User Guide — Reporting Networks

User access and permissions

To use the network features available in a reporting network, superusers need the following roles or permissions (granted at the reporting network level):

Practice Switcher role or permission
Enterprise: Network Dashboard role or permission

The following roles or permissions are recommended for users to easily navigate the reporting network:

Access to all Departments role or permission
Access to all Providers role or permission
*Billing Admin role

What is a reporting network?

A reporting network consists of a parent organization and the smaller (child) entities under the parent umbrella. If your organization owns and operates multiple practices, athenahealth can set up a reporting network for you to help you coordinate policies and reporting across your organization. Large national organizations and management services organizations (MSOs) are ideal candidates for a reporting network, which offers centralized visibility and control over certain aspects of their various business units.

A reporting network connects all practices within a healthcare organization, allowing you to standardize certain configurations and policies throughout the organization and allowing athenahealth to provide performance metrics for your entire organization.

Note: If your organization is interested in connecting your practices in a reporting network, please contact your Customer Success Manager.

Benefits of a reporting network

A reporting network provides additional capabilities available only to networked clients. Practices linked in a reporting network become child sites to a parent-level reporting network hub.

Note: The parent-level tablespace in the reporting network does not contain patient or financial data and cannot be logged in to in the same way that you log in to a practice.

A reporting network provides the following features to your organization:

Cross-practice reporting, including the Activity Wizard, the A/R Aging Wizard, and the Report Builder.
Note: The ability of a user to run a cross-practice report depends on the permissions granted to that user in specific practices.
Network Dashboard (cross-practice workflow dashboard).
Network superuser roles and permissions managed and standardized across the entire network.
Local roles standardized and applied to users across the network.
athenaOne major releases deployed throughout the network on the same day.

Multilevel reporting networks

A reporting network can also be subdivided, with an additional layer that groups tablespaces by region, for example. For large organizations with many tablespaces, it is often useful to create multiple smaller networks within the larger organizational network to allow for reporting and governance across individual business segments, as well as across the organization as a whole.

Note: Multilevel reporting networks are often used by organizations with affiliate programs that differ from their core business unit.

Only two levels of network tablespaces can be configured for a reporting network. That is, a child practice in a reporting network can have only a parent tablespace and a grandparent tablespace that encompasses the entire reporting network.

Global user roles and local roles in a reporting network

In a reporting network, global user roles can be granted — and local roles can be created — at both the network level and the practice level. Practices (child-level tablespaces) inherit the global user roles and local roles configured at the network level, but user roles and local roles configured at the practice level apply only to the individual practice.

Note: Local roles can be restricted to a specific practice. If your organization requested that local roles be associated with a specific practice only, the Context ID column on the Local Roles page lists a child context ID instead of the reporting network ID. (To change this configuration option, contact your CSM.)

The figure below shows a network that links two child practices (in green) to a single reporting network (in blue). The blue lines and symbols show the direction and behavior of role inheritance.

User roles

Global user roles can be assigned to users at the network (parent) level and at the practice (child) level. In a reporting network, global user roles are applied as follows:

When you assign a user role to a user at the network level, that user has the access specified in the role in every practice tablespace within the reporting network.
Important: User roles granted at the network level apply to every practice within the reporting network; for this reason, be very careful about granting roles at the network level.
When you assign a user role to a user at the practice (child) level, that user has the access specified in the role only in that practice tablespace.

In a reporting network, the user roles assigned to a specific user include both:

Roles assigned to the user at the network level
Roles assigned to the user at the practice level

In a multilevel reporting network, child practices inherit user roles granted at the parent network level and at the grandparent (hub) network level.

In this reporting network, roles granted to users at the grandparent level apply to those users in any practice in the network, that is, in child practices 1–4. Users in child practice 1 and child practice 2 also inherit user roles granted at the parent level; however, roles granted to child practice 3 and child practice 4 at the parent level for those child practices do not apply to child practice 1 and child practice 2.

Local roles

Local roles can exist at both the network level and the practice level. In a reporting network, local roles are applied as follows:

Local roles created at the network level can be used by all users in any practice tablespace across the whole network.
Local roles created at the practice (child) level can be used only in that practice tablespace (these local roles are not available to other practices in the reporting network).

Note: If a user in one tablespace was assigned a local role that was created elsewhere in the network and that user's tablespace is removed from the network, the user loses access to the local role.

In a reporting network, the local roles assigned to a specific user include both:

Local roles created at the network level and assigned to the user
Local roles created at the practice level and assigned to the user

Note: Avoid assigning local roles to one user that contain redundant or conflicting permissions. If, at the practice level, you grant a user a local role that provides view only access but, at the network level, you grant the same user a local role that provides superuser access, the user will have superuser access in the child practice (the local role created at the network level overrides the role created at the practice level).

Creating and editing local roles in a reporting network

To create or edit local roles at the network or practice level, a user must have access to local roles at the network level.

Note: If a user had access to local roles at the practice level before the reporting network was set up, the user can continue to assign and revoke the existing local roles in that practice. However, the user cannot edit the local role unless she has permission to edit local roles at the network level.

Additional athenaOne features for reporting networks

To use the network features available in a reporting network, superusers need the following roles or permissions (granted at the reporting network level):

Practice Switcher role or permission
Enterprise: Network Dashboard role or permission

The following roles or permissions are recommended for users to easily navigate the reporting network:

Access to all Departments role or permission
Access to all Providers role or permission
*Billing Admin role

Claims worklists in a reporting network

User interaction with claim worklists in a reporting network is slightly different from the same actions in a non-networked practice.

Claims accessed from the claims worklist open in a separate browser window if the claim exists in a practice other than the one that the user is logged in to.
Some claim inbox actions available in non-networked practices are not available in a reporting network.
Exception: See To enable more custom claim worklists functionality for a reporting network.

For more information about claim worklists, see Claim Worklists Feature.

To enable more custom claim worklists functionality for a reporting network

Practices who are part of a reporting network can request access to the same custom claim worklists functionality that non-networked practices have as follows:

Before contacting athenahealth, complete your worklists, or get a list of your queued claims.
Contact your CSM or onboarding project team and request that the Additional Custom Claim Worklists Functionality for Practices in Reporting Network feature be enabled.
Important: When this feature is enabled, your queues are reset, so any queued claims will be removed from the queues and reset to their original state.

What additional functionality can be accessed?

If your practice is part of a reporting network, you can access the following functionality only if the Additional Custom Claim Worklists Functionality for Practices in Reporting Network feature is enabled for your organization. This allows you to access the same functionality that's available to non-networked practices.

Additional options within the filter

The following additional fields appear on the My Claims, Pended Claims, and Escalations tabs of the Claim Inbox page when you click Update Filter Criteria:

Diagnosis codes
Patient department
Primary department
Specialty

Additional options within Configure Table Columns

The following additional fields appear on the My Claims tab of the Claim Inbox page when you click Configure Columns:

Diagnosis codes
Patient Department
Primary Department
Referring Provider
Specialty

Ability to work all tasks within the Claim Edit page

You have additional options to work tasks within the Claim Edit page:

The Claim Inbox menu appears in the top right, next to the Resources menu, and contains the following options:
- Assign Claim
- Go to Claim Inbox
Additional option in the Resources menu:
- View Clinical Encounter
Additional options in the claim Actions menu on the Claim Action page:
- Adjust Balance
- Appeal Denial

Running cross-practice reports

Cross-practice reports generate significantly more data than single-practice reports. For this reason, use the Practice filter field and other filter fields — such as date, provider, provider group, department, or insurance reporting category — to specify the search criteria for your cross-practice reports.

athenahealth recommends that you run cross-practice reports offline (to be delivered to the Report Inbox) for best results.

To run a cross-practice Report Builder report

Note: To create cross-practice reports, you must have access to multiple athenaOne practices and you must have the Report: Report Builder: Cross-Practice Beta role or permission in the parent tablespace (the network hub). The Cross-Practice report type will only be visible to users who have cross-practice reporting access.

Report previews for cross-practice reports return only the first 30 rows for the practice you are logged in to. If this practice is a reporting network hub with no data, the results for the first practice in that network only appear. This limitation is in place for performance reasons.

Note: Cross-practice reports return a very large amount of data. For this reason, some fields and filters are unavailable in cross-practice reports.

Display the Report Builder page: On the Main Menu, click Reports. Under General, click Report Builder.
The Choose Report Type tab appears.
Type — Select the type of report that you want to create on the Choose Report Type tab.
Click Cross-Practice.

Note: The Cross-Practice report type will only be visible to users who have cross-practice reporting access.

The Choose Display Columns tab appears.
Click the plus sign next to Cross-Practice.
To display the report results by network, practice, or region, select Network, Practice, or Region and click the right arrow .
Note: You can select more than one of these columns.
Select the other display columns for your report.
Click Next or click the Choose & Set Filters tab.
Filter Criteria — Click the plus sign next to Cross-Practice to expand the category. Select Network or Region and click the right arrow .
Note: The Practice filter is always included in the selected filters for a cross-practice report. Select the practices that you want to report on.
Enter filter criteria as you normally would.
Click Run Report or click the View Results tab.
Select the report format and click OK.
Your report results appear.