You must have Clinical User, Clinical Assistant, Patient Viewer, or Physician permissions to perform this task.
You must have Administrator permissions to share templates with the organization.

This help topic describes functionality that may not be part of the feature set in use at your company.

 

Manage Task Reports

The Task Report section allows Clinical Users to add new task templates, edit existing task templates, and delete existing task templates.

Warning: The data provided in reports is only one of several elements to consider when evaluating the effectiveness of the therapy. This data should not be used in the diagnosis of a patient's condition.

Create a Task Report

1. Click the Reports and Templates tab and select the Tasks Report tab.  To use a custom report template, select a report under Custom Templates in the Report Template pull-down menu. To sort tasks, choose a selection from Sort pull-down menu (Task Name, Setup Date, etc.).
   Tasks report section displays.

2. To create a new report, adjust any Tasks Reports filter(s) in the following categories:

• Tasks

The Tasks filters allow for reporting by Task category (all selected or Compliance-achieved, Non-compliant, Equipment, Health, Manual, Usage, Notification, or Reminder), Task name, Task priority, Task date, Task status (current, future, dismissed, or completed), Task assignment, or Task statistics.

• Identity

The Identity filters allow for reporting by First name, Last name, Date of birth, Setup date (30, 60, 90, 120 or all past days from a selected date to a selected date), Location (internal or external; by default, the location filter is set to internal), and External ID. Other filters exist under More options including (but not limited to), Patient Status (active or inactive), patient reference ,address, payer, created date and country.

Note:  When searching for a Location, only sub locations matching the entered search string will be displayed in the list.  

• Equipment

The Equipment filters allow for reporting by Device category.

• Care Team (Internal and External Care Teams)

3. With filters in place, click the Save As button.
   
   Note: To return to original filter configuration, click Clear All.

Note: To rearrange report columns, click Move. Drag and drop selected columns to desired location and click Apply to save the new column arrangement.

4. Give your new report template a Name and Description. To share the new template, click Share with my organization. To make the template the default option when navigating to the Tasks Report tab, click Make My Default Report. Default report templates are identified with a blue star next to the template name. Toggle this icon on or off to adjust the default option on any saved template.
   
   Note: You must have Administrator permissions to share templates with the location. If you do not, this option does not appear. Clinical users can create templates and view patients, but cannot share templates.

5. Click Save to save new template.
   
   Note: Click Cancel to return to Tasks Report screen.

6. Report template list updates to show new report template information.

Edit Existing Report Template

To edit report template details:

1. Choose a template under Custom Templates in the Report Template pull-down menu.
   Results display for custom template selected.

2. Adjust any Tasks Report filter(s) in the following categories:

1. Tasks
2. Identity
3. Care Team (Internal and External Care Teams)

3. With filters in place, click Save.
   Report template list updates to show new report template information.

Note: To rearrange report columns, click Move. Drag and drop selected columns to desired location and click Apply to save the new column arrangement.

To edit report template name:

1. Choose a template under Custom Templates in the Report Template pull-down menu.

Results display for custom template selected.

2. Click the Edit button and give the report template a Name and Description.

Note: Name field is mandatory to save a Tasks Report template. Description is optional.

3. Click Save to save the template.

Note: Click Cancel to return to Tasks Report screen.

Results display for custom template with updated name.
 

Delete Existing Report Template

1. Choose a template under Custom Templates in the Report Template pull-down menu.

2. Click Edit.

3. Click Delete.

Confirmation screen appears.

4. Click Delete to delete report template.
   
   Note: To keep report template, click Cancel.

Export Report Templates

1. After selecting the report view, choose the export format field located in the upper right of the Tasks report screen.
   Export format selected. The Select format drop-down menu displays available formats including, .xls, .xls (secured), .csv, and .csv (secured).

2. Select one of the options in the drop-down. A Download file window displays indicating the progress of the download and then displays a "File is ready' message when downloaded. The downloaded file will display at the bottom of the window.

3. Click on the file name.

The file opens.

4. Select the option to save then choose a file name and location to save the file.
   The exported Report is exported in the saved in the selected format to the chosen location.

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