Patient Throughput Report

To create a report that summarizes appointments across provider groups, departments, and appointment types, use the Summary report type.

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 Patient Throughput Report in the Standard Reports section of the tab.
   The Run Report: Patient Throughput Report page appears.
4. Appointment date range — Enter the start and end dates for the report, or select a date range from the menu.
5. Report Type — Select Summary.
6. Summarize data by — Select an option from the menu.
• The full date range (no intervals)
• Monthly intervals — Organize the report by month.
• Weekly intervals — Organize the report by week.
7. Group appointments by — To group appointments in the report by categories such as Department, Appointment Type, or Scheduled Provider, click Selected and then select the categories from the list.
   For example, if you select Department and Rendering Provider from the list, the report displays all appointments for the selected department together, and, within a department, all appointments for each rendering provider appear together.
8. Measures to include — By default, all information about the selected appointments appears in the report. To display specific information only, click Selected and then select the measures from the list, for example, Average Check-in duration, Number of appointments, Average appointment duration, and Standard deviation of appointment duration.
9. Show Closed Encounters Only — This option is selected by default to provide useful data in the report.
10. 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.
11. 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.
12. Click Run Report.

To create a report with a detailed view of individual appointments, use the Detail report type.

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 Patient Throughput Report in the Standard Reports section of the tab.
   The Run Report: Patient Throughput Report page appears.
4. Appointment date range — Enter the start and end dates for the report, or select a date range from the menu.
5. Report Type — Select Detail.
6. Provider Groups to include — To create a report for specific provider groups only, click Selected and then select the provider groups from the list.
7. Appointment Departments to include — To create a report for specific departments only, click Selected and then select the appointment departments from the list.
8. Scheduled Providers to include — To create a report for specific providers only, click Selected and then select the scheduled providers from the list.
9. Appointment Types to include — To create a report for specific appointment types only, click Selected and then select the appointment types from the list.
10. Include patient details — To include information about each patient (patient ID, patient name, sex, DOB, age, and IRC), select this option.
11. Show Closed Encounters Only — This option is selected by default to provide useful data in the report.
12. 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.
13. 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.
14. Click Run Report.

The Patient Throughput Report displays appointment/encounter data as it actually occurred. For example, if you see that the "Exam Started By" field shows a provider other than the expected rendering provider, the provider displayed in the report is the user who physically clicked the Go to Exam button (or clicked the Exam checkbox in the patient banner) to start the exam stage of the appointment.

When you run the Patient Throughput Report, note the following.

• Because timestamp logging is complex, an appointment in the Patient Throughput Report may have timestamps that are not identical to the timestamps shown in the appointment audit log.
• The accuracy and usefulness of the Patient Throughput Report depend on correct appointment and encounter workflows. For example, if a user skips the Intake, Exam, or Sign-off stage during an encounter, the corresponding fields in the Patient Throughput Report are left blank. To avoid inaccurate or missing data in the report, follow best practice workflows.
• If your practice or organization transitioned from the "Classic" athenaClinicals experience to the "Streamlined" athenaClinicals experience, timestamp logging during the transition may be missing or inaccurate.