Query Tool
Additional Steps for Custom Reports

If you select a custom report, you must also select the items to include in the report. In addition, you select a date range for the specified items and (optionally) filter the selected patient lists.

Selecting the Items to Include in the Report
You can select the following items for your custom report:

To include one of these items in the report, select the appropriate check box in the lower half of the upper pane. For example, if you would like to include orders and results in the report, select the Orders / Results check box (graphic).

Selecting the Date Range for Selected Items
You must also specify a date range for items you selected in Selecting the Items to Include in the Report.

To specify a date range, follow these steps:

  1. Click the <select date range> hyperlink in the lower pane.
    The Date Range dialog box appears (graphic).
  2. Select the appropriate date range.
  3. Click OK
    The Query Tool displays the date range in the bottom pane (graphic).

Filtering the Selected Patient Lists
After you have followed the steps in Selecting the Items to Include in the Report you can (optionally) filter the patient lists you selected in Defining the Patient Lists to Search. For example, suppose you selected patients in Ward 2B, but want a report that includes only Ward 2B patients for whom you are the provider. You can filter the Ward 2B patient list to include only these patients. You can apply one or more of the following filters to refine the patient lists you select:

Including Patients who had an Inpatient, Outpatient, or Pharmacy Visit to any clinic During a Specific Date Range

  1. Select the Screen by Inpatient, Outpatient, or Pharmacy Visits check box.
  2. Select Include Patients with ANY visits (graphic).
  3. Set the date range for the visits by clicking the <select date range> hyperlink, which is displayed after the following: include only patients with inpt/outpt/pharmacy visits (graphic).

Including Patients who had an Inpatient, Outpatient, or Pharmacy Visit to a Specific Clinic

  1. Select the Screen by Inpatient, Outpatient, or Pharmacy Visits check box.
  2. Select Include Patients with Visits to Selected Clinics (graphic).
  3. Click the <select clinics> hyperlink (in the lower pane) to select the clinics
  4. If you want to select a date range for the visits, click the <select date range> hyperlink (on the same line as the <select clinics> hyperlink).

Including Patients with a Specific Primary Outpatient Provider

  1. Select the Screen by Primary Outpatient Provider check box (graphic).
  2. Select a primary provider by clicking the <select providers> hyperlink in the lower pane.

Moving to the Next Pane
After you have defined all of the necessary criteria on a pane (all of the blue text is now maroon), click Next. Additional panes appear, allowing you to further refine your search. Complete each pane until the Available Fields pane appears.

Choosing the Fields that Appear on the Report

  1. The available fields are now displayed in the Available Fields pane (graphic).
  2. Select the fields you want to include in the report. Press and hold CTRL to select multiple fields or SHIFT to select a range of fields.
  3. Click the Add arrow () to move the selected fields to the Selected Fields pane. Click the Add All arrow () to move all of the fields to the Selected Fields pane.
    Note: You can also double-click an item to move it to the Selected Fields pane.
  4. A preview of the report appears in the lower pane (graphic). You can reposition a header by dragging the header to a new position or by using the up and down buttons on the right side of the screen. You can also expand or contract a column by dragging the edge of the column.
  5. Click Next.
    The Report Name dialog box appears.

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