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    Product Reports

    You can view, print, and export case results as a customized report in VitalIntegrity.

    Available reports

    • Assignee Summary - Summary of assignees by active status case count, including average and estimated gross and net impacts.
    • Payer Summary - Summary of payers by active status case count, including average and estimated gross and net impacts.
    • Root Cause Summary - Summary of root cause indicators by case count (all statuses), including average and estimated gross and net impacts.
    • Rule Summary - Summary of rules by active status case count, including average and estimated gross and net impacts.
    • Service Area Summary - Summary of service areas by active status case count, including average and estimated gross and net impacts.
    • Status Summary - Summary of all statuses by case count, including average and estimated gross and net impacts
    • Status Summary by Service Area - Summary of all status case counts grouped by service area, including average and estimated gross and net impacts.

    Viewing a report

    1. Click Reports on the navigation bar to access the Report Options pane.

    2. Select a report name from the Select Report dropdown.

    3. Select or enter options in the Filters tab.

    4. Select or enter options in the Display tab.

    5. Click Apply.

    Report headers include the following:

    • Report Name - The name of the report.

    • Entity - The organization that owns the report's cases.

    • Filter Range - The case creation date range you enter under the Case Creation Date section.

    • Case Creation Range - The case creation date range of the cases that meet your filter criteria and are included in your report results.

    • Workflow Status - The workflow statuses you enter under the Workflow Status section.

    Printing or producing a PDF

    1. Select Print in the corner of the Reports page.
    2. Select a printer or select Save as a PDF.
    3. Select Print or Save.

    Exporting a report

    1. Click Export to download the report.
    2. Check your local Downloads folder for the report .csv file.
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