01.06 Selected Patient Detail


01.06 Selected Patients Detail

Location: Reports > Patient > 01.06 Selected Patients Detail

Overview

  • Most-used report to see who is active, who was admitted, and who was discharged.
  • Run it different ways depending on what you select (Active, Admits, Discharges, Birthdays).
  • Good for daily census, QI sampling, and pulling patient details by date.

How to Run

  • From / Thru: Controls what date range the report looks at. The meaning changes based on the option you select below.
  • Program(s) / Payer(s) / Team(s) / Employee(s): Enter Barnestorm Code codes to filter, or leave blank for all.
  • Doctors / Communities / Counties / Referred By: Optional code filters for narrowing the list.
  • Do Not Print SSN / Do Not Print Medicare/Medicaid ID #s: Suppresses those numbers on the output.
  • Order Report By: Choose how the list is sorted.
  • Report Content: Choose the layout/details to print. Header for each content type shows a preview at the bottom of the screen.
Options
  • Active Patients: Set both From and Thru to today to see who is active today. A date range will show anyone active during that range, even if they later discharged. Based on: Patient Status and Discharge date.
  • Admits: Shows patients admitted in the date range. Based on: Patient Status and Admission Date. 
  • Discharges: Shows patients whose discharge date falls in the date range.
  • Deceased: Pulls patients with an “Expired” discharge reason, based on discharge date. (Use report 22.04 to pull by death date.)
  • Birthdays: Pick any day in the month to see birthdays for that month. Report only runs for that month and cannot cross months.
  • On Hold: Ignores the dates selected and lists patients whose Referral > Finish status is On Hold (includes active/on-hold COVID).
  • RBNA: Ignores the dates selected and lists patients with status “Referred, not admitted.”
  • Search Consulting Drs: When using the Doctors filter, also searches consulting doctors from Referral > Dr + Pharmacy.
  • Search all payers: Includes all payers from Referral > Payers, not just the primary.
  • Print a random selection: Choose a number or percentage for QI studies on active/discharged patients.
  • Report Content 8, 9, or G: You’ll get an extra option to print each patient on a separate page.

Tips & Validation

  • For a “today’s active” list, be sure From = today and Thru = today.
  • If you need deceased by death date (not discharge date), run the separate death report (22.04).
  • Use random selection when QA wants a sample, not the full list.
  • If no patients appear, check that your date range matches the option you picked (Admits vs Discharges vs Active).
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Posted Monday, December 01, 2014 by farrah@barnestorm.com
http://kb.barnestorm.biz/KnowledgebaseArticle51216.aspx