CHAPTER 10 MANAGING REPORTS
Managing Standard Subscriptions
You’ll begin by setting up a standard e-mail subscription for employees in a health care organization
that provides home-care services to patients. The report, called Patient Recertification Listing, was
designed for employees who are responsible for tracking patient documentation. You can create
standard e-mail subscriptions with any report. In our business, it is a requirement that the patient’s
documentation, in this case an HCFA 485, be completed and signed by the attending physician. The
report is essentially a daily work list for these employees, where any documentation that is unsigned
becomes a work item.
You can find the Patient Recertification Listing report in the Pro_SSRS report project provided in the
Source Code/Download area on the Apress Web site (www.apress.com). You can deploy the report to your
report server using BIDS. Open the Pro_SSRS project, and change the TargetReportFolder for the project
to Patient Documentation. Next, right-click the Patient Recertification Listing report, select Deploy to
create the Patient Documentation folder, and publish the report and data source to your report server. It
is important to note that the Pro_SSRS data source that is provided in the Pro_SSRS project uses
Windows authentication, and for subscriptions to work successfully, the credentials will need to be
stored securely in the database. To change the deployed Pro_SSRS data source from Windows
authentication to stored credentials, navigate in Report Manager to select the Pro_SSRS data source in
the Patient Documentation folder. Change the Connect Using option to Credentials Stored Securely in
the Report Server, and supply the appropriate credentials.
Because this report needed to be generic enough for on-demand viewing in addition to being used
for subscriptions, we added a report parameter called Unsigned that works with a report filter to show
patients with both signed and unsigned documentation. This report has other parameters as well, as
shown in Figure 10-15. As you’ll see, you will use the parameters when you generate the subscription.Figure 10-15. Patient Recertification Listing report with parameters