Clinical Inbox Lookback Limit: Expired Tasks

athenaClinicals

The Clinical Inbox displays only open tasks that were updated within the last 24 months. Items that have expired from appearing in the Clinical Inbox are still considered open and are available for you to review in the patient's chart.

 

The Clinical Inbox Lookback Limit: Expired Tasks report allows you to identify your open tasks (such as documents, orders, and results) that have expired from the Clinical Inbox. The report returns items that haven't been updated in the last 24 months.

 

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 Lookback Limit: Expired Tasks.

 

 

 

To access reports on the Clinicals tab of the Report Library, you must have the Clinicals user permission and the Report: Report Library: Clinicals permission. The Report: Report Library: Clinicals permission is included in the following roles:

  • Practice Superuser role
  • Report Reader role

 

If you don't see the report on the Clinicals tab of the Report Library, you need to activate it on 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 Lookback Limit: Expired Tasks in the Standard Reports section of the tab.
    The Run Report: Clinical Inbox Lookback Limit: Expired Tasks page appears.

  4. Select the dates, filters, and report format and options (see the Field Reference table below for details).

  5. Click Run Report.

 

Note: If you take any action on an expired task and/or update the status, the item reappears in the Clinical Inbox and is not returned when you run this report.

 

 

Run Report: Clinical Inbox Lookback Limit: Expired Tasks
Date of Item Expiration Enter the start and end dates for the inbox items that you want to include in the report, or select a date range from the menu. Items that expired from the Clinical Inbox in this date range appear in the report.
Report Filters
By default, each filter will display All inbox items. To select specific items, click Selected, then search and select values from the list.
Document Class Optional filter for inbox items by document class.
Document Subclass Optional filter for inbox items by the document's subclass.
Department Optional filter for inbox items by department.
Current Assignee Optional filter for inbox items by the user the item is currently assigned to.
Item Status Optional filter for inbox items by the current status of the item.
Item Type Optional filter for inbox items by the 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
Item ID Unique ID of the inbox item.
Department Name Name of the department in which the inbox item was created.
Created Date Date when the inbox item was created.
Created By User who created the inbox item.
Document Class Document class, such as CLINICALDOCUMENT, LETTER, ORDER, or PATIENTRECORD.
Status Current status of the inbox item, for example, Closed, Pend, Review, or Deleted.
Assigned To User to whom the inbox item is currently assigned.
Document Subclass Document subclass, such as PATIENTRECORD_CCD, LETTER_PATIENTCARESUMMARY, or CLINICALDOCUMENT_ADMISSIONDISCHARGE.
Source Source the inbox item originated from.
Patient ID Patient ID associated with the inbox item.
Last Updated Date when the inbox item was last updated.

 

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