Plan Item Data Report

The Plan Item Data Report page has links to several preset reports and an option to build a custom report. The preset reports help an administrator quickly retrieve information regarding preventative care items.

Plan item data report overview
The Plan Item Data Report page has links to several preset reports and an option to build a custom report. The preset reports help an administrator quickl...
Tue, May 12, 2015 at 4:12 PM
View a preset plan item data report
An administrator orĀ  manager can access pre-designed reports to quickly view information about preventative care items. Place the mouse pointer...
Fri, Jan 23, 2015 at 10:00 AM
Edit preset plan item data report filters
When viewing a preset report, an administrator or manager can edit filters to change the information that displays. When viewing a Plan Item Data p...
Fri, Jan 23, 2015 at 10:11 AM
Create a plan item data report using filters
If a preset report doesn't fit your needs, you can create a plan item data report using the advanced filters. Place the mouse pointer ov...
Fri, Jan 23, 2015 at 10:31 AM
View the plan associated with an item
When viewing a Plan Item Data report, click the View Plan link to the far right of the item. The Client Summary Page displays the plan associated with...
Fri, Jan 23, 2015 at 10:21 AM
Mark an item over usage addressed
When item usage is updated within the application, there are times when the quantity available for use is exceeded. In this instance, that item is added to ...
Tue, May 12, 2015 at 4:13 PM