Reports (Web App)

The Clinical Review screen provides a comprehensive overview of all the Workflow Events that are currently in use at the Practice. Workflow Events are categorised by Admin and Clinical Events. You are able to set up parameters to only show certain information when the Report is generated. 

A Clinical Review Report can be used for various reasons, such as identifying trends, patterns and outcomes at your Practice, which can contribute to statistics and medical research. You will also be able to determine how many Emails were sent, per template or how many Patients received SMSes or Calls. Practitioners are also able to see how many times certain medications were prescribed or monitor a group of Patient's health over time, to identify the outcome of a procedure.

• The contents of this user manual will consist of the following information:
• Filters
• Screen Columns Action Buttons 
• Columns
• Generate a Clinical Review Report 
• Page Options

• This user manual will start on the Reports screen.

• For more information regarding the Reports screen, please refer to the user manual: Navigating and Understanding the Report Screen.

• Click on the Clinical Reports tab.
  

• The Clinical Review screen will open.

Filters

Filters are tools or functionalities that allow you to narrow down or refine the results displayed on the Pathology screen.

• Click on the Default Filter drop-down menu to select the filter that will be used.

 

• Click on the Description field to enter the Details of the Workflow Event you are searching for, 3 characters are required before the results will start filtering.

• Click on the Update Results button to refresh the Report List after the Filters have been selected.

• Click on the Reset Filters button to clear the Filters that have been set.

• Click on the Workflow Event Classes drop-down menu to select according to which Type of Event the list will be sorted. 
  • Tick the checkbox of the desired Workflow Event Class.
    

Please Note: More than one Workflow Event Class can be chosen.

Screen Columns Action Buttons 

Several additional Options are available for the Columns. These additional Options are to help the User adjust the Report, refine the Search and give more specific results.

• Click on the Expand Widths button to auto-fit the Column Width to the information within all columns.

 

•  Click on the Reset Widths button to restore the original Widths after any modifications were made.

 

• Click on the Sort Columns button to sort the Columns in the order that you desire.

 

• For more information regarding how the Sort Columns feature works, please refer to the user manual: How to Sort Columns on Reports and List Screens.
  
  

• Click on the Choose Columns button to select the columns that will be displayed on the List.

 

• For more information regarding how the Choose Columns feature works, please refer to the user manual: How to Choose Columns on Reports and List Screens.
  
  

• Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.

 

Please Note: The Clinical Review  screen is limited to only displaying information using the Default Layout, there are no alternative layout options available.

Columns

All the information on the Clinical Review screen is divided into Columns to logically group related information together.

• Workflow Event Classes: The type of Workflow Event.
• Description: The name of the Workflow Event.

Generate a Clinical Review Report 

Creates a fully customised Report based on a Workflow Event.

• Double-click on a Workflow Event to access the Criteria screen from which the Clinical Review Report can be generated.

• For more information regarding How to Generate a Clinical Review Report, please refer to the user manual: How to Generate a Clinical Review Report.

Page Options

All the additional options that are available for the page.

• Click on the Previous button to Navigate to the Previous Page.

• Click on the Page Number button to Navigate to the desired Page.
  

• Click on the Next button to Navigate to the Next Page. 

• Click on the Items drop-down menu to select the Number of items that will be displayed on the screen.
  

• Click on the Export to PDF button to save the Report as a PDF file.

• Click on the Export to CSV button to save the Report in a CSV format.