Listing - Events
How Do I View My Patient Schedule in AnalyticsPRO?
AnalyticsPRO Tab
To launch the AnalyticsPRO module, select the AnalyticsPRO tab within your Dialog Health console. This will open the module in a new tab.
Navigate to the Listing report.
In the left menu bar, under the Listing drop-down, select Events.
Left Menu Bar
If you'd like to review a specific date range, make sure to select the appropriate date and time or use the quick picks listed below (e.g., This Month, Last Year, Last Week...), as the date range in the Left Menu Bar will automatically revert to today's date.
After the appropriate filters have been set in the Left Menu Bar, you will see your list of Events/Appointments, and if you scroll to the right, the Person's demographics, contact information, and Misc. Fields associated with that Event/Appointment.
Right Menu Bar
In the Listing report, you have the flexibility to organize the text messages on screen by Event and Person categories. Additionally, the Right Menu Bar provides the option to customize Columns and Filters according to your preferences.
Columns
To customize the data displayed in the Listing report, use the Columns feature to select or deselect each data point you want to include. Once you've made your selections, they will be saved for future use. This is useful because if you navigate away from AnalyticsPRO Listing and return later, your previous column preferences will still be applied.
In addition, you have the ability to customize the order in which columns are displayed. Simply select the header row of the column you want to move and drag it to your desired position. Alternatively, you can use the right menu bar to drag and drop each column.
Filters
The Filters option can be a useful tool when sorting through a large amount of data. In the example below, I used the filters to only view patients who live in Nashville. The filter functionality in the listing is very similar to using filters in Diagram Lists. If you'd like a step-by-step tutorial on how to use filters, click HERE.
To hide or minimize the right menu bar, you can either click on the Columns/Filters tabs to hide, or you can drag the edge of the right menu bar to minimize.
How to Review Messaging History
Select the drop-down arrow next to the person's name to preview the messaging history. If the person has several messages in their messaging history, use the pagination found at the bottom of the drop-down to scroll through.
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