In this Lesson, we’ll briefly cover the different types of clinical reports available from within the EMR which includes;


Patient Lists

In this section, you may create a patient list based upon a number of different criteria, which includes; Date Range, by encounter, by age, gender, race, ethnicity, preferred contact method, by lists and advanced filters.

Once you’ve selected the search criteria you desire, hit the “Search” button at the bottom of the pages, and the results will be displayed below.

At the bottom of the report, the total number of records will be displayed. From here, you may merge all the documents, or download them.

You may download all the data listed within the report, which will provide you with a CSV file of the data.

Public Health Surveillance

According to the CDC, Public health surveillance is “the ongoing, systematic collection, analysis, and interpretation of health-related data essential to planning, implementation, and evaluation of public health practice.” The goal of collecting such data is to provide information that can be used for health action by public health personnel, government leaders, and the public to guide public health policy and programs.

Begin by selecting your date ranges

You may drill down by selecting age, gender, race or ethnicity. Or, you may leave them blank to provider the broadest information in the report. If you find that there is no information within the date range, simply change the date range.

Immunization Registries

These are public health tools that facilitate high immunization coverage rates and minimize children being over immunized.

They are also confidential, computerized information systems that contain information about immunizations and children from a particular geographical area.

Some registries include information about immunization of adolescents and adults. These registries allow vaccine providers to monitor immunization records and to generate reminder and recall notices for children who need immunizations.

Registries consolidate immunization records scattered among different providers, making it easier to recall under-immunized children while decreasing the chances of children being given vaccines they do not need.

In order for the Immunization Report to function, you must first be connected to your State’s Immunization Registry. Begin by selecting the date range.

Once you have the criteria you desire, hit the “Search” button to return your results.

Provider Stats

This area allows the Administrator to review several components related to the workload of the providers within the practice.

Here, you may see how many patients have been seen, how many encounters, and the types of primary diagnosis of those patients within a given date range.

To run the report, choose the date range.

Then select the provider from the dropdown list.

Once you’ve selected the provider from the dropdown list, hit “Search

Here you will see an overview of the provider’s patient and encounter count during the time period requested. You may either print or download this file by selecting the appropriate icon in the upper right corner.

To view the individual encounters that are included in the report, select “View Results

Now you will be directed to the individual patients and encounters which will display the date and time of the encounter, the location, the encounter type, the provider name, the patient name and DOB, the MRN, Gender and Status

NOTE: Open Encounters are ones that have not been closed (Locked/Signed). Superbills from “Open” encounters should never be used for billing purposes. An Open encounter also prevents a visit summary from showing up in the Patient Portal, and prevents any information from being imported into another encounter note. This report is a good report to run an “Open Encounter” report.

Advanced area

The “Advanced” function allows you to drill down even further. Here you may find a specific patient, search by status, gender, location, date range, and/or encounter type.

To save the search criteria for future use, simply hit the “Save” button and only the selected criteria will be used in future results.

At the bottom of the report you will also see a list of options which allow the user to download or view the Visit Summary and Superbills.

Audit Log

Audit Log – allows the administrator to view who has been in the system, the date/time they were in the system, and what they did, while logged into the system.

End of Lesson

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