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Centricity Reporting 101 Presented by

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1 Centricity Reporting 101 Presented by
Mike Baeske, Software Applications Specialist – Team Leader

2 Objectives Discover the reporting tools that are readily available in Centricity See how Crystal Reports and Word documents can be generated based on SQL coding Learn about key tables, views, and functions in Centricity

3 Ortho NorthEast An Orthopedic practice founded in 1962
12 locations throughout northeast Indiana 26 physicians, 7 anesthesiologists, 13 CRNAs, 24 mid-levels, 14 PT/OT

4 Prebuilt Centricity Reporting Tools

5 Chart Access Report


7 Chart Summaries

8 Chart Summaries-Entire Appointment Book

9 Chart Summaries Controlled by chartsum.rtf file in crwrpts folder
Wordpad and Notepad / Notepad ++ are key tools for editing file MedicaLogic Expression Language (MEL) controls data being shown

10 Patient Medication History

11 MU2 Core Measure 6 Audit Report: Clinical Decision Support

12 “Canned” GE Reports in Reports Module

13 Reporting Module Color Scheme

14 Inquiry Reporting

15 Inquiries Able to setup without needing to know programming languages
Can save inquiries for future use Results can be used to navigate directly to chart area

16 Categories of Inquiries

17 Setting Up Inquiries Ability to setup multiple conditions separated by AND’s or OR’s Can count or search Search results can take user directly to data

18 Saving Inquiries

19 Meaningful Use Stage 2 Reminders
Inquiries combined with Letters can be utilized:

20 EMR Crystal Report Development

21 Creating an EMR Report Reports must be built in external editor
ODBC connection utilized to build query MLO_ default live system

22 Organizing Data

23 Running Totals

24 Report Layout

25 EMR Report Setup

26 CPS Crystal Report Development

27 Creating a New Report Must be in Design Mode for the option to create a new report:

28 Creating a New Report


30 Report Control setup

31 Types of Controls

32 Control Setup

33 Parameters .U returns data unquoted
.TEXT returns string representation .ITEMDATA returns ID .VALUE pulls index from radio buttons

34 Retrieving Data

35 Setting Up Context Sensitive Reports

36 Report Configuration Alter the component setting in design mode to enable in different modules

37 Pulling Contextual Data
Predefined Tokens used to extract contextual data


39 Registration Tokens

40 Running Context Sensitive Reports
Use File menu to select the report Can directly Print or Preview and send to PDF or Excel

41 Active Reports

42 Creating Active Reports
Reports can be built to alter the database Must be extremely careful with development! Setup limiting Where clause first Two ways of implementing alterations: Update Query Requires user to confirm that they want to alter Database Auto Query Always alters the database automatically when report is executed

43 Update Query

44 Auto Query

45 Generating Word Documents

46 Exporting to Word Can export any report to Word via Print Preview Screen Results tend to be mixed

47 GEMS Word Runtime Report Setup
Plugin allows simple word integration SQL query used as logic for filling information

48 Document Setup Word document must be setup ahead of time
Images and text can be statically entered to surround extracted data

49 Document Setup MergeFields used to pull SQL results
Field name must be identical to SQL select results

50 Report Security

51 CPS Administration Reports
Store Procedures determine how information is pulled Crystal Reports on servers are used for layout Custom criteria determine which report will generate

52 Database Tips

53 Key Centricity EMR Tables

54 Key CPS Tables PatientProfile Guarantor PatientVisit PatientVisitProcs
PatientVisitAgg / PatientProfileAgg Cases InsuranceCarriers PatientInsurance / Cases Insurance Appointments BillingNote Transactions DoctorFacility Pharmacy PatientRelationship / PatientContacts MedLists ActivityLog

55 Key Centricity EMR Views

56 Key CPS Views vSelectCase vSelectCompany vSelectDoctor vSelectFacility
vSelectGuarantor vSelectInsuranceCarrier vSelectPatient vPatientAppointments vPatientInsurance

57 Key Centricity EMR Functions and Procedures
CONVERT_ID_TO_DATE() Used to convert certain date fields into actual date values CONVERT_DATE_TO_ID() Used to take a date value and convert to special numeric date* ARCHIVE_OBS() Boost chart loading speed by archiving older observations SEND_FLAG() Used to Automatically generate a flag in the EMR *Milliseconds since 01/01/1960

58 Key CPS Functions and Procedures
FunctionMonthlyFinancialSummary FormatName FormatPhone CMS1500_V0212 MPMBlocked MPMPatientProfile MPMReceipt MPMStatement MPMSuperbill MPMUB92

59 Centricity EMR Reporting Concept: XID
Many tables contain a chain of values Example: ORDERS table will keep a value every time the order status is altered XID = 1 e 35 then it is the current value

60 Questions? Mike Baeske Software Applications Specialist – Team Leader Ortho NorthEast

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