Reporting > Annual Completion

 

This report provides shows the number of completed referrals that have been initiated in the current calendar year or current fiscal year.

 

1.    In the Selection Criteria panel, make the following selections:

·         Select the VISN(s) to be reported. Note that all VISNs are selected by default when the page opens.

·         Select Report Year definition:

o   Leave search field empty to show all results

o   To make multiple selections, hold [CTRL] key and click on a code

o   To select all entries between two codes, hold [CTRL][SHIFT] keys together

·         Search the Diagnosis code(s) to be included:

o   To select all diagnosis codes, check the Use All check box

o   Characters other than letters and numbers in the search terms will be ignored

o   Search terms can be separated by a space or the following characters: [,] [;] [|]

o   The search can contain 1-3 search terms. Additional terms will be ignored

o   The search will return codes with descriptions that match any of the search terms

o   For terms under four characters the term must match the entire word. (i.e. a search for ‘in’ will not return a match for ‘brain’)

o   For terms with at least four characters a partial word match will return a result (i.e. ‘head’ will match ‘headache’)

·         Select appropriate fiscal or calendar year.

2.    Click the Run Report button to generate a report.

 

The “Annual Completion” report will be displayed and from the top bar on the report you can perform the following tasks:

 

1.    You can navigate the different pages that the Report contains by clicking the arrows next to the number of pages.

2.    You can resize the print (font) and details of the report screen by using the size drop-down menu to change the size of the font (and the overall screen elements). Click the percentage of change to resize the screen.

3.    To use the search feature, click the cursor in the text box labeled, “Find | Next”. Type in a word, phrase, or number(s) and then click “Find” to start a search for data. The results of your search will be highlighted in blue. To find the next instance of your search, click “Next”. The next instance of your search will be highlighted in blue. If the search was unsuccessful, a pop-up window will appear.

1.    You can create and save an electronic file of the report. Click on the drop-down menu labeled, “Select a format” and choose either an Acrobat (PDF) or excel file format and then click “Export”.

A pop-up window labeled “File Download” will appear asking if you wish to open the file to view or if you want to create and save an electronic file. You also have the option to cancel the export process.

2.    You can print the report.