We have converted our native "Data Slice Exports" to our Analytics engine for a more user friendly experience. These include exports on the following areas in the platform:

  • Appointments

  • Cases

  • Encounters

  • Patients

  • Patient Data

  • Practitioners

Appointments

The "Appointments" report includes the following fields:

  • Appointment ID: use to jump into the patient chart

  • Created From Public (Yes/No): was this appointment requested online by a patient

  • Cancelled (Yes/No): appointment has the status of "cancelled" or an appointment requested by the patient was "rejected"

  • Cancelled Time: when the appointment's status was changed "cancelled" or when an appointment requested by the patient was "rejected"

  • Checked In Time: when the appointment's status was changed to "arrived"

  • Group Visit ID: if this appointment was a "Group Visit" type

  • Location ID: the ID associated with the appointment's location

  • Location Name: the name of the location the appointment was booked under

  • Practitioner ID: user ID of the person the appointment is booked with

  • Practitioner: the user the appointment was booked under

  • Appointment Type ID: the ID associated with the appointment type of the appointment

  • Appointment Type: name of the associated appointment type

  • Presenting Issue ID: the ID associated with the linked templated "presenting issue"

  • Presenting Issue: the linked templated "presenting issue" if applicable

  • Reason: the "presenting issue" associated with the Appointment or linked Encounter note

  • Note: free text found in the appointment “note” section

  • Referring Practitioner: referring doctor listed in the patient's chart

  • Patient ID: use to jump into the patient chart

  • Room ID: ID associated with the room the appointment was assigned to

  • Room: name associated with the room the appointment was assigned to

  • Created Time: time the appointment was created

  • Start Time: time the appointment was scheduled for

  • Until Time: time the appointment was scheduled to end at

  • Status: appointment status currently assigned to the appointment

  • Updated Time: last time the appointment was updated

  • Virtual Encounter ID: if the appointment was linked to virtual encounter

  • Visit Type: either "physical or virtual"

The "Appointment Types" report includes the following fields:

  • ID: ID associated with the Appointment Type

  • Created Time: time the Appointment Type was created

  • Active (Yes/No): is the Appointment Type currently in your settings or has it been deleted

  • Long Description: long description free text associated with the Appointment Type settings

  • Short Description: short description free text associated with the Appointment Type settings

  • Name: name of the Appointment Type

  • Require Primary Practitioner (Yes/No): when a patient goes to request an appointment online for this Appointment Type does the request need to be with their primary practitioner assigned in their chart

  • Slot Length: the templated amount of time in minutes associated with the Appointment Type

  • Updated Time: the last time the Appointment Type settings were updated

Cases

The "Cases" report includes the following fields:

  • Case ID: ID associated with the individual case

  • Case Template ID: ID associated with the case template

  • Template Name: name of the template applied to the case

  • Assigned Provider ID: ID associated with the user "assigned" to the case

  • Assigned Practitioner: name of the user "assigned" to the case

  • Case Number: unique number assigned to the case

  • Created Time: time the case was created

  • Closed Time: time the case was closed

  • Closed Provider User ID: ID associated with the user that "closed" the case

  • Closed Provider: name of the user that "closed" the case

  • Issue: free text for the reason of the case

  • Opened Time: time the case was "opened"

  • Reported Closed Time: time the case was "reported closed"

  • Patient ID: unique ID assigned to the patient associated with the case

  • Case Status: whether the case is "open" or "closed"

  • Updated Time: the last time the case was updated

Encounters

The "Encounters" report includes the following fields:

  • Encounter ID: ID associated with the encounter note

  • Created Time: time the encounter note was created

  • Created Provider User ID: ID associated with the user that created the encounter note

  • Created Provider User: name of the user that created the encounter

  • Concern: title of the encounter note, can be free text or linked to a presenting issue

  • Appointment ID: ID of the linked appointment if applicable

  • History: text found in the "history" section of the note

  • Physical Exam Data: data found in the "vitals" tab of the "Examination" section of the note

  • Physical Exam: text found in the "examination" section of the note

  • Assessment and Plan: text found in the "assessment and plan" section of the note

  • Locked (Yes/No): whether or not the encounter note has been signed

  • Locked Time: time the encounter note was signed

  • Locked Provider User ID: ID associated with the user that signed the encounter

  • Signed By: the name of the user that signed the encounter

  • Prescriptions Data: data associated with any prescriptions that were created directly from the encounter note

  • Presenting Issue ID: ID associated with the presenting issue template linked to the encounter note

  • Presenting Issue: name of the presenting issue template linked to the encounter 

  • Respondent Case ID: ID of the case linked to the encounter note

  • Patient ID: unique ID associated with the patient the encounter note is associated with

  • Seen Time: either the created time of the encounter or the linked appointment start time

  • Signature ID: unique ID associated with the signature on the signed note

  • Signed Provider User Data: the ID, title, name, and license number of the user that signed the note

  • Updated Time: last time the note was updated

Patients

The "Patients" report includes the following fields:

  • ID: unique patient ID, use this jump into the patient chart

  • Created Date: date the patient was created

  • Full Name: full name of the patient

  • PHIN: primary identification number

  • Gender: gender of the patient

  • Date of Birth: date of birth of the patient

  • Primary Practitioner: primary practitioner assigned in the patient's chart

  • Phone: cell phone number entered in the patient's chart

  • Email: email entered in the patient's chart

  • Notify By: notification method set in the patient's chart, either email, SMS, both or none

  • City: city entered in the patient's address section in their chart

  • Family Doctor: contact assigned in the family doctor section of the patient's chart

  • Referring Doctor: contact assigned in the referring doctor section of the patient's chart

Patient Data

The "Patients" report includes the following fields:

  • Patients ID: unique patient ID, use this jump into the patient chart

  • Primary Identification Name: name of the primary identification assigned to the patient's chart (ex. MSP, OHIP)

  • Primary Identification Value: value of the primary identification assigned to the patient's chart (ex. MSP, OHIP)

  • Gender: gender of the patient

  • Referring Practitioner Title: title of the contact assigned to the patient's referring doctor section in their chart

  • Referring Practitioner First Name: first name of the contact assigned to the patient's referring doctor section in their chart

  • Referring Practitioner Last Name: last name of the contact assigned to the patient's referring doctor section in their chart

  • Referring Practitioner Billing Code: billing code of the contact assigned to the patient's referring doctor section in their chart

  • Referring Practitioner License Number: license number of the contact assigned to the patient's referring doctor section in their chart

  • Date of Birth: date of birth of the patient

  • Patient First Name: patient's first name

  • Patient Preferred Name: patient's preferred name

  • Patient Last Name: patient's last name

  • Notify By: notification method set in the patient's chart, either email, SMS, both or none

  • Searchable Name: directory path of the patient data (Category|Property|Entity)

  • Value: the most recent value for that searchable name in the occurred date (when entered) range set in the filter

Practitioners

The "Practitioners" report includes the following fields:

  • Practitioner ID: unique ID associated with the user

  • Deactivated (Yes/No): whether the user has been deactivated or not

  • Billing Number: billing number assigned to that user

  • Created Time: time the user was created

  • Last Sign In Time: last time the user signed into the platform

  • Email: email associated with the user, used to log into the platform

  • Title: title of the user

  • Full Name: full name of the user

  • Position: position associated with the user

  • Has Inbox (Yes/No): user has an inbox in the platform

  • Has Schedule (Yes/No): user has the ability to own a schedule in the platform

  • License Number: licence number assigned to that user

  • Phone Number: phone number assigned to that user

  • Sign In Count: count of how many times a user has signed into the platform

  • Two Factor Enabled (Yes/No): does the user have two factor security enabled for their account

Learn more about how to use our Analytics module

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