Solution

How it works.
The advocate reporting solution is divided into three main sections. Encounter Screens, the Report Engine and the Administration Panel.

Encounter Screens
This is where the information for all patient encounters is input. Whether derived from the field, or based on in-office effort, everything from time and mileage to phone calls and faxes, recommendations and amendments to treatments, all data relating to every patient is recorded here. On the left side are all prior data inputs. This allows you to easily check the last items you worked with and see the general overview of the patient's history. The right hand side is the current patient encounter. As you conclude each encounter, it is automatically time and date stamped giving a chronological history for later retrieval. As each piece of data is entered and appended to the patient record, it is date and time stamped along with a staff I.D. to ensure accountability throughout your organization. You can always go "back" and edit, amend or remove any entry over any time frame you desire.

Report Engine
Imagine creating reports as fast as you can point and click. Generate summaries and invoices in one format, then just as quickly, change to an entirely different format and display the same data. This is where it happens. The Report Engine section is one of the most remarkable features of the entire system. This is the engine that will allow you to create, edit and print reports and summaries across a wide range of criteria. By selecting a specific patient then choosing the date range for the desired report, you can scroll down the extensive menu of data headings to decide what you want this report to include. With those elements in place, you may then add your summary and print this for dispatch. It will automatically include your letterhead and logo within the print command, saving you stationary expenses as well. You can save the report and send it later, or review, edit and transmit to another billing source as needed.

Administration Panel
Since no two case managers are the same and no two practices identical, we have created the advocate reporting solution as an adaptable and dynamic software suite. All of the input templates are elastic and customizable. This allows you to use the exact same workflow that you used on paper but in a digital format that is quicker and easier to change and control.

The Administration Panel is "command central" for the entire advocate system. It is here we show you how to build the custom features that will make the system unique to your practice. Behind each green tab is a toolbox from which you can create templates.

We start by showing new users how to employ these tools to make the system mirror the paper records they currently use. It is always interesting to see the wide range of custom templates and forms being created by people after a relatively short time in the Admin Panel.

The ability to do this is what makes the advocate solution truly dynamic.

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