Setup & Manage BIM in D4W
Setup to use KPI-01 Report
The following features are required for the KPI-01 Report to calculate correctly. 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. |
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. |
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 (link coming soon) |
Schedule of Providers | If Providers share an appointment book, the Schedule of Providers must be used. |
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 (link coming soon) Mark Items as Non-Reporting (link coming soon) |
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 (link coming soon) |
Mark Bad Debts | Bad Debts should be marked as such to ensure they are calculated correctly. |
Classify Item Numbers | Items can be classified/grouped and be reported on as a group in the report. Procedures Done by Providers Report (link coming soon) |
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.
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Set the Budget | Setting a Budget is optional and only shown when selected in the report parameters.
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Setup to use Key Performance Indicators - Summary Report
The following features are required for the Key Performance Indicators Report - Summary to calculate correctly.| Appointment Status Types | 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. |
Use the Arrived, Checked-in and Checked-Out Feature | 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. |
Link Providers to their Appointment 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 (link coming soon) |
Schedule of Providers | If Providers share an appointment book, the Schedule of Providers must be used. |
Breaks and Preset Slots 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 Non-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 (link coming soon) Mark Items as Non-Reporting (link coming soon) |
Key Items List | A group of items can be selected to include on the report and will calculate how many times they have been performed on the past 100 patients.
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Report and Graph Settings | The report can be viewed as both a report (figure) and graph, and the indicators to include can be preset.
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Setup Procedure Classifications for Reporting
Procedures (items) can be grouped for reporting purposes. For example, to report on a group of items classified as New Patient Exam, instead of the individual items.
Reports impacted by Procedure Classifications:
The steps to setup are the same for each report.
- Go to Location Setup > Items tab
- Record menu > Procedures Classifications
- Classification: Select the relevant report to setup groups for
- Groups section, click Add
- Enter Group Name
- Enter Group Label
- Procedures section, click Add New
- Select items related to this group
- Click OK
- Repeat to add more Groups, or click Exit
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