Listed below are various reports that can be used to track various communications that were sent within the Simplee system. We will include the best practices for these reports as well.
- Address Changes: Please note that this report is not available for all providers. This report will return any address changes that have been submitted by the patient. They will be able to do this through the Patient Experience portal. Once this is submitted the report will present the user with the account number, name, full address, email address, and phone number.
- Blocked Accounts: This report will return a list of accounts that have been "Blocked by system". The reason that they have been blocked is that they could be a point of a potential PHI breach. The report will return the account number that you can select. Once you have done this you can choose to either "Unblock" or "Confirm Blocking". This report has the ability to filter on accounts that were "Blocked by system", "Unblocked by Staff", and "Blocked by Staff".
- Why is this report important: This report has a list of accounts that have been blocked to prevent potential PHI breaches. This means that the accounts will no longer receive emails, statements, or be able to sign into the Patient Experience.
- Communication Report: This report allows the user to pull all of the communications that have been sent out to the patient. They are able to filter on which type of communication they would like to see. This would be email, statement, and letters. It may included SMS for providers who have this feature enabled.
- Email Subscription Updates: A list of patients that opted in to receiving emails during the reporting period.
- Why is this report important: This report shows unsubscribes done via the Simplee system. Depending on your internal process this report may also be received via FTP and injested into your legacy system.
- Insurance Changes: Please note that this report is not available for all providers. Similar to the Address Changes report, this report will return any insurance changes that have been submitted by the patient. They will be able to do this through the Patient Experience portal. Once this is submitted the report will present the user with pertinent information to the change. This can include effective date, insurance company name, policy number, group number, and can list secondary insurance information as well.
- Paperless: In this report all the accounts of patients who opted in (Paperless Activated) or out (Paperless Deactivated) of Paperless Billing will be visible. The report is generated by date and can be filtered by account number, status and time of change.
- Paper Statement Summary: A summary of paper statements sent out each day (only statements sent by Simplee will be shown. If your hospital/clinic sends their own statements outside of Simplee, you will not be able to view this data).
- Paper Statements Forwarded (NCOA): This report provides a list of accounts that have either moved or have new temporary address, their old addresses, and their corrected addresses. This will allow for the user to understand what needs to be updated in their system as well.
- Paper Statements Undeliverable: A list of accounts that had statements that could not be delivered for one reason or another. For instance it could be that the patient has a bad address on file.
- New Email: This report a list of all the emails that have been added or deleted, with information about who performed the action. This will also include the account it was added to as well as the full email address.