Phase 5 Introduction

During Phase 5 we will be discussing the Report Viewer (Video) and the Report Builder (If Applicable) (Video).  In this phase, the trainee will discover that there are over 125+ standard reports that will assist you in examining your CollaborateMD data in almost any infinite combinations, display it in easy-to-understand formats and share the resulting insights with others.  We will walk through the various ways on how to run a report, add reports to favoritesprint or export reportssave a report, utilize the Report Snap & Share,  and also examine the right-click capabilities within the Report Viewer. 

We then will transition to the Report Builder (If Applicable) (Video) a powerful tool that gives your organization the flexibility it needs to customize reports through a drag and drop interface. Specify the metrics that you are tracking, and organize the data across locations, departments, providers, time frames, etc. You can examine your data in almost infinite combinations, display it in easy-to-understand formats, and share the insights with others. By always knowing where you stand, you can spot trends early and make the best decisions for your business.