Version 14.19
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Report Criteria
Path: Clinical tab > More button (Customize group) > Report Criteria
The Report Criteria window generates reports based on saved sets of criteria, such as date range of the visit/event, visibility level of reports, providers with involvement in the note, specific diagnosis codes, and base number for range/OM Summary of diagnoses (or variations on single diagnoses). You can also choose sections of the patient's encounter note, such as the Medication List, Chart Notes, History, previous encounters, prescriptions and diagnostic tests, that you would like to have included in the report.
Using the reporting capabilities in the Event Chronology, you can pre-define the criteria constituting a standard medical record release, specify the report's formatting, as well as content, and generate this report with a single click at the request of patients or specialists.
Report Criteria Map
Number | Section | Description |
1 | Criteria Sets | The grid contains a list of existing criteria sets. |
2 | Report Options tab | The Report Options tab contains the following report configurations:
|
3 | Reports Sections tab | The Reports Sections tab selects the sections of the patient record (such as Immunizations, Vital Signs, Messages) that constitute the report. Click on the sub-tab labeled Available to Add to view a list of sections that have not yet been added to your report criteria. To make your selections, select the checkbox to the far left under the Add column. To view sections that have been added, click on the Currently Included sub-tab. |
4 | Encounter Sections tab | Under the Encounter Sections tab, you can choose the sections of the Patient Encounter Note (such as the Medication List, Chart Notes, History, Encounters, Prescriptions and Diagnostic Tests) that you would like to include or exclude in the report. To make your selections, select or clear the appropriate checkbox(es). |
5 | Formatting tab | The Formatting tab selects the formatting for the printed report. It specifies the font, text size, and heading style. |
Version 14.10
About Report Criteria
Path: Utilities Menu > Manage Clinical Features > Report Criteria Editor (Keyboard Shortcut keys: [Alt][U][F][R])
The Report Criteria window generates reports based on saved sets of criteria, such as date range of the visit/event, visibility level of reports, providers with involvement in the note, specific diagnosis codes, and base number for range/OM Summary of diagnoses (or variations on single diagnoses). You can also choose sections of the patient's encounter note, such as the Medication List, Chart Notes, History, previous encounters, prescriptions and diagnostic tests, that you would like to have included in the report.
Using the reporting capabilities in the Event Chronology, you can pre-define the criteria constituting a standard medical record release, specify the report's formatting, as well as content, and generate this report with a single click at the request of patients or specialists.
Report Criteria Map
Number | Section | Description |
1 | Criteria Sets | The grid contains a list of existing criteria sets. |
2 | Report Options tab | The Report Options tab contains the following report configurations:
|
3 | Reports Sections tab | The Reports Sections tab selects the sections of the patient record (such as Immunizations, Vital Signs, Messages) that constitute the report. Click on the sub-tab labeled Available to Add to view a list of sections that have not yet been added to your report criteria. To make your selections, select the checkbox to the far left under the Add column. To view sections that have been added, click on the Currently Included sub-tab. |
4 | Encounter Sections tab | Under the Encounter Sections tab, you can choose the sections of the Patient Encounter Note (such as the Medication List, Chart Notes, History, Encounters, Prescriptions and Diagnostic Tests) that you would like to include or exclude in the report. To make your selections, select or clear the appropriate checkbox(es). |
5 | Formatting tab | The Formatting tab selects the formatting for the printed report. It specifies the font, text size, and heading style. |
