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Report Tab

UpdatedSeptember 24, 2023
By Peter Hutten-CzapskiPeter Hutten-Czapski

MAIN REPORT LIST

  1. From the Appointment Screen select “Report Tab”

EDB list (Estimated Date of Birth) 05

This report is based on the Estimated Date of Birth (EDB) date that you have saved in the Antenatal Record (AR) form in the Electronic Medical Record.
  1. Enter the date range in the boxes in yyyy/mm/dd order
  2. Click ‘CREATE REPORT’ or ‘EDB list’ link to get a list of all OB patient’s Estimated Date of Birth
  3. This provides the report for the Enhanced Antenatal Record as below

NOTE: The ‘O5’ link provides the same report for the older AR 2005 antenatal form.

Active Patient List

Shows active patient list.

Click on the ‘Active Patient List’ hot link to produce a full report of all the active patients in the clinic, showing the patient’s name, chart number, age, sex, health card number, doctor, date joined and phone number.

Day Sheet

  1. From the Billing screen select Reports
  2. From the drop down list, select either the desired doctor, group of doctors or ‘All Doctors’
  3. Next select the time range and date range.
  4. Click on “All appointments”  or “Non Rostered Only” for a list of every appointment within the time and date range selected. OR click “Print Day Sheet for only new appointments” for a list that only includes appointments made after the last day sheet was printed

Once generated the Appointments screen will be modified to open the closed folder be beside each booked appointment, signifying that the Day Sheet has been printed

Notes:

  • Hovering over the Appointment time will give the scheduled end time for that consultation
  • The report can be sorted by each of the column by clicking on a header
  • The Print button lets you print the displayed page

Lab Day Sheet

 

  • The Lab Day Sheet Prints out all appointments for all providers on the date against a grid for gynecology blood work.  PDF only

Billing Day Sheet

For billing purposes, again more Gyn centered and PDF output

Tabular Day Sheet

  • This gives another style of day sheet for appointments for the date and provider specified.
  • Once you add the version and billing code and diagnosis this sheet will give all the information necessary if you are using a separate billing program or are handing it to a receptionist to bill in OSCAR

  1. From the Schedule Screen click on the Report Tab
  2. Choose the date you would like to have the report for
  3. Click Tabular-Style Daysheet
  4. Your report will generate as a separate pop up page

Bad Appt Sheet

This report is used to find appointments that have gotten lost in the system because the start time was left blank caused by an entry problem.

  1. From the Main Schedule Page choose the Report Tab
  2. Select the provider & the date
  3. Click on ‘Bad Appt Sheet’ hot link to create the report
  4. Click on the PRINT button to print the report and search for the appointment to correct the error

Patient Chart List

This report will provide you with a list of the Doctor’s Patients as well as their Chart Number

  1. From the Main Schedule Screen choose the Report Tab
  2. Select the provider from the drop down list
  3. Click on the ‘Patient Chart List’ hot link to produce a patient list for the selected provider

TIP: Click on a heading to sort the list on that value

Old Patient List

This report is a snapshot of the data base that is updated on a routine basis for the purpose of creating patient lists with an age qualifier.

  1. From the main schedule screen click on the report tab
  2. Select the provider from the drop down list
  3. Enter the age that you wish to be the lower age limit for the list (i.e. all patients will be older than the age you enter)
  4. Click on the ‘Old Patient List’ hot link to produce a patient list for the selected provider

No Show List

This report can be used to print a list of patients who did not show for their appointments.

    1. From the main schedule screen choose the report tab
    2. On report 8 select the provider & the date
    3. Click on the ‘No Show Appointments List’ hot link to create the report
    4. A report will be generated that shows Appointment Date, Start and End Time, Name and any Comments listed.
    5. Click on the date link for details of that appointment booking
    6. Click on the PRINT button to print the report

Consultation Report

This report gives a list of requested consultations and their status and linked documents

  1. From the main appointment screen click on the report tab.
  2. Click Consultation Report on the list
  3. Select the number of months from the drop-down menu (1 month – 12 months)
  4. Select the provider from the drop-down menu
  5. Click ‘UPDATE REPORT’

TIPS:

  • Clicking the date link opens the consultation request
  • Clicking on the document description opens the document

Lab Requisition Report OUTDATED

This report provides shows only old style OHIP laboratory requisitions for a date range and for selected providers.  It remains for managing older data.  OUTDATED

  1. From the schedule Screen click on the report tab
  2. Click Laboratory Requisition Report
  3. Select the number of months from the drop-down menu (1 month to 12 months)
  4. Select the provider from the drop-down menu
  5. Click UPDATE REPORT

Demographic Report Tool

This is a powerful reporting tool, that allows you to select the criteria you want from the data base. This function can be used to export ALL of one doctor’s patient data or patient data for 1 patient that can be burned to a memory storage device.

Click ‘Demographic Report Tool’ link in the Report tab to access the following screen:

 

  1. Make the desired selections based on the information you want to see in the report. The checkboxes under “Search For” should be used to select what information you wish to see in the report, and the various menus and boxes on the right are used to limit your search. For example, if you wanted the Year of Birth for every person named Joe, you would click the checkbox for Year of Birth on the left, and enter “Joe” into the First Name box on the right.  You MUST select at least ‘Demographic #’ if you want to save the set of patients.
    • Age you can qualify a specific age or an age range
    • First Name/Last Name you can export the data for just 1 specific patient by typing their name here (Spelling must be exact to what is in the Master Demographic file.)  In the example illustrated we are searching for Pamela Anderson Under the title ‘WHERE’ you can select the following filters to the report IF NEEDED:
    • Roster Status you can specify here if you want to make a report of all the patients with a specific roster status. Tick off the desired one.
    • Sex you can specify if you just want to do a report on Male or Female patients.
    • Provider # This allows you to create a report for just one specific doctor
    • Patient Status you can select either ACTIVE patients, INACTIVE patients or if you don’t click off any, you will get both active and inactive patients.
    • Order by: This function allows you to set what order you want the patient records displayed in. [first name, last name etc] Limit Results to:allows you to set a limit on how many patient records you want in each report.
  2. Click ‘RUN QUERY’ (the report will take a little time to run, depending on the criteria selected) and the results will load on the same page underneath the button
    • SAVE QUERY: If you want to save the query set-up with your selections for the next time you want to run this report, give it a name in the box above the SAVE QUERY button and click the SAVE QUERY button. This will then appear in the drop down beside the LOAD QUERY button at the top of the screen for future use.  This is the name used in the Prevention report
  3. If you have selected at least the ‘Demographic #’ you  will be given the option to enter a name for the Set of patients for use elsewhere.
  4. To keep the patient list generated by the query, click ‘Save Patient Set’ after supplying the name for the set.  This will save the report for the next step to create a file that can be saved to a memory storage device.

NOTE:

    • This function can be used to export ALL of one doctor’s patient data or patient data for 1 patient that can be burned to a memory storage device.
    • The check boxes under “Search For” should be used to select what information you wish to see in the report, and the various menus and boxes on the right are used to limit your search. For example, if you wanted the Year of Birth for every person named Joe, you would click the checkbox for Year of Birth on the left, and enter “Joe” into the First Name box on the right.
    • You MUST select at least ‘Demographic #’ if you want to save the set of patients.
    • If you have selected at least the ‘Demographic #’ you  will be given the option to enter a name for the Set of patients for use elsewhere.
    • To keep the patient list generated by the query, click ‘Save Patient Set’ after supplying the name for the set.  This will save the report for the next step to create a file that can be saved to a memory storage device
    • To export a saved patient list you must have access to the administration view.  See Demographic Export for instructions on how to retrieve your saved lists.  If you do not have permission to access the administration view (i.e. you don’t have a blue Admin tab on your appointment screen), you must ask someone with admin access to either export the lists for you, or to assign you an admin role.
    • To save, modify and/or print a saved patient list – select Demographic Set Edit from the list of reports in the Report Tab.

Ontario Prevention Report 2019

This function reports on preventions based on criteria selected

Select the criteria that you want to deal with when creating a report template then save.

  1. Which patients (age gender and roster status)
  2. How to calculate percentages
    • Which measurements (if any)
    • Which billing codes (tracking and exclusion if any)
    • Which preventions from the Preventions Module

The above example is looking for people over 65 when the report is run who have a RO rostered status who have 1 Flu prevention before Apr 1, 2020 provided up to 8 months prior (AKA the 2019-2020 flu season)

When run (Submit) against a provider the report will go through every patient in the database to determine if they meet criteria.  It isn’t particularly resource intensive but as it builds the array one demographic at a time allow about a minute for every thousand patients on the system.

When done a display will show with the criterea used at the top and then a chart with total patients and a % up to date followed by a list of demographics.  Hmm looks like only John A McDonald has has his shot and its time to call in William McKenzie King, Louis St Laurent and R.B. Bennett.

Demographic Set Edit

If you have saved patient sets from the Demographic Report Tool, you can view the list here, as well as mark certain patients as ineligible or take them off the list (ie: if you are using this list to generate names of possible study subjects). 

  1. From the appointment Screen click on the Report Tab
  2. choose report #13 – Demographic Set Edit
  3. Select the patient set you wish to edit
  4. Click Display Set
  5. Use the check boxes to select patients.

Notes:

  • Click Delete to take the patients off of the list or Set Ineligible to mark them as such for calculations
  • You can delete the whole set by choosing delete set and then proceed with answering Yes

Ontario Prevention Report

  • The prevention report draws on the information from the Preventions modules in each patients chart.

 To determine the status of standard interventions in any given patient set that you defined in Demographic Report Tool follow the directions below:

  1. From the appointment screen choose the report tab
  2. Select report 14 – Prevention Report
  3. Choose the Patient Demographic Query
  4. Select the Prevention
  5. Set the Date
  6. Click Submit

NOTE:

  • Patient results are colour coded by prevention status.  A link to the master record of each patient is provided as a convenience.
  • Letters can be generated by clicking on the link(s) provided below the list

Generate Letters 

  • The “Generate First Letter” link will lead you to the following screen

Select the appropriate Letter Template from the drop down list

  1. Leave the default setting to put a copy of the letter in patients chart as a eDocument
  2. Un check any patients for whom you do not want to generate a letter
  3. Click on ‘Generate Letters’ to get a mail merge composite pdf of all the letters.  This will also update the measurement type,  indicating that a letter was sent on this date, and a copy of the letter is filed in the patients chart under documents.
  4. Click on ‘Generate Envelopes’ to get a mail merge composite pdf of all the envelopes

Manage Templates

  • The template can be loaded through the “manage letters” link which leads you to the following screen.

  • The program accepts Jasper Reports templates that can be generated with iReport v 2.05 or made up manually in a text editor from tweaks to existing templates such as the Generic Flu recall letter template.

To load your new template simply:

  1. Select a Jasper template on your hard drive, in this case flu2010Generic.jrxml
  2. Give the report template a descriptive name, in this case Flu 2010
  3. Click “Submit Query” to upload the template and if the template is valid it will be added to the list of templates displayed

NOTES:

  • The templates are listed by the user number who saved them, the template name, the file name, and the date saved
  • Click the templates file name in the list to download it so that you can tweak it
  • Click “del” to delete templates that are no longer in use

Demographic Study List

This report gives you a list of patients in any study’s being conducted in the clinic.

  1. From the Appointment screen choose the report tab
  2. Click ‘Demographic Study List’ link
  3. Click on a patient’s last name to view their Patient Detail Record, or “Print” to print the list


Chronic Disease Management

Provides a list of patients who meet report parameters for chronic disease management.

  1. From the main Appointment screen click on the Report Tab
  2. Select the Chronic Disease Management report
  3. Select the CDM group you wish to look at from the drop down menu.
  4. Click the ‘Continue’ button beside the statistic you wish to view. Your choices are:
    1. Percentage of patients who met guideline
    2. Percentage of patients in abnormal range
    3. Frequency of relevant test being performed
  5. Select the tests and guidelines you wish to see in the report, as well as the date range of the report.
  6. Click ‘Generate Report’.
  7. You can print the report that is generated.

Waiting List

 


Form Report OUTDATED

The Form Report’s features will give you the ability to create study reports on any of the forms from the Encounter screen. Each form report needs to have captions added to the database field names, as well as the fields of the database you would like in the report.  As most forms have been replaced by eforms this functionality is outdated

  1. From the main appointment screen select the report tab
  2. Click on Form Report
  3. Type the title of the report you want to add and then select ADD
  4. you have 2 options to view the report [Report in HTML] or [Report in CSV]

NOTE:

  • Report in HTML for a report that will display in OSCAR
  • Report in CSV for a report that will display in spreadsheet programs such as Open Office
  • 1 in the report means = yes; 0 in the report means = no


SCBP Demographic Report

The SCBP Demographic Report reports on BC antenatal charts

  1. From the main appointment screen, choose the report tab
  2. Choose the SCBP Demographic Report
  3. Select the data that you need the report to be about.  There are 2 different sections.  Data Field and Limitation.
  4. Choose which format that you want to see your report in, either HTML or CSV


Clinical Report

The Clinical Report allows you to evaluate and monitor how well the Practice is treating their/your patients by picking a test value of significance (‘Numerator’) and comparing it to a denominator.

  1. From the main schedule screen select the Report Tab
  2. Select Clinical Report
  3. Select your numerator
  4. Select your denominator
  5. Select your fields to include
  6. Select evaluate
  7. Choose to export your findings to either CSV or XLS


Injection Report

A reporting tool for the injections that have been given in the practice.

  1. From the main schedule screen choose the report tab
  2. Choose the Injection Report
  3. Enter the start date
  4. Enter the stop date
  5. Select the injection type for the pull down menu
  6. Run report
  7. The results will populate on the page, you can print the results also


OSIS Report

This report is called off streets into shelters (OSIS), it is a report based off of a Hamilton Public Health eForm

  1. From the main schedule screen choose the report tab
  2. Choose OSIS Report
  3. Select your start date
  4. Select your end date
  5. select the providers that you need to run the report for
  6. Run Report


One Time Consult CDS Report

Is a report based off of a Hamilton Public Health eform for one time consultations

 

  1. From the main schedule screen choose the report tab
  2. Choose the Consult CDS Report
  3. Select your start date
  4. select your end date
  5. Select your Providers that you would like to see on your report.
  6. Run Report


Report by Template

Report by Template is a powerful query engine that allows for non technical people to run standard reports. Click on the template name you want to run.

Instructions on managing Report Templates is here.

Documentation copyright © 2012-2021 by Peter Hutten-Czapski MD under the Creative Commons Attribution-Share Alike 3.0 Unported License

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