My Task Counts

The My Task Counts report is designed to enable administrators and supervisors to quickly track which users have open or incompleted tasks at a high-level, as well as viewing a more detailed breakdown. This is used to track Notes, Orders, Superbills, and unreviewed eDocuments.

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Step-By-Step Instructions

  1.  Open the Reports Portal in the lower left hand corner.

  2. In the left-hand navigation pane, choose the My Task Counts option under the EMR header.

  3. Choose the report bucket to view from the top toolbar: Orders, Superbill, Notes, or eDocuments.

  4.  The report will automatically run by user when selecting a bucket, showing a total count report by user. To the right, you will see a legend to show you, by color, what counts are Open or Missing.
    Open means saved, but incomplete.
    Missing means incomplete without action.

  5. To view more detailed data for a user's task count, click directly on the graph bar.

  6. A detailed breakdown will show in a popout window. To change the arrangement, click on the "Arranged By" button to toggle the view.

  7. To print this report, click the Print icon in the upper left corner.