Setup to use KPI-01 Report

Appointment Statuses

For this report to calculate some KPI's, Failed to Attend, Unable to Attend and Arrived/Checked In/Out data must be recorded. Ensure each are setup. 

Setup Failures to Attend (FTA)

Setup Unable to Attends (UTA)

Link Marking Patient as Arrived to a Status

Arrived, Checked-in and Checked-Out

For the report to calculate exactly how long each visit was, and when the appointments ran longer than planned time, this feature must be used. 

Mark an Appointment as Arrived, Checked In or Out

Link Providers and Books

For the report to know which book belongs to which Provider, it must be set against the Providers file.

Link Appointment Book to a Provider

Schedule of Providers

If Providers share an appointment book, the Schedule of Providers must be used. 

Use Schedule of Providers for Shared Appointment Books

Set Work Time

When adding a Break or creating a new Preset Slot, the Work Time must be selected correctly, for example Staff Meeting = Yes, Leaving Early = No   

Non-Treatment and Reporting Items

Not all item numbers are treatment and therefore should be setup so when they are used on a patient the report doesn’t think the patient has been seen on that day. For example, a new patient fails to attend and an the FTA item is added to their treatment. If the FTA item is not marked as non-treatment, the report will calculate them as a new patient.

Mark Item as Non-Treatment

Mark Items as Non-Reporting

Treatment within a Plan

Some item numbers are seen as not requiring planning and can be excluded from the section of the report that identifies the quantity of treatment items performed without a treatment plan.

No Quote/Planned Treatment Performed Report

Mark Bad Debts

Bad Debts should be marked as such to ensure they are calculated correctly. 

Mark an Outstanding Balance as a Bad Debt

Classify Item Numbers

Items can be classified/grouped and be reported on as a group in the report. 

Procedures Done by Providers Report

Report, Graph, Fee Level and Insurance Fund Settings

The report can be viewed as both a report (figure) and graph, and the indicators to include can be preset. 

1. Go to Location Management > Reports tab

2. Group: Business Intelligence Module

3. Open KPI-01 Report

   1. Report Settings: Select the indicators to view in report format

   2. Graph Settings: Select the indicators to view in graph format     

   3. Fee Levels Set: Select the Fee Levels to include in the report

   4. Ins Fund Set: Select the Insurance Funds to include in the report

Set the Budget

Setting a Budget is optional and only shown when selected in the report parameters. 

1. Go to Location Management > Reports tab

2. Group: Business Intelligence Module

3. Open KPI-01 Report

   1. Report Type: Budget

   2. Click Set Budget

      1. Financial Year: Select the year to set the budget for

      2. Enter the target for each month

      3. Click OK