SOAP 2.0

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Batch report processing

I regularly run reports for each of our clinics. For example, I am running referral reports. I open a clinic, change the date range, generate the report and download it to Excel. I would like to be able to select all of my clinics (or have a formatted screen to list individual reports) that could be run with one click instead of babysitting each location's report while still generating separate PDF/Excel/CSV files for each location.

  • Guest
  • Apr 8 2022
Other
  • May 6, 2022

    Admin response

    Hello, and thanks for your feedback! We currently support the ability to run reports across all clinics within our Analytics product. Once you access Analytics and identify the report you wish to run you can use the clinic hierarchy dropdown to select 1 to many locations and can run the report to include all. We'll also provide you with an ability to filter/sort/group (similar to excel) so you can view the data however you wish. Here’s a link to our help center that can help walk you through this functionality.


    https://help.emr.webpt.com/article/1542-analytics-report-availability

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