Help:  Working with CRMS™ iView Reports 

Click a topic below for information about:

  Logging In

  Changing Your Password

  Displaying an iView Report

  Getting More Information About an iView Report

  What does this report mean?

  How do I see patient and service detail information?

  How do I get more information about an Episode Treatment Group™ (ETG)?

  Printing an iView Report

 

 

Logging In

To display iView reports created especially for your practice, you must first identify yourself by supplying the identification code assigned to you by the managed care organization and your password.  (If you don't know your identification code or password, contact the managed care organization for assistance.)

  To log in:

  1. In the Login ID text box, enter your identification code.

  2. Press the Tab key on your keyboard.

The cursor moves to the Password text box.

  1. Enter your password.

For added security, asterisks (***) appear instead of the characters you type.

  1. Click the Login button located below the Password text box.

If the login is successful, you can now display an iView report.

Note:  For added security, the managed care organization may have implemented a time-out feature.  Following a successful login, you may need to log in again if you don't perform any activity for a period of time specified by the managed care organization.

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Changing Your Password

Following a successful login, you can change your password at any time.  By default, passwords can contain from four to twelve characters, but the managed care organization may have changed these limits.  If you supply a new password that contains too few or too many characters, a message appears informing you of the appropriate number of characters to use.

(If you don't know your password, contact the managed care organization for assistance.)

  To change your password:

  1. Click the Change Password button located on the left side of your browser window.

Your browser window displays the heading "Change Password" and two text boxes.

  1. In the Enter Password text box, enter your new password.

For added security, asterisks (***) appear instead of the characters you type.

  1. Press the Tab key on your keyboard.

The cursor moves to the Re-enter Password text box.

  1. Enter your new password again, exactly as you entered it in the Enter Password text box.

For added security, asterisks (***) appear instead of the characters you type.

  1. Click the Change button located below the Re-enter Password text box.

Your browser window displays a message confirming that your password has been changed.  You can now display an iView report.  

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Displaying an iView Report

The managed care organization places iView reports that apply to your practice in one or more folders.  These folders appear on the left side of your browser window.  A closed folder appears with a plus sign (+) in front of its name, while an open folder appears with a minus sign (-) in front of its name.  To display an iView report, open the appropriate folder, and then select the report you want to see.

  To display an iView report:

  1. Click the name of the folder that you want to open.  (You can also click the plus sign in front of the appropriate folder name.)

A list of reports stored in that folder appears below the folder name.

  1. Click the name of a report.

That report appears on the right side of your browser window.  Notice that both the name of the folder and the name of the selected report appear at the top left of the report:  [Folder name] Report name

(You can close an open folder by clicking the folder name again.  You can also click the minus sign in front of the appropriate folder name.)

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Getting More Information About an iView Report

What does this report mean?

If you need help in interpreting a report, you can access and display information that explains the purpose of the report, describes any charts or graphs used, and provides a detailed description of each of the items included in the report.

  To find out what an iView report means:

Click the Report Help icon at the top of the report.

Another browser window appears with information about the currently displayed report.  (You can print this information by clicking the Print button in your browser window.)

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Getting More Information About an iView Report

How do I see patient and service detail information?

If the report you are viewing contains report items that appear in blue characters, you can access and display the patient and/or service detail information on which the report is based.

  To see patient and service detail information:

  1. Place the pointer over a report item appearing in blue characters.

The pointer changes to a pointing finger (Pointing Finger).

  1. Click.

A new report containing more detailed information appears in your browser window.

  1. If this new report also contains a report item appearing in blue characters, place the pointer over that item and click again to access more detailed information.

  2. To return to the original report, click either the Back icon at the top of the currently displayed report or the Back button in your browser's toolbar until the original report reappears.

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Getting More Information About an iView Report

What are episodes and Episode Treatment Groups (ETGs)?

An episode is a grouping of health care services provided to a patient over time to treat a specific illness or condition.  Thus, an episode represents the overall treatment for a specific occurrence of a specific illness or condition.

Episode Treatment Groups (ETGs) are a classification system used to link a patient's health care services into episodes by categorizing the patient's illness or condition into one of more than 500 groups.  For example, ETG 250 identifies a heart transplant.

How do I get more information about a specific ETG?

For those iView reports that group patient health care services into episodes of treatment, detailed Episode Treatment Group descriptions are available.  These descriptions provide information about the prevalent diagnoses, comorbidities, complications, defining surgeries, and so on associated with a specific ETG.

  To get more information about a specific ETG:

  1. Place the pointer over an ETG number or ETG description appearing in blue characters.

The pointer changes to a question mark (Question Mark) if you are using Microsoft Internet Explorer® or to a pointing finger (Pointing Finger) if you are using Netscape Navigator™.

  1. Click.

A second, smaller browser window appears containing the detailed description of the corresponding ETG.

Episode Treatment Groups™, a trademark of Symmetry Health Data Systems, Inc.,  is protected by U.S. Patent Number 5,835,897.  U.S. and Foreign Patents pending.

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Printing an iView Report

You can print any displayed report for additional analysis, for discussion with the managed care organization, for your personal records, and so on.  Follow this procedure to print only the displayed report, not the entire browser window.

  To print an iView report:

  1. Click the Printer-friendly Page icon at the top of the report, not the Print button in your browser's toolbar.

The following appear:

  1. In the small window, click the Close Window button.

The small window disappears.

  1. Click the Print button in your browser's toolbar.

The displayed report is sent to your printer.

  1. Return to your original browser window by clicking the Back button in your browser's toolbar.

Note:  If you don't follow this procedure and simply click the Print button in your browser's toolbar, you will print the entire browser window (that is, the report, along with the managed care organization's logo, the list of folders and report names, the Print Report and Report Help buttons, the Login, Help, and Change Password buttons, and so on).  Because these additional items take up space, some of the right side of your report may not fit on the printed page. 

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