Morales Reporting Using Seeker...22nd Annual Midas+ User Symposium • June 2–5, 2013 • Tucson, Arizona Reporting Using Midas+ Seeker Monday, June 3, 2:30 pm Description This session

22nd Annual Midas+ User Symposium • June 2–5, 2013 • Tucson, Arizona

Reporting Using Midas+ SeekerMonday, June 3, 2:30 pm

Description This session will cover the various reporting functions within Midas+Seeker. In addition to detailing the Standard Reports that areavailable, this session will feature the import and export functionalityand the utilization of the Worksheet Template Definition function tocreate custom worksheets. An overview of the uses and benefits ofSeeker ReporTrack will also be presented. CEU: NAMSS

Presented By:

Joyce Morales, Midas+ Seeker Consultant

Copyright ©2013 MidasPlus, Inc. All Rights Reserved.

Contact us at:Midas+ Solutions4801 East Broadway, Suite 335Tucson, Arizona 85711(800) 737 8835

Visit our Web site at: http://www.midasplus.com/

Reporting Using Midas+ Seeker

Joyce Morales, CPMSMMidas+ Seeker Consultant

Methods for Reporting from Seeker

• Standard Reports

• Pre-built Reports

• Uses Crystal Report Viewer

• Can be exported to other formats

• Cover most of your internal reporting needs

• ReporTrack

• ReporTrack reports for tabular or worksheet-style reports

• Tabular reports can be exported to HTML, delimited file,

Microsoft Excel, or standard format

• Can create statistical reports, order, group, total

• ReporTrack document listings for Microsoft Word-based listings

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22nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013 1

Standard Reports

• Access Log-Seeker

• CME Attendance (by provider)

• CME Summary

• Committee Attend Med Staff

• Committee Attend Org Staff

• Committee Attendance (by committee)

• Committee Org Staff Labels

• Committee Roster

• Current Seeker Provider Listing *

• Focus Definition-Seeker

• Focus Study Usage

• Focus Summary-Seeker

• GME Current Provider Listing *

• GME Evaluation Summary

• GME Evaluations by Provider

• GME Expirations Letter

• GME Expirations

• IQRS Data Verification

• Medical Staff Profile


Seeker Standard Reports

• Online App Template Definition

• Online Application Summaries

• Practice Profile

• Privileges-ICD by Provider

• Privileges-Individual by Provider

• Privileges-Individual by Privilege

• Privileges-Major by Privilege

• Privileges-Major/Core Base Form

• Provider Expirations Letter

• Provider Expirations

• Provider Reappointments

• Red Flag Summary

• User Security

• Worklist-Seeker

• Worklist Assignments-Seeker

• Worksheets-Seeker



2 22nd Annual Midas+ User Symposium - Tucson, Arizona - June 2-5, 2013

Current Seeker Provider Listing

Many Reporting Options:

• Primary Mailing Phone

• Primary Mailing Address

• Primary Mailing Address and Phone

• Home Phone

• Home Address

• Home Address/Phone

• Employer

• Board Certifications

• Staff Roster

• Staff Category & Specialty

• Medical Staff Directory

Select/Sort Total Options:

• Organization

• Staff type

• Primary Service/Dept.

• Specialty

• Staff Category


Modification of Standard Reports

• Standard Reports cannot be modified.

• Each time you upgrade, they are overwritten with the most recent changes




Alternative to Customization

Print Letterhead with return

instructions at the bottom and

use this to print off the

expiration letters


Care Management Standard Reports

If assigned in your securities, any Care Management Standard Report assigned to you can be run within Seeker Standard Reports

Enc Procedure Summary

Security will need to include reporting facility in the Facility Tab.




Exporting Standard Reports

You can export Standard Reports to other formats:

• Crystal Reports

• PDF

• Microsoft Excel

• Microsoft Excel-Data Only

• Microsoft Word (.doc)

• Microsoft Word-Editable (.rtf)*

• Rich Text Format (.rtf)


Seeker Standard Reports Documentation

Clients Only website (COW):

• Reporting Guide (versions 6.3-8.1)

• Seeker Reporting Guide (version 2011)

Section 2 provides description and screen shot of each report




Standard Reports as Favorites

As of Midas+ v2011, you can make any Standard Report a report in your Favorites on your Home Page.


Worksheet Templates

Function>Reporting>Worksheet Templates

• Biographical

• GME

• Organization

• Practice Profile

• Provider Practice




Worksheet Templates

Create your own templates for your own purposes

• New Physician Notification Template

• Reappointment Template

• CME Summary Template

• Committee Membership Summary Template

• Managed Care Contracts


Worksheet Templates

Can be run on one provider by clicking the Save and Print button in the provider record

Can be run on multiple providers through Standard Reports: Worksheets-Seeker




ReporTrack Reports

ReporTrack reports can be compiled as:

• Standard format

• Microsoft Excel

• HTML

• Export to a file


ReporTrack Document Listings (v 2011+)

• Uses MS Word in ReporTrack

• Use record selection to hardcode criteria in report or enter criteria at report time.

• Can format in multiple styles for attractive reports

• Can put logo in header and/or information in footer




Importing ReporTrack Reports

Access the ReporTrack Library on Clients Only Website: www.midasplus.com


Importing ReporTrack ReportsYou can import a report that is your version or lower

• Click on report

• Right-click on report name and choose Save Target As

• Save to your desktop or other location

• Go into Reportrack>Utilities

• Click Import, find report where you saved it

• Follow prompts (go out of ReporTrack and back in to see the newly imported report)




ReporTrack Documents Uses and Benefits

• ReporTrack documents can be used for listings, labels, envelopes, and letters

• Auto-send functionality allows you to fax or email your documents from Seeker at the touch of a button

• Can create your own custom profiles using column collections

• Can download Midas+-built or other client-built letters, labels, envelopes, or listings, and tweak as needed

• Auto-save letters to the document checklist when running from provider record, or User Report Processing


More Information on ReporTrackDocumentation on our Clients Only Website:

Recorded Sessions on our Clients Only Website:




Thank you for attending.

Questions?

Joyce Morales, CPMSMMidas+ Seeker [email protected]


