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VEDA | Navigation – Records & Reporting tab

VEDA

Records & Reporting

This tab gives you access to run various reports, download them and also see a list of reports that others have run. You can also access Membership Enquiry if you have subscribed to a service package.

The tab is split into three sections:

  • Reports Available
  • Membership Enquiry
  • BI Init (not in use)

Reports Available

Click the Records & Reporting tab, then Reports Available.

This is page divided into four sections:

  • Reports – the main section on the top left of the screen listing all reports generated in the last three months by any of the users accessing the site
  • Report Details – the main section on the top right of the screen giving information about the selected report with options to view, delete or download it
  • Filter Reports – filter by report name to reduce the list size
  • Request New Report – choose from the list to generate a new report

Generate a new report

This is found on the bottom right of the screen. Simply follow these steps to generate a new report.

  • In the Request New Report section at the bottom right of the screen, choose a report from the drop-down menu (see Reports available for more information on these)
  • The Report Requests screen will appear (if you don’t want to continue simply click on Records & Reporting > Reports Available again)
  • Select the start and end dates
  • In the Report Description box you can add details to the report name or completely rename the report to make it easier to find
  • Click Send Request
  • The Report Requests page will close and your report will appear at the top of the Reports screen with a status of “Ready for processing
  • You can either leave the report to generate in the background or click on the refresh icon on the far right of the screen – this will change the status to “Processing
  • The status will change to “Completed” when the report is ready

View and print a report

  • Click on a report to highlight it from the Reports section – the details will appear in the Report Details pane
  • If the option is available, click View
  • The Report Viewer window will open
  • Click Print Report or click << Reports Available to go back to the list without printing

Delete a report

  • Click on a report to highlight it from the Reports section – the details will appear in the Report Details pane
  • Click Delete
  • A warning message will appear
  • Click OK to continue and the report will be deleted

Download a report

  • Click on a report to highlight it from the Reports section – the details will appear in the Report Details pane
  • Choose a File Type from the drop-down menu options available
  • Click Download and save where required

Membership Enquiry

This is a quick and easy way to check the membership details of your patients. See Membership Enquiry for more information on this service and our guide for hospitals on how to use it here.

Healthcode Academy

The Healthcode Academy is run by our friendly and knowledgeable Service Delivery Associates. They offer practical and relevant modular tutorials about our products highlighting the wealth of useful features and help you to use them with confidence. Each free online session uses your own data for real-time examples and lasts between 30-60 minutes. Don’t have the time? Take a look at our bite-sized modules instead.

Learn more about Healthcode Academy

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