Lesson #91
Orders – Daily Tracking Summary function
The Daily Tracking Summary list all parts with completed workflows or tracking steps within a specified period. Use this function to produce reports that document your progress for any time period.
The default Daily Tracking Summary lists all tracking items, i.e. workflows, finished today so you can document your day’s progress and fix any errors on the spot. You can change the search criteria to see your progress for a different time frame, focus on other aspects, and/or see information on individual steps in workflows. If you choose to generate a report of your tracking items/workflows, you get an aerial view of your record-gathering progress including each workflow’s:
- Order.Part No.
- Where records are to be retrieved from
- When the part was ordered
- Deadline for obtaining the part’s records
- Where the part is in your production cycle
- MR9 user who is the case coordinator for the order
- Type of item being tracked
- Timeframe for completing the tracked item
- Case name
- Client who ordered records/services
- Part of your business responsible for invoicing the order
If you choose to generate the report by tracking steps, you get a more detailed report that includes all of the above information plus a breakdown of all the finished steps in each workflow listed that displays:
- Timeframe for completing each tracking step in each workflow instead of only the workflow timeframe
- Stage in your workflow where the tracking item is
- Who is responsible for completing the tracking step
Create reports using different criteria
In addition to daily reports, you can generate reports for:
- Different date ranges
- A single manager
- One or more tracking items
- One or more of your company’s business units
If you choose to generate a report breaking down the workflows to see their finished tracking steps and related information, you can also narrow those reports to single MR9 users responsible for tracking steps.
Review and update
If you notice any errors in the report or want to move an item to the next step, you can update the part from within the report. You can also export the grid as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
TL;DR: Generate reports of all parts with completed tracking steps within a specified period.
MR9 concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Order: Usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding. This is different from a work order which is called a part in MR9 as it is part of an order. You can have multiple parts/work orders for a single order/case.
Part: A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.
Tracking: System for keeping track of where production items are in your production cycle and physically in your office.
Tracking Item: Workflow specific types of orders go through. For example your process for records retrieval would be a tracking item and the steps in a workflow are called tracking steps. If you have different workflows for different types of records retrieval — or other services you provide like process serving — you can set up multiple tracking items.
Tracking Step: Step in a workflow.
