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Generating Diabetes Mellitus Report (EPIC)

Report ID:1526204

(click on report name and it will expand)

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Diabetes Mellitus Report cont’d (EPIC)

Click “Edit”

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Diabetes Mellitus Report (EPIC)

Expand the sections and ensure it is completed as shown.

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Adjust date range – suggest last 2 years (active Pts)

Expand button

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Steps 3-4: Then select “Save As” & pick a name with your initials so you can find it later i.e. “JM DM Pop Health” and then clinic “Accept” and then ”Run” (to Run Report):

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List PCP Type as “General”

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  • It takes a long time to run report! Plan for it…
  • The longer the date range you use (more Pts it analyzes) – the longer it takes
  • Suggest running for Pts in past 2 years (active Pts)

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Diabetes Mellitus Report (EPIC)

  • Reports expire – we want to use the same

report i.e. quarterly

    • Go back to My Reports Tab
      • Look at Recent Results
        • Find your report – click the star
        • Right click on report name – select Save Results
          • Pick an expiration date that is i.e. 3 months

from today and name it something that includes

the time period in case you run the report again

In the future. Click Accept.

        • The results will be found in the Saved Results tab

Next to the Recent Results

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Diabetes Mellitus Report – Quick Look (EPIC)

On left, lists Pt name, MRN, Phone #, Insurance, PCP

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Diabetes Mellitus Report - Sorting (EPIC)

Click on any column to sort

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Diabetes Mellitus Report cont’d (EPIC)

  • Can double click on any line to review that Pts chart, open a telephone encounter, place orders

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After you run the report – you see all listed report criteria

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Preventative Health Care: �Cancer Screening – Generating Report

  • Similar Steps to generating DM Report

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Cancer Screening Report (cont’d)

  • Search by listed report # or by name as listed below
    • If you don’t find anything – make sure you clear filters on right side

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Cancer Screening Report (cont’d)

  • Click on report and click on Edit on right

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Cancer Screening Report (cont’d)

  • Add PCP as was done for DM report – search for “Care team: Current PCP” in the “Find Criteria” Search Bar
    • Then add applicable PCP (autofills if you are logged in) and “PCP Type”

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Cancer Screening Report (cont’d)

  • Click on pencil to right of date range to edit date range i.e. in past 1-2 years

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Cancer Screening Report (cont’d)

  • Click on “HM: Has topic” and delete the current topics and add the following items instead (as shown below).
    • Change “Status” to “Overdue” if it is not already listed

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    • After you do 1-3 above – then add “Breast Cancer Screening Discussion” that is “Overdue” (in our organization this is >40-49yo)
      • Click “Save As” i.e. pick a name with your initials – click Accept
      • Then Run Report

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Cancer Screening Report (cont’d)

  • Process to save the report with a future expiration date is the same exact process as with DM report

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