Self-service reports in iKnowMed Generation 2

For more information on these reports, including what permissions are needed to access them, see our Available Reports page.

View All Reports

April 2025 Release Notes

New Reports

Supportive Care Interventions Report

Users with Clinical Support Solution permission can access the Supportive Care Interventions Report. This report provides detailed insights into patient visits and interventions documented in the Supportive Care Interventions section of the Clinical Profile > Patient Hx tab in the patient’s chart.

Additional Enhancements

Improved usability across all reports

We made several enhancements across all reports to streamline the experience and make navigation more intuitive:

• The Include Inactive setting is now located directly within each location filter. Simply expand a location filter to toggle this option. Previously, this setting was positioned above all filters, making it less intuitive to find (callout 1).

  

• The Clear Selection option now only appears when selecting one or more items. Previously, this option was always visible, even when there was nothing to clear (callout 2).

  

• A new “X” button has been added to the search bar to quickly clear search terms instead of manually deleting them (callout 3).

  

• A new All option appears for date filters and is the default selection unless stated otherwise. Previously, reports did not include this option, requiring users to manually select specific date ranges (callout 4).

  

• All columns in report results that can be sorted will now display their names in blue instead of black to help identify which columns support sorting (callouts 5-6).

  

• If selecting a Filter Preset when running any report, changes made to the filters will be clearly indicated. The system will append "[Edited]" to the name of the preset in the Filter Preset field (callout 7). This will help easily recognize that the default preset values have been modified and to indicate the report is now being customized.

  

• The Filter Preview window now displays a value for all filters, improving clarity on report parameters. Previously, only filters with a selection or entry were listed, while others were omitted. Now, when no selection is made for a filter, it defaults to "ALL" and is displayed in the window (callout 8). This ensures users can easily see which filters are applied and what data will be included in the report.

  

Payer ID added to Order History Report

The Order History Report now includes Payer ID information for both primary and secondary insurances (callouts 1 and 2).

The Payer ID is an electronic address used by insurance companies to ensure that claims are routed to the correct payer. This update allows users to accurately identify the insurance company to which a claim was sent, improving the precision and transparency of claims processing.

Resource Type added to Visit List Report

The Visit List Report now includes a Resource Type filter and column (callouts 1 and 2). This enhancement helps easily differentiate between appointments that require a visit with a practitioner and those that do not, such as chemotherapy sessions or lab appointments.

By adding this filter and column, the report now provides clearer insight into the type of care a patient received during each visit, helping practices better manage and review patient interactions based on the services provided.

New columns in Depression Screening Needed and Completed Report

To improve visibility into patient screening data, we added two new columns to the Depression Screening Needed and Completed Report:

• Source: Displays how the patient was identified as needing a depression screening or how their completed screening was recorded (callout 1).

• Last Updated: Indicates when the screening information was last updated, helping practices compare this to when the report was generated (callout 2).

These enhancements provide clearer insight into screening data, ensuring practices can quickly assess the most up-to-date information and take action as needed.

Updates to Ins Auth Fin Counseling Worklist Queue Report

We made several enhancements to the Ins Auth Fin Counseling Worklist Queue Report to improve visibility into patient authorizations and streamline workflow efficiency:

• The report now includes additional columns for Authorization #, Authorized Cycles, Authorized Start Date, and Authorized End Date, providing a clearer view of completed authorizations for each patient (callouts 1-4).

  

• Users can now filter the report by Business Office Status, allowing them to focus only on the status types relevant to their work (callout 5).

  

• A new filter for Next Cycle Date enables users to select the appropriate cycle date, helping ensure treatments are authorized on time (callout 6).

  

 

February 2025 Release Notes

Feb. 3, 2025

New Reports

Decision Support Interventions Feedback Report

Users with Administration permission can access the Decision Support Interventions Feedback Report. This report provides a detailed overview of all feedback submitted through the new Decision Support Feedback option in iKnowMed.

Practices can use this report to view who submitted feedback, when the feedback was submitted, the type of intervention the feedback pertains to, and any comments and reactions provided in the feedback.

Potential Duplicate Patient Chart Report

Users with Administration, Clinical Support Solution, Front Office, and Office Manager permission can access the Potential Duplicate Patient Chart Report. This report helps identify instances where multiple charts may have been inadvertently created for the same patient.

Practices can use this report to quickly spot potential duplicates, review the associated patient details, and take corrective action. This helps ensure that each patient has a single, accurate chart, and reduces the risk of incomplete or conflicting clinical data.

Patient Charts Merged Report

Users with Administration, Clinical Support Solution, Front Office, and Office Manager permission can access the Patient Charts Merged Report. This report provides a comprehensive list of patient charts that have been reviewed and either merged or designated as not requiring a merge, based on the practice’s decisions.

Practices can use this report to view a clear audit trail of merged and non-merged charts, helping practices track data consolidation efforts and ensure data accuracy to reduce the risk of duplicated or missing patient information.

Depression Screening Needed and Completed Report

Users with Administration, Clinical, Clinical Support Solution, Nursing, and Office Manager permission can access the Depression Screening Need and Completed Report. This report can help clinical teams proactively identify patients who require a depression screening during upcoming visits and confirm those who have already completed it.

Practices can also use this report to meet quality care measures and reimbursement requirements for Value-Based Care programs, such as MIPS.

Task & Time Cumulative Dashboard

Users with VBC Task Enrollment permission can access the Task & Time Cumulative Dashboard. This dashboard displays the total cumulative time a patient has spent with clinicians in your practice over a selected period, based on entries documented in the Task & Time Capture Report.

Practices can use this dashboard to see consolidated, recorded time across various interactions, giving a complete view of patient engagement and care delivery efforts. Practices can also use this report to meet quality care measures and reimbursement requirements for Value-Based Care programs and ensure accurate billing for time-driven services, such as chronic care management or care coordination.

Additional Enhancements

Automated report email notifications for Okta-implemented practices

We’re introducing automatic email notifications for Okta-implemented practices to help keep users stay informed about their report status without needing to manually check their reports inbox.

When a report is successfully generated, users will receive an email notifying them that the report is ready for retrieval in the Generated Reports tab. In the event of a report generation failure, a separate email will be sent, alerting the user to the concern.

This feature can help ensure users who schedule reports for specific delivery times are promptly notified when their reports are ready. Additionally, for large reports that may take longer to generate, this enhancement provides real-time updates, allowing users to focus on other tasks instead of frequently checking the system.

Custom date range selection for reports

A new Custom Period option will appear in all reports for all date filters, providing users with greater flexibility when selecting date ranges. With this new option, users can specify a number of days before or after a given date, rather than being limited to fixed, exact dates. Additionally, users can still set an exact start or end date if needed.

This feature gives users who schedule recurring reports more adaptable date range selections, ensuring that scheduled reports always include the most relevant data. It streamlines report generation by eliminating the need to manually update date filters for each report.

New "Created Date" filter added to Diagnosis Report

We’re enhancing the Diagnosis Report by adding a new "Created Date" filter (callouts 1-2) that allows users to filter diagnoses based on the date they were first created. This new filter provides users with a more precise way to track and analyze newly added patient diagnoses during a specific time frame.

Self-Service Reports Enhanced Design

Nov. 23, 2024

We redesigned the self-service reports to improve navigation and make understanding and interacting with your data easier. These updates will help you better tailor reports to your needs and quickly interpret the results.

Key enhancements

• Applied Filters Overview: Clicking the new "Applied Filters" button (callout 1) allows you to see and update/remove all filters in one place, giving you a clearer view of how data is segmented in the report (see callout 2 for example).

  

• Relocated Filters: The filter reset button, Filter Preset options, and all report filters have been moved to a dedicated left-side column, streamlining access and making adjustments more intuitive (callout 3).

• New Icons: Added icons provide direction and highlight data selection options, ensuring clarity and data accuracy (see callout 4 for example).

• Improve Visibility: Browse results more efficiently in a larger, cleaner space.

  

New Medication Administration Record with Admix Report

Nov. 23, 2024

Users with Administration, Clinical, Clinical Support Solution, Financial Counselor, Nursing, Office Manager, and Pharmacy permissions can now access the Medication Administration Record with Admix Report.

This report provides detailed insights into medication administration records, including specific admixture information, giving pharmacy teams and administrators a more comprehensive view of medication handling.

Key uses

• In-House Medication Administration: Identify the number of medications administered in-house by specific users, filtered by date, patient, and medication type.

• Admix Consistency: Verify that the “Admixed Dispensed Amount” matches the “Given Amount” per medication, ensuring accuracy in dispensing and administration.

• Productivity Insights: Assess user productivity for MAR documentation and track admixture-related dispensing activities.

  

Additional Enhancements

Nov. 23, 2024

• Orders Queue Worklist Queue Report: New filters for “Queue Task Updated By” allow you to break down data by individual users, completion status, and modification dates. The added “Regimen Name” filter also allows you to further refine report results. These enhancements are particularly useful for pharmacists who need to monitor and track orders more efficiently throughout the fulfillment process.

• Insurance Authorization and Financial Counseling Worklist Queue Report: New “Business Office Status Updated By” filter allows for data breakdown by individual users and date/time. This update supports staff in managing insurance and financial counseling workflows with improved tracking and accountability.

• Patient List Report: New filter to identify patients with “Patient opts out of socio-demographic data sharing” noted on their chart. This filter helps practices participating in the Enhancing Oncology Model within the Value-Based Care program, making it easier to manage compliance with patient data-sharing preferences.

New iKnowMed G1 Report

Oct. 19, 2024

As iKnowMed^™ EHR, commonly called Generation 1 or G1, is phased out, users may need to access certain patient information that was not fully migrated to iKnowMed Generation 2. To address this, users with Restricted Patient Access permission set to full can now access the iKnowMed G1 Report to view legacy data from G1.

This new report includes:

• Historical billing data from the Charge Capture Report.

• Notes from patient encounters that were documented and signed in G1.

• The G1 All Visit Data Note.

• The Regimen and Lab Summary for all dates for study patients only.

How to use the report

1. From the top navigation, access Admin > Reports.

2. On the Reports page, find and click on iKnowMed G1 Report (callout 1).

   

3. Use the filters to narrow your search by patient, document type, date of service range, location, and/or G1 customer.

   1. Patient Identifier: This field is required. Enter the patient’s name, date of birth, or MRN to initiate the search (callout 2).

   2. Document Type: Select one or more options from All Visit Data, Charge Capture Report, Electronically Signed Note, or Study Pt. Regimen Lab Summary (callout 3).

   3. G1 Customer: In some instances, information for multiple G1 customers is available. This occurs when the customers may have been separated in G1 but are combined in G2, e.g., Texas Oncology (callout 4).

   4. Location: This is the G1 visit location (callout 5).

   5. Date Of Service: The G1 visit date range for the patient selected (callout 6).

4. Click the Search button (callout 7).

5. To download multiple documents for a single patient, adjust the filter options to find the set of desired documents. Once the set appears in the list on the page, select Download All (callout 8).

   

6. A window will appear stating that your report is being generated and that you can retrieve it from your Generated Reports when ready. Click the OK button to dismiss the message (callout 9).

   

7. To download single documents, click on an entry in the search results table to view the report (callout 10).

8. The report will open in a pop-up window for your review.

9. To download the report, click the three dots in the upper-right corner and select the PDF option (callout 11).

10. To close the report, click the X in the upper-right corner (callout 12).

    

11. If you decide to download the report, a window will appear stating that your report is being generated and that you can retrieve it from your Generated Reports when ready. Click the OK button to dismiss the message (callout 13).

    

12. Downloaded reports will be available on the Generated Reports page (callout 14).

13. You may need to select the refresh icon to see the generated report (callout 15).

    

NOTE: When Download All is used to download multiple documents, a single report row will be present on the Generated Reports tab.

By reviewing this report, practices can also identify opportunities for transitions to more cost-effective alternatives, such as direct exchange.

We’re updating the Orders History Report to help you easily distinguish between orders processed in the old and new order queues.

New Outbound Fax Worklist Queue Report

Sept. 28, 2024

Users with Administration, Clinical, Clinical Support Solution, Front Office, and Office Manager permissions can now access the Outbound Fax Worklist Queue Report.

This report provides a comprehensive view of all outbound faxes related to patients, including details such as the sender, fax status, transmission date, and recipient. Practices can utilize this report to track and monitor all faxing activity, ensuring greater oversight of communication workflows.

By reviewing this report, practices can also identify opportunities for transitions to more cost-effective alternatives, such as direct exchange.

Report Filters

• This report can be filtered by:

• Patient Status

• Test Patient

• Patient MRN

• Patient Treatment Location

• Sender

• Fax Status

• Faxed Date

• Document Date

• Recipient

• Removed

Orders History Report Enhancements

We’re updating the Orders History Report to help you easily distinguish between orders processed in the old and new order queues.

To reduce confusion, the word "Legacy" will now appear in the filters and result columns for orders processed through the old queue. This will allow users to see which orders were handled in each queue.

We’ve renamed the following filters and columns to better reflect orders processed in the old queue:

Filters

• Processed Date is now Legacy Processed Date

• Processed By is now Legacy Processed By

Columns

• Processed Status is now Legacy Processed Status

• Processed Date is now Legacy Processed Date

• Processed Time is now Legacy Processed Time

• Processed By is now Legacy Processed By

• Queue Notes is now Legacy Queue Notes

New Trending Pain Scores Report

Sept. 7, 2024

Users with Clinical permissions can now access the Trending Pain Scores Report.

This report provides the last three, recorded pain scores for patients with comprehensive details to support improved pain management. Users can filter the report by appointment details to better target care for patients experiencing significant discomfort.

Report Filters

This report can be filtered by:

• Appointment Region

• Appointment Location

• Appointment Resource

• Patient Status

• Appointment Date

• Pain Scale

New Pain Scale and PDMP Evaluation Report

Users with Clinical permissions can now access the Pain Scale and PDMP Evaluation Report.

This report offers a detailed overview of pain care plans, including appointment and pain management information, allowing practices to efficiently monitor and assess pain treatment strategies.

Report Filters

This report can be filtered by:

• Appointment Region

• Appointment Location

• Appointment Resource

• Patient Status

• Appointment Date

Additional Enhancements

We've made several enhancements to existing reports to improve functionality and user experience:

Patient List Report

The Patient List Report now includes additional columns capturing results from the Disability Status section found in the Demographics tab of the patient’s chart (see callouts 1-4 for examples).

Regimen Orders Report

The Regimen Orders Report has been enhanced with a new Original Order Date filter (callout 1). This allows pharmacy teams to refine their searches beyond C1D1 or actual order dates, aiding in the evaluation of treatment plans.

New Ins Auth Fin Counseling Worklist Queue Report

Aug. 10, 2024

Users with Administration, Clinical, Clinical Support Solution, Financial Counselor, and Office Manager permissions can now access the Ins Auth Fin Counseling Worklist Queue Report.

This report allows users to evaluate regimen orders for authorization and monitor productivity across various order types, focusing on regimen order details, so practices can easily track the number of new and remaining required authorizations.

Report Filters

This report can be filtered by:

• Ordered From Region

• Ordered From Location

• Perform Location

• Patient Status

• Patient MRN

• Primary Insurance

• Order Type

• Ordering Provider

• Order Description

• Order Start Date

• Next Provider Appointment From Today

New Orders Queue Worklist Queue Report

Aug. 10, 2024

Users with Administration, Clinical, Clinical Support Solution, Front Office, Nursing, and Office Manager permissions can now access the Orders Queue Worklist Queue Report.

This report allows users to view and manage orders displayed in the new Orders Queue to evaluate and track the status and productivity of orders from the time they are placed until completion, providing insights into the workflow and efficiency of order processing within your practice.

Report Filters

This report can be filtered by:

• Ordered From Region

• Ordered From Location

• Perform Location

• Perform Status

• Patient MRN

• Order Discontinued

• Order Type

• Order Description

• Ordering Provider

• Primary Insurance

• Queue Task

• Queue Update Status

• Sent To I/F

• Original Order Date

• Perform Date

• Next Patient Appointment From Today

Enhancements to Self-Service Reporting

June 8, 2024

We enhanced the self-service reporting feature in preparation for the upcoming reporting scheduler feature.

Improved Date Filters

• Quick Date Ranges: Users can now select from predefined date ranges for more efficient report generation (see callout 1 for example). This includes options such as, "Last Week," "Next Month," etc.

• Custom Date Selection: For more specific needs, users can still choose exact start and end dates (see callout 2 for example).

• User Benefits: These enhancements are designed to streamline everyday reporting tasks, allowing users to quickly view data from common time frames.

Renamed Tab

The tab within the Report page has been renamed from Inbox to Generated Reports (callout 3). This change provides clearer navigation and better reflects the content of the tab.

Charge Capture Report Enhancements

May 10, 2024

The latest enhancements to the Charge Capture Report provide more clarity and control over the treatments provided to patients and the corresponding charges.

What's new

Date Last Modified Filter and Column: We’ve introduced a Date Last Modified filter and accompanying column for users to track alterations made to charges between the date of service and when they were released. Select a date range using the from/to date fields to view potentially modified charges in a specific time frame (callout 1).

Total Amount Used Column: Recognizing the importance of comprehensive insurance reporting, we’ve included a Total Amount Used column (callout 2). This column helps identify the volume of drugs administered compared to the corresponding charge.

Released Date Column: To complement the existing Released Status column, we’ve added a Released Date column to the report (callout 3). This addition allows users to observe any delay between the date of service and when the charge was released.

Orders History Report Enhancements

May 10, 2024

The latest enhancements to the Orders History Report allow users to monitor orders from the Legacy Orders Queue and improve order tracking for improved productivity and efficiency.

What's new

Processed Date and Processed By Filters and Columns: We’ve introduced Processed Date and Processed By filters and corresponding columns to monitor orders from the Legacy Orders Queue and track productivity in order processing (callouts 1-4).

Procedure Complete Column: We’ve added a Procedure Complete column to clarify when an order was completed in-house, aiding workflow management and tracking (callout 5).

Perform Location Specified and Perform Location Type Columns: These columns make it easier to identify whether the order is set to be fulfilled in-clinic or externally, streamlining the tracking of orders dispatched elsewhere (callouts 6 and 7).

Patient List Report Enhancements

May 10, 2024

Previously, the Patient List Report was constrained by a mandatory 1-year filter on the Patient Appointment Date filter (callout 1). This restriction limited practices' ability to analyze their patient population, as some patients may not have had appointments within that time frame.

We’ve removed this appointment date restriction from the report, and practices can now query their entire patient population. This change gives practices a holistic view of their patient base, permitting more comprehensive patient search and analysis.

New Regimen Orders Report

April 16, 2024

Users with Administration, Clinical, Clinical Support Solution, Nursing, and Pharmacy permissions can now access the Regimen Orders Report. This report streamlines the process of tracking regimen treatment orders for patients, providing detailed insights into medication and cycle information.

With this report, users can easily identify new regimens starting on C1D1. Additionally, users can review regimen orders for existing treatments, regardless of the order date, assisting in care management.

Lastly, this report enhances patient safety by enabling the identification of shortages. Users can quickly pinpoint patients receiving specific medications to proactively manage inventory and ensure uninterrupted treatment delivery.

Report Filters

The Regimen Orders Report can be filtered to segment and analyze regimen orders by geographic location, status of patients, MRN, ordering provider, specific regimens and medications, and more.

Here is the complete list of available filters:

Region (if applicable) Ordered From Location Patient Status Patient MRN Ordered By Ordering Provider Regimen Name Medication Name Include PRN Meds

Associated Problem Associated Problem ICD10 Cycle Day Status Regimen Type Primary Insurance Study Patient Date of Order (From and To) C1D1 Date (From and To)

New Practice User Audit: Permissions and Last Login Report

Mar. 16, 2024

Users with Administration, Front Office, Office Manager, and Practice Only permissions can now access the Practice User Audit: Permissions and Last Login report.

This report helps practices conduct user audits, focusing on permissions assigned to individual user profiles and their respective last login dates. It also helps meet regulatory requirements by maintaining updated user lists and facilitating monitoring of users with access to sensitive information in iKnowMed.

After downloading the report from your Inbox, the file will be saved as a zip file to your machine. You must use the Extract All option (callout 1) to view the CSV file containing your practice’s user information.

New Prescription Audit Report

Mar. 16, 2024

Users with Administration, Clinical, Clinical Support Solution, Nursing, and Pharmacy permissions can now access the Prescription Audit Report.

This report provides insights beyond electronic prescriptions by allowing practices to filter medication orders using additional pharmacy information. This can help practices track the route of prescriptions (particularly if utilizing a MID) and provide a holistic view of medication distribution.

Moreover, in times of drug shortages or supply chain disruptions, this report can help quickly identify affected patients, helping to efficiently address potential shortages and ensure timely patient care.

New Attach Documents Worklist Queue Productivity Report

Feb. 17, 2024

Users with Full Reports permissions in Administration or Office Manager roles can now access the Attach Documents Worklist Queue Productivity Report. This report aids in monitoring productivity by identifying documents in Worklist Queues > Attach Documents that have been successfully assigned to a patient chart.

NOTE: When systems upload documents directly to patient charts in iKnowMed, such as the iKnowMed Document Listener, Navigating Care, and others, they do not show who Attached the document and when. Only Upload information will display.

Filter Order History Report to include or exclude supplies

Feb. 17, 2024

The Order History Report now includes supplies as an option in the Order Type filter, allowing users to include or exclude supplies from the report for a complete view of all ordered Labs, Imaging, and Other Services (callout 1). This update can help practices precisely analyze and manage their order history with increased accuracy and efficiency.

New reports for timely, comprehensive information

Jan. 13, 2024

We continue working hard to get you the information you need when you need it. The latest reports added to Self-Service Reporting can further streamline your workflow and provide valuable insights.

Visit List Report

For users with Reports permissions set to Full for Administration, Front Office, or Office Manager, the Visit List Report offers a powerful tool to anticipate or review appointments at their practice. This report provides insights into appointment details, such as appointment date, location, and assigned resources.

Attach Documents Worklist Queue Audit Report

For users with Reports permissions set to Full for Administration or Office Manager, the Attach Documents Worklist Queue Audit Report assists in identifying documents in Worklist Queues > Attach Documents that are yet to be assigned to a patient chart.

Additional Enhancements

• We've added the option to Include Inactive Users and Locations in the filter sections of all reports. By default, filters will display information for active users and locations. However, selecting the Include Inactive option provides a comprehensive view of your reporting. A tooltip also informs you whether the filter includes inactive users or locations.

• The Orders History Report now includes a Draft Status filter, allowing users to include or exclude orders still in draft form. The corresponding column in the table displays results for orders in draft status. This enhancement ensures completeness in order processing and provides more accurate reporting data.

• The Patient List Report now includes a filter for Active Chart Alerts, along with a corresponding column in the table displaying results for patients with active chart alerts in their Clinical Profile. This update enhances patient management by offering quick insights into active chart alerts, facilitating informed decision-making.

Enhancements to self-service reports in iKnowMed Generation 2

Nov. 13, 2023

For more information on these reports, including what permissions are needed to access them, visit our Available Reports page.

View Available Reports

Pharmacy information integrated in the Patient List Report

The Patient List Report now displays patient pharmacy data directly in the report, offering a convenient and insightful way to manage patient information.

Key Features:

1. Pharmacy Name Filter: Use the Pharmacy Name filter (callout 1) to select one or multiple pharmacies of interest. This filter pinpoints specific pharmacies, streamlining the way you access and analyze patient data.

2. Pharmacy Name Column: To make this information easily accessible, we've added a dedicated Pharmacy Name result column (callout 2) to the report. This column displays the pharmacies associated with each patient.

The inclusion of pharmacy data within the report enhances the precision of patient information management. You can now quickly identify patients connected to particular pharmacies and address any necessary updates or interventions.

Restricted patient disclaimer added to all reports

All reports generated in iKnowMed now contain a disclaimer (callout 1), which reads as follows:

“To help protect patient anonymity, a patient chart with Restricted Chart checked under Demographics is not included in any of the currently available self-service Reports, even when run by a practice user with Restrict Patient Access set to FULL.”

This disclaimer provides clarification on why restricted patient information is not displayed in the report results, ensuring patient privacy and compliance with relevant regulations.

Instructive message added to the searchable filters

All reports with a searchable filter now include user-friendly instructions accessible via the "i" icon within the Order Description field (see below).

When clicking on the "i" icon, you will see the following message: "Up to 5 values using pipe '|' with no space between."

The message serves as a practical guide to using these filters effectively, ensuring that multiple search terms can be entered correctly to yield accurate and relevant results.

Launch Release Notes

Aug. 2023

We know getting the information you need when you need it is important for your practice. With iKnowMed Generation 2 reporting, we've created standard self-service reports, allowing you to run them as needed. Self-service reporting aims to decrease practice wait times for custom reports with standard reports that can be downloaded on demand.

View available reports

Want a full list of available self-service reports in iKnowMed Generation 2? Visit our reports page to see the latest reports iKnowMed has to offer along with report details.

View Available Reports

NOTE: The reports are permission-based and will appear based on your role in the practice. Please work with your practice administrator to access reports.

Granting report permissions

Only those with user permissions under Admin Menu > Users set to FULL can assign reports to users based on their role in the practice.

To grant permissions:

1. Go to Permission in the user’s profile, locate the new Reports section, and change each report’s settings from None to Full, as needed (callout 1).

   NOTE: The changes will not take effect until the next nightly refresh is complete.

   

2. The Reports Permission role set to FULL will allow access to the following Reports:

   Permission Role	Patient List	Order History	Chart Alert	Diagnosis
   Administration
   Clinical
   Clinical Support
   Financial
   Front Office
   Nursing
   Office Manager
   Pharmacy
   Practice Only

Accessing the reports

To access the reports:

1. Go to Admin > Reports from the top navigation.

2. There will be two buttons on the upper left side of the screen (callouts 1 and 2):

   1. Reports is the default view where available reports will display.

   2. Inbox is where any exported reports will be saved.

3. To open a report, click the title of the report (callout 3).

   

4. If you need to access a different report, click Reports at the top of the screen to return to the list of available reports (callout 4).

5. After accessing a report, you may also select applicable filters for your report. For example:

   1. Time frames: narrow your search by using from/to date fields (callout 5). Currently, you can search from one year’s worth of data.

   2. ICD-10 Codes: search multiple ICD-10 codes by typing them into the field separated by commas with NO spaces between (e.g., c50.01,c50.022,c50.219) (callout 6).

   3. Manually enter terms in filters with Enter Any Value (callout 7). You may enter a single term or up to five separated by commas with NO spaces between.

6. Once you select your filters, click Generate Report to download the report (callout 8) or click View Preview to see your results in the table (callout 9).

   

7. If you decide to preview the report, use the scroll bars on the right side and at the bottom of the grid to view all columns (callout 10)

8. To view the next page of information, use the arrows located on the lower left side of the screen (callout 11).

9. To export the report, click on the 3 dots in the upper right corner (callout 12) and then select Download > Excel.

   

10. If you decide to generate the report, a window will appear stating that your report is being exported and that you can retrieve it from your Inbox when ready.

11. When the report is complete, go back to iKnowMed and your reports Inbox (callout 13).

12. You potentially will need to click the refresh button to see your report (callout 14).

13. Click the download icon under Actions to download the Excel report (callout 15).

14. You may save and share the report if needed.