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dhen
Canine III

Reporting help please

Hi, I need to pull the following information off R4 but I am told that there is no current way of reporting it.  Just wondered if anyone has found a way round it.

I need to find out how much time each of my Ortho Therapists are spending each month on each dentists patients.  so for example I want to show that A Smith (OT) spent 50 hours of her 120 hours in June 2018 on B Brown (Dentist) patients. Any suggestions would be gratefully received.

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3 Replies
Community Manager
Community Manager

Re: Reporting help please

@jonbarton @sleightpa can either of you help with this?

CS Dental Employee
CS Dental Employee

Re: Reporting help please

Dear Denise,

If I have correctly understood what you are asking for please follow the steps below to create a report which should help (sorry it is a bit of a complicated one).

  1. From the reports section of CS R4+ Click 'Reports about appointments' and click 'New Report'.
  2. On the screen that says ‘select a query’ Click ‘New Query’
  3. Highlight ‘Appointments’ and click ‘Next’.
  4. Put a tick in ‘that have certain [attributes]’ and click ‘specify attributes’.
  5. In the left pane highlight ‘treatment Provider’ and click ‘Add’.
  6. Select the Name of the Treatment Provider that the patient would have had the appointment with.
  7. Click ‘OK’ and Click ‘Finish’.
  8. Click ‘Save As New’ and name the query, the click ‘OK’.
  9. Double left click on the query that you just created.
  10. Click ‘Next’.
  11. On the next screen click on the circle next to ‘Yes’, then click the grey box with 3 dots in.
  12. Make sure ‘Query’ is selected in the list and click ‘OK’.
  13. Click ‘New Query’, then make sure ‘Patients’ is highlighted and click ‘Next’.
  14. Click on ‘Specify Attributes’.
  15. In the left pane highlight ‘Registered Dentist’ and click ‘Add’.
  16. Select the name of the dentist who is the patients ‘registered dentist’.
  17. Click ‘OK’ and Click ‘Finish’.
  18. Click ‘Save As New’ and name the query, the click ‘OK’.
  19. Double left click on the query that you just created.
  20. On the next screen click on the circle next to ‘No’ and click ‘Report Layout’
  21. Click on ‘Click here to edit report properties’.
  22. Add any fields that you want to display in the report, but make sure ‘duration’ is one of them.
  23. Click ‘OK’ and Click ‘Finish’
  24. Click ‘Save As New’ and give the report a name.
  25. Click ‘OK’.
  26. You should now see the report you created in the reports section.
  27. Run the report making sure it opens in Excel, you can then sum the total of the Duration field to find out the total time spent.

 

Hope the above helps.

Kind Regards

Jon

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CS Dental Employee
CS Dental Employee

Re: Reporting help please

Hi,

Is there a particular appointment type that the Ortho Therapists use when they see patients or do they use a number of different types?

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