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Creating Customized Reports for Medical Practices

Nate Moore, CPA, MBA, FACMPE, Owner, Moore Solutions, Inc

The abundance of data can be viewed as a burden or a blessing depending on your mastery of your data manipulation skills. This session will provide examples of several models to create interactive, customized reports for your practices. Get idea after idea from practices nationwide that are creating customized reports to show their staff, clinicians, and administration what they need to know when they need to know it. We’ll introduce SQL Server Reporting Services (SSRS), a powerful tool many practices and billing companies already own, to schedule email alerts and create webpages. If you or your clients are frustrated with the canned reports available from their PM and EHR systems, join us to see how much better reporting can be.

Learning Objectives - At the end of this session, participants will be able to:
• Describe three different models for creating customized reports
• Watch examples from practices around the country who use Excel, SQL Server and SSRS to create custom reports, interactive web pages and scheduled email alerts
• Describe applications for each reporting model in your environment

Directions for Viewing: Once the mp4 file has finished downloading, click the icon and your video player should open up. Click the play button if the video does not begin on its own.

If your computer does not have a video player already installed, free programs that will play the file are Quicktime or Windows Media Player.

Refund Policy:
Please see the HBMA Refund Policy page for details on refunds for educational events and products

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