The Workflow Compliance Report shows which appointment tasks were successfully accomplished during patient visits and which were not. This report is most beneficial if your location has been set up to use workflow compliance (Track appointment tasks and require reasons for incomplete tasks is set to Yes).
To view the report
On the Home menu, under Reports, click (or tap) Workflow Compliance.
The Workflow Compliance Report page opens.
On the Workflow Compliance Report page, set up the following options:
Locations - The results for the selected locations. Do any of the following:
Select the All check box to view workflow compliance for all locations in the organisation.
Select or clear the check box next to the current location name to view or to not view workflow compliance for that location.
Click Select Locations to select or deselect locations.
Only locations that you have access to are available.
Date Range - The date or date range of appointments for the report. Leave yesterday's date selected, or select the desired date (today, yesterday, or a specific date) or date range (last 7 days, last 30 days, this month, or a custom range).
User - The users to include on the report. Click (or tap) a white space in the box to display a list. Then, select All users to display results for all users, None to remove all selected users so that you can make other selections (at least one user must then be selected), or a specific user to view only that user's results. To include results for multiple users, you must select each user one at a time.
Appointment Tasks - Select the check boxes that correspond to the appointment tasks that you want to check for compliance (Schedule recall, Collect phone number, Collect email, and/or Collect payment).
Click (or tap) Search.
The report accounts for workflow compliance for completed appointments only. An appointment task (scheduling the next recall appointment, collecting a phone number, collecting an email address, or collecting a payment) is required if you must perform some action to accomplish that task during a patient's visit. For example, if a patient's primary contact (which could be the patient himself or herself) already has a phone number and email address on file when the patient arrives at your office for an appointment, the tasks of collecting a phone number and collecting an email address are not needed because they do not require any action for you to perform during the patient's visit.
The report uses the terms "Succeeded" and "Failed" to describe whether a required task was performed or not. Succeeded means that the required task was performed before or when the appointment was completed. Failed means that a task was not performed and, if required, a reason for not accomplishing those appointment tasks was provided.
Below the Summary section on the report, is a detailed breakdown of the failed tasks. You can expand a failed task (if the failure rate is higher than 0%) to view the locations where there are failures. The number of failures appears to the right of each location's name. You can expand a location entry to view the users who have failures in that location. The number of failures appears to the right of each user's name. You can expand a user entry to view the reasons that the user provided for those failures. Next to each reason is the date and time of the corresponding appointment and patient's name, which is a link that you can click (or tap) to go to the appropriate area of that patient's record and, if applicable, enter the missing information.
Access to this report is controlled by the "Schedule/Recall Reports" security right.