Description
Use the Utilization page to view or print a report of how often each order choice was ordered. Information can be broken out by lab and by ordering location, with summary data included. In addition, the report also shows the total number of orders, the total number of order choices, what percent of the total each order choice represents, and how many (and what percent) were ordered STAT. The report criteria allow you to show or restrict displayed results according to when the order was placed, the lab that performed the testing, the ordering practice, the ordering location, collection location, or the ordering provider. Depending on the level of rights assigned to your role, the system will limit the report to orders for your signed-in location, for the locations associated with your practice, or for all locations for all practices within the system.
Access
TaskCenter > Reports > Utilization
AdminCenter > Reports > Utilization
You must have the necessary security permissions to access the AdminCenter menu. In addition, you must have the necessary rights at the at the practice level to access this report.
Technical Manual
Setting the Report Criteria
Enter the desired report criteria for the utilization report. It is important to select the appropriate criteria to retrieve your desired orders. Use of multiple criteria could limit the number of possible matches, where use of a single criterion could result in multiple matches and draw an out of memory error. If either of these events occurs, reset your filters and select the Refresh button.
Order Date Collection Date Delivery Date | Select either Order Date, Collection Date, or Delivery Date to indicate the type of date you wish to search on. Enter a start and end date. Select dates from the calendar view by selecting the calendar icons located next to the Start and End date fields. The system will only search for order choices ordered or collected within this date span. By default, the date range is set to include only the current date. |
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| Lab | Select the lab that performed the testing from the drop-down list. The system will only search for order choices where the testing was performed at the selected lab. Select All to include order choices from all lab testing locations. Select the Break out each Lab checkbox to calculate usage sub-totals for each lab. |
| Ordering Practice | Select the practice associated with the ordering location from the drop-down list. The system will only search for standing orders that were placed at ordering locations associated with the selected practice. Select All to include orders from all practices. Select Search to select the ordering practice in the Practice Search page. See the Practice Search topic. |
| Ordering Provider | Enter one or more letters and select Search to select the ordering provider in the User Search page. See the User Search topic. Select the Break out each Ordering Provider checkbox to calculate usage sub-totals for each ordering provider. |
| Ordering Location State | Enter the name of the state of the ordering location to filter by ordering location. |
| Sales Person | Enter one or more letters and select Search to select a sales person to filter the new Ordering Location field so that only locations that the selected sales person is the sales person that will be displayed. |
| Ordering Location | Select the location where the order was placed from the drop-down list. The system will only search for order choices that were ordered from the selected location. Select All to include order choices from all ordering locations. Select Search to select the ordering location in the Location Search page. See the Location Search topic. Select either These selected ordering locations or All ordering locations except from the drop-down list to choose whether to perform an inclusive or exclusive query on the ordering location. Select the Break out each Ordering Location checkbox to calculate usage sub-totals for each ordering location. |
| Collection Location | Select the locations where samples were collected from the drop-down list. The system will only search for order choices whose samples were collected from the selected locations. Select either These selected collection locations or All collection locations except from the drop-down list to choose whether to perform an inclusive or exclusive query on the collection location. Select the Break out each Collection Location checkbox to calculate usage sub-totals for each collection location. |
| Do not include cancelled orders and order choices | Select this option to limit the report to only those orders and order choices that have not been cancelled. |
| Only include collected samples | Select this option to limit the report to only those order choices with samples that have been collected. |
| Group order choices by sample type | Select this option to group the order choices by the order choice's sample type. Order choices with more than one sample type will appear in each sample type grouping. |
| Group order choices by Reporting Group | Select this option to have the system group order choices by their specific reporting group. |
| Show test patients | Select this option to display test patients. |
| Search Historic Database | Your system supports two databases, the main, active database and a historic database where older order information is stored. Select the Search Historic Database checkbox to include older information from the historic database in the Utilization report. |
| Order Choices | Select in the field to search for and select an order choice. The order choice will then appear in the table. The table displays the name on the order choice and the active status. |
| Profiles | Select in the field below the drop-down list to search for and select a profile. The profile will then appear in the table. The table displays the name on the profile and the active status. |
| Max Results Limit | Enter a value in the field to set the maximum number of rows of information the system displays for the report. If it reaches the maximum, it displays a message that it cannot display the report. The system can display up to one million results. |
| Report Type | Select an option from the drop-down list to specify the format of the utilization report:
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| Refresh | Select to display the order choices that fit the report criteria filters in the Report section of the page. To modify the report, adjust the report criteria and select Refresh. |
Reviewing & Printing the Utilization Report
Once you have set the criteria and selected the Refresh button, the system updates the list in the Report section of the page. See "Setting the Report Criteria" above. Use the scroll bar on the right side of the page to view the details for all of the order choices in the report. If you selected the Break out each Lab or Break out each Ordering Location options, the lab report and location report are subdivided into usage statistics for each lab and/or location.
Select to open the standard print pop-ups. Change the print settings as desired, and then select Print. The system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.) |
