The HSP Funding Report can be utilized to produce a list of patients using a search criteria around common HSP data filters.
The screen prompts are:
SELECT BY - Select to run this report by Location or by Region (Accounting or Report Region.)
REGION - If running the Appointment Booking Report by region, select which Accounting or Reporting Region for which to run the report.
LOCATION - To run the report for a specific location, select the location from the drop-down list. Select "<All>" to the report for all locations. Users can also select to run for select locations by choosing "<Select>" from the drop down list to be presented with a selection window of locations to include in the report. Note that locations displayed are based on the scheduler location permissions of the user signed in.
STATUS - Select a patient STATUS from the drop down list. If no status is selected (or is blank) then ALL STATUS' will be included in the report.
FUNDING SOURCE - Select a patient FUNDING SOURCE from the drop down list. If no funding source is selected (or is blank) then ALL FUNDING SOURCES will be included in the report.
MAINTENANCE EXPIRY - Select a FROM and TO date for which maintenance expiry dates to include. If no dates are selected then all expiry dates will be included in the report.
LAST LEFT FITTING DATE - Select a FROM and TO date for which last left fitting dates to include. If no dates are selected then all last left fitting dates will be included in the report.
LAST RIGHT FITTING DATE - Select a FROM and TO date for which last right fitting dates to include. If no dates are selected then all last right fitting dates will be included in the report.
LAST LEFT REPLACEMENT DATE - Select a FROM and TO date for which last left replacement dates to include. If no dates are selected then all the last left replacement dates will be included in the report.
LAST RIGHT REPLACEMENT DATE - Select a FROM and TO date for which last right replacement dates to include. If no dates are selected then all the last right replacement dates will be included in the report.
Click CONTINUE to run the report with the selected criteria to Excel.
Click EXIT to close the window.