Point of Care Ideas

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Preferences and Privileges: Enter Actual Dates on Report Date Filters

Allow users to enter actual dates, instead of number of days from current on each report date filter. For example, if I want to do payroll on 8/1, let me enter 7/16-7/31 as the start and end dates, instead of calculating the number of days from current.

  • Danielle Beebe
  • Aug 1 2024
  • Needs Review
Idea Background

In POC Base, you could set the dates on the Admissions tab and it would update any reports with a start and end date filter to the same date range. That's no longer an option in POC Lite.

Instead, report date filters have been moved to Preferences and Privileges and have been set up to replace the old filter date options. But to use them for payroll as they're currently setup means you cannot backdate when setting the End Date filter, so each End Date would have to be manually edited when running payroll reports.

Idea Benefit

Allowing users to set report dates with actual dates would allow users to backdate as needed for payroll and other needs.

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