Access Reports

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Access Reports

• Overview A brief synopsis of the changes on the
  upgraded report interface in ProviderConnect.
• Presenter Michael Berry IMHC
• Log-on ProviderConnect via the Illinois Mental
  Health Collaborative Website
• www.illinoismentalhealthcollaborative.com

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OLD VIEW
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HOME PAGE Click Document List for your
reports.
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OLD VIEW
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Expand the Public Folders by click the button
next to Public Folders. Or, Just click Public
Folders
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OLD VIEW
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To Run or View a Report Double Click the
Report Name To Alter the way a report is
run, Right Click any Report in the List and
choose Schedule
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OLD VIEW
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Scheduling a report involves filling out new
Parameters, as well as other Options. Click the
Parameter Link on the left. Click the EDIT
button to fill in a parameter.
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OLD VIEW
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Filling in Parameter Values usually involve
simple data entry. Sometimes Parameters have
certain formatsespecially dates. If you do not
fill out the parameter with the correct
format..you will get an error, or a blank report.
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OLD VIEW
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Other Parameters, especially parameters with a
lot of choices, like regions, or Provider
Numbers, will have asterisk. An asterisk tells
the report to grab ALL values possible for that
field. Otherwise, you can Enter your own
specific value in the Enter a Value
box. Close does not count. Make sure you spell
values precisely. For example, USA is not the
same as U.S.A.
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OLD VIEW
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Click OK to finish your parameter. Try to answer
all parameters that are offered. Click the
schedule button to run the report. This button
is in the lower right of the screen.
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OLD VIEW
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Click the Recurrence link to allow you to set a
new time schedule, if necessary.
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The Destination link will let you send this
report to email. You will have to type in email
addresses manually.
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Some reports will allow you to change the format
of the report For instance..you can change the
format to PDF for easy viewing, then change the
destination of the report to your co-workers email
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Another changed feature is History. Right
click a report name and Choose History You
will see a list of times different people have
run the report, Click a Date link (left side)
to view that instance of the report. This is
like a snapshot In time.
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You can click Document List at any time to return
to the list of reports
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• Thank you for your attention.
• For General software usage Questions, Call
  Michael Berry
• 217-801-9174, or email michael.berry_at_valueoptions.
  com
• For Report or technical related questions, call
• EDI Help Desk
• 888- 247 9311
• 8am-6pm EST