|
<< Click to Display Table of Contents >> Quick Reports |
  
|
|
<< Click to Display Table of Contents >> Quick Reports |
|
The Quick Reports menu offers a number of pre-configured reports which are really useful in day-to-day operations. You can specify a default report, which is generated by just clicking on the Quick Reports button, in Tools|Options|Database & Analysis
The report titles are fairly self-explanatory on the whole...
Client Summary reports all the data (details, notes, claims, reports etc) for the currently selected client. This report is useful for responding to File Requests when an HSP client relocates away from your clinic
•The Hearing Services Program sub-menu lists the reports and functions available specifically for Hearing Services Program clients
•Process HSP Maintenance Agreements generates HSP Maintenance Agreement renewal letters and agreement forms for clients whose maintenance is due during a specified period. Maintenance Agreements are between the service provider and the client.
•Process HSP Maintenance Claims generates maintenance claim items for Hearing Services Program (HSP) clients whose HSP Maintenance Period with the Program has expired; this should not be confused with the Maintenance Agreement! The HSP Maintenance Agreement Period is initiated on the device fitting (or refitting) date and determines when providers can claim maintenance items; maintenance claims are between the service provider and HSP and are not directly related to the client's Maintenance Agreement, although clients must have a current Maintenance Agreement on the maintenance item service date before it can be submitted for payment
•The Custom Quick Reports sub-menu displays a list of any custom Quick Reports templates users have created and saved in the ..\HearSoft\HearAid\Reports\Quick Reports\Custom folder
•The Charts sub-menu displays a list of any charts have created for themselves and saved in the ..\HearSoft\HearAid\Reports\Quick Reports\Charts folder
•The SMS menu displays SMS templates that have been created; the SMS function is similar to using Mail Merge. A dialog displaying the list of clients to be messaged is displayed before the message is sent.
•Mail Merge Follow-up Lists allows users to track responses to their mail outs using Mail Merge templates
The Mail Merge sub-menu displays a list of pre-formatted mail-merge documents. You can add your own mail-merge documents to this list using the procedure detailed in the Mail Merge topic.
These reports were designed to be run on a regular basis e.g. the first of the month. Letters sent to clients using the mail merge function can be logged to avoid unwanted repetitious mail-outs.
Mail-outs can be prepared separately for
•Clients with an e-mail address
•Clients without an e-mail address
•All Clients
The SMS sub-menu works in the same way as the Mail Merge menu, using SMS message templates