Report:  Order Totals

 

(Topic Last Updated On:  05/05/2010)

 

This report displays a summary of all patient orders entered over a selected date range, including the total number of each type of order entered, as well as the total number of each order type broken down by patient.  Orders are grouped by 'Order Type', allowing users to quickly view the quantity of different types of orders entered over a selected date range.  This report is generally used for review by administrative and/or medical personnel.

 

 

Report Column Explanations

 

Patient ID

This column displays the 'Patient ID' number of each patient as entered on the Patient Profile screen.

Patient Name

This column displays the full name of each patient as entered on the Patient Profile screen.

CID

This column displays the 'State ID (CID)' number of each patient as entered on the Patient Profile screen.

Active

This column displays an 'X' for each patient who is currently active in Methasoft.

Counselor

This column displays the full name of the 'Counselor' assigned to each patient on the Patient Profile screen.

Total Orders

This column displays the total number of orders of each 'Order Type' entered for each patient over the selected date range.

 

Report Field Explanations

 

Order Type

This field serves as a header, indicating the type of the orders displayed below it.

Total (Order Type) Orders

This field follows each 'Order Type' section of this report, and displays the total number of each type of order entered over the selected date range.

Total Patients

This field displays the total number of patients displayed on this report.

 

Criteria Explanations

 

Patient ID

This parameter allows users to limit the report's data to display order totals only for the patient whose 'Patient ID' number is entered here.

From Date

This parameter allows users to limit the report's data to display order totals for orders entered with a 'Process On' or 'Start On' date on or after the date selected here.

To Date

This parameter allows users to limit the report's data to display order totals for orders entered with a 'Process On' or 'Start On' date on or before the date selected here.

Counselor

This parameter allows users to limit the report's data to display order totals only for patients assigned to the 'Counselor' selected here.

Include Inactive

This parameter allows users to expand the report's data to also display order totals for patients who are no longer active in Methasoft.

Order Type

This parameter allows users to limit the report's data to display order totals only for orders of the 'Order Type' selected here.