Configuring Report Options

Report settings determine the display of PatientSecure data in reports.

To configure report options:

  1. In the Admin Console, go to Settings > Report Options.

  2. In the Reports section, review the settings and make changes, as needed:

    Item Description
    Report Scheduling Execution Time

    Set the time of day, according to the Time Zone setting, when scheduled reports will be run.

    The default setting is 4:00 AM.

    Show the 'patients enrolled expanded details' report

    Enable the Patients Enrolled Expanded Detailsreport, which displays displays records of patients enrolled, including biometric re-enrollments and deletions.

    The default setting is OFF.

  3. (Optional) Configure PatientSecure utilization reporting.

    1. In the Utilization Reporting section, click ON to enable utilization reporting.

    2. Click Utilization Reporting to expand the panel and configure the remaining settings for utilization reporting.

      For more information on utilization reporting, see About Utilization Reporting.

  4. In the Email Configuration section, configure the SMTP server connections and the handling of PatientSecure reports distributed by email.

    Item Description
    SMTP server address

    Type the name or IP address of the outgoing SMTP email server.

    For example: smtp.gmail.com. For Office365, type smtp.office365.com.
    User name

    Type the email address or user name, if the outgoing SMTP server requires authentication.

    For example: PatientSecureReports@yourOrganization.com.
    Password

    Type the password for the SMTP server.
    Domain

    Type the domain required for connecting to the SMTP server.

    Typically, only required for Microsoft Exchange Server.
    SMTP port

    Type the SMTP port number. This port is usually 25 or 587. The default is 587.
    Enable SSL

    Set Enable SSL to ON if the email server requires TLS or SSL encryption.

    The default setting is ON.
    Reply email address

    Type an email address where emailed replies will be sent.

    Reply email display name

    Type the name that will be displayed for reply emails. This is the user-friendly alias for the From address.

    For example: PatientSecureReports.
    Scheduled report subject template

    Type the string to customize the Subject field of the emails. By default, the Subject template displays the following strings:

    PatientSecure {ReportName} for {ReportName}

    where

    • The {ReportName} value will be replaced by the name of the report.

    • The {Date} value will be replaced by the date the report was run.
    Scheduled report message template

    Type the string to customize the message text of the emails.

    By default, the Message template displays the following strings:

    PatientSecure {ReportName} for {Date} {ReportDescription}.
Warning: This email may contain PHI.

    where

    • The {ReportName} value will be replaced by the name of the report.

    • The {Date} value will be replaced by the date the report was run.

    • The {ReportDescription} is the description of the report.
    Scheduled report success confirmation subject template

    Notification email only, the report is not included.

    Enter the subject template to be used for scheduled report success confirmation emails.

    By default, this template displays the following strings:

    PatientSecure {ReportName} for {Date} Success Confirmation

    where

    • The {ReportName} value will be replaced by the name of the report.

    • The {Date} value will be replaced by the date the report was run.
    Scheduled report success confirmation message template

    Enter the scheduled report message template to be used for emails.

    By default, this template displays the following strings:

    PatientSecure {ReportName} for {Date} ran successfully. {ReportDescription}

    where

    • The {ReportName} value will be replaced by the name of the report.

    • The {Date} value will be replaced by the date the report was run.

    • The {ReportDescription} is the description of the report.
    Scheduled report failure alert subject template

    Enter the subject template to be used for scheduled report emails.

    By default, this template displays the following strings:

    PatientSecure {ReportName} for {Date} Failure Alert

    where

    • The {ReportName} value will be replaced by the name of the report.

    • The {Date} value will be replaced by the date the report was run.
    Scheduled report failure alert message template

    Enter the scheduled report message template to be used for emails.

    By default, this template displays the following strings:

    PatientSecure {ReportName} for {Date} failed to run properly. {ReportDescription}

    where

    • The {ReportName} value will be replaced by the name of the report.

    • The {Date} value will be replaced by the date the report was run.

    • The {ReportDescription} is the description of the report.
    Send test email

    To send a test email through the configured SMTP server to verify the configuration:

    Type an email address in the box, and click Test.

    The email address entered will not be saved to the system, it is simply used to verify the configuration.

  5. To clear all the changes and start over with the latest saved settings, click Reset.

  6. Click Save.

  7. To change an individual setting to its default, click Reset to default next to the setting name. The setting will be reset and saved.