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Custom Billing Reports & Crystal Edie Valencia Billing Director & Corporate Trainer Quick Med Claims
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Key Topics Saved Settings v Cloning Report Name and Description Organizing the Custom Folder Common Fields and Tables (Linking) Grouping Formulas
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Can You Relate? UGH! I can’t find a report? Where the **** is it? I run it every other month. Why can’t I remember where it is stored? UGH! I can’t find a report? Where the **** is it? I run it every other month. Why can’t I remember where it is stored?
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Work Smart I am the smartest person ALIVE! I saved my report settings! I am the smartest person ALIVE! I saved my report settings!
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Saved Report Settings Works for both standard and custom reports Saves the path and selectors for a report Allows you to assign meaningful names to the reports you run Use folders to separate and organize the saved settings
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Steps to Save Settings Identify the report and add the appropriate selectors Click the Save Report Settings As button
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rptdata Folder Stay within the rptdata Create as many folders and sub folders as necessary to keep organized
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Verify Saved Settings As you add new items to RescueNet Administration, your saved settings may need to be updated Call type, priorities, schedules, events New items often end up being “included” in your selectors Use “Dynamic Dates” when possible
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Dynamic Dates Instead of entering dates of 5/3/12 to 5/3/12 Select Yesterday When you run the report tomorrow, the date will still be “yesterday”
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Cloning a Report Required when you will be making a change to either a selector or report layout through Crystal Reports Changes made to a standard report will be lost upon next system upgrade Steps to cloning a report Right click the report Select Clone
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Clone Report Custom Report Name Name that will appear in the report tree within RNR Use Meaningful Names Custom Report Description Explain what the report does, how it is designed, what data shows on the report Add date and user name
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Custom Folder Which on looks most like your Custom folder?
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Organizing the Custom Folder Can’t make folders or move reports inside RescueNet Reporting But you can from Windows Explorer Central Share Reports32 Custom Move both the.rpt and the associated.in2 Close RNR and reopen
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Relational Database Basics Trips table is almost always the main table for a report Most fields in the Trips table do not store “the words” Fields contain numeric references that when linked to another table allow you to display “the words” on your report
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Trips Table in SQL
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The name field in the companies table contains “the words” You will add the name field to your repor t Link the two tables together Link fields that contain same type of data Numbers to numbers Not numbers to words
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Companies Table in SQL
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Click and drag cmpy from Trips to code in Companies Right click the link and select Link Options Join Type will always be Left Outer Join
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Links from Trips Table Trips.custno linked to Customers.custno Trips.priority linked to Priorities.code Trips.calltype linked to Call_Types.code Trips.payor1 linked to Payors.code payor1 = Current Payor Trips.payor3 linked to Profit_Centers.code payor3 = Profit Center Trips.payset linked to Payors.code Payset = Primary Payor
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Alias Tables Trips table has three fields related to Facilities ofac (ordering facility) pufac (pick-up facility) dfac (drop-off facility All three cannot be linked to same table Must create alias tables
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Facility Alias Tables Alias tables can be renamed Facilities_1 (PUFac) Facilities_2 (DOFac)
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Primary Payor Category Links Trips.payset (primary payor) Linked to Payors.code Payors.Category Linked to Payor_Categories.code Payor_Categories.descr displayed on report
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Payor Category
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Grouping Insert, Group Select field you want to group by Easier to select if you first place the field on your report You can delete the field on the report later
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Grouping by Primary Payor Category
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Custom Grouping
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Others Use the Others tab to select what your Crystal Report should do with the remaining categories Leave in their own groups
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Custom Group Example
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Real World Example Client wanted a high level overview of activity by payor category for each month of service (based on trip date) Clone of Activity Summary Report Grouped by primary payor category in specified order Grouped by month of service Used the following formula to define the month of service left({Trips.tdate},7) Click here to view
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Intro to Formulas Calculate current balance of trip (Trips.addoncost–Trips.basecost)/100 Addoncost = total trip charges Basecost = total trip credits Both are stored in database without decimals $150.00 is stored as 15000
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Create New Formula Locate Formula Fields in Field Explorer Right click and select New Type name of formula Avoid using spaces
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Formula Editor
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Trip Balance Formula
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In Summary Crystal Reports is your friend Get your Crystal Reports training through ZOLL Navigating through the database is probably harder than using Crystal
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