Custom Billing Reports & Crystal Edie Valencia Billing Director & Corporate Trainer Quick Med Claims.

Custom Billing Reports & Crystal

Edie ValenciaBilling Director & Corporate TrainerQuick Med Claims

Key Topics

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

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?

Work Smart

I am the smartest person ALIVE!

I saved my report settings!

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

Steps to Save Settings

Identify the report and add the appropriate selectors• Click the Save Report Settings As button

rptdata Folder

Stay within the rptdata

Create as many folders and sub folders as necessary to keep organized

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

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”

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

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

Custom Folder

Which on looks most like your

Custom folder?

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

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

Trips Table in SQL

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

Companies Table in SQL

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

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

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

Facility Alias Tables

Alias tables can be renamed• Facilities_1 (PUFac)• Facilities_2 (DOFac)

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

Payor Category

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

Grouping by Primary Payor Category

Custom Grouping

Others

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

Custom Group Example

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 serviceleft({Trips.tdate},7)

• Click here to view

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

Create New Formula

Locate Formula Fields in Field Explorer• Right click and select New• Type name of formula

• Avoid using spaces

Formula Editor

Trip Balance Formula

In Summary

Crystal Reports is your friend Get your Crystal Reports training through ZOLL

• Navigating through the database is probably harder than using Crystal