Ad Hoc Report Builder 3 User Manual
Contents
1. Forename Surname Date Of Birth Forenam Surnam Date Of Total Amount xoooooo wooow 01 01 2011 Patient Type Registered GP J Patient Inactive EH Billing Date 4 Biling Type Total Default Fee Total Fee Charged ES Payment Date Payment Type J Total Amount Payed Total Amount Waived Total Receipt Nbr a Company Billed a Company Payed d Notes Filters are used to narrow down your reports by making different selections Commonly used Filters include dates types billing types appointment types medical conditions etc and Figures outstanding Fees number of appointments etc To add a filter First select the Field needed in the filter by double clicking on it or clicking and dragging it onto the main section 12 Page Helix Practice Manager Copyright Helix Health Ltd Drop fields here Biling Date equals unspecified Drag fields from this list A f GP J Patient Inactive Billing Date a Billing Type Default Fee Fee Charged E Payment Date Payment Type Amount Payed Amount Waived Company Billed 4 Company Fayed l Nantes When adding a new condition apply to all data in my report To make the field a prompt that will appear before the report runs right click on the name of the field and select Prompt Remove Condition Right click on Equals to change the Filter criteria Further there will be any number of the Following opt2. ID1AdHocAccounts Add Dataset L amp ExecutionTime On this screen from the Dataset properties form select Use a dataset embedded in my report Then select the data source from the drop down it should be the one just created From the model and click on the Query Designer button to create your query 8 Page Helix Practice Manager Copyright Helix Health Ltd Dataset Properties Choose a data source and create a query Name DataSetl A Use a shared dataset Use a dataset embedded in my report Data source Query type i Tent Table Stored Procedure Quen F Step 4 Adding Content The user can now begin creating their custom report Adding Fields to display on report The user can drag any Fields from the left hand side and drop them into the top box on the right hand side on the main Form When dragging and dropping in Fields drag the cursor onto the report and drop when the blue line appears beside the column name where the field is required The user can also double click on a Field to put it on the report The list of Fields available will depend on the module selected in step one 9 Page Helix Practice Manager Copyright Helix Health Ltd Query Designer a P Edit as Text EF Import 4 F Filter 1 Ad Hoc Account Forenam Sumam Date Of Address Home Phone Woco moccon D1 01 2011 O00000 Oeoococdocdooooo 3 1 Ad Hoc Accounts a Tit
3. Migrate Noreen walkin Dr Matthews dc test locum Dr Lewis Dr Jones Total 34 GMS Laura Browne 01 08 1981 Moore Park Birr Dr Jones Breda Delaney 10 12 1982 Summerhill Roscrea Co Offaly Roy Keane 01 05 1969 15 Church road Stamullen John Kelly 01 12 1982 15 Church road Stamullen Amy Lewis 03 01 1983 Brookdale Grove Swords Co Dublin Amy Lewis 03 01 1983 Swords Dublin baby Lewis 01 01 2011 swords dublin Gina Murphy 12 06 1958 Church Road Dublin 0871111111 Private Dr Jones 08777777 GMS Doctor visit card Dr Matthews 087555555 GMS Dr Jones 0876759630 Private Dr Jones 0876759630 GMS Doctor visit card Dr Jones GMS Doctor visit card Dr Jones Private Dr Matthews amp lt mm amp lt lt Once the report has been run there are several options available e Pages use the left and right arrow icons to view reports longer than one page e Zoom Click on the Zoom drop down to zoom in or out of the report e Find Text type a keyword into the search text box and click Find Next to search For results in the report e Export The user can export the report by select the required Format from the drop down list and clicking Export Reports can be exported into the following Formats XML CSV TIFF PDF Web Archive Excel e Print Report click on the printer icon to print the report I4 4 l Jofa b bl 100 Find Next Select a fat Export x Select a format x x T m ome XML file
4. in Report Builder ec ceesccccssssccsccsssecsssssssscssssssscesees 15 Returning the results in a Cable cccsscccccssssccccsssscsccsssscsccsssscsccsssscssssssscsesssesesesssees 16 Date PAS CO ee a E E e er epeemmm 18 Step 6 Viewing the Report sssessssseessssesesseeessseesssseesssseesssseesssseessseeesssseessseeeseseeessseeeessseeesses 20 Step 7 Saving the Repo0ft s esssseesssseessssesssseessssessssseessseeessssessssseessseeessseeessseteseseeeesseeeesseeeesnes 21 2 Page Helix Practice Manager Copyright Helix Health Ltd Introduction This document is a guide to using the Ad Hoc reporting tool that is now being provided with Helix Practice Manager Reporting Services are being used to provide a set of standard reports and a report builder is also available that will allow the user to create their own customised reports The report builder is based on drag and drop The user will have a set of fields available to them from various database tables and will be able to use these fields and create filters against them to create whatever type of report they require A user will not need to be a technical user but some technical knowledge will be required as to the nature of using logical statements i e and or logic Default Reports HPM comes with a standard list of Adhoc reports already set up which can be used when and if required The reports are divided into modules which relate to each area
5. of HPM Appointments Patients Consultations Medication Medical History Immunisations Exams Protocols Documents Accounts Tasks 3 Page Helix Practice Manager Copyright Helix Health Ltd Running Existing Reports To access the Adhoc Reports click on the Reports tab in HPM There are two options here For Adhoc reports e Ad Hoc Reports Click here to access the standard pre built Ad hoc Reports e Custom Ad Hoc Reports Click here to create custom reports or to access custom made reports v H EV z Helix Practice Manager Helix Health Surgery PM X d Waiting Room Appointments Patient Tasks Administration Help Patient Accounts Drug Diagnosis Attendance vara Ad Hoc Custom Ad Reports Hoc Reports Reports J Waiting Room All All Clinicians gt es T All Clinicians Dr O Mahony DavidReidy Jenny Nurse ns Rongn J D a li EN o Attendee Patient Ty Clinician Appointment 1 vpe Notes Outstanding A Status Scheduled F A Arrival Time Waiting Tim Outstanding el EZEZ Edit Appointment a Not arrived L Not Complete Print Rx Accounts View Patient Chart Patient Type Clinician Appointment Type Status Schedul 4 CreatedByUs Outstanding A Notes 4 fest amed Castes J Dia nota view dt log When Ad hoc reports are launched the user will see a tab for each of the modules available to report on r j i i A SQL Server R
6. will then appear in the Folder it was saved in to be run as required in the Future E hitp ocalhost ReportServer Models basta Saved reports can be accessed when the Custom Adhoc reports icon is opened from the Reports menu in HPM 21 Page
7. 5 Designing the Report in Report Builder Once the Data Source and Data Set are created the user can set about designing the layout of the report The fields you have selected should be displayed on the left hand side of the screen 15 Page Helix Practice Manager Copyright Helix Health Ltd Untitled Microsoft SQL Server Report Builder EU gt os n n fabi 8 ADE X2 r f 7 raq a DUTUe heat Layou a Returning the results in a table Click on the insert tab and click on Table and click on Insert Table then move the mouse to the main report screen and click once this will put a table on to the page the user can adjust the height and length of the table by dragging out the column widths 16 Page Helix Practice Manager Copyright Helix Health Ltd Untitled Microsoft SQL Server Report Builder SSA Are Number amp ExecutionTime jj Merge F Split a Align Date Of Birth The user can edit the top row to if the heading is not correct yment Date Type Of Payment ayment_Date Payment_Type 17 Page Helix Practice Manager Copyright Helix Health Ltd A title can be added to the main report also by click on Click to Add title a 9 H t1 12 14 i 14 15 1b Accounts Report cunts Forename Surname Date Of Birth Fayment Date Type Of Payment Forename Surname Date Of Birth Payment_Date Payment_Type rth Date Par
8. Helix Practice Manager Copyright Helix Health Ltd HELIX HEALTH Helix Practice Manager Ad Hoc Report Builder 3 User Manual 1 Page Helix Practice Manager Copyright Helix Health Ltd Table of Contents FEE OTC e EA E AAE E E AE E AA E EE 3 DE NEREP Oe e e eAeAeAeAPPeEEeeRRRRRRRRRRRRR Rr R HHHHEHEH lm e 3 Running Existing Reports scecevcevctocsearcsanoncstatvieiassacncentassuguesanoncstecvierasanvusantaveravesencancstetuteracanvedanionviee 4 Creating New Reports uu cccsccssscccsessssssccsscccsssssssssceessssssscesssceesseesseeeesscceeesessssecesseessseesseseesseeeesens 6 Step 1 Selecting the Module occ eee e keke keke kK EKE KAKE KA HEREKE HEKE K A HEKE K A HEKE K A HEKE K A HAK KK KK HARE 6 Step 2 Configuring your data source in Report Builder wee ccccccccesttecscsstscssssseesees r Step 3 Creating a Data SOE M M ee eee keke ke eee eeee Ke KEKE KERA KK HHH HHH KAKE KEKE KK KAKA HH HHH HHHH KE 8 Step 4 AddinO Content eee ete ne ne ee n kid k yakiye Kenede p ka V n were Se 9 Adding fields to display on report ii reee ek eke eee ke kek KAKE KA HEKE KA HEREKE HEKE KA HEKE KA HEKE KA HEHE 9 Creating New El S i i iya sree encarta eee keek k ya le b va nel an kalk y kak ak ew l bl xay an cl ey n 10 Adding CSS caste ace se ces E r r r r r r EHEREREREREB HHHH oa 11 Step 5 Designing the Report
9. ameters IF using date Fields in the report as a Filter the user can make sure the correct format is being used in the report Select the Parameters folder on the left of the screen Attendances patient type Microsoft 5 Insert As aa NL Text Image Line Rect Chark Gauge Sparkline Indicator w Dake a Datel d Patient_Type eli Datasets Dataset Forename surname Patient Type Date Forename Surname Patient_Type Date_ Then select the Date field right click on this field and select Parameter properties 18 Page Helix Practice Manager Copyright Helix Health Ltd Atkendances patient type Micro T E gt j Ll 1 a Home Insert WIE om EL a El l H a EJ a N Report Table Matrix List Chart Gauge Map Data Sparkline Indicator Text Image Line Parts Z z Z Bar Box D Report Items Data visualizations nr ata Regions Report Data New Edit XX Built in Fields Click to add title mpm _ Ea XO Delete Patient Typ Patient Typ Tutal Count Patier El Er Datasets EJ DataSet Forename Surmame Patient Type D E Forename Forename Surname Fatient_Type E Click on the Data Type drop down and select Date Time Click OK to save and repeat for any other date fields in the parameters section Report Parameter Properties Gene C
10. e Forename Surname Date Of Birth a 5 Date Of Birth Re Click and drag required fields from this list Patient Type 4 Registered GP Creating New Fields The user can also create fields using the New Field option SS This option can be Found at the top of the list of available Fields New Fields can be created using one or more of the existing available Fields For example when doing accounts reports there is a field for amount charged and one for amount paid to calculate the total amount outstanding on a bill this could be Found by taking one amount away from the other 10 Page Helix Practice Manager Copyright Helix Health Ltd leu h ma lak ada l amp u lata la El Fee Charged 3 Total Fee Charged 3 Avg Fee Charged 2 Min Fee Charged a Max Fee Charged HE Payment Date Payment Type El Amount Payed 3 Total Amount Payed 3 Avg Amount Fayed 3 Min Amount Fayed 3 Max Amount Payed Amount Waived In this example shown above select the total Fee charged then click on the Minus symbol then select the Total Amount Paid Name the field Outstanding Amount Click OK to save and this new field will appear at the top of the list of existing Fields Adding Filters The filter option can be used to add Fields to Filter the data to specifically target the data required 11 P a g e Helix Practice Manager Copyright Helix Health Ltd Click here to Add Filters
11. eporting Services Home My Subscriptions Site Settings Help Home gt AdHocReports gt Search for Main i New Subscription id 4 Jof D DI 100 Find Net Selectaformat v amp pot G ADHOC REPORTING i dl ma Helix Practice Manager Copyright Helix Health Ltd To run an existing report click on the section of the system you want to report on a list of available reports will open Click on the report you wish to run and then enter the search criteria of the report If there are filters on this report they will appear at the top of the screen Click View Report to run the report Sa P i i Site Settings Help SQL Server Reporting Services Click here to run the Home gt AdHocReports gt Go Patients Patient Listing Enter search report criteria here 01 01 1900 and 15 11 2012 Patient Type Company Scheme EU GMS cmi Gender Female Male Unknown a Include InActive Clinicians True False Clinician PM physio Migrate Noreen wa m Show Inactive Patients True False iq 4 l of1 gt pi 100 Find Next Select a format Export A a Home Patient Listing This report returns a list of patients born between 01 01 1900 and 15 11 2012 whose gender is Female Male Unknown and of patient type Company Scheme EU GMS GMS Doctor visit card GMS Emergency GMS Visitor Other Private Private Visitor Visitor Doctor visit card registered to clincian PM physio
12. go select the report EY New Folder i New Data Source bi Reportg builder ings t Upload File v 1AdHocAccounts 7 x 1AdHocAcc Statement 1AdHocAppts hove 1AdHocFam Delete 1AdHacFlu 1AdHacGroupSchema ji Load in ReportBuilder ji E o View Dependent tems o _ 1AdHochate Say 1AdHochledCondition 1AdHochedication hlanage Download Agrees ta SMS 1 AdHocSme 6 Page Helix Practice Manager Copyright Helix Health Ltd Step 2 Configuring your data source in Report Builder Once Report Builder has started expand the Data Sources Folder on the left of the screen by clicking on the plus sign to the left then Right click on the data source e g Adhocaccounts and select Data Source Properties The Data Source Properties box will appear and from this select the data source required and click on the Test Connection button to make sure a connection to the source can be made A message will appear confirming that a connection was created successfully click on the OK button to continue Untitled Microsoft SQL Server Report Builder 1AdHocDataSource http localhost ReportServer08R2 Data Sources 7 Page Helix Practice Manager Copyright Helix Health Ltd Step 3 Creating a Data Set From the Report Data tree right click on Datasets and select Add Dataset Home Pat i Ea EFE
13. hange name data type and other options Available Values Default Values Advanced Date Tine we Boolean Date Time Integer Float Select parameter visibility visible Hidden Internal ox cme 19 Page Helix Practice Manager Copyright Helix Health Ltd Step 6 Viewing the Report Once the report layout created is correct the user can run it to check the output is as required At the top of the screen on the home tab click on Run verdana vow a az ERE a Run the report Oe m Built in Fields ei Parameters Sr Images h E Data Sources Accounts Report IF there are any prompts added at the filter stage these will appear at the top of the screen Run the report to make sure it is correct Click here to view the report IF the report is not correct at this stage return to the report builder and make any required changes by clicking on Design at the top of the screen 20 Page Helix Practice Manager Copyright Helix Health Ltd Date Payment Date1 Step 7 Saving the Report Once the report is correct it will need to be saved Click on the save icon on the top left hand side of the screen in either the design or run mode J I l 7 MIR iid gt pe Design Zoom First Previous Net Last 9P i Bark This will open up a save as dialog box Type in the Name of the report and select a relevant folder to save the report in This report
14. ions 13 Page Helix Practice Manager Copyright Helix Health Ltd Condition Explanation _____________ Examle________ specified value EQUALS Consultation Relative Dates Chosen field is in Where Payment Time Date IN This Month Quarter or Year SAME QUARTER LAST YEAR Month to date Quarter to date or year to date Last n where n is a number of days months quarters or years Next n where n is a number of days months quarters or years Same month last year Same quarter last year value value Chosen Field is after a specified value On or After Chosen field is on or after a specified value Chosen field is before a specified value Contains Chosen field contains the specified Medical Condition Contains value or text in any part of the value Asthma This will Find all medical conditions containing the word asthma In a list Chosen field is a list of values and the user can select one or more of these 14 P a g e Helix Practice Manager Copyright Helix Health Ltd Not Relative Dates Equals In a List After On or After Home Phone Nbr Gender Patient Type Registered GP C Patient Inactive 4 Appt Type ES Appt Date Time Make selection C Is Walkin Appt Status Appt Clinician a Appt Location a Appt Notes 4 Patient Id Person Id Appointment Id from this list Er When adding a new condition apply to all data in my report Step
15. with report data Patient Listing CSV comma delimited TIFF file This report returns a list of patients born between 01 01 1900 and 15 11 2012 who igi ay wu Inknown and if patient type Company Scheme EU GMS GMS Doctor visit card GMS Emergency Excel Private FJicitar VWieittars Tunrinr wicit card renictoread tn clincians PM nhwvein Minrata Maroon walkin Tie Mathow de tect Ineiim Mir 5 Page Helix Practice Manager Copyright Helix Health Ltd Creating New Reports In order for the user to create their own reports they need to load the report builder To access the report builder navigate to Models Folder Step 1 Selecting the Module The user must firstly choose the data source that they wish to use The data sources available correspond to the different areas of the system that can be reported on As more default reports are created and more customer requests are received this area will grow At the moment reporting can be done in the Following areas Accounts Attendance Consultations Family Planning Flu Vaccine HeartWatch Immunisations Maternity Medical Conditions Medications Patients Recalls Cervical Smears VVVVVVV VV VV From the Models Folder place the cursor over the model required as a data source For the report Click on the down arrow which appears to the right and from the list select Load in Report Builder Home SOL Server Reporting Services Fey Models Click here to
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