Employer and Employer Case Report

Where to go?

1. To access the Employer Report, you will need to navigate to Reports --> Connect --> Employers.

2. For the Employer Details Report, you will need to navigate to Reports --> Connect --> Employer Cases.

Employers Report

Employer Cases Report

Employers Report

This report will display a list of all employers that have been listed on cases within the specified date range.  Clicking on the Employer Count number will then open the Employer Cases report, showing all of the patient cases that have that employer listed within their case file and have a referral date within the specified date range.

1. Select the appropriate date range, which is based on the referral date of the cases.

2. Specify any other parameters such as Facility, Patient Type, and Billing Classification.

3. Press "Get Results" to generate the report.

Employer Cases Report

The Employer Case report will display the cases that have a referral date within the specified date range.

1. Select a specific Employ, facility, patient type, and billing classification.

2. Press "Get Results" to generate the report

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