Recreating Sunset Reports
Written by Amelia Boyer
Updated at January 7th, 2025
Table of Contents
Recreating Sunset Reports
Our reporting platform provides extensive customization options, but if you prefer the reports you've been using, this tutorial will walk you through how to recreate them easily. To maximize the efficiency and value of your reports, we strongly recommend taking advantage of available templates whenever possible.
Key Terms:
Sunset Reports: Reports that will be phased out as our reporting platform evolves. These may include reports you've previously used.
Template: A pre-built reporting framework designed to streamline the reporting process
Dashboard: A visual reporting interface, typically featuring charts, graphs, visual elements, and groupings to present data insights
Data Source: The raw data focused on desired categories, you may use data sources to organize and format the structure of your report
Video Tutorial:
Reporting Replication:
| 2.0 Reporting - Sunsetting Reports | Exact Reproduction Process | Advanced Reporting Recommendation - Template Focused |
|
Encounter Service Cost Breakdown (By Organization): Shows Cost and Unit Number of Encounter Services by Organization |
Blank report - add data source - encounter service costs |
Template: Encounter Cost Breakdown Offers: A dashboard breaking down the cost of encounter services by organization, team, service and billable status. |
|
Emergency Contacts: View emergency contact information for patients in an organization |
Template - Emergency contacts Offers: A list of all emergency contacts across all athletes currently in the system. |
|
|
Hotline Report: List of all calls received from the hotline |
Blank report - add data source - hotline call history Offers: List of all calls, missed/answered, length, and dates |
|
|
Incident Log: List of all incidents over a certain date range; includes background questions. |
Blank report - add data source - incident report Offers: Incident Reports documented within the system. If multiple problems are associated with a single Incident Report, each problem will result in a separate row. |
Template - Problem Breakdown Offers: A dashboard breaking down problems by their affected area, body part, condition, and graduation year. You can also easily select from a list of background questions you would like to see the report include. Because this report uses background questions, it uses the Incident Report data source and will only include problems that are associated with an incident report. |
|
Incident log (grouped by org): List of all incidents over a certain date range; includes background questions |
||
|
Insurance Submission Report: List of all insurance submissions - including submitted and missing data |
Template - Insurance Submissions | |
|
Invitations Log: Shows details on outstanding invitations |
Template - Invitations | |
|
Manager Report: Track usage and engagement by provider user over a certain date range |
Blank report - add data source: Provider Engagement by Provider Offers: System activity information grouped by individual provider users to help monitor productivity and engagement across different users within your account. |
Template - Provider User Engagement Offers: System usage metrics broken down by individual provider users. Helpful for identifying specific provider users who might not be fully utilizing the system. Template: Organization Engagment Offers: System usage metrics broken down by organization. Helpful for identifying specific organizations who might not be fully utilizing the system. |
|
Medical Details: View patient medical details and other demographic information |
Blank Report - add data source patients Offers: Patient Demographic and contact information |
Template - Emergency Contacts Offers: A list of all emergency contacts across all athletes currently in the system. Tip: To match the Medical Details data source, you’d need to edit the columns to add Medical Details and remove emergency contact information if desired. |
|
Problem Log: List of all problems/injuries within a certain date range - can be run by Org or Team |
Template - Problem Log Offers: A list of all problems documented within the system, regardless of whether they have an incident report associated with them. |
|
|
Provider Engagement Report: Track usage and engagement of provider users by Organization |
Template - Provider User Engagement Offers: System usage metrics broken down by individual provider users. Helpful for identifying specific provider users who might not be fully utilizing the system. |
|
|
Referral Estimated Revenue: Track ROI of referral services - grouped by organization |
Blank report - add data source - Referral Revenue Offers: The estimated revenue of all referrals logged in the system aggregated at the service level, but not the problem level. This means that if there are two services listed under a referral and two problems then their will be separate rows for both of the services, but the problems will be grouped together and not result in separate rows. This is to avoid over estimating revenue by double counting the number of services performed. |
Template: Referral Revenue Breakdown Offers: A dashboard breaking down referral revenue by healthcare organization, provider and service type. |
|
Scheduled Events: List of scheduled events without participation over a certain date range |
Template - Events Offers: A list of all scheduled events Template - Event Participation Offers: Participation records for scheduled events by athlete. This report is helpful for tracking participation and exposure information. |
|
|
Simple Encounter Log: List of encounters/treatments over a certain date range |
Template - Encounter Log Offers: A list of all encounters |
|
|
Simple Referral Log: List of referrals/follow-up services over a certain date range |
Template - Referral Log Offers: A list of all referrals |
|
|
User Access Audit: Patient Access Log by User |
Template - Access Logs Offers: View system access logs by user and patient. Helpful for Auditing purposes. |