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Dream Factory by TruBridge Ideas Portal
Categories TruBridge Analytics
Created by Linda Pfeifle
Created on Feb 11, 2025

The reporting options need to get better in Report Dashboard. This is both in the clinical and financial side. For our example, we needed a simple report to run that will show us how often and on which episodes a CPT/HCPCS code was used, and we couldn't find anything in report dashboard so ended up doing an adhoc report which is incredibly tedious.

We were just trying to find how often a CPT code was used in the past year. We wanted to know how often it was used, on which episodes, patient it was used on, which financial class, date it was used, the code that was used, and the only way we could find to get that simple information was to run an adhoc report. With the majority of the information already saved in a template and just adding the specific information we wanted it for which was the CPT code and date range, it was 14 steps and/or clicks start to finish to get this report. That is ridiculous to need that many steps for such a simple report. The reporting options need to change. We need more options in report dashboard so we aren't having to go through an adhoc report and doing all the extra steps/clicks to get a report.

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