Using Reports in QDI

QDI provides reporting capabilities for CDI professionals to keep track of their team’s productivity as well as see trends such as the most missed conditions. Some reports can be provided out-of-the-box. Additional reports can be configured.

QDI Reporting Roles and Permissions

The standard role for QDI reports, CDI Manager, has permission to view reports. You must be assigned this role to view QDI reports. A CDI Manager also can do the same tasks that CDI Specialists can do. Contact your IT admin, who can work with Tendo Customer Engagement to get this role assigned to you.

A custom role also can be configured and assigned to your user if your specific use case is not covered by the CDI Manager role. Contact your IT admin, who again will work with Tendo Customer Engagement to work on this option.

Your IT Admin also will provide you with the login credentials and url for QDI.

Navigating to Reports in QDI

When you log in, you will be brought to the Cases page in QDI.

Select the Reports tab from the left main navigation bar.

Available Reports

The following reports are provided out-of-the-box.

• Query Overview - Includes queries for cases created in the past 30 days.
• Cases Overview - All cases by assignee, priority, category, opportunity status, and query status.
• Aging Queries - Queries that have been pending for seven days or more.
• Aging Cases - Cases that have been open for seven days or more.
• Comorbidities Breakdown - The status of comorbidities and their prevalence.

Using Reports

Click on the name of a report to open it. In this example, we will use the Comorbidities Breakdown report where you can see the trend for the number of conditions given the filters.

You can manipulate the report using some of these general functions to narrow your result.

• Search for a word or a phrase in the report using the search icon in the upper right hand corner.
• Show or hide filters on all the columns by selecting the filter icon in the upper right hand corner.
• Show or hide columns by selecting the column icon in the upper right hand corner.
• Remove preset grouping by selecting the X next to the Group By section at the top (e.g., See Grouped By Category).

You can also perform additional actions directly from each column to narrow your results.

• Sort a column by either

Selecting the up and down icon next to each column header.

or Selecting the next to each column header, and selecting Sort By.

• Filter the column - Select Filter by [the column name, such as Category]. Then enter the text you want to filter by in the field at the top of the column.

• Remove a grouping, if available, by selecting Ungroup by [column name].
• Hide the column by selecting Hide [column name] column.
• Reset the column size if the column size has been adjusted by selecting Reset column size.
• Show all columns if any is hidden by selecting Show all columns.

Exporting a Report

After you have finished manipulating the report as needed, you can export the report by selecting the Export button in the top right corner.

The report will download as a CSV to your computer. You can find the file in your downloads folder.

Editing a Report

Contact Tendo Support for configuration requests or report edit requests. If you think you may need edit rights to a report, Support can help you.