QUICK TIPS
Medical Report

The Member Tracking System allows you to fill in medical information about the members.  Listed below are steps to print the medical information for your members that have data entered.

1. Click on Reports

2. Choose the Custom Member List (bottom right)

3. On the Universal Selection Engine click the Other check on bottom left

4. In the top center choose Health Issues in the Field dropdown

5. Choose Is Not Blank in the Relationship dropdown

6. Choose Or in the small dropdown on the next line

7. Choose Has Medications in the Field dropdown

8. Choose Is Not Blank in the Relationship dropdown

9. Click Continue

10. On the Custom Member List screen click Add New Report and Name it Medical List

11. Column Heading 1 choose Member Name and Sort Ascending

12. Column Heading 2 choose Health Issues

13. Column Heading 3 choose Medication List

14. Click Preview

1. There is also an Export to Excel tool in Procedures
2. Click Procedures from the Main Menu
3. Choose Data Export Tool
4. Click Open U.S.E on the top right
5. On the Universal Selection Engine click the Other check on bottom left
6. In the top center choose Health Issues in the Field dropdown
7. Choose Is Not Blank in the Relationship dropdown
8. Choose Or in the small dropdown on the next line
9. Choose Has Medications in the Field dropdown
10. Choose Is Not Blank in the Relationship dropdown
11. Click Continue
12. Click Add New Job and Name it Medical List
13. Choose Export to Excel
14. Double click on Member Name
15. Double click on Health Issues
16. Double click on Medication List
17. Preview or Export

Both of these options will save the report/job you create and allow you to use them in the future - you will only have to choose the options on the Universal Selection Engine.

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

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