expired or No Appointments
8) Provisional OPPE Date Range Report
9) Reappointment by Date Range, Dept, Specialty
10) Reappointment Report by Date Range
11) Reappointment Report by Date Range and Dept
12) Suspension and Leave of Absence
Audit Reports
1) Basic Audit Report
2) Basic Audit Report 2
3) Certification Audit Tool
4) Life Support Data Migration Report
5) Online Verification Letter Yes/No
6) Online Verification Requests
7) PDF Privilege Attachments
8) Provider Photo Check
CME Reports
1) CME Attendance Report
2) CME Overview Report
3) CME Status Report by Non Staff
4) CME Status Report by Provider
5) CME Summary Report
Dues and Gifts Reports
1) Dues Report
2) Stark Law Gifts Report
Board Certification Reports
1) Current Provider Board Certifications by Dept
2) Current Provider Board Certifications by Specialty
3) Current Provider Count by Board and Certification
4) Provider Board Certification Report
5) Providers with Expired or No Board Certs - Original Exp Date
6) Providers with Expired or No Board Certs - Recert Exp Date
Demographic Reports
1) Average Department Age Report
2) Count of Providers by Department and Status
3) Provider Age and Years on Staff Report
4) Provider Age, Practice, License, and Specialty
5) Provider Birthday Report
6) Provider Count Report (Summary)
7) Provider Count report - By Specialty
8) Provider Count Report by Department
9) Provider Demographics, Boards, and All Practices
10) Provider Email List
11) Provider Home Address and Spouse Report
12) Provider Personal Page Report
13) Provider Phone, Pager, Fax and Email Report
14) Providers by Specialty and Department Report (sort order)
15) Providers on Staff Within Date Range
16) Terminated/Archived Povider Report by Date Range
17) Terminated/Archived Provider Report
Education Reports
1) Provider Education Report
2) Provider Education Report - Initial Appt Date Range
Global Expiration Report and Letters
1) Global Expiration Labels
2) Global Expiration Labels by Specialty and Dept.
3) Global Expiration Letters
4) Global Expiration Letters by Specialty and Dept.
5) Global Expiration Report
6) Global Expiration Report (State License Filter)
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Enrollment Reports
1) Enrollment Forms by Provider Report
2) Provider Affiliation Report (Excel)
3) Provider Payor Affiliation Report
4) Provider Payor Affiliation Report with Expiration Dates
EPR GSA Search Results
1) EPR GSA Search Results
Expiration Reports
1) State License Expiration Report (by Endorsements)
2) DEA Expiration by Specialty and Dept.
3) DEA Expiration Report
4) Malpractice Expiration by Specialty and Dept.
5) Malpractice Expiration Report
6) State CDS Expiration by Specialty and Dept.
7) State CDS Expiration Report
8) State License Expiration by Specialty and Dept.
9) State License Expiration Report
10) State License Expiration Report (with state and license filters)
Focused and Ongoing Evaluation Reports
1) Focused Evaluation Aging Report
2) Focused Evaluations by Department
3) Focused Evaluations Provider Summary Report
4) Focused Evaluations to Peer Review by Date Range
Form Letters
1) General Formletters
2) General Formletters with Filter
Hospital Affiliations
1) Hospital Affiliation Dates
2) Hospital Affiliations
Malpractice Insurance Reports
1) Malpractice Claims by Provider
2) Malpractice Expiration Report
3) Malpractice Insurance 1
4) Malpractice Insurance 2
5) Providers by Malpractice Carrier Report
Miscellaneous Reports
7) Global Expiration Report by Specialty and Dept.
Labels
1) Provider Home Address Labels by Provider
2) Provider Home Labels by Specialty and Dept.
3) Provider Hospital Affiliation Labels by Provider
4) Provider Name Labels by Provider
5) Provider Name Labels by Specialty and Dept.
6) Provider Practice Labels (excluding mailing addr)
7) Provider Practice Labels by Primary Practice
8) Provider Practice Labels by Provider
9) Provider Practice Labels by Reappt Date Range
10) Provider Practice Labels by Specialty
11) Provider Practice Labels by Specialty and Dept.
12) Provider Practice Office Manager Labels
Leadership Role Reports
1) Leadership Role Report
2) Leadership Role Report by Date Range
3) Leadership Role Report by Date Range 2
License Reports
1) Provider DEA Schedules Report
2) Provider NPI/UPIN Report
3) Provider State, DEA and CDS License Report
Management Reports
1) Provider Marketing Report by Primary Practice
2) Provider Marketing Report by Specialty
3) Specialty Count by Entity
4) Staff Status Percentage Report
Meeting Reports
1) Active Committee Member Lists
2) Committee Member List by Meeting Date
3) Committee Member List by Member
4) Committee Voting Report
5) Meeting Attendance by Date Range
6) Meeting Attendance by Date Range #2
7) Meeting Attendance by Meeting Date
8) Meeting Reminder Letter
9) Meeting Reminder Letter 2
10) Total Meetings Attended
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1) Miscellaneous Page Report
2) Providers by Community Organization
3) Providers by Professional Organization
Missing Provider Data
1) Providers Missing Insurance
NPDB Reports
1) NPDB Charges (for clients with EPR integration)
Privileging Reports
1) Checklist of Privileges Granted - Specific Comments
2) Checklist of Privileges Granted and Available
3) Current Privileges by Reappointment Date Range
4) Custom Initial Priv Request Form
5) Custom Initial Priv Request Form - No Check Boxes
6) Initial Privilege Request Form
7) Initial Privilege Request Form (Core All Together)
8) Initial Privilege Request Form - No Check Boxes
9) Provider Privilege Audit Report
10) Reprivileging by Facility
11) Reprivileging by Facility
12) Sedation Privileges
Provider Certification Reports
1) Provider Certification Report
2) Provider Certification Report with Exp Date Range
Provider CV Reports
1) Provider CV Report
Provider Health Reports
1) Provider Health Report
2) Provider Health Report with Primary Practice
3) Provider Health Report with Exp Date Range
Roster Reports
1) Provider Local ID Report
2) Provider Roster - Two Columns
3) Provider Roster -Three Columns - (Export to PDF)
4) Provider Roster by Initial Appointment Date
5) Roster by Department
6) Roster by Provider
7) Roster by Specialty 1
Practice Reports
1) Practice List with Mailing/Billing Address
2) Primary Practice List with Mailing/Billing Address
3) Provider Primary Practice List
4) Providers by Practice
5) Providers by Primary Practice
Privilege View Reports
1) Providers by Privilege
Reference Reports
1) References
Status Log Reports
1) Payor Enrollment Followup Report
2) Status Log Current Status and Last Note
3) Status Log Current Status and Last Note (Excel)
4) Status Log History Report
5) Status Log Notes by Workflow Category Step
6) Status Log Notes Report
Work History Reports
1) Work History by Provider
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8) Roster by Specialty 1 and Specialty 2
9) Roster by Staff Category
Verification Reports
1) Provider Verification Report
2) Provider Verification (Incomplete Items Only)
3) Verification Report (Verified Only)
4) Verification Summary Report w/ Options
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Allied Health Reports
AHP Sponsor Report
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Types (Allied Only)
d. Staff Categories (one or more)
e. Provider (one or more)
Results:
Sponsoring Provider Report
Search Parameters:
a. Facilities (one or more)
b. Sponsors (one or more)
Results:
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Appointment and Status History Reports
Appointment and Status History
Search parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider (one or more)
Appointment and Status History (Excel)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
Appointment and Status History by Date Range
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Event(one or more)
d. Beginning Date
e. Ending Date
Provider (one or more)
Appointment and Status History by Date Range/Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Event (one or more)
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d. Beginning Date
e. Ending Date
f. Departments (one or more)
g. Provider (one or more)
Results for the 2 above reports:
Current Provider Appointments by Department
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Department (one or more)
Results
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Provider Onboarding Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Departments (one or more)
e. Enrollment Types (one or more)
f. Start Date
g. End Date
Providers with Expired or No Appointments
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Departments (one or more)
Results
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Provisional OPPE Date Range Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Date From
d. Date To
Results
Reappointment by Date Range, Dept, Specialty
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Department (one or more)
f. Specialties (one or more)
g. Date From
h. Date To
Results:
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Reappointment Report by Date Range
Search Parameters
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Date From
f. Date To
Results
Reappointment Report by Date Range and Dept
Search Parameters
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Departments (one or more)
f. Date From
g. Date To
Results
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Suspension and Leave of Absence
Search Parameters
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Departments (one or more)
f. Leave Types
Results
Audit Reports
Basic Audit Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
Results
Basic Audit Report 2
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Combined Listing – yes/no (this will put multiple facilities on one tab
when exported to excel)
Results
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Certification Audit
Old report used for certificate audit when combined pages.
Life Support Data Migration Report
Old report used for migrating life support data when combined pages.
Online Verification Letter Yes/No
Used to determine provider’s status for Verification Letter
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
Results
Online Verification Requests
Search Parameters:
a. Facilities (one or more)
b. Begin Date
c. End Date
Results
PDF Privilege Attachments
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
Results
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Provider Photo Check
Search Parameters
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Types (one or more)
d. Provider Types (one or more)
Results
Board Certification Reports
Current Provider Board Certifications by Department
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Department (one or more)
Results
Current Provider Board Certifications by Specialty
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
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d. Staff Category (one or more)
e. Specialty
Results
Current Provider Count by Board and Certification
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Provider Board Certification Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
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Providers with Expired or No Board Certs-Original Exp
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Providers with Expired or No Board Certs-Recert Exp Date
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
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CME Reports
CME Attendance Report
Search Parameters
a. Facilities (one or more)
b. Training Organization (one or more)
c. Course Titles (one or more)
d. Date CME Start
e. Date CME End
Results
CME Overview Report
Search Parameters
a. Facilities (one or more)
b. Programs (one or more)
c. Course Titles (one or more)
d. Date CME Start
e. Date CME End
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Results
CME Status Report by Non Staff
Search Parameters
a. Facilities (one or more)
b. Staff Members (one or more)
c. Credit Total Needed (one or more)
d. Date CME Start
e. Date CME End
Results
CME Status Report by Provider
Search Parameters
a. Facilities (one or more)
b. Process Status (one or more)
c. Providers (one or more)
d. Credit Total Needed(one or more)
e. Date CME Start
f. Date CME End
Results
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CME Summary Report
Search Parameters
a. Facilities (one or more)
b. Training Organizations (one or more)
c. Course Titles (one or more)
d. Date CME Start
e. Date CME End
Results
Demographic Reports
Average Department Age Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
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d. Department (one or more)
Results
Count of Providers by Department and Status
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
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Provider Age and Years on Staff Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Provider Age, Practice, License, and Specialty
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Provider Birthday Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Months (one or more)
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Results
Provider Count Report (Summary)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Start Date
d. End Date
e. Show Selections (yes/no)
Results
Provider Count Report – By Specialty
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Start Date
d. End Date
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Results
Provider Count Report – By Department
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Start Date
d. End Date
Results
Provider Demographics, Boards, and All Practices
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
31
Provider Email List
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
Results
Provider Home Address and Spouse Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Provider Personal Page Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
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c. Provider Types (one or more)
d. Staff Category (one or more)
Results: Too big to provide print screen; however, here are the returned
fields.
Provider Phone, Pager, Fax and Email Report Search Parameters:
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
Results
Providers by Specialty and Department Report
Search Parameters:
a. Facilities (one or more)
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b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
Results
Providers on Staff within Date Range Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Initial Priv Start Date
f. Initial Priv End Date
Results
Terminated/Archived Provider Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Initial Priv Start Date
f. Initial Priv End Date
Results
34
Dues and Gifts Report
Dues Report
Search Parameters
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Descriptions (one or more)
f. Date CME From
g. Date CME To
Results
Stark Law Gifts Report
Search Parameters
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Descriptions (one or more)
f. Date CME From
g. Date CME To
h. Stark Law Amount excluding"$"
Results
35
Education Reports
Provider Education Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Education Type (one or more)
Results
Provider Education Report – Initial Appt Date Range
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Education Type (one or more)
f. Initial Appt Date Range (Start)
g. Initial Appt Date Range (End)
Results
36
Enrollment Reports
Enrollment Forms by Provider Report
Search Parameters
a. Facilities (one or more)
b. Providers (one or more)
Results
Provider Affiliation Report (Excel)
Search Parameters
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Practices (one or more)
d. Providers (one or more)
e. Statuses (one or more)
ii. Results
Provider Payor Affiliation Report
Search Parameters
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a. Facilities (one or more)
b. Process Statuses (one or more)
c. Practices (one or more)
d. Providers (one or more)
e. Statuses (one or more)
Results
Provider Payor Affiliation Report with Expiration Dates
Search Parameters
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Practices (one or more)
d. Providers (one or more)
e. Statuses (one or more)
f. Expiration Start Date
g. Expiration End Date
Results
**One page/tab per Practice
EPR GSA Search Results
EPR GSA Search Results
Search Parameters
a. Facilities (one or more)
b. Staff Category (one or more)
c. Providers (one or more)
d. From Date
e. To ate
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Results
Expiration Reports
State License Expiration Report (by Endorsements)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Start
f. Date End
g. Endorsements (one or more)
Results
DEA Expiration by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date Start
h. Date End
Results
39
DEA Expiration Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Start
f. Date End
Results
Malpractice Expiration by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date Start
h. Date End
Results
40
Malpractice Expiration Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Start
f. Date End
Results
State CDS Expiration by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date Start
h. Date End
Results
State CDS Expiration Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Start
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f. Date End
Results
State License Expiration by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date Start
h. Date End
Results
State License Expiration Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Start
f. Date End
Results
42
State License Expiration Report (with state and license filter)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. License Status (one or more)
f. State (one or more)
g. Date Start
h. Date End
Results
Focused and Ongoing Evaluation Reports
1. Focused Evaluation Aging Report
Search Parameters
a. Facilities (one or more)
Results
2. Focused Evaluation by Department
Search Parameters
a. Facilities (one or more)
b. Departments (one or more)
ii. Results
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3. Focused Evaluations Provider Summary Report
Search Parameters
a. Facilities (one or more)
b. Providers (one or more)
c. Results
4. Focused Evaluations to Peer Review by Date Range
Search Parameters
a. Facilities (one or more)
b. Date Start
c. Date End
Results
44
Form Letters
1. General Form Letters
Search Parameters
a. Form Letter Selection
b. Output File Type
c. Letter or Labels
d. Copy to Provider Record (yes/no)
e. Providers (one or more)
Results
45
2. General Form Letters with Filter
Search Parameters
ii. Results
46
Global Expiration Report and Letters
Global Expiration labels
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date End
Results
Global Expiration Labels by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date Start
h. Date End
Results (see example above)
Global Expiration Letters
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date End
Results
47
Global Expiration Letters by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date End
Results
Global Expiration Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date End
48
Results
Global Expiration Report (State License Filter)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date End
f. State (one or more)
Results
Global Expiration Report by Specialty and Dept.
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Date End
Results
49
Hospital Affiliations
Hospital Affiliation Dates
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e.
Results
Hospital Affiliation Report with Notes
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
50
Hospital Affiliations
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Labels
Provider Home Address Labels by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Provider (one or more)
Results
51
Provider Home Labels by Specialty and Dept
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Provider (one or more)
Results
Provider Hospital Affiliation Labels by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Provider (one or more)
Results
Provider Name Labels by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Provider (one or more)
Results
52
Provider Name Labels by Specialty and Dept
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Provider (one or more)
Results
Provider Practice Labels (excluding mailing addr)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Provider (one or more)
Results
Provider Practice Labels by Primary Practice
Search Parameters:
53
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Practice (one or more)
Results
Provider Practice Labels by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Provider (one or more)
Results
Provider Practice Labels by Reappt Date
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. ReAppt From Date
f. ReAppt To Date
Results
54
Provider Practice Labels by Specialty
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialties (one or more)
f. Provider (one or more)
Results
Provider Practice Labels by Specialty and Dept
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
f. Department (one or more)
g. Provider (one or more)
Results
Provider Practice Office Manager Labes
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
55
Leadership Role Reports
Leadership Role Report
Search Parameters:
a. Facilities (one or more)
b. Provider (one or more)
Results
Leadership Role Report by Date Range
Search Parameters:
a. Facilities (one or more)
b. Provider (one or more)
c. Date To
d. Date From
Results
Leadership Role Report by Date Range 2
Search Parameters:
a. Facilities (one or more)
b. Provider (one or more)
c. Leadership Role (Y/N)
d. Leadership Titles (one or more)
56
e. Committees (one or more)
f. Date To
g. Date From
Results
License Reports
Provider DEA Schedules Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Provider NPI/UPIN Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
57
Provider State, DEA and CDS License Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. States (one or more)
Results
Malpractice Insurance Reports
Malpractice Claims by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Providers
Results
58
Malpractice Expiration Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Start
f. Date End
Results
Malpractice Insurance 1
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Malpractice Insurance 2
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
59
Providers by Malpractice Carrier Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Carriers (one or more)
Results
Management Reports
Provider Marketing Report by Primary Practice
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Practice (one or more)
Results
60
Provider Marketing Report by Specialty
Search Parameters:
a. Facilities (one or more)
b. Staff Category (one or more)
c. Specialties (one or more)
Results
Specialty Count by Entity
Search Parameters:
a. Facilities (one or more)
Results
61
Staff Status Percentage Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Meeting Reports
Active Committee Member Lists
Search Parameters:
a. Facilities (one or more)
b. Committee (one or more)
Results
Committee Member List by Meeting Date
Search Parameters:
a. Facilities
b. Committee
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c. Meeting Start Date
d. Active/Inactive
Results
Committee Member List by Member
Search Parameters:
a. Facilities
b. Committee
c. Meeting Start Date
d. Active/Inactive
Results
Committee Voting Report
Search Parameters:
a. Facilities (one or more)
b. Committee (one or more)
c. Meeting (one or more)
d. Provider (one or more)
63
Results
Meeting Attendance by Date Range
Search Parameters:
a. Facilities (one or more)
b. Date To
c. Date From
Results
64
Meeting Attendance by Date Range #2
Search Parameters:
a. Facilities (one or more)
b. Date To
c. Date From
Results
Meeting Attendance by Meeting Date
Search Parameters:
a. Facilities (one or more)
b. Committee (one or more)
c. Meeting Start Date
Results
65
Meeting Reminder Letter
Search Parameters:
a. Facilities (one or more)
b. Committee (one or more)
c. Meeting Start Date
Results
66
Meeting Reminder Letter 2
Search Parameters:
a. Facilities (one or more)
b. Committee (one or more)
c. Meeting Start Date
Results
Total Meetings Attended
Search Parameters:
a. Facilities (one or more)
b. Committee (one or more)
c. Provider (one or more)
d. Attended Status (one or more)
e. Date From
f. Date To
Results
67
Miscellaneous Reports
Miscellaneous Page Report
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Types (one or more)
Results
Providers by Community Organization
Search Parameters:
a. Facilities (one or more)
b. Organizations (one or more)
Results
68
Providers by Professional Organization
Search Parameters:
a. Facilities (one or more)
b. Organizations (one or more)
Results
Missing Provider Data
Providers Missing Insurance
Search Parameters:
a. Facilities (one or more)
b. Types (one or more)
c. Staff Categories (one or more)
Results
NPDB Reports
NPDB Charges (for clients with EPR Integration)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Providers
Results (no preview available)
69
Practice Reports
Practice List with Mailing/Billing Address
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Primary Practice List with Mailing/Billing Address
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
Results
Provider Primary Practice List
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Zip Code (one or more)
Results
Providers by Practice
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
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d. Staff Category (one or more)
e. Practice (one or more)
Results:
Providers by Primary Practice
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Practice (one or more)
Results:
Privileging Reports
Checklist of Privileges Granted – Specific Comments
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Providers (one or more)
d. Signature Lines (one or more)
Results
71
Checklist of Privileges Granted and Available
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Providers (one or more)
d. Signature Lines (one or more)
Results
72
Current Privileges by Reappointment Date Range
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Type (one or more)
d. Staff Category (one or more)
e. ReAppt From Date
f. ReAppt To Date
g. Providers (one or more)
Results
73
74
Custom Initial Privilege Request Form
Search Parameters:
a. Facilities (one or more)
b. Specialty
c. Provider (or NULL)
Results
Custom Initial Priv Request Form – No Check Boxes
Search Parameters:
a. Facilities (one or more)
b. Privilege
c. Provider
Results
75
Initial Privilege Request Form
Search Parameters:
a. Facilities (one or more)
b. Specialty
c. Provider (or NULL)
Results
76
Initial Privilege Request form (Core All Together)
Search Parameters:
a. Facilities (one or more)
b. Specialty
c. Provider (or NULL)
Results
77
Initial Privilege Request form-No Check Boxes
Search Parameters:
a. Facilities (one or more)
b. Specialty
c. Provider (or NULL)
Results
Provider Privilege Audit Report
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Category (one or more)
e. Specialty (one or more)
Results
78
Reprivileging by Facility
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Date To
d. Date From
Results
Sedation Privileges
Search Parameters:
a. Facility
b. Privileges (one or more)
c. Date To
d. Date From
Results
79
Privilege View Reports
Providers by Privilege
Search Parameters:
a. Facility
b. Privilege Description (part or all)
Results
Provider Certification Reports
Provider Certification Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Certification Type (one or more)
f. Certification Status (one or more)
Results
Provider Certification Report with Exp Date Range
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
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d. Staff Categories (one or more)
e. Certification Type (one or more)
f. Certification Status (one or more)
g. Date To
h. Date From
Results
Provider CV Reports
1. Provider CV Report
Search Parameters:
a. Provider
b. Item Fields (CME, License, Boards, etc)
Results
81
Provider Health Report
Provider Health Report
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Health Type (one or more)
f. Health Status (one or more)
Results
Provider Health Report with Exp Date Range
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Categories (one or more)
e. Health Type (one or more)
f. Health Status (one or more)
g. Date To
h. Date From
Results
Reference Reports
References
Roster Reports
Provider Local ID Report
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
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c. Provider Type (one or more)
d. Staff Categories (one or more)
Results
Provider Roster-Two Columns
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
Results
Provider Roster-Three Columns-(Export to PDF)
Search Parameters:
a. Facilities (one or more)
83
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
Results
Provider Roster by Initial Appointment Date
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
e. Date To
Date From
Results
84
Roster by Department
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
e. Department
Results
Roster by Facility
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
e. License State (one or more)
Results
Roster by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
e. Providers
85
Results
Roster by Specialty 1
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
e. Specialties (one or more)
Results
Roster by Specialty 1 and Specialty 2
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
e. Specialties (one or more)
Results
Roster by Staff Category
Search Parameters:
a. Facilities (one or more)
b. Process Statuses (one or more)
c. Provider Type (one or more)
d. Staff Categories (one or more)
Results
86
Status Log Reports
Payor Enrollment Followup Report
Search Parameters:
a. Facilities (one or more)
b. Active or Inactive Log (one or more)
c. Payor (one or more)
d. Current Status (one or more)
e. Events (active or inactive)
f. Workflow Category (one or more)
Results:
Status Log Current Status and last note
Search Parameters:
a. Facilities (one or more)
b. Practice (one or more)
c. Providers (one or more)
d. Payor (one or more)
e. Events (active or inactive)
f. Workflow Category (one or more)
Results:
87
Status Log Current Status and Last Note (Excel)
Search Parameters:
a. Doc Id
b. Facilities (one or more)
c. Practice (one or more)
d. Providers (one or more)
e. Payor (one or more)
f. Events (active or inactive)
g. Workflow Category (one or more)
Results:
88
Status Log History Report
Search Parameters:
a. Facilities (one or more)
b. Practice (one or more)
c. Providers (one or more)
d. Payor (one or more)
e. Events (active or inactive)
f. Workflow Category (one or more)
Results:
Status Log Notes by Workflow Category Step
Search Parameters:
a. Facilities (one or more)
b. Practice (one or more)
c. Providers (one or more)
d. Payor (one or more)
e. Events (active or inactive)
f. Workflow Category
g. Workflow Step
Results:
89
Status Log Notes Report
Search Parameters:
a. Facilities (one or more)
b. Practice (one or more)
c. Providers (one or more)
d. Payor (one or more)
e. Events (active or inactive)
f. Workflow Category
Results:
Verification Reports
Provider Verification Report (Multi-facility)
Search Parameters:
a. Facilities (one or more)
b. Provider
c. Verification Type (one or more)
Results (photo shows when + clicked)
90
Provider Verification (Incomplete Items Only)
Search Parameters:
a. Facilities (one or more)
b. Provider
c. Verification Type (one or more)
Results
91
Provider Verification Report (Single facility_
Search Parameters:
a. Facility
b. Provider
c. Verification Type (one or more)
Results
Verification Report (Verified Only)
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Date Last Change From
f. Date Last Change To
g. Provider
Results
92
Verification Summary Report w/Option
Search Parameters:
a. Facilities
b. Provider
c. Verification Log
d. Optional Items (select to hide/show the options below)
Results (same as other Veri Summary Reports with Options selected above
at top)
Work History Reports
Work History by Provider
Search Parameters:
a. Facilities (one or more)
b. Process Status (one or more)
c. Provider Types (one or more)
d. Staff Category (one or more)
e. Practice (one or more)
Results: