Search and Reports
Search Query and Scheduler
In AAHC, you can create predefined search queries and use them as a template while scheduling a report if you have the Super Admin role.
You can create a scheduler for a particular care provider and its units. You can specify the reporting period, the start date, and the frequency of the report generation for the scheduler. You can also generate an ad hoc report.
Add a Search Query
You can add multiple queries to a search query.
Select Search Query from the left navigation bar.
Click Add Search Query.
On the Create Search Query panel:
Enter a Name for the search query.
Enter the Description of the search query.
Next to Add Search Query, click the + symbol.
In Add Search Query, enter a valid search query to pull the relevant logs from Logpoint.
Click OK.
The Create Search Query panel lists all the added queries. You can delete queries from the table by clicking the Delete icon in the Actions column. You can add multiple queries in a search query.
Click Create.
You can edit a search query by clicking Edit Search Query and delete a search query by clicking Delete Search Query.
You can reorder the created search queries by dragging and dropping them.
Adding a Scheduler
Select Scheduler from the navigation bar.
In Name, select which predefined search query you want to schedule. Detail displays the selected query.
Click Schedule in the Details section.
Create Schedule (Create Schedule panel)
Enter a Name for the scheduler.
Select the CareProvider and its CareUnit for which you want to create the report.
Select a Search Permission Group for the scheduler.
Enter the Reporting Period for the report.
Enter the starting Date to generate the report.
Select the Running Mode. You can select the corresponding running mode to generate the report once, daily, weekly, or monthly.
Click Create.
The My Schedulers table lists all the created schedulers. You can edit or delete schedulers from the Actions column. You can also generate reports of the schedulers on an ad hoc basis.
Generating an Ad Hoc Report
To generate an ad hoc report:
In the Actions column of the My Schedulers table, click Generate Now for the corresponding scheduler.
To see the generated report, log in with the user credentials and select Reports from the navigation bar.
Search
Log into AAHC as a search user to search and generate reports.
You must have the User Access, Patient Access, or All Access roles to search, view, or administer reports.
Users with Report Access or Report Admin Access roles do not have permission to perform searches.
Searching the Medical Records
Depending on what kind of access is configured in the IDP Mapping by the Admin User, a Search User can base their searches on:
Patient SSN – if you have the Patient Access or All Access roles
User ID – if you have the User Access or All Access roles
Both Patient SSN and User ID
Perform a Search
Select Search from the left navigation bar.
Enter the Patient SSN to search the records of a particular patient.
You must have the Patient Access or All Access roles to search using Patient SSN.
Enter the User ID to search the records of a particular user.
You must have the User Access or All Access roles to search using User ID.
Select the Care Provider and its Care Unit for which you want to create the report.
Select a Column Template. The template defines the columns of the search result.
AAHC selects a default column template set by the admin user in the Column configuration. For more details, go to Manage Columns.
Select a Time Range for retrieving the logs:
Select Yesterday to retrieve logs from the day before.
Select This month to retrieve logs from the first day of the current month till the current time.
Select Last month to retrieve logs from the month before.
Select This week to retrieve logs from Monday of the current week till the current day.
Select Custom period to select a custom date for retrieving logs.
Click Search.
Search Results Drill-down
You can re-run search results and get pre-filled parameters for further drill-down by clicking an existing search result.
Downloading the Search Results
Click the Print icon at the top right corner to download the search results as a PDF file in landscape mode. In Comment, add any potential comments to the file. You can see the comments on the downloaded file's first page.
Saving the Search Results as a Report
Click Save as Report in the search page or in the search results page.
Provide a Report Name.
Click Save.
AAHC saves the search result as a report in Reports, where you can view and administer the report.
Reports
A report is a structured document generated from schedulers or saved search results, presenting organized data that users can view, manage, and take actions on based on their assigned roles. You can view reports by clicking Reports on the sidebar.
User roles that can work with reports are:
User Access
Patient Access
All Access
Report Access
Report Admin
Go to Manage Users to learn more about managing users and roles.
Report Details
Each report has the following details:
Scheduler Name
Name of the scheduler used to generate the report. For reports saved from search results, name of the report saved by the user.
Query Name
The predefined search query used in the scheduler. For reports saved from search results, name of the report saved by the user.
Created Date
The report generation date.
Updated Date
The date of the latest change in the status of the report.
Status
The status of the report: Unreviewed, Reviewed, or Archived. If the report data has any comments or reviews, the comment and review icons under Status are visible, else they are dimmed.
State
The state of the scheduled report: Started, Failed, Partially Success, Interrupted, or Success. Success means the report has complete results from all used search queries. Partially Success means some queries are complete but not all. Interrupted means the report was interfered with during the search process.
Actions
Actions users can perform on the report: view, download, change status, comment, or view actions on the report.
Reports Actions
View
Click the View icon to display the report.
The page creates a report for the query selected in the Select Query drop-down menu.
You can download the displayed result or the complete report by clicking the Print icon:
Select Download displayed result to download the result of the selected query only.
Select Download complete report to download the results of all the queries in the report.
You can click the Back icon to go to the Reports page.
You can select a filter option from the Actions drop-down to view commented results, reviewed results, or commented and reviewed results.
You can also comment, review, and email each row of the report:
To comment on a row, click the Comment icon from the Actions column and enter your comments in the Comment pop-up panel.
You can add multiple comments.
To review a row, tick the checkbox in the Actions column of the corresponding row. You can unreview the row by unticking the checkbox.
Click the Send Email icon to send the report link via email. Clicking the icon opens the email client with the report link. An AAHC user with User, Patient, Report, or Report admin access can access the report via the link.
Download
Click the Download icon to download the report in PDF.
Before downloading, you can choose whether to include comments made to the report data and to the whole report. Select With Comments to include comments; otherwise, select Without comments. Similarly, enable or disable Include queries on the report? to include queries in the report.
Comments made on report data are displayed on the corresponding row.
Comments made on the entire report are displayed on the first page.
If you include queries on the downloaded report, the queries appear on the last page.
Status
Click the Status icon to change the status of the reports to Reviewed, Unreviewed, or Archived.
By default, the status is Unreviewed.
Comments
Click the Comments icon to add a comment on the entire report. You can add multiple comments.
In Comments, enter your comment and click Submit.
You cannot edit or delete a comment.
Activity
Click the Activity icon for a report to view all actions carried out on the report. The Activity panel records all actions with the user and timestamp. Actions recorded include:
Viewing a report
Commenting on a report
Commenting on a data row of a report
Reviewing a report
Reviewing a data row of a report
Changing the status of a report
Downloading a report
Send Email
Click the Send Email icon to send the report link via email. Clicking the icon opens the email client with the report link. An AAHC user with User, Patient, or Report access can access the report via the link.
You can also send a report link for an individual data row of a report.
Archive
Click the Archive icon to archive selected reports. You can select multiple reports and archive them in bulk.
Delete
You can delete archived reports only.
You must have the Report Admin role to delete reports.
To delete a report, make sure it is archived. Then select the archived reports and click the Delete icon. Click Yes to confirm the deletion.
You can select multiple reports and delete them in bulk.
Filtering the Reports
You can filter generated reports by Scheduler name, Query name, Created date, Actions, Status, and State if you have the User Access, Patient Access, All Access, or Report Access role. You can only access the reports of your care units.
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