Reporting is meant to give the customer access to the vast majority of the pertinent data entered into eCR.  Whether it's financial balances, checking the progress of regulatory requirements, viewing upcoming appointments, monitoring patient outcomes, or numerous other tasks, the 200+ canned reports should fulfill most needs.  When more is needed beyond the canned reports, Microsoft Power BI is offered as an add-on option.

Jump to Section: 

Access Level Permissions

1. Go to Administration > Access Levels.
2. Select the existing access level or create a new access level.
   
   
3. Select the 2nd User Access tab.
4. Under Reporting, check the box for Reporting and Advanced Reporting Search.
5. Click Save and repeat for each access level that will be given permission for Reporting.

[Back to Top]

Open Reports

Reporting can be found one of two ways:

1. From the Reporting drop-down menu, go to Reports.
   
    
2. From the desktop menu, if Set Up My Preferences, go to Reports > Reporting.
   

[Back to Top]

User Reporting Preferences

User Reporting Preferences allow you to set default the Programs and Locations filters to apply to reports. It will also track if a group of forms has been completed for active patients.

Go to Reporting > User Reporting Preferences.

Program & Location Filters Tab

The Program and Locations Filters tab allows you to set the Programs and Locations filters to default when you first open a report. If you do not wish to apply any default filters, the default for Programs and Locations will be All Programs and All Locations.

1. In the Report Name Table, select all reports or individual reports to which you wish to apply default program or location filters.
2. In the Programs Table, select any programs you wish to be the default filter when you first open the selected report.
3. In the Locations Table, select any locations you wish to be the default filter when you first open the selected report.
4. Click Save.

• Example:
  • Report: At Risk Patients
  • Programs Filters: ABC Mental Health
  • Locations Filters: Bob Location
  • To see the filters default:
    1. Go to Reporting > Reports.
    2. Search <report name>
    3. Double-click to open the report.
    4. Upon opening the report, the default filters will appear.
       

[Back to Top]

Form Deficiency Templates Tab

The Form Deficiency Templates tab allows you to add specific forms into a group, with a maximum of 8 per group, which can then be tested in the Form Deficiency by User List to see if active patients have completed those forms.

1. Enter a Group Name for the group of forms and click Add.
2. Select the Program from the drop-down menu in which your form you want to add is located.
3. Select the Form from the drop-drown from the associated program that you want to add to the group and click Add.
4. The Description table contains the groups you have created.
5. The Form Name table contains the forms you have added to the associated group.
6. Click Save.
7. Once your groups and forms have been added you can check if these reports have been completed by active patients in the Form Deficiency by User List report.
   1. Go to Reporting > Reports.
   2. Search for Form Deficiency.
   3. Open the Form Deficiency by User List report.
      • Form Deficiency by User List report.
        
         
        1. Select the Date Range for the value selected in Date Range Compare Value.
        2. From the Date Range Compare Value drop-down menu, select the value that will be compared in the date range.
        3. For the Highlight Forms Completed After Admit? filter, when Yes is selected, any forms completed after the admit date will be highlighted in red.
        4. Select the Program(s).
        5. Select a Form Completion Status.
           • Select to show All Charts.
           • Select Only Show Deficient Charts to only show charts that have not completed all the forms.
           • Select Only Show Completed Charts to only show charts that have completed all the forms.
        6. From the User Form List drop-down menu, select the group of forms you want to view, as designed in Form Deficiencies Tab.
        7. Select View Report. 
           
            
           • The columns to the right of the # column will be headed by the form short name.
           • If the field is highlighted yellow, this indicates that the form is not yet completed.
           • If there is a date in the field, this indicates that the form was completed on that date.

[Back to Top]