Key Topics

1. Custom Billing Reports & CrystalEdie ValenciaBilling Director & Corporate TrainerQuick Med Claims

2. Key Topics • Saved Settings v Cloning • Report Name and Description • Organizing the Custom Folder • Common Fields and Tables (Linking) • Grouping • Formulas

3. Can You Relate? UGH! I can’t find a report? Where the **** is it? I run it every other month. Why can’t I remember where it is stored?

4. Work Smart I am the smartest person ALIVE! I saved my report settings!

5. Saved Report Settings • Works for both standard and custom reports • Saves the path and selectors for a report • Allows you to assign meaningful names to the reports you run • Use folders to separate and organize the saved settings

6. Steps to Save Settings • Identify the report and add the appropriate selectors • Click the Save Report Settings As button

7. rptdata Folder • Stay within the rptdata • Create as many folders and sub folders as necessary to keep organized

8. Verify Saved Settings • As you add new items to RescueNet Administration, your saved settings may need to be updated • Call type, priorities, schedules, events • New items often end up being “included” in your selectors • Use “Dynamic Dates” when possible

10. Dynamic Dates • Instead of entering <custom> dates of 5/3/12 to 5/3/12 • Select Yesterday • When you run the report tomorrow, the date will still be “yesterday”

11. Cloning a Report • Required when you will be making a change to either a selector or report layout through Crystal Reports • Changes made to a standard report will be lost upon next system upgrade • Steps to cloning a report • Right click the report • Select Clone

12. Clone Report • Custom Report Name • Name that will appear in the report tree within RNR • Use Meaningful Names • Custom Report Description • Explain what the report does, how it is designed, what data shows on the report • Add date and user name

13. Custom Folder Which on looks most like your Custom folder?

14. Organizing the Custom Folder • Can’t make folders or move reports inside RescueNet Reporting • But you can from Windows Explorer • Central Share • Reports32 • Custom • Move both the .rpt and the associated .in2 • Close RNR and reopen

15. Relational Database Basics • Trips table is almost always the main table for a report • Most fields in the Trips table do not store “the words” • Fields contain numeric references that when linked to another table allow you to display “the words” on your report

16. Trips Table in SQL

18. The name field in the companies table contains “the words” • You will add the name field to your report • Link the two tables together • Link fields that contain same type of data • Numbers to numbers • Not numbers to words

19. Companies Table in SQL

20. Click and drag cmpy from Trips to code in Companies • Right click the link and select Link Options • Join Type will always be Left Outer Join

21. Links from Trips Table • Trips.custno linked to Customers.custno • Trips.priority linked to Priorities.code • Trips.calltype linked to Call_Types.code • Trips.payor1 linked to Payors.code • payor1 = Current Payor • Trips.payor3 linked to Profit_Centers.code • payor3 = Profit Center • Trips.payset linked to Payors.code • Payset = Primary Payor

22. Alias Tables • Trips table has three fields related to Facilities • ofac (ordering facility) • pufac (pick-up facility) • dfac (drop-off facility • All three cannot be linked to same table • Must create alias tables

24. Facility Alias Tables • Alias tables can be renamed • Facilities_1 (PUFac) • Facilities_2 (DOFac)

25. Primary Payor Category Links • Trips.payset (primary payor) • Linked to Payors.code • Payors.Category • Linked to Payor_Categories.code • Payor_Categories.descr displayed on report

26. Payor Category

27. Grouping • Insert, Group • Select field you want to group by • Easier to select if you first place the field on your report • You can delete the field on the report later

28. Grouping by Primary Payor Category

29. Custom Grouping

30. Others • Use the Others tab to select what your Crystal Report should do with the remaining categories • Leave in their own groups

31. Custom Group Example

32. Real World Example • Client wanted a high level overview of activity by payor category for each month of service (based on trip date) • Clone of Activity Summary Report • Grouped by primary payor category in specified order • Grouped by month of service • Used the following formula to define the month of service left({Trips.tdate},7) • Click here to view

34. Intro to Formulas • Calculate current balance of trip • (Trips.addoncost–Trips.basecost)/100 • Addoncost = total trip charges • Basecost = total trip credits • Both are stored in database without decimals • $150.00 is stored as 15000

35. Create New Formula • Locate Formula Fields in Field Explorer • Right click and select New • Type name of formula • Avoid using spaces

37. Formula Editor

38. Trip Balance Formula

39. In Summary • Crystal Reports is your friend • Get your Crystal Reports training through ZOLL • Navigating through the database is probably harder than using Crystal