Additional enhancements Copied

Automated report email notifications for Okta-implemented practices

We’re introducing automatic email notifications for Okta-implemented practices to help keep users stay informed about their report status without needing to manually check their reports inbox.

When a report is successfully generated, users will receive an email notifying them that the report is ready for retrieval in the Generated Reports tab. In the event of a report generation failure, a separate email will be sent, alerting the user to the concern.

This feature can help ensure users who schedule reports for specific delivery times are promptly notified when their reports are ready. Additionally, for large reports that may take longer to generate, this enhancement provides real-time updates, allowing users to focus on other tasks instead of frequently checking the system.

Custom date range selection for reports

A new Custom Period option will appear in all reports for all date filters, providing users with greater flexibility when selecting date ranges. With this new option, users can specify a number of days before or after a given date, rather than being limited to fixed, exact dates. Additionally, users can still set an exact start or end date if needed.

This feature gives users who schedule recurring reports more adaptable date range selections, ensuring that scheduled reports always include the most relevant data. It streamlines report generation by eliminating the need to manually update date filters for each report.

New “Created Date” filter added to Diagnosis Report

We’re enhancing the Diagnosis Report by adding a new “Created Date” filter (callouts 1-2) that allows users to filter diagnoses based on the date they were first created. This new filter provides users with a more precise way to track and analyze newly added patient diagnoses during a specific time frame.