Viewing Electronic Patient Notifications Reports

The Eyefinity Electronic Patient Notifications require an additional fee and setup by Eyefinity. For information on how to get started, go to www.ewebextrademo.com.

This topic explains how to view and print reports for Eyefinity Electronic Patient Notifications.

Some setup is required before you can begin using the electronic patient notifications. For more information, see Setting Up Eyefinity Electronic Patient Notifications.

Viewing the Messaging Runs Report

The Messaging Runs Report lists detailed information for each patient notification sent during the date range you specify. You can download the report as a CSV file.

  1. In Administration, Company: Setup, click Patient Engagement and select Website Setup.
  2. Enter your Eyefinity Practice Management login information, when prompted.

    The Patient Engagement Connection screen opens.

  3. Click Electronic Patient Notification - Manage at the top of the screen.
  4. Under EPN Reports, click View Messaging Runs.

    The Electronic Patient Notifications Messaging Runs Report window opens.

  5. Type a Start Date or select a date from the calendar.
  6. Type an End Date or select a date from the calendar.
  7. Select a message type from the Message Filter drop-down list. The filter defaults to displaying all message types, but you can select to display any single notification type or all types except day of (same-day) reminders.
  8. Click Search.

    The list updates to display all messaging runs that meet your search criteria.

  9. To download a report as a CSV file, click the report in the list.

Viewing the Patient Reminder Replies Report

The Patient Reminder Replies Report lists patient replies to messages that were sent during the date range you specify.

  1. In Administration, Company: Setup, click Patient Engagement and select Website Setup.
  2. Enter your Eyefinity Practice Management login information, when prompted.

    The Patient Engagement Connection screen opens.

  3. Click Electronic Patient Notification - Manage at the top of the screen.
  4. Under EPN Reports, click View Patient Reminder Replies.

    The Electronic Patient Notifications Messaging Replies Report window opens.

  5. Type a Start Date or select a date from the calendar.
  6. Type an End Date or select a date from the calendar.
  7. Select the Office Location Only responses to this office will appear on the report.
  8. Click Search.

    The list updates to display all patient replies that meet your search criteria.