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manual:group_activities_report

Group Activity Report

This report produces a report that collates information recorded in a multi-patient progress note within a specified date range. To access this report, go to the reports menu and select Group Activity Report, then select your required date range.

Click on the Search button, this will download the report in Excel format.

Inclusion Rules

  • Progress Note was recorded for multiple patients using the Record Attendance function.
  • The progress notes were all recorded within the same Organisation that the reporting user is logged into.
  • See Special Requirements for grouping rules.

Exclusion Rules

  • Progress Notes recorded for single patients in the Clinical Summary are not included.

Filters

  • Date From (midnight of that date i.e. 00:00);
  • Date To (midnight of that date i.e. 00:00);

Special Requirements The report will group records as follows:

  • By Reason for Contact
    • Stating total number of sessions
    • Stating total count of patients for all sessions
  • By All Clinicians listed by
    • Reason for Contact
    • Including the following additional information
      • Date * Location * Clinician * Program
      • Number of Patients
      • ATSI Male
      • ATSI Female
      • Non-ATSI Male
      • Non-ATSI Female
      • Non-Patients (non patient record attached to the appointment.)
  • By EACH Clinician listed in alphabetical order by prefix, firstname, surname
    • Reason for Contact
    • Including the following additional information
      • Date * Location * Clinician * Program
      • Number of Patients
      • ATSI Male
      • ATSI Female
      • Non-ATSI Male
      • Non-ATSI Female
      • Non-Patients (non patient record attached to the appointment.)

N.B. A new row in the report is created when the patient is linked to a multi-patient progress note recorded where ANY of the italicised data above is different. In other words, the patient may be displayed in multiple rows if the Progress Note/Person Contact/Custom Field data is different.

N.B. An amendment to progress note does not duplicate records.

Report Output

Column Name Where data is pulled from
Reason for ContactProgress note Reason for Contact field (optional)
Number of Sessions
Count of Patients for all sessions
Date/Time
LocationProgress note Location field (optional field)
ProgramProgress note Program field (optional)
ATSI MaleMale Patient's recorded Indigenous Status
ATSI FemaleFemale Patient's recorded Indigenous Status
Non-ATSI MaleMale Patient's recorded Indigenous Status = Neither
Non-ATSI FemaleFemale Patient's recorded Indigenous Status = Neither

|Non-Patients|?|

manual/group_activities_report.txt ยท Last modified: 2019/12/03 22:08 by sarahb