Category Archives: Crystal Reports

Clinical Visit Summaries attestation report, part one

In previous posts here, here, here, and here, I talked about our struggles with GE’s 2013 Crystal Report for Meaningful Use attestation on Clinical Visit Summaries. We now have a report going out daily to notify our practices of visits where a CVS was not printed, and it already appears to be having a positive effect.

Come February, we’re going to have to attest for Q4 2014 (using the 2013 measures under the flexibility rules), so today I’d like to show you our attestation report.
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Provider list as a report parameter

One task I struggled with for a long time was how to create a custom report that users could run against one or more specific providers. You can build a static provider list in the report parameter, but that means having to maintain that list, in every report that uses it, any time a provider leaves the organization or a new one is hired. You can create a dynamic parameter that looks up the list in DoctorFacility, but that’s going to give you a much larger list than you need. Turns out accomplishing this is really simple, all you need is a custom view.

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Missing Clinical Visit Summaries, part one

UPDATES! There are two updates to this post:
Missing Clinical Summaries, THE BUG
Missing Clinical Visit Summaries, REVISED

Ah, the joys of Meaningless Use. Wait, did I say Meaningless? I meant Meaningful. Sorry, should I go back and re-type that? No, I think I’m good. Let’s move on…

If you’re like everyone, your organization is currently scrambling to meet any number of Meaningful Use measures. One measure we’re putting a lot of effort into is Clinical Visit Summaries. I won’t get into the details here, feel free to read all about it. We’re more interested in identifying whether or not our staff is giving them to patients like they’re supposed to.

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The Missing/Suspect Charges report, part 3

Continued from part two.

In this last part we’ll look at the Crystal Report and how we schedule it in Logicity. I’m hoping this project serves as an example of why, with the exception of very simple reports, I generally prefer to do my data processing in stored procedures, and only use Crystal for presentation.

I shudder to think what would be required to make this report happen using only Crystal. How many subreports and shared variables would you need? Instead, we have two somewhat complex but relatively manageable scripts that provide all the data we need to populate a very simple report. It wouldn’t be difficult to read through those two scripts and figure out how they work. If you put all that into the report itself, it would take days or weeks to get your head around what it’s doing.

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The Missing/Suspect Charges report, part 2

Continued from part one.

Our objective with this report is two-fold: To list any patient visits with missing service charges, and to show any patient visits where it appears a “new patient” charge was entered for an established patient, or vice-versa. I’ll refer to this second category as “Suspect Charges.”

You might think that this would be an excellent opportunity to use the New/Established Patient column we added to PatientProfile. Unfortunately, it’s not that simple. That’s a computed column that returns the patient’s new/established status at the moment you select it. We need to consider the patient’s status at the time of the visit. If we’re looking at charges that have already been entered, all of these patients should come back as established. The question is, were they established at the time of the visit?

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The Missing/Suspect Charges report, part 1

Management asked for a report, to be emailed to the office coordinators twice daily, showing any qualifying visits in the past 24 hours that were missing a service charge. In addition, they also wanted it to show any “new patient” charges that should have been “established patient” and vice-versa. They also wanted a copy sent to the practice managers on a weekly basis, showing any outstanding items from the past 90 days. This would allow the practices to stay on top of their charges and hopefully recoup some of the money they were hemorrhaging due to inattentiveness and human error.

Based on what shows up on this report every day, I wish I was being paid on commission.

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