Description

Special Reports Custom Questions feature will allow administrators to create a series of custom questions that can be captured through Special Reports prompted from the Activity Audit on Page 9 of the chart or directly through Special Reports for non-patient records related to incidents or predetermined circumstances.  Administrators can create questions to be specific to a special report "categories" and configure with different email notifications to occur on various Special Reports.  

This feature allows administrators to define custom questions to appear depending on what category or categories are selected on the Special Report.


Configuration

Special Report Custom Fields (Questions)

Defining

The first step is to define all your custom questions that you want to appear in your special reports.

  1. First select a response type which is the type of field (Yes/No, Checkbox, Number, Date/Time, etc).
    1. To define values for the Checkbox/Multiselect or Dropdown/Select List options see Custom Field Options (Answers) below.
    2. NOTE: It is advised to add all your fields first, then add the options for each field (where applicable)
  2. Then enter the Question title, this is the question the user will see, such as "Do you do a vehicle check?"
  3. You can use the "Hidden" field to keep certain fields hidden until you're ready to make them available.
  4. Next, select 1 or more categories in which you want this field to appear. 
    1. If no categories are selected, the field will not be available
    2. If more than 1 category is selected, then that question will appear if EITHER or ANY of the categories are selected on the special report.






Reordering and Editing

You can order the fields you define by dragging the rows of this table and saving the format.


You can edit the information by clicking the sliderule icon to the right.

Likewise you can delete a question by clicking the X icon to the right. The system will warn you to ensure you want to delete this question and what occurs when you do:


Custom Field Options (optional)

If you selected a Response Type of either Checkbox/Multiselect or Dropdown/Select List, you can go to the "Special Report Custom Field Options" code table to define values for the various fields

The left side lists the response text followed by the question that it belongs to.

There are 4 items to configure per answer:

Special Report Status

You can now create special report statuses in order to track special reports and their completion. That field will appear on the Special Reports. The field has no additional functionality and is just a simple save & edit field.

Via the services "Special Report Status" code table you can define multiple statuses and give them a sequence, which is the order in which they appear.




Using the Custom Fields & Status

Create/Edit Special Reports

Status

The status field appears at the top bar of information with the special report as seen below.


Custom Questions

The custom questions appear after the Categories and Subject and before the Narrative. Custom Questions do not show when creating a new special report until you select at least one category that has custom questions defined. Please see below for an example of the custom questions we earlier defined.



Searching

The search page has been updated to include the Status and Custom Criteria box. For now the custom criteria only searches against special report fields. The search output includes the status field.

Custom Reports

Likewise, the custom reports section has been updated with the ability to report on the custom questions and answers. Because the special report can and will have multiple answers & questions, then adding these to the output will result in a row per answer/question.

The fields can be specified under the Criteria as well as the Output tabs as seen below.