Employer Reports

A new reports tab called Employer has been added to the Reports module (only available to databases on RC202409 and newer). This tab is intended for clinical staff/administrators to run specific employer related reports.

Compliance Report

The Compliance Report tracks and manages compliance requirements based on orders generated from Health Surveillance programs for an employer organization (EO) and sub-employer organizations.

Search Filter Criteria:

Employer: This filter searches for Employer Organization by name (EO). Enter one or more organizations, then click the Search button to view results.

Report Data:

Employer: Identifies the employer for which the Employee is associated.

Employee ID: The chart medical record number or identifier.

Name: The employee name. Last name, First Name.

Panel: The surveillance program name that generated orders to be completed.

Status: The status of the written opinion (representative event) order generated by the surveillance program.

Last Complete: This is the date that the last written opinion for the health surveillance program was completed.

Next Due Date: This is the date that the health surveillance program has indicated that the employee should be evaluated again by. This date may also have been manually entered and/or overridden by a provider at the time the last written opinion was completed.

Determination: This is the overall written opinion determination. Examples include: Complete, Fit, Not Fit, Significant Findings, No Significant Findings, or other custom configured determination status'.

Clinic Location: This is the clinic location and/or provider location that has provided the written opinion determination.

Quarterly Summary by Body Part

The Quarterly Summary by Body Part Report contains specific fields (e.g., Body Part Affected, Totals by Quarter, Totals by Year) grouped by client and location to track and manage injury-related data.

Search Filter Criteria:

Employer: This filter searches for Employer Organization by name (EO). Enter one or more organizations.

Quarter: Leave blank to display all quarters for a year or select the individual quarter.

Year: This field is required. Free text enter the year to query.

Report Data:

By default, the report is grouped by Body Part as indicated on a Case/incident. Then by Quarter and Year as selected in the search filter criteria. The total quantity for each body part will display in the groups quarter and year. The column will count the total for all quarters selected. A blank/null Nature of Injury Body Part indicates that a Case/incident was created, but a Nature of Injury Body Part was not entered on the case.

Report Graph:

By default, a Stacked Column Chart graph will display below the report Data. Hover over the colored sections on the graph to see the quarter/year information.

Visit Detail By Scheduled Appointment

The Visit Detail by Scheduled Appointment Report contains specific fields (e.g., EO, Sub EO, Encounter/visit Location, Service Date, Employee ID, Employee Name, and Date/time of the Scheduled appointment). Visits will only display on this report if an encounter has been opened.

Search Filter Criteria:

Service Date: This filter searches a date range of open encounters linked to appointments.

Employer: This filter searches for Employer Organization by name (EO). Enter one or more organizations.

Report Data:

Employer: The name of the employer associated with the encounter.

Location: The name or description of the location where the encounter occurred.

Service Date: The date the service was provided.

Employee ID: A concatenated list of employee IDs and medical record numbers for the chart.

Employee: The employee’s full name.

Scheduled: The scheduled appointment date and time.

Visit Log Report

The Visit Log Report details encounter data specific to an employer organization and the linked location of the service.

Search Filter Criteria:

Date Range: This filter searches a date range of encounter visits.

Employer: This filter searches for Employer Organization by name (EO). Enter one or more organizations.

Report Data:

Employer: The name of the employer associated with the encounter.

MR#: The medical record number for the employee chart.

Employee: The employee’s name.

Position Title: The employee’s position as noted on the demographics chart tab

Service Date: The service date on the encounter.

Encounter Location: The location where the service was provided and as listed in the encounter.

Visit Type: Displays the Archive As document name as selected in the encounter.

Surv. Status: Data only displays in this column if the encounter has a written opinion/clearance order that was generated from a surveillance panel and completed within the encounter. The determination status on the written opinion will display in this column. The column is otherwise intentionally empty for all other encounters.

Surv. Clear Date: Data only displays in this column if the encounter has a written opinion/clearance order that was generated from a surveillance panel and completed within the encounter. The date in which the determination status was completed will display in this column. The column is otherwise intentionally empty for all other encounters.

Visit Status by Service Type Report

The Visit Status by Service Type Report contains specific fields (e.g., EO, Sub EO, location where services were rendered, service date, employee name, employee ID, encounter type, linked encounter orders and the order status) that allows the employer to view a detailed status of order items created during the visit encounter.

Search Filter Criteria:

Service Date: This filter searches a date range of encounter visits.

Employer: This filter searches for Employer Organization by name (EO). Enter one or more organizations.

Report Data:

Employer: The name of the employer associated with the encounter.

Location: The location where the service was provided and as listed in the encounter.

Service Date: The service date on the encounter.

Employee ID: The medical record number for the employee chart.

Name: The employee’s name.

Encounter Type: Displays the Archive As document name as selected in the encounter.

Procedure: Displays a list of orders created in the encounter plan. If this column is blank, no orders were generated in the encounter.

Order Status: Displays the order status of the order item as created in the encounter plan. If this column is blank, no orders were generated in the encounter.