Reports: ConceptsTopic number: 1425414915803
Reports contain one or more report sections, such as Findings and Conclusion. They can be in various statuses. They have contributors associated with them.
You can place only text in these report sections. You can navigate between the different report sections by clicking in them, by pressing the Tab or Shift + Tab keys, or by saying Next section or Previous section.
What is a report?
A report consists of:
- Content—The content of the report is created by the user and is placed
into report sections.
Parts of the report content can be defined by the administrator as autofill; for example, procedure date and time and procedure name. In this case, the user does not have to fill in this information because it is already available upon opening the Report tab.
Note:
For a multiple procedure report, the autofill fields (current date, current time, and database values) are added only once per report section if the values are the same for each procedure. - Report sections—These are fragments of a report that serve a specific purpose, such as Findings and Conclusion. Report sections are arranged in report structures.
- Report structure—These are a combination of report sections that are sorted and presented logically according to the clinical context. Each report structure uses a report template.
- Report template—These give the report a consistent, attractive look for printing, faxing, and emailing. They define how various reporting information components (sections, order information, procedure information) are arranged on a report page. They can contain information such as a header and footer, site information, contact information, and logos. Data about procedures, the patient, or the report author can be added to the report template in dynamic fields. Fixed text can also be added to a template.
Report statuses
The following report statuses are used:
| Report status | Description | ||
|---|---|---|---|
| Preliminary | Report that requires sign-off. Report containing an addendum that requires sign-off. Report that is sent to a co-author by an author who is not granted the Can partially sign off reports permission. Report that is saved as Preliminary when it is sent to a co-author by an author who is granted the Can partially sign off reports permission. | ||
| Partially validated | Report that is saved as Partially validated when it is sent to
a co-author by an author who is granted the Can partially sign
off reports permission. The report remains partially validated until it is signed off. | ||
| In conflict | Possible causes:
| ||
| Validated | Finalized and signed-off report or addendum. |
You can use these report statuses as search criteria and to define search lists.
Report contributors
Often, several types of report contributors exist:
| Report contributor | Tasks performed |
|---|---|
| Transcriptionists and correctionists | Transcribes or corrects a report. Transcriptionists create preliminary reports. Usually, they send them back to the author without changing the status. |
| Author | Performs reading tasks, sign-off tasks, or addendum reading tasks. |
| Partial approver | Partially validates the report by sending it to a co-author. |
| Reviewer | Performs review tasks. |
| Approver | Validates the report. When a report is signed-off in the Medical Secretary Desktop, the author is marked as the approver. |
Which report contributors are displayed on the rendered report depends on how the report template is configured.
The approver is always displayed. Most sites also display all authors on reports they distribute, and some also include partial approvers and reviewers.
You can use report contributor and report reviewer as search criteria and to define search lists.
In the search results, you can display the report author and the reading physician in two different columns.
Viewing reports
To view the content of a preliminary report, you need the Can view preliminary reports permission.
When viewing a validated report, you can use the following options that are only available for internal reports: View letter, View all sections, and View conclusion.
| Note: When you view a validated report, data in the fields that have been added to the report template by the administrator is taken from the values available at the time of report rendering. If the data is updated after the report was validated (for example, the patient name changed after marriage), you see the new data in the report. Data in autofill data fields in report sections does not change, even if the values have changed in the system since report validation. |
What are addenda?
Report addenda are additions that update the existing, signed-off reports. Addenda are always linked to and displayed with the original reports. You can create multiple addenda for a single report. Each addendum can have its own set of contributors—you can assign different reviewers and approvers.
You can distribute preliminary addenda before signing off on them.
Validated addenda are visible on the finalized report with the latest addendum at the top of the report. Addenda are separated from the original report and from other addenda with separator lines in the View all sections and View conclusions views. The rendered report view might differ, depending on the template used.