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Reviewing the Patient Audit - Capacity IQ®
Reviewing the Patient Audit - Capacity IQ®

The Patient Audit report displays information about changes to patient records

William Pelino avatar
Written by William Pelino
Updated over 6 months ago

About

The Patient Audit report displays information about changes to patient records, which is helpful when you are trying to determine why a patient does not appear on a list view or on the electronic bedboard®.


Report Parameters

  • Criteria selected when the report was being generated appear under Report Parameters, such as the name of the campus.

About the Report Data

  • Only patients associated with the campus that was selected when the report was generated will appear.

  • The user who generates the report selects a date range. Only actions that occur between that date range appear on the report. The dates of the actions are called event dates.

  • The user who generates the report can choose a summary report or a detailed report (with more details about the patient and the new and previous values in each field on the patient record).

  • Data appears by patient.

  • If the user who generated the report selected Include RTLS Changes, then the events that occur in locations that are defined only in Location IQ® solutions are included.

    • For example, if a patient who has a patient tag is moving through Location IQ® locations while being transported, this will be included on the report if the Include RTLS Changes option is enabled. This option can be enabled only if the Capacity Management Suite system is integrated with Location IQ®

Detailed Report

  • The detailed report displays more specific information about the patient, such as the admit date and patient status.

  • The following information is displayed on the detailed report for each patient. The detailed report is in .xls format only. It cannot be generated in .pdf format.

  • + or –

    • To see details of changes to a patient record based on an event, click the + sign in the row that corresponds to the event.

  • Event Date

    • The date and time that the action occurred in local time.

  • Source

    • How the change was made (for example, through the user interface (UI) on a computer workstation, through the IVR, or through the ADT system).

  • Request and Action

    • The event that occurred or action that was taken.

  • MRN and Visit Number

    • The patient’s medical record number and visit number

  • XT Patient ID

    • A number used in the database to associate the patient with their information.

  • Patient Status

    • The patient's status as a result of the action (such as PreAdmit, Inhouse, or Pending Discharge)

  • Home Location Type

    • Whether the patient's home location is a Home Non-Holding bed or a Home Holding bed

  • Assigned Bed

    • The bed to which the patient has been assigned.

  • Admit Date

    • The date that the patient was actually admitted. Dates and times are formatted according to enterprise settings configured in the Admin Tool

  • Expected Admit Date

    • The date the patient was expected to be admitted.

  • User

    • The name and IVR ID of the user who made the change (for example, the user who selected Admit Patient on the Patient/Placement Details form).

  • Transport Job Details

    • For a completed transport job, the patient's name, medical record number and visit number; the job's origin and destination; the job number; the dates and times that the job was created, entered Pending status, and entered In Progress status; and the requester's name and base location

  • HL7 Message

    • If there is an HL7 message associated with the event, then a message segment and field appear in this column (for example, MSH:1).

  • Chameleon XML

    • If there is an HL7 message associated with the event, then <Chameleon Import> appears in this column

  • Payor

    • A list of all the payors for a patient. Up to three payors will be listed in order of priority.

Details of Changes to a Patient Record

To see details of changes to a patient record based on an event, click the plus sign (+) on the far-left side of the spreadsheet, next to the row that corresponds with the event. The following information appears when you click the + sign.

  • Field

    • The fields in the patient record. Examples are Patient Home Location, Patient Diagnosis, Patient Projected Discharge, Bed Custom Attributes, Patient Address, Patient Care Progression Group (Milestone) and Care Type any information about the patient that was in custom columns in the PatientTracking Portal, Patient Tag ID (number of patient tag used in conjunction with equipment installed throughout the hospital to track the patient), Patient Tracking Location (location identified as a Location IQ® location, and the care progression groups (such as Physiotherapy)..

  • Result

    • The change to a field as a result of an event

  • Previous Value

    • The information that was associated previously with the field that was changed

  • Changed

    • If the Previous Value column and the Result column show two different values , then Yes appears in the Changed column.

Summary Report

The summary report lists:

  • Each patient

  • Each action taken related to the patient record (such as Edit Patient/Placement Details or Automatic Transitions to Pending Discharge)

  • The specific field or information that was changed (such as Patient Isolation Type or Patient Status)

  • The values of the fields before and after the change (such as Inhouse and Pending Discharge)

  • How the change was made (such as through a computer workstation manually or through a service automatically)

  • The user who made the change

Summary Report

The following information is displayed on the summary report for each patient.

  • Patient Name

    • The patient's last and first name

  • MRN and Visit Number

    • The patient’s medical record number and visit number

  • Date

    • The date and time that the action occurred in local time

  • Request and Action

    • The event that occurred or action that was taken

  • Change

    • The type of information that was changed (such as the patient's isolation type, hospital service, home location, gender, or status)

  • Old Value

    • The information before the change was made

  • New Value

    • The information after the change was made

  • Access Type

    • How the change was made (for example, through the user interface (UI) on a computer workstation, through the IVR, or through the ADT system)

  • User

    • The name and IVR ID of the user who made the change (for example, the user who selected Admit Patient on the Patient/Placement Details form)

  • Payor

    • A list of all the payors for a patient


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