The Reports component is available to authorized users only and provides the ability to generate, view, and export reports. Only authorized users will see  Reports in the application menu bar. Reports are specific to facility and user authorization. You have access to the reports permitted by your level of authorization. The reports available to you are displayed in the Reports List on the Audit Reports page in the application. The Reports List will likely vary from user to user because it is based on authorization.    

Help Topics on This Page

- Report Categories
- Report Key
- Run Reports
- Export Reports to Microsoft Excel 

Report Categories

Reports are grouped by category. Report names are prefixed by a letter or letters indicating category. For example, A - Active Users, where "A" is the prefix for the Audit Reports category. The Reports component includes the following report categories:

- Care Coordination
- MPI 
Meaningful Use
Patient Portal

Audit Reports 

Audit reports are designed to help you monitor compliance with privacy and security policies. They include specific actions performed in the portal application by specific users. Audit reports contain date, time, user, and action information. 

Audit reports typically are used in the following ways:

  • Privacy and security team members include audit reports in their planned system audits to monitor user access to patient information
  • Ambulatory practice members use audit reports to monitor staff turnover and identify user accounts to disable
  • Authorized group/practice administrators may be required to run and review audit reports as part of the periodic user access review (PUAR) workflow  

PUAR Workflow

You need additional authorization to participate in the PUAR workflow. Click here for more information about audit responsibility and workflow specific to the audit report check feature. 

Alignment Reports

Alignment reports are designed to help you see how health information exchange (HIE) participants use the portal from a feature standpoint. They contain portal feature details such as information about practices that are live on the portal application, sources of data delivered to the portal from provider organizations, and volume of secure messages exchanged between participants.  

Alignment reports typically are used by your marketing team and portal governance committee to monitor general trends in portal adoption and use.

Care Coordination Reports

Care coordination reports are designed to provide information about patients moving from one care setting to another. For example, to alert a primary care physician practice about discharges from an emergency department.

Care coordination reports typically are used by members of the primary physician practice responsible for following up with patients.

MPI Reports 

Master Patient Index (MPI) reports are designed to help you identify potential duplicate patients in the HIE repository.

MPI reports typically are used by members of your Health Information Management Department who are responsible for MPI management and for updating and merging patients in the primary health information system to initiate updates and merge transactions to the HIE.

Meaningful Use Reports

Meaningful use reports are designed to be part of your attestation submitted for meaningful use in support of the measures applicable to the portal. Reports are customized to your meaningful use patient population and are deployed by attesting organization, for example, by individual facility for Eligible Hospital, and by individual provider for Eligible Provider.

Meaningful use reports typically are used by members of your meaningful use program office who are responsible for monitoring progress and preparing data collection and attestation. 

Patient Portal Reports

Patient portal reports are designed to help you monitor patient portal provisioning and the clinical data released to patient portal users. 

Patient portal reports typically are used by members of your Health Information Management Department who are responsible for performing and supporting patient provisioning functions.

Report Key

A report name is prefixed by a letter or letters indicating the report category. The key below contains the prefix for each report category. The Report Key is displayed on the portal page below the Reports List (and below the Report Description when a report is selected).

Report Key
Prefix Category
A Audit Reports
AL Alignment Reports
C Care Coordination Reports
I For MMD Internal Use Only
M MPI Reports
N/A Modified Stage 2 Reports (for meaningful use (no prefix))
MU3 Meaningful Use Stage 3 Reports
PA Patient Access Audit Reports
PP Patient Portal Reports

Run Reports

Complete the following steps to run a report:

  1. Select  Reports from the menu bar.
  2. If listed, select Audit Reports.
  3. Select a report from the Reports List.
    • The Report Description is displayed below the Reports List
  4. If Filters such as begin date and end date are available, they are displayed when the report is selected. If there are filters, value them as required to produce the intended report. An asterisk indicates the filter is required.
  5. Select Search to run the report. The system displays the report on the page. 
    • If you want to sort the report, select a column header 
      •  next to the column header indicates an ascending sort order, for example a to z, or 1 to 10, or oldest date to most recent date
      •  indicates a descending sort order, for example z to a, or 10 to 1, or most recent date to oldest date
    • If you want to view a different page of report results, scroll down and either select a page number, or use the arrows to go to the next, last, previous, or first page 
    • If you want to change the number of report rows displayed per page, make a selection from the Page Size list 
    • If you want to see a full screen view of the report, select Expanded View  
    • If you want to close Expanded View, select Previous View
    • If you want to clear the search Filters and revert to the default values, select Clear 

Export Reports to Microsoft Excel  

Microsoft Excel or a .XLS / .XLSX compatible application is required to export reports to Excel.

Complete the following steps to export a report to Excel:

  1. Run a report
  2. Select Export to Excel, located above the report column header row. 
  3. The report is exported to a worksheet in .XLS or .XLSX format. The file is neither encrypted nor password protected.
  4. Depending on your browser and settings, a dialog box may be displayed. If displayed, select what to do with the file, for example open, save, or save as. Complete any additional steps required for the selected action.
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