Report Development Efforts and Solutions
- 1. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Monthly Financial Report – a Facilitated management review – all Internet/ecommerce compilation of over 20 reports in one, required reports in one file. retailer and completed with a hyperlinked table of Efficiency – all reports created as PDFs, wholesale contents. Reports included financial merged, and emailed to selected distributor statements (Bal. Sht., P&L, Cash flow, individuals with one process. Budget vs. Actual), graphs/charts, operational statistics. Monthly Operations Report – a Facilitated management review – all Home Health compilation of approximately 15 required reports in one file. Agency operations reports, graphs/charts. Efficiency – each report represented a tabbed worksheet in one Excel file emailed to selected individuals in one process. Daily NOC/Helpdesk Metrics Report – a Information was being stored on a Network Operations series of performance measurements. hosted SharePoint platform. The Center/Helpdesk information had to be Service validated/corrected. This was achieved Organization by populating and MS Access database and reporting off of that. The reports were emailed to selected individuals daily. The entire process was managed within MS Access and triggered by a VB script.
- 2. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type HHA Supervisory Visit Due Report – an Compliance – patients receiving HHA Home Health exception report which identified visits are required to be seen by an Agency patients that receive Home Health Aide HHA Supervisor every 14 days. The services and, who have not yet had a application did not have functionality to visit from the HHA Supervisor. perform this requirement. Efficiency – eliminated the need to manually review every patient’s schedule to see if there is an HHA Supervisory visit.
- 3. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Accounts Receivable Reconciliation Efficiency – eliminated the need to Internet/ecommerce Process – the sales records and the manually match transactions and retailer and receivables were on two different prepare daily journal entries. Journal wholesale systems. Both systems were manually entries were prepared as part of the distributor reconciled and the appropriate entries matching process, below. made by journal entry. System overhead – because the transactions were never reconciled, they were considered “open”. This prevented the records from being archived and caused the database to grow. Eventually, performance suffered. Using a MS Access database along with VB, matching using common information between the two systems was performed. Those records that matched were marked as closed and the archive process moved them from the production database to storage. Eight Day Appointment Calendar – each Efficiency – eliminated the need to log Home Health clinician’s schedule for the next eight onto the application, run the scheduler Agency days. and print. This was an automated process that ran overnight, created the calendar in PDF format and emailed to each clinician.
- 4. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Sales by Category by Brand – for a user Facilitated management review – Internet/ecommerce defined date range, the primary level is because there were over 700 brands retailer and the product category. Drilldown on that within five categories, management was wholesale gives the next level which is the brand. not only interested in the “big picture” distributor Drilldown on the brand gives a listing of but also wanted to see those that did all of the transactions for that brand. not meet a certain profit margin level. Those brands that had a profit margin We were able to achieve two objectives less than a user defined (prompt) with one report. number were color coded. Efficiency – the color coding allowed for a quicker identifying of sub-par performing brands. Insurance Enrollment file – before there Efficiency – using an MS Access Technology were formal EDI standards, insurance database, mapping tables were created company companies were requesting benefit to convert the data. This kept us from information in a file format they defined. having to constantly revise the program In some cases, the information had to code every time something changed. be manipulated. Innovation – the client was the pilot for what eventually became the insurance company’s EDI system.
- 5. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Financial Flash Report – a cross-tab Efficiency – the user never had to run Home Health report (spreadsheet) with dynamic rows this report. It was triggered monthly Agency and monthly columns based on a using the task scheduler. The row revolving twelve month period. information was updated automatically as new financial codes were added and the columnar information was based on the last twelve months. The report was rendered into a spreadsheet. Innovation –the organization had multiple locations, some on an older legacy system and others on the new system. The challenge was to extract the information from both systems directly. This was achieve through the use of sub-reports.
- 6. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Cash flow Report – a highly complex Facilitated management review – the Consumer products report which not only reported actual rules were established by management manufacturer cash flow but based on “what-if” and reported. The “what-if” scenarios scenarios and rules which were were also controlled by management. maintained in a table, projected future All of this was controlled by prompts that cash flow. management could update and save under their own user name. Efficiency – time saved by not having to maintain spreadsheets. Accuracy – this report was based on a single set of data that was verifiable and auditable.
- 7. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Report cards – a local school district did Consistency – the existing report cards School district not like the canned report cards. not only had to be formatted accordingly but graphics and other information not available in the system had to be included. Different graphics had to be shown for the various school buildings. In addition, there was certain non- mandated information which had to be reported that was part of a separate system. Efficiency – due to the large volume of students (7,000), the report cards were mass produced from a central location and forwarded to printers at the appropriate school building. HIPAA 270 – in order to determine if a Efficiency – eliminated the need to Home Health rd particular patient is eligible for Medicare, manually input information into the 3 Agency information must be transmitted using a party’s system via web browser. 3rd party clearing house. This was a Cost savings – eliminated the need for temporary solution pending the long customizations. The application vendor term solution which would be built into was scheduled to release this as an the new system. The file was created in enhancement in a future upgrade. the appropriate format for uploading through the 3rd party system.
- 8. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type HIPAA 271 – this would be the Efficiency – eliminated the need to Home Health response from the HIPAA 270 manually review. The 3rd party system Agency transmission. If denied, the file contains required to user to select the patient and various codes and explanations. could only display that patient. A web based report was built to display the contents of the entire 271 file with a drilldown to the specific patient information. Jenkins Act Compliance – the Compliance – full compliance with Internet/ecommerce organization was required to report to Jenkins Act. The appropriate retailer and each state all tobacco sales shipped to information was reported in a format wholesale customers in the specific state. that looked similar to an invoice (in PDF distributor format). As part of the process for creating the report, the scripts read a user maintained table that indicated whether the documents should be printed on paper or transferred to a CD.
- 9. Sam Spritzer Report Development Efforts and Solutions Report/Solution Description Problem being Solved Company Type Invoices – The “out of the box” manual Efficiency – eliminated the need to print Consumer products process was very inefficient. Invoices the standard 4 part invoice and manufacturer were generated daily but batched and manually separate each part. Created a mailed weekly. In many cases, they cover sheet (statement) that supported were misplaced. And the monthly batch the batch of invoices. A new process of that went to the sales reps. was also allowing the customer to choose hard incomplete due to missing invoices. copy by postal mail or PDF by email was implemented. 90% of the customers chose the PDF by email option. In addition, the sales rep copies were sent to them this way on a monthly basis. Cost savings – eliminated the need for four part invoice paper; reduction in postage; estimated 50 man-hours per month.