Reports privileges
Path: Administration>Configuration>Operators>Privileges [Scope Name]
The Reports component is divided into the following groups for which you can set up privileges.
- Reports – General
- Reports – Clinical
- Reports – Financial
- Reports – Episodic
- Reports – Scheduling
- Reports – Hospice
- Reports – Mailings
- Reports – Field Use
- Reports – HL7
- Reports – Security Management
- Reports – System
- Reports – Accrual Accounting
The Reports component also contains the specific Allow Reporting against a Primary Datasource privilege that permits the users to generate the reports on the primary (production) server; otherwise, the users are redirected to the reporting server if it has been previously set up.
Reports – General
This section contains a list of privileges for the reports available from the General menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Active Patients Report
- Activity Summary
- Alerts
- Consolidated Patient Counts by Month
- Contract Services
- Staff Credential Notification Report
- Operator
- Operator Privileges Report
- Patient Signature Report
- Patient Services Report
- Patient Statistics Report
- Patient Status Alert
- Patient Inactivity Report
- Productivity
- Services Allocation Report
- Services Summary
- Staff Services Report
- Prospects from Inbound Messages
- List Supplies Report
- Tasks
- Inventory List
- Supply Reorder Alert
- Accounting Definitions
- Clinical Definitions
- Financial Definitions
- General Definitions
- California State
- New York State
- Expired CBSA/MSA Codes
- Sanctioned Resources
- Resources NPI Numbers
- Consolidated Patient Statistics Report
- Associated Resources Report
- PECOS Enrollment
- Encounter Date Report
Reports – Clinical
This section contains a list of privileges for the reports available from the Clinical menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Active Patient (Care Plans)
- Active Care Plans by Discipline
- Assessment History
- Assessments
- Care Team
- Care Plan
- Charting History
- Charts/Clinical Notes
- Discharge Summary
- Face Sheet
- Print MAR
- MAR Review Status
- Medication Administration Actual vs. Scheduled
- PRN Medications Administrated With and Without Response Recorded
- Undocumented Medication Administration
- Medication Descriptions
- Medication Lists
- HHVBP Report
- OASIS Due Alert
- On-Call Summary
- Open Orders
- Orders Audit
- Orders Alert
- Orders Signature
- Patient Education
- Patient Inactive ICD Codes
- Pharmacy Medication List
- Visit Frequency Report
- Adverse Events
- Clinical Monitoring
- CTI Status Report
- Quality Measures Report
- Therapy Treatments
- Visit Notes
- Patients with Unresolved Diagnoses
Reports – Financial
This section contains a list of privileges for the reports available from the Financial menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Accounts Receivable Report
- AR by Billing Month
- ATB by Date Provided
- Authorization Report
- Batch Claims Adjustments Report
- Billing Cycles Batch Processing Report
- Claim Alerts
- Collection Notes
- Collections Journal
- Coinsurance Report
- Credit Balances
- Consolidated Billing Report
- Discipline Visit Analysis
- General Ledger Activity (only for licensed agencies)
- Eligibility Verification Status Report
- Insurances Expiring
- Patient Day Count Report
- Insurance Cap
- Load Patient Balances Report
- Medicare Cost Report
- Patient Statement
- Physician Charges
- Pre-Billing Audit
- Patient Supplies Claim Supplement
- Revenue and Expense
- Voids/Replacements
- Gross Margin Report
- Employee Time Card Report
- Can Print SSN – allows printing SSN on the Employee Time Card report
- Payroll Report
- Pay Rates Calculator Warnings Report
- Resource Negotiated Pay Rates Report
- Medi-Cal TAR Report
Reports – Episodic
This section contains a list of privileges for the reports available from the Episodic menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Diagnosis Profit and Loss (PPS Pre-Refinement)
- Episode Detail (PPS Pre-Refinement)
- Cost Reimbursement (PPS Pre-Refinement)
- ATB at 100%
- Revenue Recognition (PPS Pre-Refinement)
- Therapy Utilization (PPS Pre-Refinement)
- Cost Reimbursement - Services and Supplies
- Cost Reimbursement - Supplies (PPS)
- Cost Reimbursement - Services
- Episode Detail
- Revenue Recognition
- Therapy Utilization (PPS)
- Diagnosis Profit and Loss
Reports – Scheduling
This section contains a list of privileges for the reports available from the Scheduling menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Itineraries
- Call Log
- Patient Calendars
- Recurring Master Schedule Report
- Staff Availability
- Staff Calendars
- Staff Utilization
- Unassigned Visits
- Unconfirmed Services
- Unmade Visits
- Unscheduled Availability
- Unverified Services
- Visits by Discipline Report
- Expiration Credential Report
- Service Batches Report
- Service Batches Report
- Therapy Services Report
Reports – Hospice
This section contains a list of privileges for the reports available from the Hospice menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Bereaved List
- Continuous Care (Reports)
- Donations by Type
- Donations Journal
- Donor List
- Hospice Recertification Alert
- Medicare Cap Report
- Service Intensity Add-On (SIA) Tracking Report
- Memorials
- NHPCO Report
- Hospice Claim Report
- HIS - Forms Not Exported
- HIS - Patient Without Forms
- Medication Invoices
- NOE Alert
Reports – Mailings
This section contains a list of privileges for the reports available from the Mailings menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Resource List
- Letters
- Mailing Labels/Envelopes
- Sheets of Labels
- Bereavement Mailing
- Contract Renewal Letters
- Donation Acknowledgment Letters
- Family Survey Letters
- Post-Admit Questionnaire
- Post-Death Questionnaire
- Define Form Letter
- Define Label Format
Reports – Field Use
This section contains a list of privileges for the reports available from the Field Use menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Field Use Assessment Reservation
- Field Use Conflict History
- Field Use Synchronization Register
- Mobile Homecare Mileage Report
- Mobile Homecare Operators Statistics
Reports – HL7
This section contains a list of privileges for the reports available from the HL7 menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- HL7 Inbound Charge Report
- Outbound HL7 Message Status Report
- Patients in HL7 Status Report
Reports – Security Management
This section contains a list of privileges for the reports available from the Security Management menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Audit Management
- EPHI Audit Settings
- Enterprise Password Management Report
- Inbound Message Audit
- Revision History
Reports – System
This section contains a list of privileges for the reports available from the System menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Future Self Update Download Statistics
- ACE Activity Report
Reports – Accrual Accounting
This section contains a list of privileges for the reports available from the Accrual Accounting menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
- Accrual Expense Report
- Accrual Revenue Report
- Accrual PPS Revenue Report
- Accrual Payments and Adjustments Report
- Accrual Accounts Receivable Report
Associated pages
- About business unit security privileges
- Security access types
- Operator privileges
- My Day privileges
- Patient privileges
- Resource privileges
- Administration privileges
- Scheduler privileges
- Query privileges
- Interface privileges
- Claims privileges
- Alerts and Tasks privileges
- MAR privileges
- Orders privileges
- Transactions privileges
- Server Monitor privileges
- Pay Rates Calculator privileges