1. Procedure Notes by Provider REP0068600 

Report description: This report provides resident requests for users 

Use Case: 

  • Show me authors of each NOTE_FILED_OR_ENC_DATE 
  • Show me all REF_BILL_CODE  
  • Show me all the Outpatient females 

You can use the following parameters to limit your data set to your specific need: 

  • Gender 
  • Author 
  • REF_BILL_CODE 

Data points also included in this report (but not limited to). These data points can also be used to manipulate your data set after exporting 
to excel. 

  • REF_BILL_CODE 
  • DX_Name 
  • ENC_TYPE 
  • NOTE_TYPE_NAME 

2. Referrals Report REP0067919 

Report description: This report provides referral information for user-defined date range, departments, and providers. 

Use Case: 

  • Show me the referral department that has a higher number of patients 
  • Show me reason for referral of a certain Gender 
  • Show me all the referral IDs 

You can use the following parameters to limit your data set to your specific need: 

  • StartDate/EndDate 
  • ReferredTOLoc/ReferredBYLocation/ReferredTODept 
  • ReferralType/ReferralClass 

Data points also included in this report (but not limited to). These data points can also be used to manipulate your data set after exporting 
to excel. 

  • Referral DX 
  • Encounter Date 
  • PRIMARY_PAYOR_ID 

3. Patient List Encounters Data REP0068231

Report description: This report provides referral information for user-defined date range, departments, and providers.  

Use Case: 

  • Show me the Patient List Encounters between 10/1/2021 and 10/8/2021
  • Show me Appt Status of all Patients
  • Show me all the Vistit Types for a certain department

You can use the following parameters to limit your data set to your specific need: 

  • DEPARTMENT NAME
  • PROV_NAME
  • Encounter Type

Data points also included in this report (but not limited to). These data points can also be used to manipulate your data set after exporting 
to excel. 

  • DX_NAME
  • PCP_NAME
  • REFERRING_PROVIDER

4. Patient Mailing List REP0068243

Report description: Returns a population of patients based on outpatient visits fitting the criteria selected in the parameters. This report is commonly used for patient mailing lists as well as identification of patient populations for other operational or clinical purposes.  

Use Case:

  • Show me the Current PCP of all the patients
  • Show me Appt Status of all Patients
  • Show me all the ICD10 last visit Codes

You can use the following parameters to limit your data set to your specific need:

  • PatStatus
  • Provider
  • ServArea

Data points also included in this report (but not limited to). These data points can also be used to manipulate your data set after exporting 
to excel. 

  • UCSF_MRN
  • BCH_OAK_MRN
  • PATIENT_NAME

5. Slot Utilization with Time Totals REP0068563 

Report description: This report provides Slot Utilization with Time Totals For Slots Between Start Date and End Date

Use Case:

  • Show me the booked non-reg time and total time(hrs)
  • Show me all types of Departments and Providers
  • Show me all the slot times between date x and date y.

You can use the following parameters to limit your data set to your specific need:

  • Prov Type
  • Earliest Slot Time
  • AM/PM

Data points also included in this report (but not limited to). These data points can also be used to manipulate your data set after exporting 
to excel. 

  • Department Name & ID
  • Provider Name & ID
  • Total Time(hrs)

6. Department Appointments Report (DAR) REP0068143 

Report description: This report provides information for Appointments made in a department. 

Use Case:

  • Show me the Appt Status of confirmed patients
  • Show me all the Problem List and Enocunter DX codes for Department x.
  • Show me which patients have coverage verified

You can use the following parameters to limit your data set to your specific need:

  • Appointment Status
  • ServiceArea
  • Location(s)
  • Provider(s)

Data points also included in this report (but not limited to). These data points can also be used to manipulate your data set after exporting 
to excel. 

  • MRN
  • Confirmed
  • Encounter Dx [Code]
  • Problem List Dx [Code]