Query
Tool
Additional Steps for Custom Reports
Selecting the
Items to Include in the Report
You can select the following items for your custom report:
-
- Consults / Procedures
- Documents
- Clinic Appointments /
Visits
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 the Selected Items
You must also specify a date range for the item(s) you selected in Selecting
the Items to Include in the Report.
To specify a
date range, follow these steps:
-
Click
on the <select date range> hyperlink in the lower pane.
The Date Range dialog box appears (graphic).
- Select the appropriate
date range.
- Click OK
The date range appears in the criteria 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 list(s)
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:
-
Patients
with inpatient, outpatient, or pharmacy visits during a specific date
range.
-
Patients
with inpatient, outpatient, or pharmacy visits to a specific clinic.
-
Patients
with a specific primary outpatient provider.
Including Patients
who had an Inpatient, Outpatient, or Pharmacy Visit to any clinic During a Specific
Date Range
- Select the Screen
by Inpatient, Outpatient, or Pharmacy Visits check box.
- Select the Include
Patients with ANY visits radio button (graphic).
- 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
- Select the Screen
by Inpatient, Outpatient, or Pharmacy Visits check box.
- Select the Include
Patients with Visits to Selected Clinics radio button (graphic).
- Click the <select
clinics> hyperlink (in the lower pane) to select the clinic(s)
- 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
- Select the Screen
by Primary Outpatient Provider check box (graphic).
- 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
-
The
available fields are now displayed in the Available Fields pane
(graphic).
-
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.
-
Click
the right arrow (
)
to move the selected fields to the Selected Fields pane. Click
the double 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.
-
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.
-
Click
Next.
The Report Name pane appears.
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