Description
Use the Data Browsers page to create reports that list tests, order choices, orders, or patients that fall within your defined filter settings. In addition to highly customizable filters, you may assign or create layout templates for the data browser report. The system allows you to save your filter and template settings, so you may use them again in future searches. Once you have created the report, you may view the report in HTML or PDF formats, as well as print or export the report.
Note
Depending on users' rights and system default settings, the system may mask all or part of patients' SSNs on browsers.
Access
- Click the AdminCenter menu button, click the Reports button, and then click the Data Browsers submenu link. You must have the necessary security permissions to access the AdminCenter menu button. In addition, you must have the necessary rights at the practice level to either view or edit these reports. When you click the AdminCenter menu button, the system opens the main AdminCenter menu, which contains administrative menu buttons, including the Reports menu. To return to the main menu, click the TaskCenter menu button.
Technical Manual
Viewing the Data Browser List
The Data Browsers list page contains a list of up to 10 browser searches created to view reports that list tests, order choices, orders, or patients that fall within your defined filter settings. If the list is longer than one page, use the Page links, located below the list of browsers, to navigate through the list.
| Show active only | Select the checkbox at the top of the Data Browsers page to view active saved browser searches only. You set the inactive/active status in the Data Browser Details section of the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below. To narrow the list of displayed saved browser searches, or to find a specific browser, use the Search option. |
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| List | Click to return to the full list of browser searches. See "Searching for a Data Browser" below. |
| Add | Click to add a browser using the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below. |
| Copy | Click to add a browser by copying a browser that already exists using the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below. Note In order to see the Copy button, you must have the edit right for at least one of the browser's mapped practices. |
Searching for a Data Browser
| Search | Select to search by browser name. Enter one or more characters in the Search field and click the Search button to view a list of all saved browser searches that match your search. Note The system searches for embedded text as well as starting characters. If your search generates one or more matches, the matching browsers are displayed with browser name and active status when the page refreshes. Select the desired browser to view its details. See "Accessing Data Browser Information" below. |
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| Add | Click to add a new browser search if no search results are found or if the desired browser is not found, search again. See "Adding or Editing Data Browser Query Details" below. |
| List | Click to view the full list of browsers. See "Viewing the Data Browser List" above. |
Accessing Data Browser Information
Use the Data Browsers list page to access the Data Browsers details page, where you may add or edit browser filter and template criteria, as well as set up automatic browser report generation. To edit an existing data browser, click the name of the browser on the Data Browsers list page. If you have the necessary security settings, this opens the selected browser's record in the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below.
| Add | You may create a new browser in the Data Browsers details page by clicking Add. See "Adding or Editing Data Browser Query Details" below. |
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| Copy | You may create a new browser in the Data Browsers details page by clicking Copy. See "Adding or Editing Data Browser Query Details" below. |
Adding or Editing Data Browser Query Details
Use the Data Browser Details section of the Data Browsers details page to add or edit browser query information.
| Data Browser Name | Enter a name for the browser query in the field. This field is required. To edit the browser name, highlight or delete text already displayed in the field, then modify as desired. |
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| Active | Select to allow administrative users to view and run the browser query. |
| Show active only | Select to have the filter only show active data browsers in the system. |
| Report Title | Enter the report title to define how the system labels the data browser report. |
| Edit | Click to edit the browser layout template in the Layout Templates administration. |
| Data Browser Template | Click the Search button for the Data Browser Template field to assign which layout template the system applies to the data browser report using the Template Search page. See the Template Search topic. Once you have assigned a template, you may click the Edit button to edit the browser layout template in the Layout Templates administration page. See the Layout Templates topic. |
| Data Browser Filter | Click the Search button for the Data Browser Filter field to assign which filter the system applies to the data browser report using the Filter page. See the Filter topic. Once you have assigned a filter, you may click the Edit button to edit the browser filter in the Filter details page. |
| Search Historic Database | Your system supports two databases, the main, active database and a historic database where older order information is stored. Select the Search Historic Database checkbox to include older information from the historic database in the Data Browser. |
| Browse Results for Single Patient | Select to limit the browser query to a specific patient. Click the Clear button to remove the selected patient. Note that if you have selected this option, you must select a patient before the system will allow you to run the data browser. |
| Patient | Click the button next to the Patient field to select the patient in the Patient Search page. See the Patient Search topic. |
| Browse Results for Patient Classification | Select to enable the ability to browse results for specific patient classifications. |
| Classification | Select an option from the drop-down list to specify what patient classification should be used. Select either Human or Animal from the drop-down list. |
| Apply Date and/or Time Range | Select this option and then one of the following Order Date/Time, Proposed Collection Date/Time, Order Delivery Date/Time, Collection Completed Date/Time, Received Date/Time, Approved Date/Time, Sample Collection Date/Time, or Order Choice Modified Date/Time options to limit the browser query to a time range for the order, collection, received, or approved dates. |
| Order Date/Time | Displays the order date/time. |
| Proposed Collection Date/Time | Displays the proposed collection date/time. |
| Order Delivery Date/Time | Displays the delivery date/time. |
| Collection Completed Date/Time | Displays the collection completed date/time. |
| Received Date/Time | Displays the received date/time. |
| Approved Date/Time | Displays the approved date/time. |
| Sample Collection Date/Time | Displays the sample collection date/time. |
| Order Choice Modified Date/Time | Displays the order choice modified date/time. |
| Order Choice Received Date | Displays the date the order choice was received. |
| Start Date | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM in the Start Date field, or select a date from the calendar view by clicking the calendar icon located next to the fields. |
| End Date | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM in the End Date field, or select a date from the calendar view by clicking the calendar icon located next to the fields. |
| Now | Click to clear the date and time fields. |
| Clear | Click to enter the current date and time. |
| Apply time range inclusively | Select the option to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day. Note You must have the necessary right associated with your assigned security role in order to modify the date and time portion of a data browser. |
| Date Settings | Click the button to further define in the Date Settings pop-up how the system applies date ranges for the current data browser. In addition, you should complete the Start Date and End Date date and time information before defining the date settings, as the system uses this information to determine the length of the date range. |
| Use relative date range | Select this option to display the number of days in the range based on your date settings on the Data Browsers page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates. |
| Previous | Select to use previous calendar dates. |
| Day | Displays day date range. |
| Week | Displays week date range. |
| Month | Displays month date range. |
| Use absolute date range | Select this option to display the dates in the range based on your date settings on the Data Browsers page. |
| Always use the current date in future searches | Select the checkbox to have the system use the current date each time it creates the data browser report. |
| Save | Click to record your selections and return to the Data Browsers page. If you want to save the date range with the data browser, click Save on the Data Browsers page. If you only want to use the date range for a single search, simply click Search on the Data Browsers page when you are ready to create a data browser report. |
| Create Schedule | Click the button to open the Edit Schedule page if you want the system to automatically run this data browser report, where you define or modify the details for the schedule, including the timing for when the system runs the report, the next date for the report, who the report is being created for, and where to print or export the report. See the Edit Schedule topic. |
| Active | Select the checkbox to activate the scheduling for your data browser and to have the data browser creation events appear on the Scheduled Events page. See the Scheduled Events topic. Once you save your settings (see below), the system will begin to automatically generate the report according to your settings, allowing you to get the data you need, when you need it, without additional manual processing. |
| Data Browser's Tests | Click the Add button to limit the data browser query to include only the tests you select using the Test page. See the Test topic. You may delete a test by clicking the X button that corresponds to the test you wish to remove. |
| Browser's Order Choices | Click the Add button to limit the browser query to include only the order choices you select using the Order Choice page. See the Order Choice topic. You may delete an order choice by clicking the X button that corresponds to the order choice you wish to remove. |
| Available to These Practices | Click the Add button to select the practices this browser is associated with from the Practice Search page. See the Practice Search topic. If you assign one or more practices to the browser, then only users associated with those practices may view or edit it. If you don't assign any practices to a browser, then all users may view or edit it, depending on their assigned security rights for viewing or editing browsers. |
| Remove Selected | Click the button to remove selected practices from the practice list via the Select column. |
| Save | Click to record changes and return to the Data Browsers list page. |
| Export | Click to access the Export Options pop-up. |
| Delimiter | Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list. |
| Line Break | Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list. |
| Extension | Enter a file extension to be associated with the import. The default extension is txt. |
| Maintain Fixed Field Count | Select this checkbox to have the export maintain fixed field counts. |
| OK | Click to export the browser results. |
| Cancel | Click to close the pop-up without performing an export. |
| Search | Click to run and view the results of the browser query. |
| < Back to List | Click to return to the Data Browsers list page without saving any changes. Important If you are using a data browser template and it finds data in a field with a null value, the system may filter the record out of your search. This may make it appear as though the system is filtering the data you are querying, even though you have no filters set. |
Reviewing, Printing, and Exporting the Data Browser Report
| Bulk Comment | Allows for bulk comments to be added to the patient, order, or order choice in the report. |
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| Deliver Selected | If the Select column has been added to the browser template, the user has the option to select certain entries from the list and deliver the report again. There are options for sending to a User, External Recipient, Location, or Host for a variety of delivery methods. |
| Refresh | Click the button to update the data browser report with any new data. Click the Refresh button to refresh the table and the system creates the report. See "Adding or Editing Data Browser Query Details" above. Use the scroll bar on the right side of the page to view the details of the report. |
| Show PDF | Click to view the report as a PDF document. |
| Query | Click to open the SQL Query pop-up, which displays the SQL text generated by the data browser. Use the scroll bar as needed to view the text. Click the X button to close the pop-up. |
| HL7 Export | Click to export the data browser information in an HL7 format via the HL7 Export Details pop-up. Note This button is only available if the results of the data browser display one line per order choice. If this qualification isn't met, the button does not appear. Host: Select a host from the search-as-you-type field to find and select a host. File Extension: The default is a .txt file, but you can enter other file types. Limit file size: Select the checkbox to limit the file size of the export. The system creates many zip files instead of one large zip file, which speeds up the process when you're exporting large amounts of data.
Export: Click the button to export the data. Cancel: Click to return to the Data Browser without exporting the data. |
| Form Letters | Click to open the Print Form Letters for Selected pop-up, where you can select a form letter template to print and the direct printer to print to. When you click the Print button in this pop-up, the system will generate a form letter for every selected row in the data browser if the Select column is present. If the data browser has no Select column, the system will print a form letter for every order present in the data browser. Form Letter Template: Click or begin typing in the search-as-you-type field to search for and select a form letter template to print. This field is required in order to print. Printer: Click or begin typing in the search-as-you-type field to search for and select a direct printer to print to. This field is required in order to print. Note The Form Letters button appears only when order-level data is present. |
| Click to open the standard print pop-ups. Change the print settings as desired, and then click Print. The system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.). | |
| Delimiter | Select a delimiter option from the drop-down list (Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon). |
| Export | Click to export the browser information in a format that you may review or manipulate in an external program. You may also define the type of line break used when exporting a data browser. Select either Line Feed (\n), Carriage Return (\r), and Carriage Return and Line Feed (\r\n) from the drop-down list. |
| < Back to Browser | Click to return to the Data Browsers details page, where you may adjust the settings for the browser, if desired, and run the report again. See "Adding or Editing Data Browser Query Details" above. |
