Patient Reports

Helix User Guide

Patient Reports

Contents:

Overview
Detailed Search Criteria

Overview

With Patient Reports you can generate reports about your patients based on common criteria such as age, SNAP status, conditions and medications.

1. To view Reports click located at the top of the screen. The Reports panel opens.

2. Select the Patient Reports option. The Patient Filters section is presented to you by default.

3. Select search criteria as required. Note that there's a Medical Filters section too, available to HCPs.

4. Your search criteria appears at the bottom of this panel, for you to review before applying.

5. Click The results are presented to you.

o Click to clear your search criteria

o Click the toggle to show patient contact details in the search results

o Click to export the search results as a CSV-formatted file.

o Click to create a recall for a given patient

o Click to open the selected patient's record.

Patient Reports Example

Detailed Search Criteria

Patient Filters
Active / Inactive / All patients	Allows you to specify if the search is to be performed on Active patients only, Inactive patients only or All patients.
Visit from – Visit to	Allows you to search for patients who have had a visit recorded within the within the specified date period.
Gender	Allows you to search for patients with a specific gender (by default all genders are included). Filter option are: Male, Female, Unspecified.
Age range	Allows you to specify a lower (from 0) and an upper age range. If both are left blank, patients of all ages are included. Note: If you wish to find only patients of one age (e.g. all 30-year-olds) enter the same age into each field.
ATSI	Allows you to search for patients with a specific ATSI status (by default all are included). Filter option are: Aboriginal, Torres Strait Islander, Aboriginal and Torres Strait Islander, Neither Aboriginal or Torres Strait Islander, Not stated.
Concession Status	Allows you to search for patients with a specific concession status (by default all are included). Filter option are: DVA all, DVA specific, HCC, PCC, SCC, No concession card.
Alcohol	Allows you to search for patients based on their alcohol consumption (by default all are included). Filter option are: Monthly or less, 2-4 times/month, 2-3 times/week, 4 or more times/week, Never, Not recorded.
Physical activity	Allows you to search for patients based on their physical activity frequency (by default all are included). Filter option are: Light, Moderate, Vigorous, None, Not recorded.
Smoking	Allows you to search for patients based on their smoking status (by default all are included). Filter option are: Yes, Ex-smoker, Never, Not recorded.
Audit-C (1-12)	Allows you to specify a lower (from 1) and an upper (12) Audit-C rating range. If both are left blank, patients of all ratings are included. Note: If you wish to find only patients of one rating (e.g. all with a rating of 8) enter the same value into each field.
Medical Filters
Drug name, Drug class, Condition	When adding criteria, first select the desired search option (Drug, Drug class, Condition) radio button to search for: Drug name will search patient medication list based on selected drug from the drug list/search. Drug calls will search patient medication list for all drugs included in the selected drug class based on selected drug class from the drug class navigator. Condition will search patient condition list based on selected condition from the drug list/search. When the type (see above) has been selected the search/list below is activated allowing you to find the drug, drug class or condition to be searched for. In most cases if you start to type the first couple of letters, a list is generated, from which you can select the appropriate term and it will automatically be added to the search criteria. For the drug class instead of typing a browse function is used allowing you to browse and add a class at any point in the hierarchy. Multiple criteria may be added by repeating this procedure. The added criteria will be shown as ‘bubbles’ below allowing to easily see the added criteria and remove them if no longer required or added in error.
And / Or filters	Allows the specification between the added criteria i.e. between two different conditions. For example: If the search is for patients who has condition 1 and condition 2 only patients which has both conditions will be returned. If the search is for patients who has condition 1 or condition 2 patients with either conditions will be returned. Note: The and/or variable only applies within the space type of criteria (i.e. conditions) when searching for different criteria (conditions and drug names) a ‘and’ will always apply between these. For example: (condition1 and condition 2) and (medication 1 and medication 2) (condition1 or condition 2) and (medication 1 and medication 2) (condition1 and condition 2) and (medication 1 or medication 2) (condition1 or condition 2) and (medication 1 or medication 2)