Group-Employed/Affiliated Doctor Lists and Reports - How to Pull and Filter Group Member/Non-Member Lists

Group-Employed/Affiliated Doctor Lists and Reports - How to Pull and Filter Group Member/Non-Member Lists


Notes
This article will teach you how to...
  1. Access a list of all OD members/non-member in your affiliate that work for any group over 5 doctors.
  2. Filter to the group of your choice.
  3. Find vision Source administrators and MyEyeDr. managers.
  4. Identify the dues reimbursement status for groups.
  5. Download/export the list.  


The Group Membership Analysis Report provides data for groups and includes OD names, practices, and if an OD is a member or not. It also provides data for group administrators and managers, and the dues reimbursement status for groups.

Idea
Alert
Affiliates that use Personify can run these group reports.
Warning
Affiliates not using Personify cannot run these reports; please reach out to Brian Scarpace at bscarpace@aoa.org.

1. Open Data Analyzer from the Personify Home Page.



2. Select “Group Membership Analysis” under the file path: Folders>Public Folders>AOA>Affiliate Shared>Membership



The report has three tabs: 
  1. ODs in Groups, De-Duped – includes names of ODs within a group and if they are a member or not. Practice information by OD is also included. 
  2. Administrators and Managers – includes names of administrators and managers and the respective practices they support. 
  3. Group Reimbursement – includes the dues reimbursement status for groups. 

3. Filter the report by clicking on the filter button, if desired, to look at only select group data. Both the “ODs in Groups, De-Duped” tab, and the “Administrators and Managers” tab can be filtered with specific values. For example, you can filter by group, Corporate ID, etc




4. Export the report if desired using the icon indicated below. Choose the file type you’d like for the file export (e.g., PDF, Excel). Click “Export”. 

 
 

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