Reports

The Reports component provides the ability to generate, view, and export reports. Authorized users will see  Reports in the portal menu bar. Reports are specific to facility and user authorization. The reports available to you are displayed in the Reports List on the Reports page.

Reports Help

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

Report Categories

Reports are grouped in categories. A letter or letters indicating category serve as the report name prefix. For example, A - Active Users, where A is the prefix for the Audit Reports category. The Reports component includes the following report categories and associated prefixes:

- A - Audit Reports
- AL - Alignment Reports
- C - Care Coordination Reports
- M - MPI Reports
- PI - Promoting Interoperability Reports
- PIS - Promoting Interoperability Support
- PP - Patient Portal Reports

A - Audit Reports 

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

Audit reports are typically 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 or 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. See Audit Responsibility and Workflow for more information about the audit report check feature. 

AL - Alignment Reports

Alignment reports are designed to help you see how the portal is being used from a feature standpoint. Alignment reports contain portal feature details such as the following information:

• Information about practices that are live on the portal.
• Sources of data delivered to the portal from provider organizations.
• Volume of secure messages exchanged between participants.  

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

C - 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.

M - MPI Reports 

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

MPI reports are typically used by members of your health information management (HIM) department who are responsible for MPI management. The reports can be used to identify patient updates and merges that are needed in the primary health information system. In turn, update and merge transactions can be sent to correct duplicate patients in the portal global repository.

PI - Promoting Interoperability Reports

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

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

Promoting Interoperability was previously known as meaningful use.

PIS - Promoting Interoperability Support

Promoting Interoperability Support reports are designed to support the View, Download, and Transmit and Secure Messaging workflows of the Promoting Interoperability criteria. Reports in this category are not certified reports. The PIS report prefix distinguishes reports used for troubleshooting certified reports for Promoting Interoperability from reports that are certified for Promoting Interoperability (PI prefix).

PP - 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 are typically used by members of your HIM department who are responsible for performing and supporting patient provisioning functions.

Report Key

The Report Key is displayed on the Reports page below the Reports List (and below Report Description when a report is selected). Each report name has a prefix that indicates the report category. The key below contains the prefix for each report category: 

Run Reports

Complete the following steps to run a report:

1. From the portal menu bar, select  Reports.
2. Select a report from the list. The report's description is displayed below the Reports List.
3. If filters such as begin date and end date are available, they are displayed when the report is selected. Value filters as needed to produce the intended report. An asterisk indicates that the filter is required.
4. Select Search to run the report. The system displays the report on the page. 
5. If you want to sort the report, you can select a column heading. 
   •  next to the column heading indicates an ascending sort order, for example, a to z, 1 to 10, or oldest date to most recent date.
   •  indicates a descending sort order, for example, z to a, 10 to 1, or most recent date to oldest date.
6. If you want to view a different page of the report, you can scroll or flick down and select a page number or use the arrows to go to the next, last, previous, or first page. 
7. If you want to change the number of report rows displayed per page, you can select a different page size from the list. 
8. If you want to see a full screen view of the report, you can select Expanded View. Select Previous View to return to the previous view.  
9. If you want to download the report, you can select Export to Excel. See Export Report to Microsoft Excel for more information.
10. If you want to clear the search filters and revert to the default values, you can select Clear. 

Export Report to Microsoft Excel  

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

Complete the following steps to export a report to Excel:

1. Run a report. 
2. Select Export to Excel, located above the column headings row. 
3. The report is exported to a worksheet in .XLS or .XLSX format. The file is not encrypted, or 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.