If you are experiencing issues with your admin reports or are having questions navigating to them, please reference this helpful guide!
Where to find your reports
To access your reports, login to your account and click on the dropdown arrow to the right of your name in the upper right-hand corner (not all providers will have reporting access).
From here you can get to your reports from the platform by clicking on the "My Account" button (see below).
Running Reports from the "My Account" Section
The "My Account" section will bring you to the page where you can alter your account settings. As you can see below, there are several aspects of your account that you can configure. For this article, we will focus on the "Reports" section. From here, click on the "Reports" icon to run your practice reports.
Once you have navigated to the reports section, you will be able to enter in date range and download your practice data via a csv file for view (applications that import csv files - Microsoft Excel, Apple Numbers, Google Sheets).
After you run your report, you will see a status page. Once completed, press "Download".
When you run reports from your eVisit account a copy of the report will be emailed to your email address on file to download.
Every practice will have access to the following default reports. If you would like to add custom reports to your practice, please contact the Customer Success team at email@example.com.
Financial Data - id, full_name, gender, dob, email, phone_cell, created_at, last_sign_in_at
Patient Data - id, patient_name, patient_gender, patient_dob, patient_email, patient_phone, patient_created_at, patient_last_login_at, created_at, wait_seconds, canceled_at, provider_name
Visit Data - id, full_name, gender, dob, email, phone_cell, created_at, last_sign_in_at
Patients with No Visits - Reference_id, patient_id, canceled_at, completed, completed_at, created_at, currency, duration_seconds, experience_rating, expired_at, feedback, impended_at, net_amount, patient_address, patient_email, patient_name, payment_date, provider_name, provider_rating, recommend_rating, scheduled_at, started_at, aasm_state, state_geo, submitted_at, wait_seconds, reason_for_no_charge
Cancelled Visits Data - full_name, email, age, complete_address, created_at, dob, gender, last_sign_in_ip, obfuscated_id
Patients with Incomplete Enrollment - reference_id, cardholder_name, card_last4, currency, fees, gross_amount, net_amount, patient_city, patient_email, patient_name, payment_date, payment_processor_id, payment_type, refunded
If you not receiving your reports or believe there to be a technical issue, first check to ensure that your notifications are setup correctly by following the steps above. If you are still having issues, feel free to reach out to our technical support team at 928-297-2294 or submit a support ticket at support.evisit.com and we would be happy to assist.