3. Working with Criteria
You may wish to run an srs report for only one provider, one procedure group (such as "Well Visits"), or a combination of restrictions. srs allows you to restrict by a wide variety of criteria. Once you have configured a set of criteria for a report, you can save and restore that criteria at a later date.
3.1. Adding Criteria
Follow the steps below to learn how to add criteria restrictions to an srs report.
Select and Run the Report
Find and begin running the desired report in srs. Enter a date range for the report.
Press [F8 -- Add Criteria]
On the "Confirm Criteria" screen, press F8 to add criteria.
Enter or Search For the Criteria Categories
Enter each of the criteria categories you want to use to restrict the report.
You can enter an asterisk (*) to view a list of all available criteria and select the one you want to use as a restriction.
As with other look-up fields in Partner, you can also use the asterisk to search for a particular word or phrase. For example, enter "*insurance*" to see a list of restriction items containing "insurance."
Press [F1 -- Proceed] to Continue
For Each Criteria You Chose, Make a Selection
For every criteria category you selected, srs will show you a screen with a list of possible restrictions. Select each item (or group) you wish to include on your report and press [F1 -- Process].
As with the restriction lists in other Partner reports, you can use the [F5 -- List By Group] and [F6 -- List By Pattern] functions to make selecting the desired criteria faster. Read the Advance Criteria Screens section of Partner Reporting for more information.
Review Criteria Selections, Run the Report
When you are finished with each of the restriction list pages, srs will return you to the Review Criteria page. Check your work and press [F8 -- Add/Edit Criteria] again if you need to make changes. Press [F1 -- Confirm] to run the report.
3.2. Saving and Retrieving Criteria
On the Review Criteria page, you will see two options for saving your criteria selections:
- [F4 -- Save As Default]
Press F4 to save the current report criteria as your personal default. Whenever you log in and run this report, the criteria you have assigned and the restrictions you selected will be used automatically.
- [F5 -- Save Rpt Criteria]
Press [F5] to save the current report criteria to a file that can be restored later. You will see a screen asking you to name and describe the criteria you have selected. Be as clear and detailed as possible.
You can save multiple sets of criteria and then retrieve them from the date selection screen whenever you run the report.
When you wish to retrieve a saved criteria file, press [F8 -- Restore Criteria] from the Date selection screen:
Select the criteria set that you wish to retrieve, and press [F1 -- Restore File] to load it into the report.
 | If you want to share your custom criteria with someone else in your office, save it as a set as described above. Then show your coworker how to retrieve your saved report criteria. They can then press [F4 -- Save As Default] and they will never need to open the criteria file again. |