Doc's Report Guide

Created by Larry Kloeung, Modified on Tue, Jan 30, 2024 at 1:46 PM by Larry Kloeung

This guide will walk the end user through running the Doc's Production Report

Important Notes:

  • Please reach out to the EHR team to confirm that the payroll data has been updated for Psych hours prior to running this report
  • This report must be run on Tuesdays in order to get accurate billing info from Evolv (if unsure, reach out to billing department)

Instructions:

  • Navigate to Home >  Jim Mazur > Docs_CPS_Evolv V3 
  • Enter the start date as the Sunday of the previous week and the Saturday ending that week 
  • Click view report 
  • Export to excel 
  • Repeat steps to run report until you complete the current month 
  • Navigate to Home > Z-ITDEPT > Jim Mazur Reports > Docs_CPS_Evolv_Month 
  • Enter the start date as the first of the previous month and the last of that month 
  • Click view report 
  • Export to excel 
  • Repeat steps to run report until the evolve total hours match up to the previous week’s report (usually 2 or 3 months back) 
  • Insert all excel sheets into the same sheet and add the past months that did not need to be run 


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