Insights User Guide
Insights Reporting: NSW Aboriginal Health Program KPIs

Minimum Requirements

The NSW KPIs report is available in v1.4 of MedicalDirector Insights, which is bundled with Clinical /Pracsoft 3.17.1.

o      Download and install the 3.17.1 update here.

Viewing the Latest Report Data

When you access reports in Insights, you are viewing data from the current, active collection of your patient database, which isn't necessarily the latest data. It is recommended (but not essential) that you create a new collection before you access the NSW KPI reports. A schedule for creating a quarterly collection of data is also provided.

o      Taking a collection

o      Managing collections

Scheduling Collections for the Report

For convenience, we have included a default schedule for the NSW KPI Quarterly Collection, available from the Collection menu.  

o      This schedule runs at beginning of each quarter. For example, the collection for April 1 through June 30 is scheduled for July 1 at 00:00.

Accessing the Reports

To access the NSW KPIS reports, select  and then select NSW KPIs from the list that appears.

o      Detailed information on reporting is available here.

 

Exporting Reports to Excel

1.      Select  and then select NSW KPIs.



The report opens.

 

2.      Click    You will be prompted to save the file. The file name will specify the report type, report date, and the date on which the export was made, for example: report NSWKPI  on 20170627 created on 20170627.xlsx

3. Save the file. You will be returned to the report window. This concludes the steps necessary for exporting a report.