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Use Crystal Reports for Document Routing

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Document routing in myAvatar uses a TIFF image created by the system to show the data entered in the clinical form to be reviewed by staff members and supervisors. With the Crystal Reports for document routing feature, your organization can associate its Crystal Reports with the document routing process. This process will not update pre-existing tiff images, only new records that create new tiff images. 

Prerequisites:

  • Download and install RADplus 2018 Update 180.
    Note: Prior to installing the necessary update to enable the use of Crystal Reports with document routing in a LIVE environment, Netsmart strongly recommends installing the update and performing testing in a TEST environment.
  • No registry settings or new forms are needed for the Crystal Reports for document routing feature.
  • Create a Crystal Report for the form that uses document routing.
    • Include a Draft/Final field (required for user-modeled forms).
    • Create the Crystal Report using a pre-file table.
      • For the primary table, open the Table Definition form. In the Create Pre-Filing Report Table field, select Yes.
      • Within the Crystal Report, add a parameter using the Pre-File ID (PREFILEID).

Import Reports form

  1. Open the Import Reports form.
  2. For Select Import Type, select Import Report for Document Routing.
  3. For New or Existing Report, select Import New Report.
  4. Click Select Report for Import. Navigate to where the report is saved and select it.
  5. The Selected Report and Report Description fields display the report file name and the description, respectively.
  6. For Does This Report Require ODBC Connections In Addition to the Current Database, select No.
  7. For Database to Report Against, make the appropriate selection.
  8. Click Save.

Document Routing Setup form

The following fields apply to importing Crystal Reports for document routing.

  • Create Document Only – Allows the system to create the document without having approvers.
  • Use Crystal Report Template – Determines the use of a Crystal Report during the routing process instead of a TIFF. To enable this field, the form must be a treatment plan, progress note, or a user-modeled form with the field Create Pre-Filing Report Table set to 'Yes.'
  • Crystal Report – Displays a selection list of Crystal Reports to be used for routing. This list is populated by the reports that are imported with the Import Reports form.

To enable the use of document routing using Crystal Reports, follow these steps.

  1. Open the Document Routing Setup form.
  2. In the Application field, click the arrow and select the myAvatar application, typically myAvatar CWS.
  3. Click Select Form and select a form from the list. This list contains only those forms that have Draft/Final.
    The Form Name displays for the selected form.
  4. Click Select Type and select Setup via Document Management Definition.
  5. For Enable Document Routing select Yes.
  6. In the Valid Reason Code field, click the arrow and select a reason code.
  7. If you want to create the document without routing, select Yes for Create Document Only.
  8. For Approver Required select Yes.
  9. For Approver List Defaults select options as necessary.
  10. For the following fields, select Yes or No as appropriate.
    • Require Final Approver
    • Allow Transcriber
    • Allow Notifications When Final
  11. For Use Crystal Report Template select Yes.
  12. In the Crystal Report field, click the arrow and select the Crystal Report you imported with the Import Reports form.
  13. Click File, then click Submit.

Download the Using Crystal Reports for Document Routing Training Guide.