Assigned Tasks

Step 1. On the Navigation Bar, click ‘Reporting & Analytics’

Only users with the Role of Reporter or Administrator have this button.

Step 2. Click ‘Task Productivity’

Step 3. Click the ‘Assigned Tasks’ card

Step 4. Select ‘Tasks’ to view

Tasks are divided into Bill Tasks, RFA Tasks, and Document Tasks.

Step 5. Optional: Select an additional ‘View’ to display

Select User Count to view count of assigned tasks by User Name.

Select Task Count to view the count of assigned tasks by Task Type

Select User and Task Count to view the count of assigned tasks by User Name and Task Type. 

Select User and Billing Provider Count (when multiple Billing Providers exist) to view the count of assigned tasks by User Name and Billing Provider.

Step 6. Optional: Select one or more ‘Filters’

Filters limit results.  Add a Filter to limit results by Billing Provider, User, Rendering Provider, Place of Service, and/or Task Type.

Step 7. Click ‘Run Report’

Step 8. View more details by clicking on ‘Task Count’

Step 9. To download report click ‘Download CSV’

CSV is a universal spreadsheet format that can be opened using any spreadsheet program.

Simple!