FIGURE 1 SOFTWARE FIGURE 2 FIGURE 3 on sQL server data. Those reports can be pulled by users on demand from a webpage that can be configured like a dashboard, or the reports can be pushed to users on a schedule via email. Figure 2 is an example of an ssrs report configured to come via email. The example comes from a busy orthopedic practice with three main clinics, each within about 30 minutes of the other clinics. every afternoon at 3:40 p.m., the front desk manager receives an email with this information for each of the three clinics. every patient with an appointment tomorrow is grouped into one of four categories based on how long they’re expected to take at registration. a brand new patient will take much longer to register than a patient whose eligibility and benefits have been verified and who was in the practice recently. The front desk manager can instantly see what tomorrow’s appointments look like and plan accordingly by moving staff between the clinics, asking patients to come in earlier, or rearranging internal staff assignments to make sure the clinic flows smoothly. Figure 3 is another example of an ssrs email, this time from a dermatology practice. This practice used sQL server to create a wide variety of rules to test against future appointments. For example, patients with a specific insurance, who haven’t made a required deposit, who may be scheduled with the wrong provider, or who are in collections, are reported via email every weekday at 7:00 a.m. The practice doesn’t need to review all future appointments, since the daily email quickly and succinctly reports any appointment issues that need to be addressed. any appointment appearing on the list for the first time is flagged in green to get special attention from the practice manager. Both of these ssrs reports are also available on demand at any time from the practice’s internal reporting page. managers can either pull the data from the webpage or have ssrs push the data to them via email as often as they need to see the information. The free business intelligence tools included with most versions of sQL server are extremely customizable to help practices see exactly what they need to see, when they need to see it. Proactive billing organizations can powerfully distinguish their service from the competition using sQL server tools they may already own. Nate Moore, CPA, MBA, FACMPE, writes custom SQL server code to mine practice management data for analysis in Excel, on webpages, and via email. Nate’s first book, Better Data, Better Decisions: Using Business Intelligence in the Medical Practice, written with Mona Reimers, was just published by MGMA. His free Excel Videos have been viewed over 900,000 times and are available at mooresolutionsinc.com. Like PivotTableGuy on Facebook or follow @PivotTableGuy on Twitter to be notified each time a new Excel Video is released. THe jOurNaL OF THe HeaLTHCare BILLINg aNd maNagemeNT assOCIaTION 37
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