Clinical Reports: History

The History report allows users to view historical data for one of the following areas:

Admission Date History Allergy History Anticipated Discharge Date History Care Team History CIWA-AR History CIWA-B History Clinical LOC History COWS History Diagnosis History Diet History

Discharge Date History Drug of Choice History Glucose History Location History Orthostatic Vitals History Program History Sobriety Date History UR LOC History Vitals History Weight & Height History

How to Create a History Report

Super Admins, Records Admins, and users with Manage Reports feature can build the following report:

1. Open the Reports tab and click New Report.
2. Select Clinical for the report type.
   
3. Enter your reporting parameters.
1. Report Name
2. Template: Select History.
3. Sort Direction: Select Ascending or Descending for the report order.
4. Date Range: Select a date range for this report. Start Date/End Date is only available when a Custom date range is selected.
5. Criteria: Use this drop-down to determine which evaluations are included in the report based on the date range selected. 
   
   • Admission Date: Displays history from the patient charts admitted in the specified date range.
   • Discharge Date: Displays history from the patient charts discharged in the specified date range.
   • Census: Display history for the charts that were in the census in the specified date range.
   • Changes: Displays history based on data modified in the specified date range.
6. Selection: Choose to include Patients with MR (admitted), Patients without MR (not admitted), or All Patients.
7. Determine who can edit the report using the Editable by radio buttons.
   • All: The report can be edited by any user who has access to it.
   • Owner: The report can be edited by the report's creator or a Super Admin that has a direct URL to the report.
8. Identify who can view the report using the Viewable by radio buttons.
   • All: The report is available under Public Reports for all users who have access to Reports.
   • Owner: The report is available under Private Reports for the current user, or by using the direct URL.
4. Click Continue.
5. Use the History tab to select a single history value.
6. Use the Data Fields Selection to include any additional fields you'd like to report on.
7. Important: The first field selected will determine how your results are grouped. Additionally, the order of the fields selected here is how the fields will display on the report. Use the [drag] indicator to reposition as needed.
8. Click Run Report to view your results.
9. From here, you can edit or export the report for further manipulation.

Single Location

To run this report for a specific location in the master instance, select the Location from the header and click Refresh Data.

Note: This report does not natively include aggregated information like the average length of stay per Program. However, this type of data can be calculated by exporting the report to excel and applying the requisite formulas.