Confidential Clinical Patient Data Report

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 Confidential Clinical Patient Data.

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

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 Confidential Clinical Patient Data in the Standard Reports section of the tab.
   

4. Select the criteria for the report:
   

   • Date range — Enter the start and end dates for the report or select a range from the drop-down menu.

     Note: You must apply at least one type of date filter.

   • 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 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.

5. Click Run Report.

You can mark some information as confidential during the Exam stage of the encounter so that it is not visible to patients and family members or caretakers who have access to their health information, but it is visible to other providers and practice staff members. When you mark information as confidential (lock it) or remove the confidential marking (unlock it), the actions are logged. You can view the lock and unlock actions in the Confidential Clinical Patient Data report, which includes:

• Information about the patient

• Information about the encounter

• The user who locked or unlocked the information

• The reason for locking or unlocking the information (or a "-" if no reason was selected)

• When the action was taken

If a note is locked or unlocked more than once, each action is included in the report, but only the latest lock or unlock reason is displayed. For example, if a note was originally locked with "Patient request" as the reason and then later locked with "Risk of harm to patient or others" as the reason, both lock actions would appear in the report with "Risk of harm to patient or others" in the "Reason (as of Today)" column.