Having "At a Glance" is helpful however simply isolating the records is not enough. Reporting functionality here needs to be more way more intuitive to really bring value to this area.
For instance, I can view "Incomplete Physician Records" which will provide me with the corresponding records, however there is no way to export those records into Excel. The export feature dumps the entire Physician database which is pointless when trying to use this feature "correct" any records. Toggling between "At a Glance" and the Physician records to try and update/correct is time-consuming and bulky.
Having this area support a more robust reporting/exporting feature would really bring more value to ensuring correct information/errors/missing information can be quickly isolated and identified.
Also more transparency around how the records are "flagged" in each of the "At a Glance" categories. There is a disconnect with the initial number displayed versus the acutal records isolated in the following screen.
Hello, and thanks for your feedback! We are working diligently to expand our Analytics offering, which may offer you some of the functionality you want. Expanding the At a Glance Alerts is not a feature we have planned, but we may consider it in the future. We'll make sure to let you know if this feature is delivered.
In the meantime, if you have any further questions feel free to comment or contact WebPT Support using firstname.lastname@example.org.
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