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For those of you who were using Microsoft ®
Excel ® spreadsheet software before you learned how
to write your name, you will be excited to
find out that ViewPoint will allow you to
export the data from any report into Excel
format. You can then go into the Excel
report and work your magic. For many of you
who are presently keeping separate Excel
tracking sheets, this may eliminate quite a
bit of work as well.
When you go into Practice Reports from the
ViewPoint main menu, you pick the report you
would like to run. If you need to use a
subgroup you do that next. You will then see
the report output option screen. Instead of
choosing View or Print, you will click
Export.
 At this point you will need to name your
file and indicate that the type of format
you would like it to be saved in is Excel.
Then click Save.
You can now open your new report in Excel
and the fun can begin! There will be a
little work in cleaning out the page
headings, but once this is done you can sort
the columns properly and take advantage
Excel's features.
Just a few examples of reports I have been
playing with in Excel include the following:
1. Run the New Patient Tracking report and
have Excel sort by status alphabetically.
You can then quickly count how many of the
new patients went into each status and
figure your conversion ratio.
2. Run the A-R Aging by Contract for patient
accounts with an amount due greater than
zero. Once you are in Excel you can then
sort the amount due column so that the list
starts with the patient who owes you the
greatest amount of money and work through
the list from there. This is equally
effective with insurance past due accounts.
3. If you are re-designing your scheduling
grids, you can save your Procedure Length
Summary by month for the previous six months
and create a spreadsheet that let's you see
your use of each procedure. This allows you
to build a grid that includes accurate count
information.
I'm sure those of you with the "Excel gift"
will think of many more ways this feature
can be used. Enjoy! |
Page last updated on
Friday, July 20, 2007 02:17 PM.