Working with Report Manager

Using Report Manager, you might be able to request the following types of reports:

• Order reports. This report contains information about orders placed for one or more clients of one or more labs for a specific date range and other criteria. For more information, see Working with Order Reports.

• Wait time reports. This report indicates how long patients waited for specimen collection and/or the overall duration of their appointment. For more information, see Working with Wait Time Reports.

• Patient count reports. This report indicates how many patients have had specimens collected, including drop-offs. Patient count reports also indicate how many times certain types of orders were filed. For more information, see Working with Non-Draw Invoice Payments Reports.

• Advance Beneficiary Notice (ABN) and Advance Written Notification (AWN) validation reports. This report indicates how many ABN or AWN forms were properly completed and how many were not for orders filed with each specified region and lab. For more information, see Working with ABN and AWN Validation Reports.

• Order entry file time reports. This report indicates the average time taken to search for a patient and the average time from selecting a patient to filing an order. For more information, see Working with Order Entry File Time Reports.

• Check-In log reports. This report provides information on a PSC facility's usage of the check-in process. For more information, see Working with Check-In Log Reports.

• Non-draw invoice payment reports. This report provides productivity statistics for non-draw payment collection (that is, patient payments that are collected using the Billing > Pay Invoice option, rather than during order entry). For more information, see Working with Patient Count Reports.

• Defective order reports. These reports allow an in-office phlebotomist (IOP) user to obtain missing information from clients. A Work List report is used for obtaining an additional diagnosis to support the medical necessity of corresponding Medicare limited coverage policy, while a PECOS report indicates that an ordering provider is not PECOS-registered. The Defective Orders Report provides a summary of defective orders that have been created and/or resolved. For more information, see Working with Defective Order Reports.

• Ireland exception reports. This report indicates which orders that were sent to the National Cancer Screening Service (NCSS) in Ireland are missing required information. For more information, see Working with Ireland Exception Reports.

Reports can be configured to run at specified intervals, as follows:

• Now runs a one-time report.

• Daily defaults the from and to dates to the current day.

• Weekly defaults the from and to dates to the past 7 days with the report scheduled to run on Sundays.

• Monthly defaults the from and to dates to the past 31 days with the report scheduled to run on the 1st day of the month.

All defaults can be altered prior to submitting the report. You can create a maximum of three recurring reports. After six months, recurring reports expire and must be resubmitted to continue running. You will receive a reminder email 1 week before a report expires.

All reports can be emailed to you at the email address that Quest Diagnostics has on file for you, if applicable. Reports may also be emailed to any Quest Diagnostics employee using a company email address (for example, @QuestDiagnostics.com or @AmeriPath.com). Multiple recipients must be separated by commas.

After you have defined the report criteria and submitted your request, the report is generated, and you can see when a particular report is ready for viewing.

You can request as many reports as you want, using whatever criteria you want. Each report is available for viewing for up to 180 days. (Reports older than 180 days are purged automatically. If any reports are going to be purged within the next 30 days, a message appears, advising you of this.) You can also manually delete a report at any time.

Notes:

• This feature is not available to contracted phlebotomists.

• To view an order report, wait time report, patient count report, order entry file time report, or ABN/AWN validation report, you must have a supported version of the Microsoft Excel^® Desktop App. (Excel Viewer and Excel for the web are not supported.)

• You can request a wait time report, patient count report, order entry file time report, or ABN/AWN validation report only if your user account has been appropriately configured by an administrator. In addition, you can request a wait time report only if you are accessing a PSC facility. You can request an Ireland exception report only if you are accessing a facility that supports this feature.

• The following conditions apply to wait time reports:

• Wait time data are included only for labs that collect arrival times.

• If no wait time data are available for a particular region, that region is not included in the report.

• If multiple orders are placed for the same patient at the same facility, only the wait time for the first order is included in the report.

• If the patient’s visit type is not known, the wait time is calculated as walk-in patient data.

• For patient count reports, the business unit name from the facilities database might not match the name of the lab that appears in eLabs.

• The following conditions apply to both wait time and patient count reports:

• Data from today will not be available until tomorrow.

• Data are included only for active PSCs and Rapid Response Labs (RRLs). You can typically choose to include or omit data from restricted or joint venture facilities. However, for the Diagnostic Laboratory of Oklahoma (DLO), data from joint ventures is always included, no matter how the report request is configured.

• If a single order could be counted in multiple ways, the patient is counted only once. For example, if the patient had an order for an insurance exam and biometrics, the patient count would increment by one, the BFW/biometrics count would increment by one, and the insurance exam count would increment by one.

• Data are retained for only three years. If you request data that is no longer available, it is not included in the report.

• Information about the various kinds of orders always appears in these reports, even if the counts are 0.

• The following conditions apply to ABN/AWN validation reports:

• Data are retained for only 2 years. If you request data that is no longer available, it is not included in the report.

• During order entry, if the user closes the browser without responding to the ABN or AWN validation prompt, that action is not counted.