After the health information system sends a patient report to the Health Report Manager, HRM converts the patient report into a standard message format, encrypts, and stores the report in an sFTP folder for secure pickup by the InputHealth CHR.

The InputHealth CHR picks up the report. . When reports are processed, patient matching will be performed and any recipients with matching license numbers (CPSO#) will receive the report in their inbox.

If the report has been matched to a specific patient in the CHR it will also appear in their chart (under patient files).


How does the HRM report present itself?

In the specific Clinicians Inbox:

The Report presents itself initially with the IH Logo and "Automated System" besides it.

In the Patient's Chart (if matched to a specific patient):

The report can be found under Patient Files within their chart. If the Clinician has not yet reviewed the report, then the paperclip icon next to the file will remain grey. Once the file has been reviewed (signed off), the icon turns green.


Viewing HRM Reports

Since InputHealth has a built in PDF viewer, all HRM reports come into the system as a PDF.

Reports can be viewed in the Inbox and/ or the Patient Files section of the patient chart. The below image demonstrates an opened HRM Report.

If you want to assign a specific report to a Clinician at your clinic, you can click the 'Edit' button and change the "Owner"

To see the specific HRM Report's details (like Sending Facility ID, Patient Details, Name of the Receiver, etc.) click on the 'Details' button, a window opens on the right hand side.


Categorizing a Report (Edit):

Report categories are specific to the InputHealth CHR (and not to HRM). InputHealth will automatically use the original categorization of the report. We suggest using manual tagging to allow for standardization within a specific site.

Users can manually categorize HRM reports. User can assign a specific tag to a report by:

  • Opening the Report within their Inbox

  • Clicking 'Edit' at the bottom of the report

  • Navigate to Tags and select a Specific File Tag (see Setting up and Using Patient File Tags on how to customize tags)

Note: InputHealth's Analytics Module can be used to query or search for these specific tags.

Automatic categorization can also occurs, however only if configured in the OntarioMD Settings. Please discuss this feature with our InputHealth Support Team.


Matching a Patient

It can happen that the HRM report is missing one of the patient matching criteria (i.e. Name, DOB, HCN) and will therefore not automatically match a report to an existing patient at your clinic.

Suggested steps the User should follow If there is a report and it is unmatched:

  • The user will see an option in the header of the file to either "Create New Patient" or a magnifying glass allowing one to search for an existing patient.

  • If searching and the correct patient is found, then all one needs to do is select the patient from the search results.


Deleting Reports

HRM will distributes all your patient reports to all the EMR's/ CHR's that are connected to HRM (and where your CPSO/ CNO # is registered at). In other words, HRM does not send the report to the specific EMR/ CHR that has the patient's chart.

Each EMR/ CHR you use will automatically try to match the patient identified in the HRM report to a patient chart. If a match is found, the report will be placed in the clinician's inbox in that specific EMR/ CHR (and patient chart).

If the EMR/ CHR is unable to match the report to a patient chart, the report is identified as an unmatched patient notification.

  1. First, you need to search the CHR for the patient and confirm whether there is a patient in this EMR that matches the report; it could be a case of an incorrect Health Card Number on the report or other incorrect information preventing a match. If you find the patient chart, assign the report to the chart (see above 'matching a patient')

  2. If you cannot find the patient chart in the CHR, you need to search the other EMRs you use and ensure that a copy of the report is available at the location where the patient has an EMR record.

  3. You should then assign the HRM report that does not belong to the CHR to a pseudo patient and then delete the report within the pseudo patient chart under Patient Files


The Hospital Report Manager (HRM) allows users to pull reports both manually (on demand) and automatically (with a set interval).

Downloading Reports - Automatically (default setting)

Once HRM has been configured in your InputHealth Account, automatic downloading of reports ('polling') at a time interval of 30minutes is configured. This means that HRM Reports will be automatically downloaded to your CHR Inbox at a regular time interval of 30minutes. If you would like to change the time interval, please contact your InputHealth Support Team.

Downloading Reports - Manually

Only account owners can manually download available reports by clicking on the HRM 'cloud' button in the upper right corner of the inbox. The HRM Reports will then appear in the Clinician Inboxes.

Important to refresh the page after a few seconds to view any new data.


Last updated: Dec 2020

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