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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