User Productivity Report to Excel

With the User Productivity Report to Excel function, you can print a report to Excel that includes a variety of productivity results for each User Code for a specified date or date range.


 
Data Field Information
Prompt Response Req Len
Begin with User Code Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.  

8
End with User Code Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.  

8
Begin with Date Type the date you want the report to start with or click the calendar icon to select a date.   10
End with Date Type the date you want the report to end with or click the calendar icon to select a date.   10
 
The report prints to Microsoft Excel via MyReports, so you can perform additional sorting as needed within Microsoft Excel. You can retrieve the report from MyReports. For additional information about Microsoft Excel via MyReports, see Printing in CGM webPRACTICE.
 
Sample Excel Report
Columns A through Q
 
 
Columns R through Z
 
 
Definition of Report Columns
Column Name Column Definition
Date Date of Activity
User Code User Code of the employee that performed the actions
Pts Registered Count of patient accounts registered by this user
Pt Accts Edited/Deleted Count of patient accounts Edited or Inactivated by this user. Note: if you edit a single patient account on three separate occasions on a date, it will only count as a single patient account that was edited.
Pt Appts Scheduled Count of patient appointments scheduled by this user
Pt Appts Rescheduled Count of patient appointments rescheduled by this user
Pt Appts Deleted Count of patient appointments deleted by this user
Total Trans Posted Count of all transactions posted by user. Sum of # of Chgs Posted, # of Pmts Posted & # of Adjs Posted
# of Chgs Posted Count of individual charges posted by user
Total Chg $ Total amount of charges posted by user
# of Pmts Posted Count of individual payments posted by user. Sum of # of Ins Pmts Posted, # of Co-Pay Pmts Posted & # of Other Pmts Posted
Total Pmts $ Total amount of all payments posted by user. Sum of Total Ins Pmts $, Total Co-Pay Pmts $ & Total Other Pmts $
# of Ins Pmts Posted Count of individual insurance payments posted by user
Total Ins Pmts $ Total amount of insurance payments posted by user
# of Co-Pay Pmts Posted Count of individual co-pay payments posted by user
Total Co-Pay Pmts $ Total amount of co-pay payments posted by user
# of Other Pmts Posted Count of individual payments posted by user that do not fall into the insurance or co-payment categories
Total Other Pmts $ Total amount of other payments posted by user that do not fall into the insurance or co-payment categories
# of Credit Adjs Posted Count of individual credit adjustments posted by user
Total of Credit Adjs $ Total amount of credit adjustments posted by user
# of Debit Adjs Posted Count of individual debit adjustments posted by user
Total of Debit Adjs $ Total amount of debit adjustments posted by user
# of Trans Edited Count of individual transactions edited by user
# of Trans Reversed/Negated Count of individual transactions reversed or negated by user
# of Encounters Posted Count of individual encounters posted by user. Note: Each encounter can contain multiple charges and this column  will most likely not match the # of Chgs Posted. (To be released in v2021.1.0)
# of Superbills Posted Count of individual superbills posted by user. If you post all of the encounter charges using superbills, this column should match the # of Encounters Posted column because each superbill should be a complete encounter.  (To be released in v2021.1.0)