Orders Reports

The Orders Reports category allows you to retrieve data on Doctor's Orders and Med Log entries (MARs). You can report on medication type, medication doses taken or missed, and orders awaiting signature. 

Within the Orders category, there are two available templates: Orders and MARs.

Template	Data Included
Orders	Provides the details of Doctor's Orders and includes the following default fields: Order (Medication Name, Dose, Duration) Start Date End Date Ordered By Status Discontinued Date Discontinued By Discontinued Status
MARs	Provides Med Log details and includes the following default fields:  Taken (Yes/No/N/A) Medication (Name, Dose, Route) Frequency Scheduled (Date/Time) Type (MED, ACTION, PRN) Comment Staff Patient (signature time) Notes

Creating an Orders 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 Orders for the report type.
   
3. Enter your reporting parameters.
1. Report Name
2. Template: Select Orders.
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.
   • Note: The Current Census range pulls data from patients currently on your census.
5. Criteria: Use this drop-down to determine which patients are included in the report based on the date range selected. 
   • All Orders: Both active and discontinued orders (whether reviewed or not by the doctor) for the selected date range.
   • Discontinued Orders: Orders that have been discontinued during the selected date range.
   • Active Orders: Orders that were active during the specified date range.
   • Unreviewed Orders: Orders that are not yet signed by the doctor(s) during the specified date range.
   • Discharge Medications: Orders that have been marked as Continue on Discharge for the selected 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 to select additional reporting fields (optional).
5. Use the Data Fields Selection to include additional fields you'd like to see on the report. These fields appear as a new column on the report and appear before the default fields in the order added. Use the [drag] icon to rearrange field order as needed. 
6. Click Run Report. The report will run in the background and appear in your Downloads when complete.
7. Click on the Downloads badge to download the report.
8. From the Downloads tab, click the Download link.
9. The report downloads as a .csv file and contains the added and default data fields.

Creating a MARs 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 Orders for the report type.
   
3. Enter your reporting parameters.
1. Report Name
2. Template: Select MARs.
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.
   • Note: The Current Census range pulls data from patients currently on your census.
5. Criteria: Use this drop-down to determine which patients are included in the report based on the date range selected. 
   • All: All medications added to the patient's chart.
   • Taken: Medications that have been observed/administered (Logged as Yes on the Med log)
   • Not Taken: Medications that have been marked as Not Taken in the Med Log.
   • N/A: Medications that were scheduled but not observed/administered (neither marked Yes or No on the Med Log).
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 to select additional reporting fields (optional).
5. Use the Data Fields Selection to include additional fields you'd like to see on the report. These fields appear as a new column on the report and appear before the default fields in the order added. Use the [drag] icon to rearrange field order as needed.
6. Click Run Report. The report will run in the background and appear in your Downloads when complete.
7. Click on the Downloads badge to download the report.
8. From the Downloads tab, click the Download link.
9. The report downloads as a .csv file and contains the added and default data fields.

Specific Location

If you need to run the report for a specific location in a master instance, select the Location from the header before clicking Run Report.

Note: If you need to generate a new version of the report, we recommend deleting the previous version from your Downloads folder first. This ensures you receive a notification in the Downloads badge when the report is ready to view.