Version 21.3

Report Options

The Report Options tab is used to set default criteria for running the report. This includes the fields listed below.

Details

Date Range	Most Recent: Change the date range of the report by clicking the dropdown arrow in Most recent months. A calculator appears. Using the calculator number pad, enter the number of months. To produce a report not specific to a number of months, remove the number in the Most Recent field.  Start Date: The date information can be changed when running the report. Typically a start and end date would be entered when running the report.
Providers	The Providers field provides a list of checkboxes next to provider names. Click the checkbox next to the provider in the list if the report is specific to a provider or providers in the practice.
Global options	The Global Options field group provides checkboxes to determine visibility and PHI identifying information.  Click the Include Records with limited visibility checkbox to include records with visibility restriction.  Click the Exclude personal identifying information checkbox to exclude PHI. Note: When this option is selected, the patient name and any PHI will be represented as [WITHHELD]. Click the Verbose element style checkbox to include all elements for any history (medical, social, etc). If this box is not checked, only the history entered today will be included.
Diagnostic code(s)	The Diagnostic Code field is where you can enter Diagnostic Codes. Click into the DX field to add a diagnosis code, and then type the code and press Enter. If the diagnosis code is unknown, you can search by clicking the Ellipse button  and press Enter. To add a group of diagnosis codes, enter a portion of the code and add the % symbol. For example, enter F90% to include all ADHD codes.
Prescription contains	The Prescription Contains field allows you to type a portion of the medication name into the field to include patients prescribed any form of the entered medication. If adding multiple medications, place a comma followed by the next medication name.

Version 14.19

Report Options

The Report Options tab is used to set default criteria for running the report. This includes the fields listed below.

Details

Date Range	Most Recent: Change the date range of the report by clicking the dropdown arrow in Most recent months. A calculator appears. Using the calculator number pad, enter the number of months. To produce a report not specific to a number of months, remove the number in the Most Recent field.  Start Date: The date information can be changed when running the report. Typically a start and end date would be entered when running the report.
Providers	The Providers field provides a list of checkboxes next to provider names. Click the checkbox next to the provider in the list if the report is specific to a provider or providers in the practice.
Global options	The Global Options field group provides checkboxes to determine visibility and PHI identifying information.  Click the Include Records with limited visibility checkbox to include records with visibility restriction.  Click the Exclude personal identifying information checkbox to exclude PHI. Note: When this option is selected, the patient name and any PHI will be represented as [WITHHELD].
Diagnostic code(s)	The Diagnostic Code field is where you can enter Diagnostic Codes. Click into the DX field to add a diagnosis code, and then type the code and press Enter. If the diagnosis code is unknown, you can search by clicking the Ellipse button  and press Enter. To add a group of diagnosis codes, enter a portion of the code and add the % symbol. For example, enter F90% to include all ADHD codes.
Prescription contains	The Prescription Contains field allows you to type a portion of the medication name into the field to include patients prescribed any form of the entered medication. If adding multiple medications, place a comma followed by the next medication name.