How to Set Up and Manage Emailed Reports

Summary:

Practice GPS Navigator allows Practice staff to receive reports directly to their email addresses without needing to have a Practice GPS Navigator user name and login. When reports are emailed to each staff member, a password will be required to access the report (s) to follow HIPAA guidelines.

 

Step 1: Click on Settings

 

 

Step 2: Click on Manage Email Reports 

 

 

Step 3: Click on Add New Recipient 

 

 

Step 4: Enter Required Information 

• Type in Name

• Email Address

• Password to access/open report once it has been sent to your email address. (HIPAA component)

• Click Next 

 

Step 5: Click on Report (s) you wish to Receive

 

• Click Next

 

 Step 6: Select Formatting and Frequency

 

 

For each report selected:

• Choose Format you wish to receive Report: either PDF (default) or Excel

• Choose Frequency of Report. Depending on the actual report some are Daily Reports, Weekly Reports, and Monthly Reports. (See List at end of document to determine)

• Choose Send Day (if applicable to report) if not will default to none for daily

• Choose Date Range options consist of Current Day, Last Working Day, and Next Working Day (it will pull data on that specific date range into report)

• Once completed, click Save

 

Additional information:

To review what reports are being sent out to user, or if you wish to add additional reports to your email – click on # of reports in Green.  

Screen will take you back and now you can either add new report   or delete report from receiving by clicking X next to report

List of Reports:

Daily Reports:

• Morning Meeting Lite

• Hygienist Morning Meeting Report

• Morning Meeting Report

Weekly reports:

• Sikka Tracker Report

Monthly Reports:

• Administrator Report

• Trend Analysis

• Detailed Trend Analysis

• Sikka Patient Value Report

• Monthly Practice Details

Yearly Reports:

• Yearly New Patients

• Yearly Active Patients

• Yearly Adjusted Production & Collection

Business Reports:

Note: Current Month to Date 

• Success Report

• Referral Source Report

• Adjusted Collection by Provider

• OFC Adjusted Production vs. Collection Tracker ( Includes Previous years breakdown for each month for comparison)

• Production by CDT Categories

• Practice Monitor Report

• Daily Board Provider Production

• My Profile Comparison Report

• Unsubmitted Insurance Claims

• Insurance Patient Analysis

• Sikka ROI Report

Forecasting Reports:

• Potential Report (one year to date report example 4/5/2016 to 4/5/2017)

• PPO Comparison Report – Current month to date

Provider Reports: 

Note: Current Month to Date 

• Adjusted Production by Provider

• Procedure by Provider

• No Shows by Provider

• New Patients by Provider

• Appointments by Provider