USPS Automated Address Update Report

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The USPS® Automated Address Update Report shows patient address updates caused by National Change of Address® (NCOA) or the Coding Accuracy Support System (CASS™).

 

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Patients tab. In the Standard Reports section of the tab, click run next to USPS Automated Address Update Report.

 

 

 

To access reports on the Patients tab of the Report Library, you must have the Report: Report Library: Patients permission. This permission is included in the following roles:

  • Practice Superuser role
  • Report Reader role

Note: To activate the report, use the Activate Reports page.

 

 

  1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
  2. Click the Patients tab.
  3. Click run next to USPS Automated Address Update Report in the Standard Reports section of the tab.
    The Run Report: USPS Automated Address Update Report page appears.
  4. Select the dates, filters, report format and options (see the Field Reference table below for details).
  5. Click Run Report.

 

Run Report: USPS Automated Address Update Report
Event Date

Enter the start and end dates for the report, or select a date range from the menu.

Patient records that have been updated based on NCOA or CASS in this date range appear in the report.
Current Department Select the current department(s) to include in the report.
Patient Provider Group Select the patient provider group(s) to include in the report.
Registration Department Select the registration department(s) to include in the report.
Report Format

Select the format for your report results.

  • HTML table — Display the report results on your screen.
  • Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
  • Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
Report Options

Select other options for your report results.

  • Suppress Column Headings — Select this option to remove column headings from the report results.
  • Suppress Report Name — Select this option to remove the report name from the report results.
  • Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
  • Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
Column Headings
Current Department Name The primary department listed in the Identification/Provider section of the patient’s Quickview
AthenaNet Patient ID The patient ID associated with the address update
Patient Last Name The legal last name listed in the Identification/Provider section of the patient’s Quickview
Patient First Name The legal first name listed in the Identification/Provider section of the patient’s Quickview
Patient Middle Initial/Name The middle name listed in the Identification/Provider section of the patient’s Quickview
Old Address The old address value that was updated.
Address Updated Date The date the address change occurred.
Patient Address 1 The address line 1 listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient Address 2 The address line 2 listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient City The city listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient State The state listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient Zip The zip code listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient Home Phone The home phone number listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient Work Phone The work phone number listed in the Contact List & People with Portal Access section of the patient’s Quickview
Patient Employer Phone The employer phone number listed under the Employment section of the Patient Full Registration page
Guarantor Last Name The last name of the Guarantor listed in the Guarantor section of the patient’s Quickview
Guarantor First Name The first name of the Guarantor listed in the Guarantor section of the patient’s Quickview
Guarantor Middle Initial The middle initial of the Guarantor listed in the Guarantor section of the patient’s Quickview
Guarantor Address The address listed in the Guarantor section of the patient’s Quickview
Guarantor City The city listed in the Guarantor section of the patient’s Quickview
Guarantor State The state listed in the Guarantor section of the patient’s Quickview
Guarantor Zip The zip code listed in the Guarantor section of the patient’s Quickview
Guarantor Phone The phone number listed in the Guarantor section of the patient’s Quickview
Change Source

The address file type (NCOA or CASS) which caused the address update
Registration Department The ID and name of the department in the patient's registration
Patient Sex The legal sex listed in the Identification/Provider section of the patient’s Quickview
Patient DOB The DOB listed in the Identification/Provider section of the patient’s Quickview
Patient Outstanding The current patient outstanding amount

 

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