Page 145 - Clinical Managers Orientation Binder

HCHB Reports

From the Report tab in the Report Manager:

1. Enter the name or keyword for the report you are looking for in the Search For field;
then click the Magnifying Glass icon.
Note: Reports matching your search criteria display. You can see a description of the
report on the right by selecting a report. Reports that have a + icon contain saved
criteria.
2. Double-click the report to select for viewing.
3. Click the Delete icon to clear your search.

View a Report
From the Report tab in the Report Manager:

1. Double-click the appropriate report name. A criteria window displays.
2. Select all appropriate criteria filters and values by completing the available fields.
Note: Criteria fields with a red asterisk must be completed.

3. Click View/Print.
4. If the report has multiple pages, use the arrows at the top to skip to the next page or the
5. Click the Zoom drop-down arrow to zoom in or out on the report. Note: You can print or
fax the report from here, if needed.
6. After you are finished viewing the report; click the Close button.
Reports frequently used by Scheduler/CFM/CRM/Branch Director

• Agent Summary Report

• Client Schedule

• Scheduling Request Report

Run Agent Summary Report
- Filter out service codes that are not needed (example, HHA)
- Gives Statuses of Visits (Missed, Late, Paused, Pending)
Scheduling Request Report
- Shows visits in requested status
Client Schedule Report
-Shows cases that are not on the clinician’s tablets as the visits were sent back to the
office.

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