Reports

The central purpose of the Reports module is to allow Concert Platform administrators to manage data and access reports summarizing historical test ordering volume. There are four (4) main reports: Utilization, Billing, Monitor and Improve. Within Monitor, there are three (3) subcategories including Vendors, Departments and Physicians. Administrators also have the ability to export order data.

Select a Laboratory

The "Select a laboratory" option will be available on the Utilization and Billing sections inside Reports. This gives administrators the ability to review data that applies to orders sent to the selected laboratory only.

To view your selected data for a specific laboratory, highlight the selected laboratory from the dropdown.

Change Billing Method

The Billing method applies to all reports and will stay the same as the administrator moves from one report to the next. The billing method selected will determine which method of billing was selected during the order process. The default option is 'All' with users having the ability to filter by Institution, Insurance and Self-Pay. To modify the billing method, click on the 'Billing' button.

Change Date Range

The Date Range applies to all reports and will stay the same as the administrator moves from one report to the next. The date range will determine which period of time the data will be processed and analyzed. To modify the date range, click on the 'Range' button.

The Concert Platform has six (6) pre-defined time periods: Last week, Last month, Last 6 months, Last 12 months, Last 7 days and Last 30 days. To select one of those time periods, click the dropdown and highlight the preferred range.

The Concert Platform also enables administrators to customize the preferred date range. To set the start date, use the calendar on the left to scroll through the months until you find the preferred month, then click on the date. To set the end date, use the calendar on the right and perform the same task. Once both dates have been selected, click the 'Apply' button.

Utilization

The Utilization Report provides a summary of all volume and costs for tests ordered by an administrator's institution. The Utilization Report can be generated to capture volume for the entire institution, or can be prepared to capture volume for a single laboratory only.

The Utilization Report displays selected data in two ways, in graphical form on top and in a data table below the graph.

Within the Utilization graph, there are several features that can be accessed to customize it:

• Switch between Line and Column
• Switch between Days/Weeks/Months
• Show Volume and Cost together or separate

Once the administrator has modified the preferred number of data points, he/she can access those data points by moving the cursor over the selected data point. The number represents the value and the date represents the first day/month that time period represents. For example, in the image below, that data point represents a period that began on December 31.

Within the Utilization table, an administrator will find a list of all tests that have been ordered by his/her institution. Tests have been categorized to simplify utilization management and comparison. Each test category in the table include: the number of labs, the total volume, and the total cost.

You can sort the data by Total Volume and Total Cost by clicking on the preferred header.

Billing

The Billing Report assists the Accounts Payable department with reconciling laboratory invoices. To utilize the billing report, start by selecting the laboratory and date range to review. Data is sorted by the most recent order date. Additional information to assist in invoice reconciliation includes:

• Test Information: Test Name, Order Date, State and Institution Price
• Patient Information: Patient Name and Date of Birth
• Ordering Physician

Monitor

The Monitor Reports can be utilized to help consolidate laboratory volume and provide valuable insight into ordering behavior of departments/physicians to identify areas of costs savings. There are three (3) subcategories of the Monitor Report: Vendors, Departments, and Physicians.

To access one of the subcategories of the Monitor Report, select the subcategory, which can be found on the right side of the platform below the Search bar.

The Vendors Report summarizes the total volume and cost associated with all test orders for the selected period of time by laboratory. Additional information provided for each laboratory includes the TAT Rate (the percentage of time the lab reported the result within the TAT), and the Hit Rate/Yield (what percentage of results had a mutation identified). Laboratories are identified as Preferred, Restricted or No Relationship, and a breakdown of the total volume by number and percentage is included on the top of the table. As a reminder, vendor relationship settings can be updated within the Vendor Management module. To filter laboratories by relationship status, click on the header.

The Departments Report summarizes ordering behavior by department, including the percentage of orders sent to preferred/restricted/no relationship laboratories, the total volume and the total cost. The data can be sorted by Department, Volume or Cost. To access detailed physician information within the department, administrators can click on the department name.

The Physicians Report summarizes ordering behavior by physician, including the percentage of orders sent to preferred laboratories, the total volume and the total cost. The data can be sorted by Physician Name, Department, Volume or Cost. To access detailed test and lab information by physician, click on the physician's name.

Improve

The purpose of the Improve Report is to highlight potential cost savings opportunities by identifying scenarios where there are cheaper priced testing options within the same test category. On the summary page, you will find the name of the test category, the number of labs ordered from, the percent of time your institution ordered from a preferred lab within that category, the number of preferred tests set in that category, the total volume and the total cost. Administrators can sort by any of the column headers. To access more information about that test category, click on 'Details'.

Once an Administrator has accessed the Details section for a test category, he/she will see the laboratory, the test name, the current price, the order volume and cost for the designated time period. The report automatically calculates savings potential and compares all tests in the category against the test highlighted in blue. When users change which test is being compared against, all data will automatically update.

Savings Potential is calculated by multiplying the selected comparison test's price (test highlighted in yellow) with the volume ordered for each specific test, and then subtracting that total from the total cost of that specific test. If you selects a different test to compare against, the savings potential will recalculate based on the price of the new comparison test.

Because not all tests within a category are the same, the Improve Report does a comparison for all tests in the category against the selected test based on three metrics: Gene Match, Panel Size and Technique Match. Gene Match calculates the percentage of genes that the panels share, Panel Size relates to the number of genes on the panel and Technique Match compares the tests based on the documented techniques (sequencing or deletion/duplication for example).

Users can also filter by these three metrics to more easily identify the most comparable tests. In addition to filtering based on Gene Match, Panel Size and Technique Match, users can also filter by lab status. Once specific tests are identified, users can click the '+' buttons next to the tests to access the 'Detailed Comparison' report.

Data Export

The Data Export feature gives Administrators the ability to download all available test and order information. To export order data for a specific time period or billing method, update the billing and time range filters to the preferred setting. Then, to export the data, select the fields you wish to analyze and click the 'Export CSV' button. The CSV file should open automatically in an appropriate viewer.