How Do I Pull a Report from Information in the Insurance Verification Form?

Issue

My organization uses the Insurance Verification form on the patient facesheet to collect VOB information and I want to pull a report with all of the information we've entered. 

Environment

Kipu EMR, Facesheet, Insurance Verification, Clinical Reports

Resolution

Tip:
The Insurance Verification form questions are customizable in your settings. Click here for more information.

To generate a report on the data fields in the Insurance Verification form, follow these steps:

1. Click on the Reports tab and select New Report.
2. Choose the Clinical report type.
   
3. Enter your report name, select Single Evaluation from the template drop-down, choose the other parameters, then click Continue.
   
4. On the Data Fields screen select the Insurance Forms tab. Then select the radio button for Insurance Verification (Facesheet) and click the Run Report button.
   
5. You will see a message informing you that the report will appear in your Downloads once completed.
   
6. To go to your downloads either select the word Download in the message or go to your Initials in the top right corner and select Downloads from the drop-down.

   Important
   Select the Downloads even if it says 0 unread, it will be there.

   

   
7. Select the word Download to open the Excel file.

Additional Information

• To learn more about the Insurance Verification Form, click here.
• To learn more about the Clinical Reports, click here.