Overview

Purpose

This report is used to generate a survey file extract. The report includes case data that can be uploaded to Survey Vitals. The uploaded file is used to create surveys from which the results indicate patient experience, physician satisfaction, employee perceptions of leadership, safety, and peer-to-peer evaluations.

Report data is grouped by patient, provider, and facility.

In order to upload this report, you must be a registered Survey Vitals user. Go to www.surveyvitals.com for more information on product features and account creation.
This report functions with the "classic" report functionality.

Category

Third Party

Type

Extract

Mode

Date of Service

Output Options

CSV or Excel

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 Survey Vitals extract 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 Run (or press [Alt] + [R]).

 

Sample Reports

(Click an image to enlarge)

Back Office


Field Definitions

Field

Description

Patient First Name The first name of the patient.
Patient Last Name The last name of the patient.
Patient Email The email of the patient.
Patient Phone The phone number of the patient.
Date of Service The date the service is rendered.
Patient DOB The date of birth of the patient.
Primary Provider First NameThe first name of the directing physician on the case.
Primary Provider Last NameThe last name of the directing physician on the case.
Primary Provider NPIThe NPI of the directing physician on the case.
Secondary Provider First NameThe first name of the directed CRNA on the case.
Secondary Provider Last NameThe last name of the directed CRNA on the case.
Secondary Provider NPIThe NPI of the directed CRNA on the case.
Guarantor First Name The first name of the guarantor.
Guarantor Last Name The last name of the guarantor.
Guarantor PhoneThe phone number of the guarantor.
Guarantor Email The email of the guarantor.
Facility The name of the facility where services were rendered. 
Case Facility Number The case number issued by the facility.
Cases Facility Key Field is currently not used in the report. It will display empty.
Patient Address Line 1 The street address of the patient.
Patient Address Line 2The street address (line 2, if applicable) of the patient.
Patient City The city of the patient's address.
Patient State The state of the patient's address.
Patient Zip The zip of the patient's address.
CPT Code The general procedure code that was entered as the procedure billed on the case in charge entry.
ASA CodeThe anesthesia procedure code that was entered as the procedure billed on the case in charge entry.
Case IDThe unique number assigned to the case.

Available Report Filters

Option

Type

Required

Description

Date Mode

Drop Down

Yes

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.
Practices List SelectionNo

Filters by all practices or by one or more practices. By default, this filter is set to All.

Only active practices are returned in the search results.

FacilitiesList SelectionNoFilters by all facilities or by one or more facilities. By default, this filter is set to All.
Include Unsubmitted CasesCheckboxNo Choose this option to include case data from cases that have not been submitted in charge entry.


 

Related Topics

Portal

Reports (Portal)



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