Orders Report

1. From the Reporting Tool, go to Reports > Orders > Orders
2. Select a Location or leave defaulted to All locations
3. Select a User or leave defaulted to All users
   1. Selecting a User filters the report to display orders created by that user
4. Populate Date From and Date To fields to specify the date range for the order creation
5. Select an Order using the following options:
   1. Select an order from the list or leave defaulted to All orders
   2. Click Search Master CPT List to select a specific CPT code
   3. Click Search Master HCPCS List to select a specific HCPCS code
6. Optional: select an option from Actions
   1. Selecting an Action filters the report to display all orders or only those that are billed or unbilled
7. Click Create Report

Note

	Reports with an extensive amount of data are unable to be generated as a PDF and will require the user to export the report to view the data.

The Orders report will display the Patient Name and patient demographic data, Encounter Date, order Description detail, Action, and user (Provider).

Generated report data can be exported and saved outside of Sevocity to a destination selected by the user, such as a network drive or local machine.

1. From the report, click Export
2. Select a location to save the file and type a File Name
3. Click Save

   1. The data will be saved as a comma delimited file (.csv)

      

4. Click OK to acknowledge the export is complete

   

Why is the Export Button Disabled?

The Export button becomes enabled only if there is data in the generated report.