Good morning
This can be achieved by creating 2 reports
The first report will find all the completed courses of treatment in a certain period of time
REPORT 1
To create a report to find the number of completed CoTs in a given time.
- Open Report Manager
- Select the Folder called Reports not in a Category
- Click ‘New Report’ then ‘Start’
- Click on the ‘Ellipsis’ to select a query.
- Click on ‘New Query’ then ‘Start’
- Select the item ‘Treatment Plans’ then ‘Next’
- Tick the box ‘that have certain attributes’ then click ‘Specify Attributes’
- In the next window select the ‘Completion Date’ field and add it to the Criteria window twice
- In the first date line change the ‘Operator’ column option to ‘later than or equal to’ and tick the ‘Ask’ column, click ‘OK’ then change the question to ask for the START DATE
- In the second date line change the ‘Operator’ column option to ‘earlier than or equal to’ and tick the ‘Ask’ column, click ‘OK’ then change the question to ask for the END DATE
- Click ‘OK’ then ‘Finish’ and save the query.
- Now select the query just made and click ‘Next’ then select ‘Report Layout’
- select AcceptanceDate, Completion Date, PatientCode and Surname
- Click ‘OK’ then ‘Finish’ and save the report
REPORT 2
To create a report to find the number of completed CoTs in a given time with a PENDING APPOINTMENT
- Open Report Manager
- Select the Folder called Reports not in a Category
- Click ‘New Report’ then ‘Start’
- Click on the ‘Ellipsis’ to select a query.
- Click on ‘New Query’ then ‘Start’
- Select the item ‘Treatment Plans’ then ‘Next’
- Tick the box ‘that have certain attributes’ then click ‘Specify Attributes’
- In the next window select the ‘Completion Date’ field and add it to the Criteria window twice
- In the first date line change the ‘Operator’ column option to ‘later than or equal to’ and tick the ‘Ask’ column, click ‘OK’ then change the question to ask for the START DATE
- In the second date line change the ‘Operator’ column option to ‘earlier than or equal to’ and tick the ‘Ask’ column, click ‘OK’ then change the question to ask for the END DATE
- Click ‘OK’ then ‘Finish’ and save the query.
- Now select the query just made and click ‘Next’
- On the next window select the ‘Yes’ option and click the ellipsis
- Select the ‘Query’ option and click ‘OK’
- Create a second query by clicking on ‘New Query’ then ‘Start’
- Select the entity ‘Patients’ and click ‘Next’
- Scroll down and select the line ‘that have at least [Number of Appointments] appointments with a status of [Appointment Status] and click ‘Specify Criteria’
- In the value column select ‘Pending’ for the Appointment Status and ‘1’ for the Number of Appointments then click ‘OK’
- Click ‘Next’ then ‘Finished’ and save the query.
- Select the query just created and click ‘Next’ then select ‘Report Layout’
- From the first table (Patients) select the PatientCode and Surname
- From the second table select AcceptanceDate, Completion Date, PatientCode and Surname
- Click ‘OK’ then ‘Finish’ and save the report
However, the second report will find the patients who have completed a CoT within the time but the pending appointment they have may be one from the past which wasn't cancelled or completed!
It is easier to find the patients that have not got a booked appointment and that can be done by editing the second report at steps 17 & 18 and choosing the option as follows
17. That don't have an appointment with a status of [Appointment Status]
18. Select 'Specify Criteria' and select 'Pending' in the Value Column
I hope this helps you to get the information you require, if you need any further advice do please get to me.
Kind regards
Alison
