You and the rest of the team are completing courses, or distributing policies, or doing credentialing with MedTrainer. Great work! Now, take your knowledge to the next level with the MedTrainer reporting feature.
Why should you run reports in MedTrainer?
The Reports feature gives you a better understanding of your organization’s overall compliance and credentialing status. MedTrainer offers reports for a variety of needs, whether that’s a big-picture overview or comprehensive details for you and leaders to review.
This level of organized, detailed information helps the organization know where it stands in terms of compliance. It also makes you stand out as a helpful, capable employee. That, friends, is otherwise known as a win-win situation.
What kind of reports can you view?
There are dozens of reports you can run. Here are a few reporting options for mt | learning:
- See course analytics
- Get training certificates
- See staff with past-due training
- View staff not assigned courses
Here are examples of reports for mt | compliance:
- View all Incident Reports
- See employees assigned Safety Plans
- View Policy Analytics
And there are plenty of reporting options for mt | credentialing, including these:
- See document status for all providers
- View the enrollment status for all providers and their insurances
- Get a quick report on exclusion checks for each provider
And these are just a few of the options. To get exactly the information you need, we also offer multiple data filters.
Filtering Options for Even More Specific Data
Once you select your report, you can filter by various parameters to see the exact data you need, without sorting through irrelevant information.
Filter options include employee name, employee location, department, supervisor, and more.
So how do you actually run a report in MedTrainer? Let’s do it.
How to Run a Report in MedTrainer
- Select the Reports module in the main menu
- Find the report you need, either by scrolling through the list or using the search bar
- Select “Run Report”
- Select your filters
- Click “Run”
- The report will download to your computer as an Excel report
To see a step-by-step video tutorial on how to run a report in MedTrainer, click here.
Even better! How to Schedule a Report in MedTrainer
For important reports you’d like to see weekly or monthly, wouldn’t it be nice to have them delivered to your inbox automatically?
We’re happy to say that’s a thing. 🙂 Some MedTrainer reports can be scheduled. Here’s how you do it:
- Select the Reports module in the main menu
- Find the report you need, either by scrolling through the list or using the search bar
- Select “Schedule” if that option is available
- Choose who will receive the report
- Select how often you’d like to generate the report
- If you’d like, add external emails to receive the report
- Choose your report filters
- Click “Save”
To see a step-by-step video tutorial on how to schedule a report in MedTrainer, click here.
Or download our easy visual guide here.
That’s it! Reporting with MedTrainer is a great way to knock the socks off your leaders with detailed information, and most importantly, to help your organization stay in compliance. We hope you’ve gotten some value from this mini tutorial on running reports in MedTrainer. As always, if you have additional questions please ask your Customer Success Manager.