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| Report name | Description | Permissions | Release date |
|---|---|---|---|
| Supportive Care Interventions Report | The Supportive Care Interventions Report provides detailed insights into patient visits and interventions documented in the Supportive Care Interventions section of the Clinical Profile > Patient Hx tab in the patient’s chart. | Clinical Support Solution | 04/26/2025 |
| Sent Forms Report | The Sent Forms Report can help practices track e-Registration form activity for all sent forms, including those sent to both restricted and non-restricted patients, and ensure staff are utilizing the system effectively. | Ontada Health | 03/17/2025 |
| Task & Time Cumulative Dashboard | The Task & Time Cumulative Dashboard displays consolidated, recorded time across various interactions, giving a complete view of patient engagement and care delivery efforts. Practices can use this report to meet quality care measures and reimbursement requirements for Value-Based Care programs and ensure accurate billing for time-driven services, such as chronic care management or care coordination. | VBC Task Enrollment | 02/01/2025 |
| Depression Screening Needed and Completed Report | The Depression Screening Needed and Completed Report can help clinical teams proactively identify patients who require a depression screening during upcoming visits and confirm those who have already completed it. | Administration, Clinical Support Solution, Nursing, Office Manager | 02/01/2025 |
| Patient Charts Merged Report | The Patient Charts Merged Report provides a comprehensive list of patient charts that have been reviewed and either merged or designated as not requiring a merge. | Administration, Clinical Support Solution, Front Office, Office Manager | 02/01/2025 |
| Potential Duplicate Patient Chart Report | The Potential Duplicate Patient Chart Report can help identify instances where multiple charts may have been inadvertently created for the same patient. Practices can use this report to quickly spot potential duplicates, review the associated patient details, and take corrective action. | Administration, Clinical Support Solution, Front Office, Office Manager | 02/01/2025 |
| Decision Support Interventions Feedback Report | The Decision Support Interventions Feedback Report provides a detailed overview of all feedback submitted through the Decision Support Feedback option in iKnowMed. | Administration | 02/01/2025 |
| Potential Duplicate Patient Chart Report | The Potential Duplicate Patient Chart Report can help identify instances where multiple charts may have been inadvertently created for the same patient. Practices can use this report to quickly spot potential duplicates, review the associated patient details, and take corrective action. | Administration, Clinical Support Solution, Front Office, Office Manager | 02/01/2025 |
| Medication Administration Record with Admix Report | The Medication Administration Record with Admix Report provides detailed insights into medication administration records, including specific admixture information, giving pharmacy teams and administrators a more comprehensive view of medication handling. | Administration, Clinical, Clinical Support Solution, Financial Counselor, Nursing, Office Manager, Pharmacy | 11/23/2024 |
| iKnowMed G1 Report | The iKnowMed G1 Report provided access to certain patient information that was not fully migrated to iKnowMed Generation 2, such as historical billing data from the Charge Capture Report, notes from patient encounters that were documented and signed in G1, and the Regimen and Lab Summaries for all dates for study patients only. | Full Restricted Patient Access | 10/19/2024 |
| Patient Enrollment Report | The Patient Enrollment Report offers valuable insights into the status of patient enrollments within the Ontada Health portal, facilitating efficient follow-up processes and streamlining patient portal transitions. | Ontada Health | 10/13/2024 |
| Outbound Fax Worklist Queue Report | The Outbound Fax Worklist Queue Report provides a comprehensive view of all outbound faxes related to patients, including details such as the sender, fax status, transmission date, and recipient. Practices can utilize this report to track and monitor all faxing activity, ensuring greater oversight of communication workflows. | Clinical, Clinical Support Solution, Front Office, Office Manager | 09/28/2024 |
| Pain Scale and PDMP Evaluation Report | The Pain Scale and PDMP Evaluation Report offers a detailed overview of pain care plans, including appointment and pain management information, allowing practices to efficiently monitor and assess pain treatment strategies. | Clinical | 09/07/2024 |
| Trending Pain Scores Report | The Trending Pain Scores Report provides the last three, recorded pain scores for patients with comprehensive details to support improved pain management. Users can filter the report by appointment details to better target care for patients experiencing significant discomfort. | Clinical | 09/07/2024 |
| Orders Queue Worklist Queue Report | The Orders Queue Worklist Queue Report allows users to view and manage orders displayed in the new Orders Queue to evaluate and track the status and productivity of orders from the time they are placed until completion. | Administration, Clinical, Clinical Support Solution, Front Office, Nursing, Office Manager | 08/10/2024 |
| Ins Auth Fin Counseling Worklist Queue Report | The Ins Auth Fin Counseling Worklist Queue Report allows users to evaluate regimen orders for authorization and monitor productivity across various order types, focusing on regimen order details. | Administration, Clinical, Clinical Support Solution, Financial Counselor, Office Manager | 08/10/2024 |
| Regimen Orders Report | The Regimen Orders Report streamlines the process of tracking regimen treatment orders for patients, providing detailed insights into medication and cycle information. | Administration, Clinical, Clinical Support Solution, Nursing, Pharmacy | 04/16/2024 |
| Prescription Audit Report | The Prescription Audit Report provides insights beyond electronic prescriptions by allowing practices to filter medication orders using additional pharmacy information. This can help practices better track the route of prescriptions and provide a holistic view of medication distribution. | Administration, Clinical, Clinical Support Solution, Nursing, Pharmacy | 03/16/2024 |
| Practice User Audit: Permissions and Last Login | The Practice User Audit: Permissions and Last Login report helps practices conduct user audits, focusing on permissions assigned to individual user profiles and their respective last login dates. | Administration, Front Office, Office Manager, Practice Only | 03/16/2024 |
| Attach Documents Worklist Queue Productivity Report | The Attach Documents Worklist Queue Productivity Report aids in monitoring productivity by identifying documents in Worklist Queues > Attach Documents that have been successfully assigned to a patient chart. | Administration, Office Manager | 02/17/2024 |
| Current User Permissions Report | The Current User Permissions Report provides greater visibility over permissions statuses across Ontada Health, such as the Message Center, General Queue, and Forms. | Ontada Health | 02/16/2024 |
| User Permissions History Report | The User Permissions History Report serves as a comprehensive audit trail for user permissions across Ontada Health to provide transparency and accountability. | Ontada Health | 02/16/2024 |
| User Permissions History Report | The User Permissions History Report acts as a comprehensive audit trail for user permissions across Ontada Health to provide transparency and accountability for users. | Ontada Health | 02/16/2024 |
| Current User Permissions Report | The Current User Permissions Report displays current user permissions statuses across Ontada Health, such as the Message Center, General Queue, and Forms. | Ontada Health | 02/16/2024 |
| Notification Audit Report | The Notification Audit Report provides a comprehensive view of all notifications sent by the system, such as patient invites, appointment updates, form reminders, and more. | Ontada Health | 01/19/2024 |
| Visit List Report | The Visit List Report offers a powerful tool to anticipate or review appointments at their practice. This report provides insights into appointment details, such as appointment date, location, and assigned resources. | Administration, Front Office, Office Manager | 01/13/2024 |
| Attach Documents Worklist Queue Audit Report | The Attach Documents Worklist Queue Audit Report assists in identifying documents in Worklist Queues > Attach Documents that are yet to be assigned to a patient chart. | Administration, Office Manager | 01/13/2024 |
| Data Integrations Error Report | The Data Integrations Error Report is a valuable tool designed to help you stay on top of data integration issues and take prompt action to resolve them. | Ontada Health | 11/13/2023 |
| Form Completion Report | The Form Completion Report displays metrics related to form completion rates to help you keep track of form submissions, identify trends, and take steps to improve the completion rates. | Ontada Health | 10/13/2023 |
| Charge Capture | View comprehensive information about billable charges, allowing financial counselors and administrators to more accurately bill for services rendered and prevent billing errors. | Financial Counselor | 09/10/2023 |
| Diagnosis | Identify patients with specific Demographics, including attending providers from data available in the Demographics tab. | Clinical | 08/07/2023 |
| Order History | Track and audit orders including lab, imaging, and other services entered in patient charts to help identify trending and tracking at your practice. | Administration, Clinical, Support, Nursing, Office Manager | 08/07/2023 |
| Chart Alert | Track patient populations with specific diagnoses by Provider or help identify patients for clinical trials. | Clinical, Support | 08/07/2023 |
| Patient List | Identify specific patient populations based on chart alerts on their chart and create reports to find, for example, patients in clinical trials, or with billing alerts. | Administration | 08/07/2023 |
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