Clinical Inbox Audit with Patient Demographics Report

athenaClinicals

The Clinical Inbox Audit with Patient Demographics report is an enhanced version of the Clinical Inbox Audit report with additional filters (such as current document status) to reduce the size and run time of the report, as well as additional document details and patient demographic information.

Field Reference

Run Report: Clinical Inbox Audit with Patient Demographics
Created Date	Enter the start and end dates for the documents that you want to include in the report, or select a date range from the menu. Documents created in this date range appear in the report.
Document Class	By default, the report displays IMAGINGRESULT and LABRESULT documents only. To report on other document types, click Selected and then select the document types from the list.
Unconfigured (Y/N)	By default, the report displays documents assigned to both configured and unconfigured users (the Show All option is selected by default). To display documents assigned to unconfigured users only, select Yes from the menu. To display documents assigned to configured users only, select No from the menu.
Report Filters
By default, each filter will display All documents. To select specific documents, click Selected, then search and select values from the list.
Department	Optional filter for clinical documents by Department.
Department Group	Optional filter for clinical documents by Department Group.
Provider	Optional filter for clinical documents by Provider.
Current Assignee	Optional filter for clinical documents by the user the document is currently assigned to.
Document Status	Optional filter for clinical documents by current status of the document.
Document Source	Optional filter for clinical documents by the source the document originated from.
Document Subclass	Optional filter for clinical documents by the document's Subclass.
Clinical Order Type	Optional filter for Order, Lab, or Imaging Result clinical documents by the global Clinical Order Type.
Report Format and Options
Report Format	Select the format for your report results. HTML table — Display the report results on your screen. Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format. Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
Report Options	Select other options for your report results. Suppress Column Headings — Select this option to remove column headings from the report results. Suppress Report Name — Select this option to remove the report name from the report results. Show Filter Criteria — Select this option to include your selected filter criteria in the report results. Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
Column Headings
Document ID	Unique ID of the document in the Clinical Inbox. You can click the linked ID number to display the actual document.
Department Name	Name of the department from the clinical document.
Created Date	Date on which the document was created.
Created By	User or entity (for example, Interface) that created the document.
Document Type	Document type (you can select the document types to display when you run the report).
Status	Current status of the document, for example, Closed, Pend, Review, or Deleted.
Currently Assigned To	User to whom the document is currently assigned.
Unconfigured (Y/N)	Indicates whether the document is assigned to an unconfigured user (Y) or a configured user (N).
Document Subclass	Document Subclass of the indicated document. This is a subset of the Document Type.
Document Source	Source the clinical document originated from. For example: if a clinical document was generated during a clinical encounter, this field will show Encounter.
Document Provider	Username of the provider on the clinical document - for Lab Result and Imaging Result documents where this is null by default, the report fetches the provider from the Clinical Order it's tied to when available.
Patient ID	Patient ID associated with the clinical document.
Patient Name	First Name and Last Name from the Full Registration associated with the Patient ID.
Clinical Order Type	For Clinical Orders, this is the global name of the Clinical Order Type in the athenaOne system.
Send To Provider	For Clinical Orders, the Name, Address, Phone and Fax numbers (if available) of the Clinical Provider the Clinical Order is being sent to.
Clinical Provider Order Type	For Clinical Orders, this is the Send to Provider specific name for the Clinical Order Type.
Last Action Date	Date of the last action on the clinical document.
Last Action By	Username of the person who took the last action on the clinical document.
Action	Last action taken on the clinical document.
Action Note	Note associated with the last action on the clinical document if there is one.