The Info Manager is a powerful reporting tool that can be used to generate highly detailed custom reports.
Areas of the Info Manager
- Tabs – The tabs atop the module window designate the different areas which can be reported on. The tab selection determines the general data tables/fields which will be accessible.
- Category – These are the specific fields within a given tab. These further refine the available data tables/fields accessible to the report. I.E. reports generated under the Patient Tab and Patient List category will not have access to the Adjustments data set; a field like “Adjustment Totals”, for example, would not be available in the selections for a report generated under the Patient tab.
- Options – A quick and easy list of options to choose from. These are meant to be shortcuts, not the primary condition sources for a report.
- Buttons – These buttons are used to Search, Print, and export the report.
- Report Area – The white grid area constituting the lower half the module window is the Report/Results Area. Your results will populate under their respective columns here. This is also the area from which we can access the most Editing functions using the right click menu.