2. RevConnect Ineligible Patient Custom Reports
This PowerPoint will guide you through the steps to create two custom reports for use with RevConnect. RevConnect Ineligible Recalls and RevConnect Ineligible Recares

3. RevConnect Ineligible Recalls Report
The next slides will cover building the report for patients who have an active recall but, do not have an address or cell phone number.

4. First, navigate to the Reports module in RevolutionEHR

5. Next, select Patients and then Patient Search

6. From this screen, click Add to create a new custom patient search

7. This will become the RevConnect Ineligible Recalls report
Name the report at the top of the screen to be able to save it when complete
The first fields to input under Search Criteria will be Patient and Patient Cell Phone which each come from the Patient drop down under Available Fields
The operator for both will be set to empty

8. Next, add values from Recalls
From Recalls add Recall Date and Recall Template to the Result Fields
Then Recall Date will also be added to the Search Criteria.
The Operator will be set to Between
Comparison Value(s) is the date range to be checked
In this example we have entered 10/01/2017 as a starting date and 10/31/2017 as the end date

9. From Key Dates under Available Fields add Last Comp
From Key Dates under Available Fields add Last Comp. Exam Date to the Result Fields

10. From the Patient drop down under Available Fields add the following:
Patient Last Name, Patient First Name,
Patient DOB, Patient Preferred Phone, Patient Address 1, Patient Address 2, Patient City, Patient State/Prov, and Patient Zip Code to Results Fields
Once these have been added, click Save

11. The RevConnect Ineligible Recalls Report can now be run
The RevConnect Ineligible Recalls Report can now be run. Results can be Printed or Exported with buttons in the bottom right.
Click the report and then “Edit” to open the report and change what date range is searched by the report.

12. RevConnect Ineligible Recare Report
The next slides will cover building the report for patients who had an appointment in the past but, do not have a future appointment or active recall. These patients also do not have an address or cell phone number.

13. First, navigate to the Reports module in RevolutionEHR

14. Next, select Patients and then Patient Search

15. From this screen, click Add to create a new custom patient search

16. This will become the RevConnect Ineligible Recares report
Name the report at the top of the screen to be able to save it when complete
The first Search Criteria fields to input will be Patient and Patient Cell Phone which each come from the Patient drop down under Available Fields
The operator for both will be set to empty

17. Next Add Last Comp. Exam Date from
the Key Dates drop down under Available Fields to the Results Field
Then add Last. Comp Exam Date with operator as Between, Next Recall Date with operator as Empty, and Next Appointment Date with Operator as Empty to the Search Criteria

18. From the Patient drop down under Available Fields add the following:
Patient Last Name, Patient First Name, Patient DOB, Patient Address 1, Patient Address 2, Patient City, Patient State/Prov, Patient Zip Code, and Patient Preferred Phone to the Result Fields
You can also set the first date range you would like to check before saving the report. In this example 10/01/2016 to 10/31/2016 is used to capture patients who would be due for their annual exam in October 2017
When these steps are complete, click “Save”

19. The RevConnect Ineligible Recares Report can now be run
The RevConnect Ineligible Recares Report can now be run. Results can be Printed or Exported with buttons in the bottom right.
Click the report and then “Edit” to open the report and change what date range is searched by the report.