Overview

Purpose

Generate extract of quality data to export to Fides.

This report functions with the "classic" report functionality.

Category

Third Party

Type

Extract

Mode

Date of Service / Posted

Output Options

.idf file

How to Get Here?

From Back Office:
  1. Open the Manage menu and select Reports.
  2. Click the Classic tab.
  3. From the Reports page > Classic tab, select the Fides - Quality Data Collection report from the list of reports.
  4. Click Run (or press [Alt] + [R]).
  5. Enter/select the filter criteria from the Report Criteria window.
  6. Click OK (or press [Alt] + [O]). The Save As window opens for selecting a save location and naming the extract.

 

 


 

Field Definitions

Field

Calculation Formula

Description

Not applicable 

Available Report Filters

Option

Type

Required

Description

Date ModeDrop DownYes

Determines how the results are grouped and ordered:

  • Date of Service - Data is displayed based on the date of service of the charge

  • Date Posted - Data is displayed based on the posted date of the charge

Start DateDrop Down / Free Text (Calendar) YesFilters by the beginning date (based on the date mode selected) that you want to include in the report. By default, this filter is set to the current date.
End DateDrop Down / Free Text (Calendar)YesFilters by the ending date (based on the date mode selected) that you want to include in the report. By default, this filter is set to the current date.
Practice

List Selection

Yes The extract pulls data from the selected practice.

 

 

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