InfoFlex Report Definition 1 User Guide
Contents
1. January 2014 T Admissions by source of referral 01 01 2010 15 14 07 Admissions bv source of referral Ti E Admissions by source of referral 01 02 2010 15 14 20 E Admissions by source of referral 01 03 2010 15 14 38 ElfAdmissions by source of referral N1 04 2010 15 47 13 Admissions by source ofMeferral ihe 05 2010 15 15 14 E Admissions by sourceAf referral 01 06 2010 15 15 36 Hospital number Surname Date of birth Date of Source of Referral Admission FITTI Davies 01 01 1973 01 03 2010 Open Access 111111 Smith 01 01 1960 01 01 2010 Open Access i 333333 Brown 01 01 1970 01 03 2010 Outpatient 555555 Green 01 01 1950 01 05 2010 Screening Programme 444444 Clark 01 01 1980 01 04 2010 Screening Programme 888888 Richards 01 01 1984 01 04 2010 Ward Referral 666666 Moore 01 01 1940 01 06 2010 Ward Referral 222222 Jones 01 01 1962 01 02 2010 Ward Referral Page 11 Chameleon Information Management Services Ltd Report Definition 1 User Guide 3 3 Generating and saving a report To generate a report double click the report definition in the Design box File Edit wiew Insert Format Table Normal Arial j2 H iPad sons by source of referral r MOT meeting list Open Access Cancer Patents E Admissions by source referral 0170172010 15 14 07 F Admissions by source of referral 01 02 2010 15 14 20 Admissions by source of referral 01 03 2070 15 14 38 Admissions by source of2. Press the New button and navigate to IfxBatchReportAddin dll in the Progs folder You will be prompted for a Licence Key for the add in Please contact CIMS Support to obtain this Licence Key Required X 4 licence key is required to register InfoFles Multiple Report Addin Please enter the key in the boxes EE eee eee Cancel Once the licence key has been entered successfully a new row is displayed in the Add In Manager You should now configure the Add In Highlight the row displayed in the Add In Manager and press the Edit button lt InfoFlex Add In Manager F Data Design Data User npe a a a InfoFles Multiple Report Addin InfoFles Multiple Report Addin Add in to generate reports from InfoFlex See Section 7 3 Configuring the Add In January 2014 Page 47 Chameleon Information Management Services Ltd Report Definition 1 User Guide 7 3 Configuring the Multiple Reports Add In To configure the Multiple Reports Add In go to the User Management module Go to the Add Ins menu and choose Add In Manager Select the Multiple Reports Add In that you registered in 7 2 above and press the Edit button Wt InfoFlex Add In Manager z ata Design Data ie e Extract Addin Extract Addin Add in to allow running of multiple queries and export of results to files Edit E Remove The InfoFlex Multiple Report Addin Add In Properties window is displayed InfoFlex Multiple Report Ad
3. Document My document Repot Document My Report Document definition domain gt Edit Docume Vc eee ieee ae ee P ae CT Dae roet aon Save in Directory C infoflex Woh lethers trainirig Save in Directory C MInfoflex Wo reports straining Zetikes cielo documen No Replace existing document No Allow editing No Allow editing No Auto generate No Auto generate No Print on generating No These properties Print on generating No View before printing No are not available view before printing No View with MS Word No for reports teen iil 1S iia Ho Generated document file format ATF Generated document file format ATF Image Compression Quality 0 100 50 Image Compression Quality 0 100 50 Image Max Resolution dpi a00 Image Max Resolution dpi 300 Aeee manana aus Allow mark to be cleared No re Marking requires password Ho Mark tooltip text Report view definition data view gt Edit Report Do T T i TE er REE R sek os Allow editing Yez Allow editing Bo Create new on save No Auto generate No Viewing mode O Show all Print on generating Bo Lock historic documents No fa View before printing No Marking enabled No View with MS Word Bo S Auto generate No Print on generating Ho l _ 7 These properties View before printing T E ag A View with MS Word Mo for reports January 2014 Page 7 Chameleon Information Management Services Ltd Report Definition 1 User Guide 2
4. Chameleon Information Management Services Limited INFOFLEX v5 REPORT DEFINITION 1 USER GUIDE Chameleon Information Management Services Ltd 2014 All rights reserved No reproduction copy or transmission of this publication or any part of or excerpt therefrom may be made in any form or by any means including but not limited to photocopying recording storing in any medium or retrieval system by electronic means whether or not incidentally to some other use of this publication or transiently without the written permission of Chameleon Information Management Services Limited or in accordance with the provisions of the Copyright Designs and Patents Act 1994 as amended Any person who does an unauthorised act in relation to this copyright work may be liable to criminal prosecution and or civil claims for damages Document control Document name Chameleon Information Management Services Ltd Report Definition 1 User Guide Document history S a Minor changes and screenshot updates for new database Screenshot updates for new database a a EE JW Rewrite Removal of QDM functionality Addition of more report examples Addition of multiple reports add in 2 2 2 2010 2010 l 2 3 3 1 3 la Adjustment to 6 13 Pivot table style reports 3 1b September 3 1 2010 3 2 32 3 3 3 4 JW Update for query document item terminology A Updates to exercises JW Updates to prompt reports parameter name aa Multiple
5. 5 1 Defining the report requirements cccccccccceceeeeeesssesesseseeeeeeees 16 32 AFEN a ip late or aS AE 18 5 3 Creating a report document in InfoFlex ssnnnoeeeeneesssssssssssseeeeeeee 18 5 4 Linking the Report document to the template ccccceeeeeees 19 5 5 Creating and testing the queries cccccccccccccceeeeesesessesseeeeeeeeees 19 S6 Mappine the template sser EE E E A 20 Sr Previo wina te Te POL Esalen a a EEEE 21 5 8 Adding a Report Document to a data VIEW ccccccssesseeeeeeeeeeeeeees 22 S9 Ex Ce I Create a ep Onl sce cate aveiuia E EE 23 SIO Exercise 2 Missing data te DOr ese was een a a aE 24 Dells SUDRE EROT IS Enia E E E A S 25 6 Template ormat odee EEEE 26 Gill PrompUne senne iaeoe e a eth lee had ni 26 6 2 Prompt Milter Exercise dunnii e a A 28 Ge AAV EMU COUN S eee E a 29 G4 Event cOUNUINS exere Sena naan a Gum opin enna ie 30 6 5 Ocun nce COUnNUNE ascate niin Gun a A 31 6 6 Occurrence COUNUNE EXCICISe snaa au oui eee ks 33 6 7 Views with aggregate functions cccccccccecceceeceeeeeeesesseseeeeeeeees 34 6 8 Views with aggregate functions exercise eeeesssssssssseeseeeeree 36 6 9 Views with expressions and calculations ccccccssesseeeseeeeeeeeeees 38 6 10 Views with expressions and calculations ccccssssseeeeseeeeeeeeees 39 Ol Multiple patent repor enea onair 40 6 12 Multiple patient report exercise sissisunrorsi
6. Date Sum Was Sum Was Completed Sum Sum Stage of examination examination procedures Stage reached 2 examination achieved Y achieved No total reached 1 procedures 100 Filter Prompt for time period Colonoscopy details Date of examination Carry out all the steps required to define the report 1 Create a template according to the above specification Save the template as c infoflex vo template training Colonoscopy results rtf Include your initials in the template name Note that the Completion Rate should be calculated by putting a calculation in the template 2 Create a report definition called Colonoscopy results in InfoFlex in the Electronic Patient Record domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created 3 Create and test the queries required by the above specification Create the query in the Training Queries query group Name the queries Training query 16 and 17 The first view should look like this _ Function Dataltems i Feamat Options Sot Group By Hide a Clinician Meaning Only E E Count Cate of Examination z LJ im Sumi F as examination achieved 1 0 Code L E m Sumi FiM as examination Achieved N 1 0 Code O E Sumi WF Stage reached 1 1 0 Code L LJ T Sumi WF Stage reached 2 1 0 Code L E O L b Counti Hospital No January 2014 Page 45 Chameleon Information
7. 2 Report templates In the Document Definition training we saw how any text on the template which will be replaced by a data item from the InfoFlex database is known as a document item Query results are mapped into reports in the same way Query document items which are to be replaced by query results are indicated by chevrons at the beginning and end of the text to be replaced eg lt lt query gt gt A query might only be bringing back one item of data in which case one query can be mapped to one query document item However a query might have several items in its view In this case the same query document item name should be used for each item from the view that you wish to see in the report A sequential number alongside the query document item name indicates which item in the view should be displayed in that document item Note that the first item in the view is given the sequential number 0 and the second item is given the number etc In this example the query mapped to the lt lt query gt gt document item has five items in it Date of birth Referral date A query might also return several rows of data In this case repeating sections should be used Date of birth __ Referral date ISRi lt lt query 0 gt gt lt lt query 4 gt gt ISERI Several queries can be mapped onto the same template The example below shows a template which uses two queries The QueryA query document item will be mapped to one query and t
8. 2000 Patients referred after the year 2000 Hospital number Date of Birth Consultant Date of Referral Hosp no Surname DoB Consultant Date of Referral Pat reg event Pat reg event Pat reg event Referral event Referral event Filter patients with date of referral after the year 2000 Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c infoflex vo template training Training report rtf Include your initials in the template name 2 Create a report definition called Referral report in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created 3 Create and test the two queries required by the above specification Create a new query group in the Document Query Group called Training Queries Name the queries Training query 1 and Training query 2 4 Map the queries into the template 5 Save the definition then preview the report in the Preview tab Ensure that the data items are showing in an appropriate format Adjust the view properties if necessary 6 Add the report to the Clinical data view 7 Test the report in the Reporting module January 2014 Page 23 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 10 Exercise 2 Missing data report Report requirements The following report is required Missing data report H
9. COMBINATION ND COMBINATION enn enetinnnetannnennt Options Create New f Existing Delete Cancel Back Hest gt Finish The next page of the wizard displays the reports that have been selected in this Batch Report task You can edit any of the options if you wish or press Next to continue with the wizard The rest of the process is as described above If you wish to save any changes you have made to the selected Batch Report task you should press the Save button on the final page before generating the reports 42 InfoFlex Addin iojx Select the InfoFlex reports Select which InfoFlex reports to generate andor print Ayvallable Reports Selected Reports Report Name My Report ia Clinical Domain 9 Clinical Data view l e My Report Multiple docs Show Archived Generate Reports Only Cancel lt Back Ii Finish January 2014 Page 56 Chameleon Information Management Services Ltd Report Definition 1 User Guide 8 BATCH GENERATION OF REPORTS It is possible to use the InfoFlex batch process to schedule reports to be run at a particular time The InfoFlex batch process has a profile which allows reports to be generated and printed The batch process can then be scheduled to run when required This allows users to generate and print a set of reports without user intervention for example over night This process is not suitable for reports with prompt queries Pleas
10. Display Name My set of reports 00000 dp With the grid below please select the reports that you wish to make available for press the button generation printing or select all with the checkbox To make a report available Allow all reports to be printed Configured InfoFles Reports TS f A new row is displayed in the grid Press the ellipsis button at the end of the row Configured InfoFles Reports dp Document Ken J The Design Tree window is displayed Expand a domain and select the first report that you wish to make available then press OK Design Tree Clinical Domain E Demo Domain A Electronic Patient Record Electronic Patient Record with studies 4 Electronic Patient Record without studies A HOU Daily Bed Status A Training Domain OF Cancel January 2014 Page 49 Chameleon Information Management Services Ltd Report Definition 1 User Guide The report is listed in the grid Configured InfoFles Reports S Document O TE Press the Add button again to select another report Repeat for as many reports as you wish to make available Alternatively if you wish to make all reports available tick the Allow all reports to be printed check box This means that all reports will be available to be generated when the add in is run in the Reporting module InfoFlex Multiple Report Addin Add in Properties Add In Display Hame My set of reports With the grid below pl
11. Management Services Ltd Report Definition 1 User Guide 4 Map the query into the template 5 Save the definition then preview the report in the Preview tab 6 Add the report to the Colonoscopy data view 7 Test the report in the Reporting module January 2014 Page 46 Chameleon Information Management Services Ltd Report Definition 1 User Guide 7 MULTIPLE REPORTS ADD IN 7 1 About the Multiple Reports Add In The Multiple Reports Add In enables the user to generate several reports at once via a menu option rather than generating each individual report manually This is useful if for instance the same batch of reports is always generated at the same time Additionally if the same query parameters used in more than one report the user is only prompted for each parameter once Note that information functions USER COMPUTERNAME WINGROUPS and WINUSER must not be used as default prompt values The Add In is configured in User Management and run as a wizard from a menu item in the Reporting Module The user can optionally choose to print the reports that are generated 7 2 Registering the Multiple Reports Add In Before using the add in it must be registered This step needs only to be done once per database ie it does not need to be done by every user Go to the User Management module Go to the Add Ins menu and select Add In Manager The InfoFlex Add In Manager is displayed InfoFlex Add In Manager F Data Design Data
12. Report Hospital no Date of birth Date of Referral Symptoms ISRI lt lt RefQuery lt lt RefQuery l gt lt lt RefQuery 2 lt lt RefQuery 3 gt gt lt lt RefQuery 4 gt gt lt lt RefQuery 5 gt gt I ERI 0 gt gt gt gt gt January 2014 Page 17 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 2 Creating a template As with document definitions templates should be created in Word and saved as a Rich Text Files rtf Query document items to be mapped to queries should be enclosed in chevrons and where several items from a view are to be returned a sequential number should indicate which item in the view is to be used Where a query may return several rows all the query document items should be positioned in a table in a repeating section See section 2 2 above for full details 5 3 Creating a report document in InfoFlex Report document definitions are created in Design Management in the same way as document definitions except that they are attached to the domain definition rather than to an event To define a Report document ensure that Show Report definitions is switched on Show reports Right click the domain and choose New Report Document Clinical conse hi bee ra Pz Collapse Expand Branch Expand Tree Wie New Data view ew Event New Report Document Copy The standard confirmation window is displayed and you can define your report
13. Report template created in 6 2 above Monthly Referral Report Date report run lt lt date gt gt Report on referrals from lt lt earliest date gt gt to lt lt latest date gt gt Hospital Date of Referral Days to Appointment Date of Discharge number Hosp no Date of Referral Days from Referral to Date of Discharge Pat reg event Referral event Appointment from hospital Referral event Referral event Filter Prompt for earliest and latest date of referral Number of Referrals lt lt Number of referrals gt gt Carry out all the steps required to define the report l Add a new document item for the number of referrals to the template You can make the change on the Preview tab of the report definition You must save the changes using Save button on the Preview tab toolbar and then using the Save button on the report definition 2 Create and test the query required for the number of referrals Use the same filter as the other query in the report uses For the view count the number of Referral events Create the query in the Training Queries query group and name the query Training query 6 When testing the query use the date range 1 7 2000 to 31 7 2000 3 Map the query into the template You will need to press the Insert all items found in template button in order to see the new document item in the grid 4 Save the definition then preview the report in the Preview tab 5 Add the report to the Clinical data view 6 Te
14. button and preview the report Note that the report contains information about many different patients not just about one specific patient 8 Close the report preview and close the report definition 9 In the Clinical data view double click My Report attached to the Clinical Data view to display the report view definition 10 Review the tabs Note that the tabs and properties are the same as for document definitions except for the Create New on Save Viewing Mode Lock Historic Documents and Marking properties on the Advanced tab January 2014 Page 9 Chameleon Information Management Services Ltd Report Definition 1 User Guide 3 REPORTING MODULE Once a report has been defined it can be generated using the InfoFlex Reporting Module Access to the reporting module is controlled by user permissions Users need to be given module permissions to the module and data view permissions to individual permissions To display the reporting module press the Reporting button on the toolbar at InfoFlex 5 Reporting InfoFlex Module View Report Help Glg tA Hoses Reporting 3 1 Navigation The navigation bar displays the Data View selection box When you select a data view the Design box displays a list of all the report definitions that have been defined in that data view When you select a report in the Design box the Reports box displays all the instances of that report that have been generated and saved Each generated
15. column for the first filter item second filter item When this syntax is used on a template the Parameter values do not need to be mapped to a query It is enough for the parameter name to exist in the document item January 2014 Page 26 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 1 2 Using the same parameter multiple times The Parameter Name column can also be used if the same parameter is used more than once in a filter If the same parameter name is used against each instance of the parameter it will only be prompted for once The entered value will automatically be used in each subsequent occurrence of the parameter without further prompting If a report uses multiple queries 1f the same Parameter Name is used in multiple filters then the parameter will still only be prompted for once when the report is generated January 2014 Page 27 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 2 Prompt filter exercise Report requirements The following report is required It will allow the user to specify the date range for the report when the report is run by entering an earliest and latest Date of Referral Monthly Referral Report Date report run lt lt date gt gt Report on referrals from lt lt earliest date gt gt to lt lt latest date gt gt Hospital Date of Referral Days to Appointment Date of Discharge number Hosp no Date of Referral Days f
16. definition in the usual way Create New Definition Details f Create New Definition Type Report Document Farent Definition re Domain Clinical Domain i my Edit db Another Properties 4 Cancel x Mame New Report Documen addi Description Archived Repeat January 2014 Page 18 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 4 Linking the Report document to the template The report document is linked to the template by setting the template path in the report document definition Note that it is recommended that you do not change any of the template characters specified on the Template tab Edit Report Document Definition Ioj x B Report Document My Report i Template CAlntotles yoStemplatetrainings ky report rtf Lett Delimiter a4 Right Delimiter Re Insertion Marker ee Substitution Marker Bo Section Marker DE Save the parse details Mo f 5 5 Creating and testing the queries You can now create and test your queries You can open QDM from the Items tab Right click a query or query group in the Design tree and choose Query Design Manager Edit Report Document Definition g Report Document My Report General Advanced Printer Actions History Template terns Preview gt Clinical Domain Clinical Domain Docume Queries q p Patient Re mie aP Hospi erer NHS fe f Saad Expand Tree ah Foren Query Desi
17. infoflex vo template training Date Referral Received rtf Include your initials in the template name 2 Create a report definition called Dates Referral Received in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created 3 Create and test the query required by the above specification Create the query in the Training Queries query group Name the query Training query 14 When testing the query add the Date Referral Received and Appointment Date items to the view in order to test that the correct dates are being shown in the calculation 4 Map the query into the template 5 Save the definition then preview the report in the Preview tab 6 Add the report to the Clinical data view 7 Test the report in the Reporting module January 2014 Page 39 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 11 Multiple patient reports Reports can be used to generate the same document for multiple patients For example the same document might need to be produced for every patient who attended an MDT meeting Or the same pro forma might be required for a particular set of patients headed with the patient demographic details In this kind of report a query identifies which patients or records the document is generated for The generated documents are stored as one generated report in the reporting module In this example the foll
18. to avoid recreating elements that may be common to several filters For example there may be several reports that prompt for the Date of referral A filter can be created to prompt for the date of referral This filter is then used as a subfilter in other filters Report requirements The following report is required for Private patients Private patients referred in the year 2000 Hospital number Date of Birth Date of Referral Hosp no Surname DoB Date of Referral Pat reg event Pat reg event Pat reg event Referral event Filter patients with date of referral in the year 2000 and category of Private Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c infoflex v5 template training Referral report private rtf Include your initials in the template name 2 Create a report definition called Referral report private in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created 3 Create and test the query required by the above specification Create a new query group called Report Subfilters and put a copy of Training filter 1 in the group Then create Training query 4 in the Training Queries query group Use the copy of Training filter 1 as a subfilter in Training filter 4 4 Map the query into the template 5 Save the definition then preview the report
19. Management Query Design Manager and Document Definition January 2014 Page 4 Chameleon Information Management Services Ltd Report Definition 1 User Guide 2 REPORT DEFINITIONS IN DESIGN MANAGEMENT Reports are defined in the Design Management module Ensure that the Show Reports is switched on Show reports Reports are a special type of document known as Report Documents They are displayed on the tree attached directly to the domain This is because a report document contains data about whole groups of patients whereas a standard document is attached to an event and contains data that is specific to a single patient Report document Sa DOMAIN Toj x 3 DATA VIEW ol x BE Clinical Domain ER l Data View Designs MI Yoinca Doran Be FG Audit Data view kee MDP Clinical Data view pan Q Electronic Patient Record A i S ii a a Q Electronic Patient Record with a ageinaeee l n a E i Zl Items Ce Electronic Patient Record withe p 5 Do S FG HDU Daily Bed Status 4 o Gal Patient Summary C GP Details lt o om EA o Bhe 9 Referral ir Patient Summar R mA HDMI MD silo Rad Stati a Clinical Domain Reports are defined in the domain and then made available to the user in data views January 2014 Page 5 Chameleon Information Management Services Ltd Report Definition 1 User Guide 2 1 Report definition To view a report definition double click the definition or right cli
20. Manager O Groups EFi Administrators Remove Note that you may need to restart InfoFlex in order for these settings to take effect January 2014 Page 52 Chameleon Information Management Services Ltd Report Definition 1 User Guide 7 4 Running the Multiple Reports Add In The Add in is run from the Reporting module To run the Add In go to the Add Ins menu and select the instance of the Add In that you wish to run The Display name that you set in the Add In configuration is displayed in the menu Note that the Add Ins menu is only available when one or more instances of the Add In have been defined for the currently selected data view at InfoFlex 5 Reporting InfoFlex Module wiew Report Add Ins Help G af oe aa 2 1 My set File Edit View Insert Format Table Normal drial The Add in allows you to define Batch Report tasks which are combinations of the reports that have been made available in the Add In configuration It may be that different sets of reports are generated at different times Each set of reports can be defined as a separate Batch Report task 7 44 1 Defining a new Batch Report task To define a new Batch Report task choose Create New and enter a name in the Batch Report Name field Press Next T InfoFlex Addin Joj x Select Action Step Select which action to take Intofles Batch Reports Batch Report Name i st combination Options f Create New Ex
21. a different filename On closing Word note that your changes have not visible in the InfoFlex report viewer January 2014 Page 14 Chameleon Information Management Services Ltd Report Definition 1 User Guide 4 PROCESS OF DEFINING A REPORT It is important to plan the report before defining it in InfoFlex We recommend the following process for defining a report Define the report requirements Draft the structure of your report and ensure that the data required is being collected Define the rules for the report Create a template for the report Create a template document using Word Add the query document items which will be substituted by data retrieved by the queries Creating the report in the InfoFlex domain Create a report document definition in InfoFlex Link the Report to the template created Link the template created to the report definition Additional editing of the template can be done either via InfoFlex or via Word Each query should be tested as it is created Reports can contain a large number of queries and it is strongly recommended that queries are Create views filters and queries Test the queries tested as they are created so that any errors can be identified straight away Map the template Map the query document items on the template to queries in the InfoFlex design Preview the report Test the report to ensure that data is being populated correctly Add the report to a data
22. aining Before starting the exercises you should login to the CIMS General training database go to Design Management and ensure that the following domains and data views are unarchived Clinical Domain Clinical Data view Training Domain Training Data view gt o This document assumes that the user is familiar with InfoFlex Design Management 1 and 2 Query Design Manager and Document definition January 2014 Page 3 Chameleon Information Management Services Ltd Report Definition 1 User Guide 1 INTRODUCTION InfoFlex Report documents contain data about whole groups of patients Queries defined in QDM are used to retrieve the data displayed in the report Reports can be used for the following purposes Validation reports to check for completeness errors and accuracy Lists of data providing details on specific groups of subjects Analysis aggregated data for specific purposes that can be run at different time periods Repeat documents producing the same document for multiple patients who are identified by a query Reports are defined on domains The process of defining a report document is similar to that of defining a patient document however queries are mapped into the report to rather than individual data items Once a report has been defined it is made available in a data view and can be viewed using the InfoFlex Reporting module This user guide assumes that the user has knowledge of Design
23. al to appointment field Note that this is different from the event count function which counts the number of events that exist Query Yiew Properties Count b Counti Daye from referal to appointment Since this query returns only one value a table is not required and repeating sections are not required lt lt query gt gt This example uses the Group by function with an aggregate function to show the sum per patient Query Yiew Properties Sum by patient Hospital Number z Sumi Dose of other drug given Since multiple rows will be returned a table and repeating sections are required Hospital number Total dose given to patient ISRIl lt lt query 0 gt gt lt lt query 1 gt gt I ERI January 2014 Page 34 Chameleon Information Management Services Ltd Report Definition 1 User Guide This example uses the Group by function to show sever items of data for each patient and the patients latest date of radiotherapy Query View Properties latest date by patient Hospital Number Surname Forename LI Date of this radiotherapy Since multiple rows will be returned a table and repeating sections are required Hospital number Latest date of therapy January 2014 Page 35 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 8 Views with aggregate functions exercise Report requirements The following report is required The report contains some exam
24. ck and choose Edit Definition E DOMAIN BES Clinical Domain a Clinical Domain Expand Expand Branch Expand Tree VIE d Mewn Event Mew Report Document Copy Faste Edit Definition k F Edit Layout FY Delete Definition Del The Report Definition window contains exactly the same tabs and almost the same properties as for document definitions Flashing exclamation mark indicates this document has been generated in the Edit Report Document Definition Reporting module Report Document My Report i Mame My Report Description gt Advanced Printer Actions History Template Items Preview Archived No F Repeat No r Study Generic Document type Internal January 2014 Page 6 Chameleon Information Management Services Ltd Report Definition 1 User Guide 2 1 1 Differences between Report and Document definitions On the Advanced tab of both the Report definition and Report view definition although the properties are largely the same only the View with MS Word property has any effect on the behaviour of the reports in the reporting module In the domain the Marking properties on the Advanced tab that are available for documents are not available for Reports In the data view the Create New on Save Viewing Mode Lock Historic Documents and Marking properties on the Advanced tab that are available for documents are not available for Reports gt Edit Report C A
25. completed incomplete completed to completed to procedures procedures This report could be achieved by writing one query per cell in the table However it can equally be achieved by writing one query in a repeating section which produces the results for each clinician and a second query which calculates the final row containing the totals for all clinicians The report template would therefore be as follows Note that the Completion Rate requires a calculation in the template Clinician Total number Number of Number of Completion Number Number of procedures completed incomplete Rate completed to completed to procedures procedures stage 1 stage 2 ISRIl lt lt Quer lt lt Queryl l gt gt lt lt Queryl 2 gt lt lt Query1 3 gt gt I C format Ol lt lt lt Query1 4 gt lt lt Query1 5 gt gt l y1 0 gt gt gt lt Query1 2 gt gt lt gt lt Query1 1 gt gt LOOISECI Totals lt lt Query2 0 gt gt lt lt Query2 1 gt lt lt Query2 2 gt gt I C format Ol lt lt lt Query2 3 gt lt lt Query2 4 gt gt gt lt Query2 1 gt gt lt gt lt Query2 0 gt gt 1O0ISECI Within QDM the first view will need to be created as shown below _ Function Data Items Format Options Sort Broup By Hide Clinician Meaning Only w E E Counti Date of Procedure L E w Sumi WW F as examination Achieved 4 1 0 Code E LI Sumi Fiaa examination Achieved 1 0 Code E E Su
26. des The Add In will only be able to be run in the data views in the list on the right Use the single and double arrows to add and remove the data views from the list The single arrow moves one selected data view The double arrow moves all data views Press OK when you have finished Data Yiews Available to My set of reports Data Views Allowed by Add In i a Domain EIE P Master Study ie canoe Note that you may need to restart InfoFlex in order for these settings to take effect January 2014 Page 51 Chameleon Information Management Services Ltd Report Definition 1 User Guide 7 3 2 Setting User Permissions User Permissions specify which users have permission to use the Add In By default no users have permission to use the Add In Note that the user will also need to be given module permission to the Analysis Module in User Management and data view permission to the data views from which the Add In can be run To set the User Permissions select the relevant instance of the Add In in the Add In Manager and press the Permissions button InfoFlex Add In Manager ee Design Data My set of reports InfoFles Multiple Report 4 en Into generate reports from InfoF lex Remove Data Views On the Permissions window press the Add button ly set of reports Permissions The users and or groups you have selected are displayed Press OK to return to the InfoFlex Add In
27. din Add in Properties Add In Display Name InfoF lex Multiple Report Addin With the grid below please select the reports that you wish to make available for generation printing or select all with the checkbox Allow all reports to be printed Configured InfoFlex Reports Sp DocumentKey 7 x t w The purpose of the Add in configuration is to define a set of reports that will be generated at the same time When the user runs the add in in the reporting module the user chooses which reports out of those that are available they wish to run If many different sets of reports are required you may wish to define several instances of the add in each making a different set of reports available For example you could define one instance of the add in per data view with each instance of the add in enabling the user to run all the reports in that data view Note that when the Add In is run in the Reporting module if reports from several different data views are generated then all the reports within the domain that the current data view belongs to will be able to be generated Each report will be evaluated against the data views to which it belongs January 2014 Page 48 Chameleon Information Management Services Ltd Report Definition 1 User Guide In the Add in Display Name enter a name for this instance of the Add In which reflects the reports that it makes available InfoFlex Multiple Report Addin Add in Properties Addn
28. e see the separate document InfoFlex Batch Process including Report Generation doc for further information January 2014 Page 57
29. ease select the reports that pou wish to make available for generationonnting or select all with the checkbox When you have selected all the reports you wish to make available press OK to close the Add in Properties window InfoFlex Multiple Report Addin Add in Properties Add In Display Mame My set of reports With the grid below please select the reports that you wish to make available for generation printing or select all with the checkbox Allow all reports to be printed Configured InfoFles Reports Sp Documentkey fo x Cancel January 2014 Page 50 Chameleon Information Management Services Ltd Report Definition 1 User Guide 7 3 1 Setting Data View Permissions After configuring the add in you should set the Data View permissions to specify which data views the Add In can be run from Note that you only need to select the data views from which the Add In can be run All the reports defined in the domain to which the current data view belongs will be run even if the data view in which the report is defined is not selected here To set the Data View permissions select the relevant instance of the Add In in the Add In Manager and press the Data Views button InfoFlex Add In Manager z Design Data et _ My set of reports InfoFlex Multiple Report 4 E in to generate reports from InfoFles Remove lel Es Permissions By default all data views are displayed on both si
30. ent Services Ltd Report Definition 1 User Guide 6 3 Event counting When defining a query instead of selecting a view you can choose to count the number of events that meet the filter criteria This is done by using the Event Counts function Instead of returning data items the query will simply count how many occurrences of the selected event match the filter criteria See the QDM user guide for full details of this function When mapping this type of query onto a template since the query only returns one field a table is not required and repeating sections are not required An event count query is defined by pressing the Event Counts button and selecting an event rather than selecting a view in the query definition Query Properties Referral Query ug Description View Referral r s E vent Counts Filter JE Clinical Diornain Lirik at Outer Join Citekussk Denis The query definition displays Count of and the event name in the View field Query Properties My Query Property Description View Count of Referral Filter Mly filter Link at Outer Jon Mo Distinct Rows Yes Context User Defined No This query can be mapped to a standard document item on the document template January 2014 Page 29 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 4 Event counting exercise Report requirements Add a count of the number of referrals to the Monthly Referral
31. erral Count Consultant Code and Meaning Source of Referral Code and Meaning LCount January 2014 Page 31 Chameleon Information Management Services Ltd These results are returned SOL Results 12 rows Consultant Source of Referral 99995 Missing 21230002 21230002 21230004 21230006 1230005 1230011 1230015 1230014 1230016 1230016 21230017 Jones Jones Brow Adams Hughes Jones Browr Clark Evang Evang Green GP AGE General Physician Dentist 0 4 2 3 General Surgeon a J 3 4 3 Dentist AGE General Surgeon AGE General Physician General Surgeon 3 r To map this query into a template a table with three columns is required Consultant Source of Referral No of referrals January 2014 Report Definition 1 User Guide Page 32 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 6 Occurrence counting exercise Report requirements The following report is required Summary Report Source of Referral Source of Referral Count operator Referral event Filter All patients Source of Referral Category Source of Referral Category Count operator Referral event Referral event Filter All patients Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c infoflex v5 template trainin
32. g Summary report rtf Include your initials in the template name 2 Create a report definition called Summary Report in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created 3 Create and test the queries required by the above specification Create the queries in the Training Queries query group Name the queries Training query 7 and Training query 8 In the views set the formats of the coded items to Code and Meaning 4 Map the query into the template 5 Save the definition then preview the report in the Preview tab 6 Add the report to the Clinical data view 7 Test the report in the Reporting module January 2014 Page 33 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 7 Views with aggregate functions Aggregate functions can be used on items in a view See the QDM manual for a full explanation of aggregate functions in views This example calculates the earliest latest and average number of days from referral to appointment for the records returned by the filter Query View Properties Range Avg Days Ref to Appt Days from referral to appointment Days from referral to appointment Days from referral to appointment Since the query only returns one row repeating sections are not required on the template Highest This example counts how many records have a value in the Days from referr
33. gn Manager EJ Date a Address 1 Ensure that you create and test all the queries identified when you were defining the report requirements January 2014 Page 19 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 6 Mapping the template On the Items tab pressing the Insert items button drops the query document items found in the template into the Document Items list el ball Pa ob H pa nsert all items Found in template Each query document item is displayed only once even though it might appear several times on the template Map the queries you have created to the query document items by dragging them from the tree onto the query document item General Advanced Printer Actions History Template Items Preview Ba D omai Why patients Sumae Date E _eee Di ai Fy aR Your pate nts Suman Date Drag and drop BRI lt lt QueryB gt lt lt Queryb gt gt I ue S N RA A Document Item Data ltem Format Case Options OL 1 Quer QuenB 5 h January 2014 Page 20 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 7 Previewing the report Run a preview of the report on the Preview tab Running a preview helps you identify any inaccuracies in the queries or mapping Press the Preview button to generate a preview of the report Preview Ensure that report is displayed as expected My patients Your pat
34. he QueryB query document item will be mapped to a second query The numbers after the commas indicate which item in the view will be displayed in the table In this example both queries have 5 items The first item in the view will be displayed in the first cell in the table the second item in the second cell and so on My patients Date of birth ISRI lt lt QueryA 0 gt gt lt lt QueryA I gt gt lt lt QueryA 2 gt gt lt lt QueryA 3 gt gt lt lt QueryA 4 gt gt I ERI Your patients Date of birth ISRI lt lt QueryB 0 gt gt lt lt QueryB l gt gt lt lt QueryB 2 gt gt lt lt QueryB 3 gt gt lt lt QueryB 4 gt gt I ERI January 2014 Page 8 Chameleon Information Management Services Ltd Report Definition 1 User Guide 2 3 Exercise reviewing report definitions 1 Log into the CIMS General Training database and go to Design Management 2 Display the Clinical domain and the Clinical data view 3 Ensure that Show Reports is switched on 4 In the Clinical domain double click My Report attached to the Clinical Domain to display the report definition 5 Review the tabs Note that the tabs and properties are the same as for document definitions except for the Marking properties on the Advanced tab 6 On the Preview tab note the contents of the template and the query document items Go to the Items tab and see how the query document items have been mapped 7 On the Preview tab press the Preview
35. ients January 2014 Page 21 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 8 Adding a Report Document to a data view To make a report available to a user the report must be copied into the data view A report that exists in a data view is known as a report view The properties that can be set in the report view are limited to those which relate to how the document is viewed and behaves when it is generated To copy a report into a data view display both the domain and the data view Drag the report definition from the domain and drop it onto the data view definition The report is now available in the data view E _ DOMAIN gE Clinical Domain To edit the report view definition double click the definition in the data view to display the report view definition gt Edit Report Document Yiew Definition D iol x Name My Report Description a l Archived Mo d Linked Document My Report Protection Not protected al January 2014 Page 22 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 9 Exercise 1 Create a report Report requirements The following report is required Patients referred in the year 2000 Hospital number Date of Birth Consultant Date of Referral Hosp no Surname DoB Consultant Date of Referral Pat reg event Pat reg event Pat reg event Referral event Referral event Filter patients with date of referral in the year
36. in the Preview tab Ensure that the data items are showing in an appropriate format Adjust the view properties if necessary 6 Add the report to the Clinical data view 7 Test the report in the Reporting module January 2014 Page 25 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 TEMPLATE FORMATS 6 1 Prompting Where a filter has been defined with a prompt value the user is prompted for that value when the report is run For example the user can enter the date range for the report or the consultant whose patients the report should be run for 6 1 1 Printing the prompted value on the report The value the user enters in the prompt field can be printed on the report The format for a printing the prompt value on the template is lt lt Parameter promptname gt gt where promptname is the name entered in the Parameter Name column in the filter definition For example this filter prompts the user for the start and end referral dates Query Filter Properties R Ez Date of Referral Start date start JAND m E Date of Referral End date end The template syntax required in order to print the values that the user enters in the prompt dialog on the template is as follows Report on referrals between lt lt Parameter start gt gt and lt lt Parameter end gt gt start matches the end matches the entry entry in the Parameter in the Parameter Name column for the Name
37. instance of the report shows the date and time it was generated ate InfoFlex 5 Reporting InfoFlex Module View Report Help g P BA rom BS Data View The Data View allows selection of a data view from a list of available data views E lle oa Admissions br source of referral H T 2 Week Can han we The Defined Reports box MOT meeting list displays all reports defined Upen Access Cancer Patients for the selected data view E Admissions by source of referral 01 01 2010 15 14 n The Reports box displays all the HJ T Admissions by source of referal 01 0 F reports that have been generated E Admissions by source of refe Gl 01 03 2010 15 14 38 from the report selected in the E Admissions by source of referral 01 04 2010 15 15 03 Design box Admissions by source of referral 07 05 2070 15 15 14 Admissions by source of referral 07 06 207 0 15 15 36 Date and time the report was generated January 2014 Page 10 Chameleon Information Management Services Ltd Report Definition 1 User Guide 3 2 Viewing a generated report To view a report that has been generated select that report in the Reports box The report is displayed in the report viewer f InfoFlex 5 Reporting jm EA InfoFlex Module view Report ad 2 Gastroenterology Eq Admissions by urgency Admissions by source of referral 2 Week Cancer Analysis MDT meeting list Open Access Cancer Patients
38. isting Delete Cancel 4 Back Next gt Finish January 2014 Page 53 Chameleon Information Management Services Ltd Report Definition 1 User Guide In the Available Reports box double click the reports that you wish to generate Selected reports are displayed in the Selected Reports box and are shown in blue in the Available Reports box J InfoFlex Addin Select the InfoFlex reports Select which InfoFlex reports to generate andor print Available Reports Selected Reports Report Name My Report lasi nical D omairg pam I Audit Data view Clinical Data view nuswa biy Report er Multiple docs M Show Archived Generate Reports Only Cancel Back Next gt Airnteh By default the reports will be printed as well as generated If you only wish to generate but not print the reports tick the Generate Reports Only check box If you choose to Generate Reports Only the next page of the wizard is the final page If you do not tick Generate Reports Only the next page of the wizard allows you to choose the printer and number of copies Press Next to go to the final page of the wizard Select the Printer Choose which printer you would like to use for this report Document Defined Printer f Default Printer Custom Printer Printer 1 HP Officejet 5600 series Humber OF Copies 1 January 2014 Page 54 Chameleon Information Management Services Ltd Repo
39. ltems Foma Options Sot Group By Hide Date of Procedure FTW as examination Achieved Y 1 0 FTW as examination Achieved N 1 0 IIHS tage reached 1 1 0 IIF Stage reached 2 1 0 Hospital No HAO Start date End date am cu Tr o D Lam a T mi Z T sy Il K LI i Intended Procedure Intended procedure Two queries that use these views will need to be created one for each view Each query will use the same filter January 2014 Page 44 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 14 Pivot table style reports exercise Report requirements The following report is required All the data items are found in the Electronic Patient Record domain Colonoscopy Details event attached to Colonoscopy Referral stats Note that since this exercise is in an access database each view will need to have an item from the Patient demographics event added as the last item in the view eg Count Hospital number Colonoscopy results Clinician Total number Number of Number of Completion Number Number of procedures completed incomplete Rate completed completed procedures procedures to stage 1 to stage 2 Clinician Count Date Sum Was Sum Was Completed Sum Stage Sum Stage group by of examination examination examination procedures reached 1 reached 2 achieved Y achieved No_ total procedures 100 Totals Count
40. meleon Information Management Services Ltd Report Definition 1 User Guide The template for the above document would therefore look like this I R Context lt lt Query gt gt PATIENT REFERRAL SUMMARY Hospital Number lt lt Hospital number gt gt GP lt lt GP Name gt gt Name lt lt Forename gt gt lt lt Surname gt gt lt lt GP Address 1 gt gt Date of Birth lt lt Date of birth gt gt lt lt GP Address 2 gt gt lt lt GP Address 3 gt gt Address lt lt Address 1 gt gt lt lt GP Address 4 gt gt lt lt Address 2 gt gt lt lt GP Postcode gt gt lt lt Address 3 gt gt lt lt Address 4 gt gt lt lt Postcode gt gt Referral Details symptoms to Appointment referral gt gt symptoms gt gt diagnosis gt gt appt gt gt I ERI 6 11 1 Query context parameter In this type of report the Context property in the query definition can be used to set the common parent for the data returned for each subject By default the lowest possible level of common parent is set The Context can be used to set the common parent to a higher level and thus broaden the scope of the data returned The context is set in addition to setting the Link level for complex filters For example in the illustration above the query filter criteria governing the patients the report returns might specify the consultant in the Referral event A patient might have two Referrals each with a different consultant With the Context pro
41. mi IIF Stage reached 1 1 0 Code L L b Sum WF Stage reached 2 1 0 Code E E e The first row uses the Group by function so that results will be displayed by clinician e The second row uses the Count function to provide a total number of procedures for each clinician e The remaining rows use the IIF expression in conjunction with the Sum function to calculate how many times a certain value is entered in the item The HF expression replaces the value that needs to be counted with 1 and replaces all other values with 0 The expression is created by adding the relevant item to the view and then using the formula builder The Sum function then adds up all the 1 values to find the number of occurrences of that value January 2014 Page 43 Chameleon Information Management Services Ltd Report Definition 1 User Guide The second view that calculates the totals for each column will be similar but without a row for the clinician Count Date of Procedure Sumi F Wias examination Achieved Y 1 0 Code Sumi Fi as examination Achieved M 1 0 Code E Sumi IIF Stage reached 1 1 0 Code E Sumi WF Stage reached 2 1 0 Code O 0O OO OOO O O Note that in Access databases in both the above views quotes need to be placed around the first argument in the IIF statement and an additional item from the patient demographics event needs to be included at the end of the view as follows Function Data
42. ospital Surname Date of Date of Symptoms Diagnosis number Birth Referral Hosp no Surname Date of Referral Presenting Initial Pat reg event Pat reg Referral event Symptoms Diagnosis event Referral event Referral event Filter Date of referral is after 1 1 2000 and Initial diagnosis is null The printed report can be used as a data collection form to collect the missing data for these patients Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c infoflex vo template training Training report2 rtf Include your initials in the template name 2 Create a report definition called Missing data report in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created 3 Create and test the query required by the above specification Create the query in the Training Queries query group Name the queries Training query 3 4 Map the query into the template 5 Save the definition then preview the report in the Preview tab Ensure that the data items are showing in an appropriate format Adjust the view properties if necessary 6 Add the report to the Clinical data view 7 Test the report in the Reporting module January 2014 Page 24 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 11 Subfilters exercise Subfilters can be used in filters
43. owing print out is required for all of one consultant s patients PATIENT REFERRAL SUMMARY Hospital Number Hospital number GP GP Name Name Forename Surname GP Address 1 Date of Birth Date of birth GP Address 2 GP Address 3 Address Address 1 GP Address 4 Address 2 GP Postcode Address 3 Address 4 Postcode Referral Details symptoms to Appointment Referral event Referral event Referral event Referral event appt Referral event Show all referrals All the data items shown will be mapped to data items rather than to queries The Referral Details table will be achieved using a repeating section One query is required which will specify which patients and which referrals the document should be generated for The view only needs to contain the Hospital Number The filter needs to identify the consultant and the time period The query is mapped to the template using the following syntax at the beginning of the template I R Context lt lt Query gt gt The lt lt Query gt gt document item will be mapped to the query which identifies the patients that the document is to be generated for Note that Context in the template syntax refers to the patient context This is separate from the Context query parameter described in 6 11 1 below The following syntax is required at the end of the template ISERI If each patient needs to start on a new page the ISERI should be after a page break January 2014 Page 40 Cha
44. patient reports oS E k 2010 August 2012 5 50 0200 JW Updates for 5 50 0200 eee E a ttNtem gen QbM renamed October 2012 3 2 5 50 0200 SW Tidying up for pdf S March 2013 3 3 5 50 0400 JW___ Updated name of batch process document 8 O Jan 2014 5 60 0100 JW Updates for 5 60 0100 Multiple reports add in information functions as default prompts January 2014 Page 1 Chameleon Information Management Services Ltd January 2014 CONTENTS About this GOCUMICNE wiscstencscentceadsnessasdsaenscndscetaasecastdsuasceceasdenceesstenss 3 1 PHICEOCUICEION siccsstialesedeccccacticinciebacansaueialecedecseneastaciaciebecansevenacs 4 2 Report Definitions in Design Management 000000 5 Dal REDOC GCHMIMOM ee a nous 6 D2 ARCDOR EMP ALGS na ine dasaecesacewncusenaneasacaeenianentsnaaeetos 8 2 3 Exercise reviewing report definitions cseeeeesseseeeeeeeeeeeeeeeees 9 3 KRGPOFUIne Mod le sis deesiscaceccasesscecsstocsscasesiencnstececcatenceecestoseee 10 z INGA ANI OM aiect vecuccccveu dence e 10 3 2 NAG Wile aA CEneraved Te POL eaa N E oceans 1 3 5 Generating and Savin ATCPOI sergi E danteceaiened 12 JA ENS TC OLS gash 302 ds ric dvedias tat enrepcaneibes tucta te acunbip edad ea aiden tees 13 3 5 REPONS MOdUIC CXE SE aiai E ouanteianaeens 14 Process of Defining a Report ssssssccccccssssssecceccsssssceeeooso 15 Defining a report in InfoFlex ssssececccccsssssscccccosssssceeeoooo 16
45. perty in the query definition set at Referral level the report generates for all patients having a referral with the specified consultant and for each patient the report lists only those Referrals with the specified consultant With the Context property in the query definition set at Patient Registration level the report generates for all patients having a referral with the specified consultant but each patient s report lists all their referrals including those with different consultants January 2014 Page 41 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 12 Multiple patient report exercise Report requirements The following report is required The report needs to be generated for all the patients of consultant 71230002 PATIENT REFERRAL SUMMARY Hospital Number Hospital number GP GP Name Name Forename Surname GP Address 1 Date of Birth Date of birth GP Address 2 GP Address 3 Address Address 1 GP Address 4 Address 2 GP Postcode Address 3 Address 4 Consultant Consultant Postcode Referral Details symptoms to Appointment Referral event Referral event Referral event Referral event appt Referral event Show all referrals Carry out all the steps required to define the report 1 Create a template according to the above specification Save the template as c infoflex vo template training Multiple patients rtf Include your initials in the template name Create a repo
46. ples of aggregate functions Aggregate Report Days from Referral to appointment Highest Min Days from Max Days from Avg Days from Referral to appointment Referral to Referral to appointment Referral event appointment Referral event Referral event Filter All patients Number of patients with a Days from Referral to appointment value lt lt Number gt gt Dosages Hospital number Total dose given to patient Hospital number Sum Dose of other drug Group by given Pat Reg event Drug therapy event Filter All patients Total dose given to all patients lt lt dose of other drug given gt gt Therapies Hospital number Latest date of therapy Hospital number Surname Group Forename Group Max Date of this Group by by by radiotherapy Pat Reg event Pat Reg event Pat Reg event Radiotherapy event Filter All patients January 2014 Page 36 Chameleon Information Management Services Ltd Report Definition 1 User Guide Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c infoflex vo template training A geregate report rtf Include your initials in the template name Create a report definition called Aggregate Report in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created Create and test the queries required by
47. referal 01 04 2070 15 47 13 Admissions by source of referral 01 05 2010 15 15 14 Admissions by source of referral 01 06 2070 15 15 36 A new generated report is displayed in the Reports box New is displayed in brackets after the report name mal Data View File Edit wiew Insert Format Table Title y Times NewRoman 16 iB 7z U eA ala Ed Admissions by urgency E Admissions by source of referral Pid Me BA EE pii B 2 Week Cancer Analysis PES 2 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 1 te MDT meeting list Ee CC ee ce Open Access Cancer Patients Eq Admissions by source of referral 01 01 2010 15 14 07 Admissions by source of referral 01 02 2010 15 14 20 Admissions by source of referral Admissions by source of referral 01 03 2010 15 14 38 Admissions by source of referral 01 04 2010 15 47 13 Admissions by source of referral 01 05 2010 15 15 14 Admissions by source of referral 01 06 2010 15 15 36 Hospital number Surname Date of birth Date of Source of Refe Admissions by source of referral NEW Admission PITT Davies 01 01 1973 01 03 2010 Open Access 111111 Smith 01 01 1960 01 01 2010 Open Access 333333 Brown 01 01 1970 01 03 2010 Outpatient Department 555555 Green 01 01 1950 01 05 2010 Screening The report can be edited printed viewed with Word or emailed according to the settings in the Report definition January 2014 Page 12 Chameleon Information Management Services L
48. rom Referral to Date of Discharge Pat reg event Referral event Appointment from hospital Referral event Referral event Filter Prompt for earliest and latest date of referral Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c infoflex vo template training Monthly Referral Report rtf Include your initials in the template name Ensure that you include the correct template syntax for printing the current date and time and for printing the prompted values 2 Create a report definition called Monthly Referral Report in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created Create and test the query required by the above specification Create the query in the Training Queries query group Name the query Training query 5 The filter should prompt the user for the earliest and latest Referral dates You should enter a Parameter Name in the filter definition for each prompted value and ensure that the template syntax will print both prompted values When testing the query use the date range 1 7 2000 to 31 7 2000 3 Map the query into the template 4 Save the definition then preview the report in the Preview tab 5 Add the report to the Clinical data view 6 Test the report in the Reporting module January 2014 Page 28 Chameleon Information Managem
49. rral Report Hospital no Surname Date of birth Date of Referral Symptoms Hospital number Patient surname Date of birth Date of referral Symptoms Diagnosis Demog event Demog event Demog event Referral event Referral event Referral event January 2014 Page 16 Chameleon Information Management Services Ltd Report Definition 1 User Guide Identify the filter criteria Once you have identified the data you want to see you can identify the filter criteria for the data items you wish to see eg which patients or which date range For each view in the report you should identify the filter criteria which will return the set of patients you want to see the data for Referral Report Hospital no Surname Date of birth Date of Referral Symptoms Hospital number Patient surname Date of birth Date of referral Symptoms Diagnosis Demog event Demogevent Demog event Referral event Referral event Referral event Filter all patients referred with in a certain time period Identify the queries Identify the query parameters such as linking and joining that will need to be set for the query Draft a template Once you have identified these elements you can draft a template which contains the query document items The query document item names do not need to match the query names in QDM however the mapping will be easier if the query document item names and query names are clearly structured Referral
50. rt Definition 1 User Guide On the final page of the wizard press Save if you wish to save this Batch Report task Do this if you will need to run this combination of reports again To generate the selected reports press Generate A progress bar indicates the progress of the reports Once they have generated they will be displayed in the generated reports box in the Reporting module as usual You will need to refresh the Reporting module in order for the reports to be visible To refresh the Reporting module select another module then return to the Reporting module Press Finish to exit the wizard Fin InfoFlex Addin lolx Batch Generate Fress the Save button to sawe this job Fress the Generate button to generate your reports then click on Finish Selected Reports Report Hame O01 Admissions by urgency 900 LGI Cancer Analysis Progress Cancel Finish January 2014 Page 55 Chameleon Information Management Services Ltd Report Definition 1 User Guide 7 4 2 Using an existing Batch Report task If you have already run the add in and saved a batch Report task s these will be displayed in the InfoFlex Batch Reports box To run one of the existing Batch Report tasks select the Existing option and then select the task from the list Press Next 4 InfoFlex Addin IO x Select Action Step Select which action to take lnfofles Batch Reports Batch Report Hame 157 COMBINATION 2ND
51. rt definition called Multiple patients in InfoFlex in the Clinical domain Set the Save in Directory to C InfoFlex v5 letters training Set the Template to the template you have just created Create and test the query required by the above specification Create the query in the Training Queries query group Name the query Training query 15 The view should contain the Hospital Number only The filter should prompt for the Consultant Set Outer Join to No Map the query and the document items into the template Save the definition then preview the report in the Preview tab Enter Z1230002 for the Consultant Note that with no context parameter set in the query the report for patient 901234 shows two referrals Set the context parameter in the query to Referral The report for patient 901234 now shows only one referral since only one of the Referrals belongs to consultant 71230002 January 2014 Page 42 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 13 Pivot table style reports Some apparently complex pivot table style reports requiring sets of totals might appear to need a query for each total However these can sometimes be achieved using fewer queries and carrying out the calculations in the view For example the following report requires various totals relating to complete and incomplete procedures by consultant Clinician Total number Number of Number of Completion Number Number of procedures
52. s isrannet 42 OLS Pivot table Style Te ports oiea eigur nania 43 6 14 Pivot table style reports exercise eseosssssssosoeeeeeessssssssssssseeeereee 45 7 Multiple Reports Add in sssssececccccocccsscssssssssscccecceesssssso 47 7 1 About the Multiple Reports Add In 00 0 ceeesessseeeeeeeeeeeeeeneaes 47 7 2 Registering the Multiple Reports Add In cccceeeeeeeeeeeeeeeeees 47 7 3 Configuring the Multiple Reports Add IMN ccccceceeeeeeeeeeeees 48 7 4 Running the Multiple Reports Add In sssssssoneeeesssssssssssssseeeeeeee 53 8 Batch Generation of Report ccccscccccccccsssssssssssssses 57 Report Definition 1 User Guide Page 2 Chameleon Information Management Services Ltd Report Definition 1 User Guide About this document This document is a reference guide for InfoFlex Report Definition This document can also be used as a training guide in conjunction with the CIMS General training database Wherever appropriate exercises are included at the end of a section The exercises in this document use the CIMS General training database InfoFles Database cms General training database CIMS Data Import training database CIMS Design Export training databaze Usemame CIMS Design Import training database EIMS General trainin el Sb eee CIMS Studies training databiice CIMS Work List and Pathway Viewer traning Password The Username is training and the Password is tr
53. st the report in the Reporting module January 2014 Page 30 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 5 Occurrence counting Occurrence counting counts the number of times that each value entered in an item occurs This function can be used for example to count how many times each source of referral has occurred Occurrence counting has to be used with the Group by function To define a view that counts occurrences add the item or items that you wish to count to the view Tick the Group By option for all the items and add a Count operator in the next row This example counts the number of times each value in the Source of Referral has been entered Query Yiew Properties Source of referral Count _ Function Dataltems Femat Options Sot Group By Hide las w Source of Referral Code and Meaning E b Lourt LI These results are returned SOL Results 6 row s 99995 Missing 0 GFP 1 ABE 2 Dentist 3 2 3 General Surgeon 3 4 General Physician 2 To map an occurrence counting query into a template a table is required One column is required for each row in the view including the Count row Source of Referral No of referrals lt lt query 1 gt gt In the following example the view counts the number of times each combination of values in the Source of Referral and Hospital name items has been entered Query View Properties Source of ref
54. td Report Definition 1 User Guide If you wish to keep the report you must save it by pressing F5 or the Save button When you have saved the report the date and time of saving are displayed against the report name in the Reports box Fal Admissions by source of referral 0170172010 15 14 07 Admissions by source of referal 01 02 2070 15 14 20 Admissions by source of referral 07 03 2070 15 14 38 Admissions by source of referral 07 04 2070 15 47 13 EJ T Admissions by source of referral 01 05 2010 15 15 14 T Admissions by source of referral 0170672010 15 15 36 See E a a EES dis SOrs by source of referral 04 08 2010 1618 04 3 4 Editing reports Note that a report can only be edited in the InfoFlex report viewer before it is saved Once saved it cannot be edited It can be edited with Word but it must be saved with a different filename January 2014 Page 13 Chameleon Information Management Services Ltd Report Definition 1 User Guide 3 5 Reporting module exercise Go to the Reporting module and select the Clinical data view In the Design box select My Report In the Reports box select the generated report Review the report in the viewer then view the report with Word Close Word Generate a new instance of My Report Before you save it make some changes to it Save the report View the new instance of the report in Word Make some changes and save You are prompted to save with
55. the above specification Create the queries in the Training Queries query group Name the queries Training query 9 to 13 Map the queries into the template Save the definition then preview the report in the Preview tab Add the report to the Clinical data view Test the report in the Reporting module January 2014 Page 37 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 9 Views with expressions and calculations Functions can be used in views In this example the IFNULL expression will put the Appointment Date in the fourth item in the view if Date Referral Received is null and otherwise the Date Referral Received will be used Rarcion Daetens SSCS Hospital Humber Sumame Date of Birth IFHULLIC ate referral recerved Appointment date Fe This view is mapped into a document in the usual way January 2014 Page 38 Chameleon Information Management Services Ltd Report Definition 1 User Guide 6 10 Views with expressions and calculations Report requirements The following report is required Date Referral Received Hospital number Date of birth Date Referral Received Hospital number Surname Date of Birth Date Referral Received If Pat Reg event Pat Reg event Pat Reg event null use Appointment date Referral event Filter All patients Carry out all the steps required to define the report l Create a template according to the above specification Save the template as c
56. view Once testing of the report is complete enable it for use in data entry by adding it to a data view January 2014 Page 15 Chameleon Information Management Services Ltd Report Definition 1 User Guide 5 DEFINING A REPORT IN INFOFLEX This section explains each step of the report definition process This document assumes that the user is familiar with document definition and QDM For full details of how to use these modules please refer to the separate documents 5 1 Defining the report requirements This section explains how to define the requirements of a report in terms of the layout and the queries required Draft a sample report Start by drafting a document which looks how you want your finished report to look including samples of the data that you want to see to ensure that the report is laid out appropriately Example This is a report which simply lists patient demographic and basic referral details Referral Report Date of birth Date of Referral 123456 Smith 01 01 1970 01 01 2003 Bleeding nausea A499 Bacterial infection 678910 Jones 01 01 1965 01 02 2003 Vomiting weightloss A959 Yellow fever l 3579 Green 01 01 1950 01 03 2003 Headache depression D649 Anaemia C Identify the views Once you have drafted the document you can then identify the data items that you wish to see and which events they come from Each item of the data that appears on the report will need to exist in a view eg Refe
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