Clinical Inbox Audit Report

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The Clinical Inbox Audit report allows you to report on the documents in the Clinical Inbox, including the department and user that the document is assigned to. You can filter the report by document type and specify whether the results show documents assigned to unconfigured users or configured users only.

 

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Clinicals tab. In the Standard Reports section of the tab, click run next to Clinical Inbox Audit.

 

 

 

To access reports on the Clinicals tab of the Report Library, you must have the Clinicals user permission, the Report: Report Library: Clinicals permission, and the Report: Custom Reports permission.

 

The Report: Report Library: Clinicals permission is included in the following roles:

  • Practice Superuser role
  • Report Reader role

Note: To activate the Clinical Inbox Audit report, use the Activate Reports page.

 

 

  1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
  2. Click the Clinicals tab.
  3. Click run next to Clinical Inbox Audit in the Standard Reports section of the tab.
    The Run Report: Clinical Inbox Audit page appears.
  4. 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.
  5. Document Type — 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.
  6. 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.
  7. 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.
  8. Report Options — Select report options.
    • 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.
  9. Click Run Report.

 

Run Report: Clinical Inbox Audit
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 Type 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 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).

 

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