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Dream Factory by TruBridge Ideas Portal
Categories Technical
Created by Linda Pfeifle
Created on Jan 22, 2024

Need more options in reports (Report Dashboard and Ad Hoc) so we don't have to send a report to Excel and have to do a whole bunch of filtering and sorting in order to make a report work.

We have encountered multiple times where we have needed reports with specific information and most of the time we were unable to just pull a report from Reports Dashboard or create an Ad Hoc report that showed the information we were looking for in the way we needed it. There just needs to be more options. Sometimes what you would think something is really isn't and then your report is way off. It just needs to be better thought out. Every field in the system should be able to be pulled in a report and manipulated in different ways. There needs to be better filters, sorting options, etc. in report dashboard and ad hoc. A few examples include needing to run a report that showed all Medicare patients with their most recent address in the system who were not deceased so we could create labels to send out letters. Another example was a financial report that we needed that showed all our episodes with a $0 balance and showed what the total charges were for each episode along with all the payments/adjustments from each payer and patient were and what the total contractual adjustments were.

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