Creating Reports

Practice Intel: 

Creating Reports

Practice Intel includes an automated Reports feature. This allows you to send customizable reports to members of your organization which can include audit scores and practice metrics at a cadence of your choosing.

Setting Up the Reports Feature

1. Admin Panel

In order to access the reports feature you must first navigate to the Admin panel. You can find the link to this at the bottom of the left-hand navigation bar. Click “Admin”:

From the next window, click on your organization’s name to access the Admin panel:

From here you will have access to all the tools in the Admin panel.

2. Report Recipients

Before you can send out a report you must enter the recipients for the report. Click on “Report Recipients” to set this up:

You will then have the option to create a single recipient or to bulk import recipients. It is recommended to use the bulk import feature when you plan to add more than five recipients at a time.

Creating a Single Recipient: To add a single recipient, click on “Add Recipient”:

Next, input the recipient’s name and email. Please note, if you check “Add Another Recipient” this will enable you to immediately create another recipient after you click “Add Recipient”.

Please select the appropriate provider for each recipient you add in this step. This will ensure that each recipient only receives reports data associated with that specific provider.

Bulk Import: If you are adding more than five recipients it is recommended to use the bulk import feature. You can access this from the ellipses on the Report Recipients page:

From here, click on “Bulk Import Recipients” and complete the following 2 steps: 
1. Download the CSV template. Complete and save this template on your computer. 

2. Click on “Choose File” and upload the CSV file.

3. Creating The Report

From the organization page, click on "Reports": 
Then click “Set Up New Report Delivery”:

From here, you will complete the reports form:

Report Configuration Title: Title the report something descriptive for when you access this in the future.

Email Fields: Add a subject and a message.

Delivery Schedule

Start Date: Select the date the report will go out.

Frequency: You can select a One-Off report or a Monthly report.

Time Period: Select the time period covered (one to three months) by the report.

Content: Here you have the option to send providers a more or less detailed report. 

Filter Recipients by Audit Score: Clicking the “+ Add Filter” button will allow you to create a filter for the reports that meet a selected audit score criteria. Providers who do not meet the criteria will not get a report.

Filter Clinics: There is an additional filter that allows a report to be created for an individual clinic within your organization.

Editing a Report

Once a report is created you will be able to see it under the main Reports page. From this page, if you click on the ellipses you will have the option to edit the report, view emails, or delete the report. You can make any changes to the report you wish before the report is sent. 

View Emails

This lets you see a history of the emails that were sent out in the report including delivery status and whether the email was opened. To check on the delivery and viewing of the emails. Click on Email Log from the Admin Menu.This screen will show you who has been sent emails. It will also indicate if it was delivered (signified by the green check mark) and if they have opened the email. If there is a red X instead of the green checkmark, that indicates that the email was not delivered. A message stating the reason for not being delivered will be displayed.