Screening Questionnaires Report
The Screening Questionnaires report allows you to report on the clinical information documented in the screening questionnaires during patient encounters.

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Other tab. In the Standard Reports section of the tab, click run next to Screening Questionnaires Report.

To run this report, you must have one of the following permissions or roles:
- Practice Superuser role
- Report Reader role
- Report: Report Library: Other permission
Note: To activate the Screening Questionnaires report, use the Activate Reports page.

- Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
- Click the Other tab.
- In the Standard Reports section of the tab, click run next to Screening Questionnaires Report.
The Run Report: Screening Questionnaires Report page appears. - Date Range — Enter or select the date range for the report.
- Report Version — Select one of these options:
- Question and Answer Report — This report returns the full question-and-answer text information from each patient's questionnaire, along with other relevant questionnaire data.
- Questionnaire Summary Report — This report returns a summary of the questionnaire information, including Questionnaire Name, Total Score, and Encounter Date.
- Questionnaire Name — Click All to report on all the questionnaires that you administer, or click Selected and select the questionnaires to include in the report.
- Additional Display Columns — Select one or more optional columns to include in the report output. See this report's Field Reference for details.
- Report filters — Select the criteria for your report. See this report's Field Reference for details.
- Report Format — Select the format for your report results.See this report's Field Reference for details.
- Report Options — Select other options for your report results. See this report's Field Reference for details.
- Click Run Report.

The Screening Questionnaires Report allows you to report on the clinical information documented in the screening questionnaires during patient encounters. This report is particularly useful for population health management. For example, you can run a report for patients who have high scores on the PHQ-9 questionnaire to ensure that providers follow up with patients who have an increased risk of depression.
You can run two versions of the Screening Questionnaires Report:
- Question and Answer Report — This report returns the full question-and-answer text information from each patient's questionnaire, along with other relevant questionnaire data.
- Questionnaire Summary Report — This report returns a summary of the questionnaire information, including Questionnaire Name, Total Score, and Encounter Date.
You select the report to run using the Report Version field on the Run Report: Screening Questionnaires Report page.
See the Field Reference for a description of the columns included in each report type.

Run Report: Screening Questionnaires Report | |
---|---|
Date Range |
Enter or select the date range for the report. (This uses the date the questionnaire was scored.) |
Report Version |
Select one of these options:
|
Questionnaire Name |
Click All to report on all the questionnaires that you administered during the date range, or click Selected and select the questionnaires to include in the report. |
Screening Context |
Select one of these options:
|
Additional Display Columns |
Select one or more of these display columns to include in the report:
|
Report Filters | |
Primary Provider Group | Click All to include all Primary Provider Groups, or click Selected and select specific Primary Provider Groups to include in the report. |
Primary Insurance | Click All to include all Primary Insurances, or click Selected and select specific Primary Insurances to include in the report. |
Insurance Reporting Category | Click All to include all Insurance Reporting Categories, or click Selected and select specific Insurance Reporting Categories to include in the report. |
Insurance Product Type | Click All to include all Insurance Product Types, or click Selected and select specific Insurance Product Types to include in the report. |
Report Format and Options | |
Report Format |
Select the format for your report results.
|
Report Options |
Select other options for your report results.
|
Column Headings | |
Patient ID |
athenaOne ID of the patient who took the questionnaire. |
Patient First Name |
First name of the patient who took the questionnaire. |
Patient Last Name |
Last name of the patient who took the questionnaire. |
Patient City |
City of residence on file for the patient who took the questionnaire. Note: This column appears only if you select the Patient geographic information option in the Additional Display Columns field. |
Patient State |
State of residence on file for the patient who took the questionnaire. Note: This column appears only if you select the Patient geographic information option in the Additional Display Columns field. |
Patient Zip |
ZIP code on file for the patient who took the questionnaire. Note: This column appears only if you select the Patient geographic information option in the Additional Display Columns field. |
Clinical Encounter Provider ID |
athenaOne ID of the provider associated with the clinical encounter. Note: This column appears only if you select the Show provider name option in the Additional Display Columns field. |
Clinical Encounter Provider First Name |
First name of the provider associated with the clinical encounter. Note: This column appears only if you select the Show provider name option in the Additional Display Columns field. |
Clinical Encounter Provider Last Name |
Last name of the provider associated with the clinical encounter. Note: This column appears only if you select the Show provider name option in the Additional Display Columns field. |
Clinical Encounter Provider Group Name |
Name of the Provider Group associated with the clinical encounter. Note: This column appears only if you select the Show provider name option in the Additional Display Columns field. |
Primary Insurance |
The patient's Primary Insurance. |
Primary Insurance Member ID |
The patient's Primary Insurance Member ID. Note: This column appears only if you select the Patient Primary Insurance Member ID option in the Additional Display Columns field. |
Primary Insurance Reporting Category |
The patient's Primary Insurance Reporting Category. Note: This column appears only if you select the Insurance Reporting Category option in the Additional Display Columns field. |
Secondary Insurance |
The patient's Secondary Insurance. Note: This column appears only if you select the Patient Secondary Insurance option in the Additional Display Columns field. |
Completed by Username |
Username of the staff member who administered the questionnaire. Note: This column appears only if you select the Show survey completed by name option in the Additional Display Columns field. |
Service Department ID |
ID of the service department associated with the clinical encounter. Note: This column appears only if you select the Show service department option in the Additional Display Columns field. |
Service Department Name |
Name of the service department associated with the clinical encounter. Note: This column appears only if you select the Show service department option in the Additional Display Columns field. |
Encounter Procedure Codes |
Procedure codes and modifiers associated with the appointment during which the questionnaire was administered. Note: This column appears only if you select the Encounter procedure codes option in the Additional Display Columns field. |
DOB_Patient |
Date of Birth on file for the patient who took the questionnaire. Note: This column appears only if you select the Show Patient DOB option in the Additional Display Columns field. |
Encounter Date |
Date of the clinical encounter associated with the patient questionnaire. |
Questionnaire Name |
Name of the questionnaire administered to the patient. |
Question Ordering |
Order of this question in the questionnaire. Note: This column appears only if you select the Question and Answer Report option in the Report Version field. |
Question Text |
Text of the question as it appears in the questionnaire. Note: This column appears only if you select the Question and Answer Report option in the Report Version field. |
Answer Text |
Patient's answer to the question. Note: This column appears only if you select the Question and Answer Report option in the Report Version field. |
Total Score |
Overall patient score on the questionnaire. |
Score Status |
Status of the questionnaire score (for example, SCORED or UNSCORED). |
Questionnaire Type |
Type of questionnaire (for example, FULL or SCOREONLY). |
Questionnaire Guidelines |
Guidelines and recommendations resulting from a patient's score on the questionnaire. |
Question LOINC |
The Logical Observation Identifiers Names and Codes (LOINC) number associated with the questionnaire. LOINC codes are a standardized classification system for specific questionnaire elements. |
Notes | Notes associated with the questionnaire from the clinical encounter. |