While MedLook provides a number of useful reports it is not uncommon to find a need for something MedLook does not directly provide. However, we have accounted for this by allowing you to simply dump your data into a CSV (comma delimited) data file for easy use in Microsoft Excel. For instance, perhaps you need to know how many patients between 30 and 40 years of age have visited the office for a particular service during a certain time period. The possibility of report requirements is amazing. By dumping the data into a CSV file you can easily generate virtually any report in a nice format.
The first thing is to determine what data to dump. Generally you will want to output services and payments. You can do this using several different “reports” under that patient list. The DOS [YTD/Last Year] Report, the Transactions [YTD/Last Year], and several others allow you to generate just such a file. Click on the appropriate listing and then use File Save Display To File. If you select to automatically open the file then either Excel (Office) or Calc (Open Office) will automatically start up; otherwise double click the file and open it (or open your application and then load the file).
In this article we assume you will be using Excel. Rather than reproducing how to manipulate your data in Excel we will simply provide a link to a very useful website that has a great tutorial to demonstrate how to use Pivot Tables. Click on the link below and follow the tutorial. Then return to your data and give it a try.
http://www.howtogeek.com/howto/13336/working-with-pivottables-in-excel/
Another excellent source is to search the internet for “excel pivot table video tutorial” and watch some of the available video tutorials. In just a few minutes you’ll find you can create some really nice, very useful reports without doing a lot of redundant, tiresome work.
Generating reports like this requires two things.
1. Being able to get the right data out of MedLook and into a suitable file format.
2. The right software (Excel or Calc) to create custom reports via Pivot Tables.
Of course, a little know-how and ingenuity are necessary as well.