This article is a step-by-step guide for the use of the Service Transaction dashboard report. This report is accessible to all HMIS users. It should be used by any project to monitor the services provided and recorded by the project within HMIS.
Running the Service Transaction Report
- Set Enter Data As mode
- Click Reports from the menu on the left
- Click Service Transaction
- Enter the report prompts
- Provider: This should be the provider selected as the Enter Data As.
- Provider Search Type: This should be set to "this provider only"
- Services: Checkmark any services transaction types needing to be viewed (i.e. provider wants to see how many COVID shot services have been recorded by the project, "Services Provided by my provider" would need to be checked)
- Choose Service Code: The default is all services would return unless a specific code was selected (i.e. provider only wants to see COVID vaccination services so "COVID-19 Immunization Clinics, LT-3400.1525" coded service would need to be selected)
- Need Date Range: This field is required to be filled out if any of the need options were selected from the "Services" prompt above. These dates should be the time frame between which needs were made in HMIS. (This can be left blank if you ONLY want to review service transactions by Services Provided Date Range)
- Service Provided Date Range: This field is required to be filled out if any of the service-type options were selected from the "Services" prompt above. These dates should be the time frame between which services were made in HMIS. (This can be left blank if you ONLY want to review service transactions by Need Date Range)
- Need Outcome: The default is all outcomes, however, this prompt can be adjusted to see needs/services with specific outcomes.
- Click Build Report
Reviewing the Service Transaction Report
Once the report runs, the list of needs &/or services during the date range will appear as a table in the "Service Transaction" section, below the prompts. Client names with HMIS ID and need type appear in blue text as they are hyperlinked items. If the client name is clicked, the page will be redirected to the client's profile. If the need type is clicked, the page will redirect to the specific need &/or service in the system.
To download the results, click the Download Results button (below prompts). A .zip file will download to the computer. Then an excel document can be opened for reviewing and sorting.
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