Standard Operating Procedure Accessing Reports for Texas EVV Customers

Agenda Introduction Accessing Reports in VinCENT Additional Information Quiz

Purpose The purpose of this SOP is to review how to access EVV Reports in the VinCENT system for Texas EVV Customers.

Scope This SOP is applicable to all Texas EVV Customers using the VinCENT system.

General Requirements The following requirements must be met. Users must have permission to access the VinCENT reports section in order to utilize this training document. If the user does not have access to the reports section they should contact their Agency System Administrator.

Agenda Introduction Accessing Reports in VinCENT Additional Information Quiz

Accessing Reports in VinCENT Reports Icon Reports Menu EVV Reports Report Selection Report Options Generate Report

Accessing Reports in VinCENT Preview/Export Report Export Icon Export Box Export Options Export Filters

Accessing Reports in VinCENT Reports Icon Select the Reports Icon from the main menu bar.

Accessing Reports in VinCENT Reports Menu The Reports Menu will open.

Accessing Reports in VinCENT EVV Reports After selecting EVV the list of available reports will display.

Accessing Reports in VinCENT Report Selection Once you select the report you wish to use, the report title will turn blue so you know what you have selected. We will be using the Provider Visits Verified Report as an example of the report features in this training.

Accessing Reports in VinCENT Report Options Once the report is selected there will be options available to use. You will have the options to Generate Report or to Preview/Export the report.

Accessing Reports in VinCENT Generate Report By selecting the Generate Report button the report will automatically open for you to review. You then have the ability to rotate, zoom in and out, save or print the report. The above example is the sample Provider Visit Verified Report we are using for this training. Please note: The name of the report you have selected will print at the top of the page.

Accessing Reports in VinCENT Preview/Export Report By selecting the Preview/Export button the report will automatically open for you to review. You will then have the ability to zoom in or out, to print or to export the report.

Accessing Reports in VinCENT Export Icon To export the report into another format such as Word, Excel, Crystal, etc. you will select the Export Icon and an Export Box will open.

Agenda Introduction Accessing Reports in VinCENT Additional Information Quiz

Contact Information Direct questions about this document to your training and implementation team.

Agenda Introduction Accessing Reports in VinCENT Additional Information Quiz

How do you access EVV Reports in the VinCENT system? A. Select the Reports Icon from the main menu bar. B. Select the Call Mgr Icon from the main menu bar. C. There are no reports in VinCENT. The correct answer is A. You will access reports from the Reports Icon on the main menu bar.

A. No. Reports are viewable and printable only. Can reports be exported into another format such as an Excel spreadsheet? A. No. Reports are viewable and printable only. B. Yes. All reports can be exported into another format by using the Preview/Export option. C. No. VinCENT does not support exports. D. No. There are no reports in VinCENT. The correct answer is B. All reports can be exported into another format by using the Preview/Export option.

How do I view a list of available reports for EVV? A. After selecting the Reports Icon from the main menu bar, click on EVV and a list of available reports will display. B. There are no EVV reports available. C. Select the Call Mgr Icon from the main menu bar. The correct answer is A. Click on EVV and all available reports will display.

How do I quickly view and print an EVV report? A. All reports must be exported. B. Reports cannot be viewed and printed. C. Once you have selected a report you will choose the Generate Report button. The report will be viewable on your screen and can be printed at this time. D. There are no reports in VinCENT. The correct answer is C. Click the Generate Report button to view and print reports.