Reports

 

The following topics are discussed on this page. Use the links to jump to the desired subject:

To access the Reports page

Tabs on the Reports page

General Reports

Visit Reports

Meaningful Use

Facility Reports

Audit Log Report

Special Custom Reports

To access the Reports page

To access the Reports page, use one of the following methods:

OR

Tabs on the Reports page

The Reports window allows you to generate, view, and print standard and custom reports. The Reports window consists of 6 tabs: General Reports, Visit Reports, Meaningful Use, Facility Reports, Audit Log Report, and Special Custom Reports.

General Reports

The General Reports tab lists available report options. For each report listed, the Name of the report and the Category of the report are listed. To filter the list for a specific type of report, select the desired category in the Category field.

Launch Iatrics: This button, is used to access the Meaningful Use Manager (MUM), powered by our third party partner, Iatrics. This portal displays metrics and calculations for Meaningful Use Stage 2. For additional information on Iatrics and use of the MUM, see the Iatrics User Guide, located on Learning Depot.

To generate a report

  1. To select the report options and generate a specific report, click the Show Details button displayed to the right of the desired report. This displays the Report Parameters fields, report-specific fields, and Report Format options.

  2. In the Report Parameters fields, make the appropriate selections for the report, e.g. date, shift, etc. These fields will vary based on the report that you select.

  3. For the selected report, there may be additional report-specific fields and options. Make the appropriate selections in each of these fields for the report.

  4. In the Report Format fields, make the appropriate selections for the output of the report.  

  5. Click Generate Report.  The report is displayed in the format selected in step #4.  (For the Meaningful Use Report, a Generate XML button is available. Click this button to generate an XML file of the data.)

Visit Reports

The Visit Reports tab allows you to generate patient-specific reports. (If you have not already selected a patient, the Patient Visit Search box is displayed. Enter the appropriate patient information and select the desired visit. Then, click Select. See Selecting Patients for more information on how to select patients.)

  1. To select the report options and generate a specific report, click the Show Details button displayed to the right of the desired report. This displays the Report Parameters fields, report-specific fields, and Report Format options.

  2. In the Report Parameters fields, make the appropriate selections for the report, e.g. date, shift, etc. These fields will vary based on the report that you select.

  3. For the selected report, there may be additional report-specific fields and options. Make the appropriate selections in each of these fields for the report.

  4. In the Report Format fields, make the appropriate selections for the report.  

  5. Click Generate Report.  The report is displayed in the format selected in step #4.

Meaningful Use

The Meaningful Use tab displays questions that provide information for meaningful use reporting. These patient-specific questions and answers become part of the measure query when the Meaningful Use Report is run. These questions are required mainly for 2 reasons:

The default view of Meaningful Use displays all stages (Stage 1 and Stage 2) of unanswered questions for your patients that have been generated within the last 7 days. However, you can use the Stage, Questions, Name, From Date, and To Date fields to filter the list to the desired question list.

From the question list, you can view or answer the questions using the following button:

Answered: This icon only appears to the left of questions that have been answered. Click the View Details button to view the details related to the answer/reason. See To answer/add a reason for the questions.

View Details button: this button only appears next to questions that have been answered (using the All or Answered filter options in the Questions field). Click this button to view the detail of the answer, edit the reason, or reassign the question to another provider. See To view answers.

To answer/add a reason for the questions

Due to the wording of the question (e.g. "Reason for not..."), you only have to provide a reason when the patient meets the criteria. By providing the reason, you are adding the patient to the statistics for meaningful use reporting.

  1. Click the View Details button to display the reason fields.

  2. In the Response field, select Reason.  (To reassign the question to another provider, check Reassign. See To reassign the question to another user/physician.)

  3. In the Reason field, select the appropriate reason for this patient.

  4. Click Save. A check mark will now appear to the left of the question and appear in the Answered category/list.

To reassign the question to another user/physician

  1. To reassign the unanswered question to another user, click the View Details button next to the desired question. The answer fields are displayed below the question.

  2. In the Response field, check Reassign. The Assigned To field is displayed.

  3. In the Assigned To field, select the appropriate caregiver.

  4. Click Save. The question is then removed from your patient list.

To view answers

To view the details of an answered question, click the View Details button next to the question. The details, including the Answer, Reason (if present), Entered By, and Entered Date, are displayed below the question.

To add a question

For Stage 2, you must add questions to the Meaningful Use Questions list for them to appear there. To add a question, select 2014 (Manual) in the Stage field. This enables the Add Questions button.

From the Iatric MUM Dashboard, if a reason is required, go to the Reports > Meaningful Use tab to add the questions. Make sure to check the Others Patients option so the patient is listed and you can ensure the question has not already been added. If the patient has 2 reasons for 2 different measures both of them should be added and answered. You may need to wait until next day to see the changes reflected in the dashboard as the updates to the MU2 CQM data are applied generally once a day. Users should add the questions and corresponding reasons as and when they discharge a patient or if they know they have a reason. They need not wait for patients to be discharged for adding questions.

  1. Click Add Questions. The Add Meaningful Use Questions box is displayed.
  2. In the Patient field, begin typing the Patient Name, SSN, or birthdate to display matches. Click the desired patient you wish to add questions for.
  3. In the Visit field, select from the list of available visits for the selected patient.
  4. In the Measure field, select the desired CQM measure. Once you select the measure, the associated questions for that measures are displayed in the Questions section. Or, select All to view all questions.
  5. Check the questions for that measure that you would like to add to the Meaningful Use tab, where they can be completed.  
  6. Then, click Save and Close. Or, to add more, click Save and Add More. Then, repeat steps 4 and 5 to add additional questions.

To access the Meaningful Use Dashboard

For Stage 2, we have partnered with a third party partner, Iatric Systems, to calculate and display Meaningful Use numbers in a Meaningful Use Manager (MUM). You can access the Meaningful Use Dashboard from the Reports > General Reports tab or the Reports > Meaningful Use tab. To display the Launch Meaningful Use Dashboard button from the Meaningful Use tab, select 2014 (Manual) in the Stage field. See Meaningful Use Reporting using the Dashboard for additional information. See Note about User Security for the Reports Page.

Facility Reports

The Facility Report tab displays all ad hoc reports (created in Report Builder) grouped by category. When you click the Show Details button, the report parameters are displayed. These parameters are created/defined in the Report Builder. Enter the specifics for each parameter. Then, to run the report, click Generate Report. The report is generated based on the parameters you entered.

To access the Report Builder, click the Report Builder v1 button.

Audit Log Report

The Audit Log Report tab is used to select the options for and print the Audit Log Report.

  1. In the From Date field, use the calendar to select the start date of the report.
  2. In the To Date field, use the calendar to select the end date of the report.
  3. In the Sort Order field, select the order you would like for the report to be sorted in: Date/Time, User Name, Patient Name, Action Taken, or Data Accessed.
  4. Optional: In the User field, select the user to be included on the report. Leave blank to generate the report for all users.
  5. Optional: In the Patient field, select the patient to be included on the report. Leave blank to generate the report for all patients.
  6. Click Generate Report. The report generates and displays on the tab with columns for Date Time, Patient Name, MRN#, User Name, Action Taken, and Data Accessed.

Special Custom Reports

This tab displays the reports from the Special Custom Reports tab on the Report Management page (formerly Report Builder). The Show on Reports Page check box accessible from the Report Management page controls which reports are visible on this tab. (In the Edit Report Details window, select Show on Reports Page and click Save. The report will then display on the Reports page, on the Special Custom Reports tab.) See Note about User Security for the Reports Page.

Note about User Security for the Reports Page

Category-based security is in place to control which users can view the Facility Reports and Special Custom Reports on the published Reports page. Reports or security administrators will manage the report categories in the User Administration application and assign categories to specific reports on the Report Management page as follows:

  1. To create, edit, or delete report categories, administrators go to User Administration and select Master Files > Custom Report Categories.

  2. Once the appropriate report categories are established, administrators can assign each report category to the user roles that should have access to view reports in that category. In User Administration, select Master Files > User Roles, find and select a role, click Edit, and then click the Custom Report Security button. In the Manage Custom Report Security Access window, select each report category the role should have access to and select Full Access. (Deny Access is the default for each category in each role.

  3. To assign report categories to specific reports, administrators will use the Centriq Report Management page (formerly titled Report Builder). On the Facility Reports tab or Special Custom Reports tab, locate the report and click the Edit Report Details button. In the Edit Report Details window, select the appropriate category for the report.

  4. On the Report Management page, the Category column displays the category assigned to each report. To filter the page to display only specific reports, use the Category drop-down on the filter bar.

  5. On the published Reports page, reports display grouped by category. Users with a user role that denies access to specific report categories will not see the reports under those categories.

Additional Report Information

For additional information regarding the Clinic and Hospital reports, including sample reports, go to the Learning Depot. Login to Learning Depot and click  Centriq Standard Reports -- Hospital and Clinic to access the guide.

The table below lists the available reports in the Hospital > Reports page.

Report Name

Report Description

30 Days Orders Report  This report that shows all active orders for 30 days, sorted by department, with medications showing first. 
ABN Report This report generates a list of patients that had ABNs run based on pass or fail and which ones still need to be signed.
Assign Staff Report This report generates a list of the patients assigned to staff during a given time frame.
Audit Log Report This report displays the actions performed by users on PHI related functions within the Healthland Centriq applications. Data displayed includes: Date (hhmm), User Name, Patient Name, MRN/Visit#, Action, Screen, Application Name, Values, Company Name, Windows Machine Name, and Windows User Name. Up to 250 users can be selected for the report; otherwise choose Select All to view all users.
BCMA Compliance Report This report details BCMA compliance.  It also displays a summary section listing a user's total administrations, items scanned and percentage of compliance.
Decision Support Alerts This report generates a list of decision support alerts, including visit #, patient name, alert name, acknowledged date/ time, and generation date.
Documentation Cosign Report This report generates a list of all Chart Note items that require a co-signature.

Draft Notes Report

 This report generates a list of draft notes that need to be signed.

EBOS Version History Report This report displays information regarding edits and updates (database updates) to the evidence-based order sets based on date range and provider.
Eligible Hospital Stage 1 Meaningful Use Detail Report This report allows you to select the date range and provider (including mid-level providers) and displays compliance with each measure using Numerator, Denominator, and % compliant fields. Click the magnifying glass button next to the report name to display the report parameters. Complete the desired parameter selections and then click Generate to display the report. 
Eligible Hospital Stage 1 Meaningful Use Report The Eligible Professional Stage 1 Meaningful Use Detail Report allows you to display details regarding measures and denominator and/or numerator criteria to troubleshoot and identify weaknesses in compliance. Click the magnifying glass button next to the report name to display the report parameters. Complete the desired parameter selections and then click Generate to display the report.  
Evidence Based Orders Report This report goes along with the EBOS functionality and provides a detailed report regarding the use of evidence-based order sets based on date range and provider. 
Export Summary

This report is used to create an XML file in human readable format that can be used to transfer a large amount of patient data at one time. The file contains the following elements of the patient's record: Name, Gender, DOB, Race, Ethnicity, Preferred Language, Smoking Status, Problems, Medications (home), Medication Allergies, Lab Tests and Results, Vitals, Care Plans (aka Assessment and Plan), Procedures, Care Team, Encounter Diagnosis, Immunizations, Impairments, Discharge Instructions, and Administered Meds. To generate the file, click the Show Print Details button for the Export Summary, select either Patient Classes or Patient Visits. Then, enter the appropriate information in the Admission Start Date, Admission End Date, Patient Classes, and Facility fields. Then, click Generate. The Save dialog box is displayed. Select the location to save the zip file. Note: The zip file needs to be extracted before the document can be viewed in a browser. This is a user-secured item. Please add the appropriate security setting to allow/restrict access to this feature. 

Implant Log Report The report is generated based on date range, status, implant or explant, manufacturer, device type, patient, physician, and/or UDI.
Incomplete Problems Report This report generates a list of incomplete problems. A problem on the list is considered "incomplete" if there is no SNOMED CT code (or ICD10) code attached to the problem. 
Intake Call Log The Intake Call Log generates a list of calls based on date range, call status, disposition status, and non admit reasons.
Intake Referral The Intake Referral Report displays a list of referrals based on date range, type, patient class, and referral type.
IV Site Report This report generates a list of IV sites based on date range, patient, units, type, and status.
IV Solution Report This report displays a list of IV solutions and contains 3 sections: Continuous IV's, Scheduled IV's, and Flushes.
JCode Missing Data Report This report displays a list of medication orders/charges that are missing required JCode information: J- Code Procedure, J- Code Multiplication Factor, and/or J- Code Unit of Measure.
Kardex Report This report includes important information regarding the patient's current care, including medications, department orders, care plan information, lab results, and radiology tests. This report can be generated by patient, by unit, and/or by shift and can be used for shift change report, to supplement the on-screen documentation, as a reference during the shift, and an aid to help the provider and clinician better understand the scope of care provided to the patient each shift. 
Medical Summary Draft Report This report displays a list of patients that have a outstanding draft that needs to either be completed or removed.
Medication Conflict Checking Report This report displays a list of medication conflicts, including user, patient, type of interaction, order that caused the interaction, the action, outcome, and action notes.
Medication Sample Tracking Report This report displays a list for tracking medication samples.
Medication Waste Log Report This report displays a list of medication wastes and includes patient name, visit #, waste date/time, medication name, waste quantity, waste price, J-code factor, reason, disposal method, and witness information.
Orders Tracking Report by Department This report allows you to generate a list to view all orders for a department over a period of time. The report includes filter options for Units, Source, Status (Active or Inactive), Signed or Unsigned, and Future Orders. 
Orders Tracking Report by Patient This report allows you to generate a list to view all orders for a patient over a period of time. The report includes filter options for Units, Source, Status (Active or Inactive), Signed or Unsigned, and Future Orders.  
Partial Assessments Report This report generates a list of the "partial" assessments that need to be completed. The report can be run by Unit(s) or by My Patients. 
Patient Census Report This report generates a list of patients based on admission date, patient classes, financial classes, and physician.
PHR Failure Report This report generates a list of  items that didn't successfully connect and load to the PHR (HealthVault). 
Plan of Care - All Patients Report This report generates a summary for all patients with all of their plans of care.
Portal Data Activity Report This report requires user security to view and generate and displays the activity of the "data sends" to the patient portal. Note: This report has limitations when selecting large date ranges:
  •  If you run the report for  the current date, the report generates as expected for all three Activity Type options: Successes, Failures, and Both.
  • If you run the report using the current date up to three days ago, then the report will fail (generate an error) when using the Activity Type = Both, but generate as expected using the Successes and Failures options.
  • If you generate the report for  a week,  then the report will fail (generate an error) when using the Activity Type = Both, but generate as expected using the Successes and Failures options.
  • If you generate the report for a month, the report will fail (generate an error)  for all three Activity Type options: Successes, Failures, and Both.
Sessions Report This report displays a list of sessions based on date, patients, staff, session, program type, therapy type, location, and session status.
Social Profile Summary Report This report displays  the current statuses of each Social History sections based on date range, patient, and units.
Unacknowledged Results Report This report  displays a list of lab results have not been seen/acknowledged by the Providers. To generate this report, click the Show Print Details button and select the Report By, Units, From and To Dates. If you want to include acknowledged results, check the Acknowledged Alerts option. If you'd like to print a separate page for every provider, check the Page Breaks between Providers option. Then, click Generate Report. The report is displayed and details the Patient, Test, Result, Reference Range, Flag, Result Date Time, and Collected Date Time for each result.
Work Center Report This option generates a report that lists assigned patients, tasks and alerts (including acknowledged alerts and who acknowledged them and when) based on patient, units, or date/time.