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Ad hoc List Report |
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Purpose |
When you select ad hoc list report from the menu, you will go to a screen where you set up an ad hoc report. A list report will produce a table with a column for each item that you select to display, much like a spreadsheet.
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Functionality |
What patient population would you like to use section- Displays options for certain organizations being able to run the ad hoc list report on other patients and is used to determine the initial patient base to use for the ad hoc report.
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Select Patient Population Option |
Description |
Available Admin Role |
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Patients Associated with Provider |
Selecting this option will return only patients who are active within the organization. |
Yes |
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Patients Residing in County |
Selecting this option will return all patients residing in the displayed county. This report will not exclude patients based on if a patient is active within your organization or not. This option is only available to county providers. |
No |
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Patients associated with Provider or patients residing in County |
Selecting this option will return a combination of the two previous options. It will return all patients active within your organization or residing within the county displayed. This option is only available to county providers. |
No |
What items would you like to display on the report section- Displays data element items that can be selected to appear on the Ad Hoc List report.
Add an Item to the Display List.
Select an Item from the left-hand list of available items.
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Group |
Item Name |
Description |
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Most Common Items |
Birth Date |
Patient's Birth Date. |
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Patient First Name |
Patient's First Name. |
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Patient Last Name |
Patient's Last Name. |
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Vaccination Date |
Date vaccine was administered. |
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Vaccine |
Vaccine that was administered. |
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Vaccine Lot |
Vaccine Lot number for the vaccination administered. |
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Vaccine Eligibility |
Vaccine Eligibility Code for the vaccination administered. |
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Historical Immunization |
New or historical indicator for the vaccination administered. |
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Immunization Items |
CVX Code |
CVX Code for the vaccination administered. |
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From Inventory |
Indicates if the vaccination administered deducted from the Organization's inventory. |
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NDC Code |
NDC information for the vaccination administered. |
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Owning Organization |
Indicates the Owning Organization for the vaccination administered. |
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Source of Last Update |
Source of Last Update for the vaccination administered. |
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Trade Name |
Trade Name of the vaccination administered. |
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Vaccine Group |
Vaccine Group of vaccination that was administered. |
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Other Patient Items |
Active Status |
Patient's Active Status. |
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County of Birth |
Patient's County of Birth. |
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County of Residence |
Patient's County of Residence. |
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Gender |
Patient's Gender. |
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Language Preference |
Patient's Language Preference. |
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Mother's HBsAG Status |
Patient's Mother's HBsAg Status. |
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Patient ID |
Patient's ID. |
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Patient Middle Name |
Patient's Middle Name. |
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School |
Patient's School. |
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Address |
Street Address |
Patient's Street Address. |
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PO Box |
Patient's PO Box. |
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Other Address |
Patient's Other Address. |
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City |
Patient's City Address. |
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State |
Patient's State. |
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Zip |
Patient's Zip Code. |
Click the Add button to move the item the right-hand list of items to be displayed on the report.
Remove an Item to display
Select an Item from the right-hand list of items to be displayed on the report.
Click the Remove button to move the item from the right-hand list of report items to the left-hand list of available items.
Remove all Items to display
Click the Remove All button to move all items from the right-hand list of report items to the left-hand list of available items.
Display Order
The order which the user selects items will remain in that order within the same group. Example, a user can chose to have Last Name appear before First Name, but can not have Last Name listed between Ethnicity and Gender.
Command Button Functionality
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Command Button |
Description |
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Adds selected item from the first list of items to be displayed to the second list of items to be displayed on the report. |
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Removes selected item from the second list of items to be displayed to the first list of items to be displayed on the report. |
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Removes all items from the second list of items to be displayed to the first list of items to be displayed on the report. |
How would you like the report to be sorted section- Allows report to be sorted on one Item that was selected above to be displayed on the report. If exporting the report as an Excel Spreadsheet it is not recommended to sort the report, because the sort functionality within Excel can be utilized to sort the report.
Add sorting to the report.
Select an Item from the Item to sort on pick list.
Select a radio button to select the sort order as described below.
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Sort Order |
Description |
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First-to-Last |
Sorts the Item based on the following sort order. (spaces, special characters (#,',"), uppercase A-Z, lowercase a-z) |
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Last-to-First |
Sorts the Item based on the following sort order. (lowercase z-a, uppercase Z-A, special characters (",',#), spaces) |
How would you like to filter the data section- Reduces the patients from the initial patient population based on the filters selected.
Filtering patient population for the report.
Select an Item from the Item to Filter on pick list as described below along with comparison criteria.
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Group |
Item Name |
Description |
Comparison |
Select from Pick List/Entered Comparison |
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Patient Factors |
Active Status |
Patient's Active Status. |
Equals |
Select from Pick List |
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Age Range |
Restricts results based on a Patients age. |
Between |
Entered Comparison |
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Birth Date |
Patient's Birth Date. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Entered Comparison |
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City |
City of the Patient address. |
Before/Equals/Not Equal To/After/Between/Is/Is Not/Begins With/Does Not Begin With |
Entered Comparison |
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Comment |
Patient comments. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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County of Birth |
Patient's County of Birth. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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County of Residence |
County of the Patient's address. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Gender |
Patient's Gender. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Has 2 or More Immunizations |
Patient has had 2 or more immunizations. |
Equals |
Select from Pick List |
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Language Preference |
Patient's Language Preference. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Patient ID |
Patient's ID. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Entered Comparison |
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Primary Care Physician |
Primary Care Physician of the Patient. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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School |
Patient's School. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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State |
State of the Patient's address. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Zip |
Zip code of the Patients address. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Entered Comparison |
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Immunization Factors |
Administering Clinician |
Administering Clinician of the vaccination administered |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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CVX Code |
CVX Code for the vaccination administered. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Display Inadvertent Vaccine Group |
Vaccination was Inadvertently administered due to age and vaccine group |
Equals |
Select from Pick List |
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Historical Immunization |
New or historical indicator for the vaccination administered. |
Equals |
Select from Pick List |
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From Inventory |
Immunization was administered from Inventory |
Equals |
Select from Pick List |
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Owned Immunization |
Y/N indication of organizational immunization ownership. |
Equals |
Select from Pick List |
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Source of Last Update |
Source of Last Update for the vaccination administered. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Trade name |
Trade Name of the vaccination administered |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Vaccination Date |
Date the vaccination was administered |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Entered Comparison |
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Vaccine |
Vaccine that was administered |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Vaccine Eligibility |
Vaccine Eligibility Code for the vaccination administered |
Equals/Not Equal To |
Select from Pick List |
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Vaccine Group |
Vaccine Group of vaccination that was administered |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Vaccine Lot |
Vaccine Lot for the vaccination administered. |
Before/Equals/Not Equal To/After/Between/Is/Is Not |
Select from Pick List |
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Valid immunization |
Vaccine that was administered is considered a valid dose |
Equals |
Select from Pick List |
Select an option from the Comparison pick list as described below. All Comparisons are not available to be selected for all Items in the Item to filter on list.
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Comparison |
Description |
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EQUALS |
Item to filter on is equal to the Value to compare to entered. |
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NOT EQUAL TO |
Item to filter on is not equal to the Value to compare to entered. |
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BEFORE |
Item to filter on is before the Value to be compare to entered. |
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AFTER |
Item to filter on is after the Value to be compared to entered. |
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BETWEEN |
Item to filter on is between two Values to be compared to entered. |
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IS |
Item to filter on is the Value to be compared to entered. |
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IS NOT |
Item to filter on is not the Value to be compared to entered. |
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BEGINS WITH |
Item to filter on begins with the Value to be compared to entered. |
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DOES NOT BEGIN WITH |
Item to filter on does not begin with the Value to be compared to entered. |
Enter Comparison Criteria
Entering Comparison Criteria depends on the Comparison that is selected and the Item that is selected to filter on.
If the Item that is selected to filter on has a pick list to select from the Value to compare to pick list will display options to select.
If the Item that is selected to filter on does not have a pick list to select from and needs values to be entered into a text box the text box next to the Value to compare pick list will be enabled to enter values in.
If the Between comparison is selected the and pick list will be enabled to be selected from or the text box will be enabled to enter values in.
Click the Add/Save Edit button to add the filter to the Selected Filters text box.
Repeat the filter process to add additional filters if needed.
Advanced filtering patient population for the report.
Selected Filters Section.
The Selected Filters Section allows for more advanced querying described below.
Upon adding multiple filters adds the filters as having both conditions to be met in order for information be returned.
Selecting a single filter in the Selected Filters section allows the user to be able to click the Edit or Remove buttons.
Clicking the Edit command button with a single filter selected in the Selected Filters section will allow the user to edit the filter criteria for the selected filter.
Clicking the Remove command button with a single filter selected in the Selected Filters section will remove the selected filter.
Selecting a Logical And or OR in the Selected Filters section allows the user to be able to click the And/Or button.
Clicking the And/Or button with a Logical And or OR selected in the Selected Filters section will allow the user to change the AND to an OR or an OR to an AND.
Selecting multiple filters in the Selected Filters section allows the user to be able to click the Group or UnGroup buttons.
Clicking the Group button with multiple filters selected in the Selected Filters section allows the user to group the selected filters into one logical statement.
Clicking the UnGroup button with multiple filters selected in the Selected Filters section allows the user to ungroup the selected filters into seperate logical statements.
Command Button Functionality
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Command Button |
Description |
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Allows users to edit the selected filter. |
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Removes selected filter from the Selected Filter text box. |
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Changes the logical operator selected from AND to OR or from OR to AND. |
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Groups together multiple filters selected into one logical statement. |
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Ungroups multiple filters selected into seperate logical statements. |
Generate Report section- Describes the Generate and Cancel buttons.
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Command Button |
Description |
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Generates the Ad Hoc List Report and displays the Ad hoc Report Results screen. |
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Returns the user to the previous page. |
