3 * Report Dashboard Help.
6 * @link http://www.open-emr.org
7 * @author Ranganath Pathak <pathak@scrs1.org>
8 * @copyright Copyright (c) 2018 Ranganath Pathak <pathak@scrs1.org>
9 * @license https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
12 use OpenEMR\Core\Header
;
14 require_once("../../interface/globals.php");
19 <?php Header
::setupHeader();?
>
20 <title
><?php
echo xlt("Patient Reports Help");?
></title
>
30 <div
class="container oe-help-container">
32 <center
><h2
><a name
='entire_doc'><?php
echo xlt("Patient Reports Help");?
></a
></h2
></center
>
35 <div
class="col-sm-12">
36 <p
><?php
echo xlt("Reports consisting of various portions of the patient's medical record can be created here");?
>.
38 <p
><?php
echo xlt("There are three main types of reports that can be created, two pertain to continuity of ongoing care - Continuity of Care Record (CCR) and Continuity of Care Document (CCD) and the third - Patient Report that creates a document containing various sections of the patient's medical record including demographics, medical issues, procedures and encounters. It also has the ability to include all or any of the scanned documents in the patient's chart");?
>.
40 <p
><?php
echo xlt("This help file is divided into four sections");?
>:
43 <li
><a href
="#section1"><?php
echo xlt("Continuity of Care Record (CCR)");?
></a
></li
>
44 <li
><a href
="#section2"><?php
echo xlt("Continuity of Care Document (CCD)");?
></a
></li
>
45 <li
><a href
="#section3"><?php
echo xlt("Patient Report");?
></a
></li
>
46 <li
><a href
="#section4"><?php
echo xlt("Enabling EMR Direct phiMail");?
></a
></li
>
49 <p
><i
class="fa fa-lightbulb-o fa-lg oe-text-green" aria
-hidden
="true"></i
> 
<?php
echo xlt("To help explore the various components of the Report page especially if you want to use it as an instruction manual it is suggested that you reduce the size of the browser to cover half the viewport, resize the help pop-up by clicking and dragging the bottom right corner of the pop-up. Open another instance of the browser and resize it to cover the other half of the viewport, login to openEMR ");?
>.
52 <div
class= "row" id
="section1">
53 <div
class="col-sm-12">
54 <h4
class="oe-help-heading"><?php
echo xlt("Continuity of Care Record (CCR)"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
55 <p
><?php
echo xlt("The Continuity of Care Record (CCR) is the clinical record of the patient’s current and historical health care status");?
>.
57 <p
><?php
echo xlt("Basic patient information is included, such as patient and provider information, insurance, patient health status, recent care provided, care plan information, and reason for referral or transfer");?
>.
59 <p
><?php
echo xlt("It is intended to include only the information that is critical to effectively continue care");?
>.
61 <p
><?php
echo xlt("For those interested in details of what constitutes a Continuity of Care Record (CCR) click on the eye icon");?
>  
;<i
class="show_hide fa fa-eye fa-lg small" title
="<?php echo xla('Click to Show'); ?>"></i
>
63 <div id
="ccr_details" class='hideaway oe-help-heading oe-help-add-info' style
='display: none;'>
64 <p
><?php
echo xlt("The Continuity of Care Record (CCR) has been developed jointly by ASTM International - an organization that is involved in the development and delivery of voluntary consensus, the Massachusetts Medical Society (MMS), the Health Information Management and Systems Society (HIMSS), the American Academy of Family Physicians (AAFP), and the American Academy of Pediatrics");?
>.
66 <p
><?php
echo xlt("The basis for CCR is a Patient Care Referral Form developed by the Massachusetts Department of Public Health");?
>.
68 <p
><?php
echo xlt("In total, there are seventeen sections that can be included within a Continuity of Care Record (CCR)");?
>.
70 <p id
= "my_hide"><?php
echo xlt("All sections are not required, rather, they are available based on the information a practitioner believes is critical data for the patient at any given moment in time");?
>  
<i
class="show_hide fa fa-eye fa-lg small" title
="<?php echo xla('Click to Show'); ?>"></i
>
72 <div
class='hideaway' id
='ccr_sections'style
='display: none;'>
74 <li
><?php
echo xlt("Patient Demographics"); ?
></li
>
75 <li
><?php
echo xlt("Immunizations"); ?
></li
>
76 <li
><?php
echo xlt("Vital Signs"); ?
></li
>
77 <li
><?php
echo xlt("Problems & Diagnoses"); ?
></li
>
78 <li
><?php
echo xlt("Insurance Information"); ?
></li
>
79 <li
><?php
echo xlt("Health Care Providers"); ?
></li
>
80 <li
><?php
echo xlt("Encounter Information"); ?
></li
>
81 <li
><?php
echo xlt("Allergies/Alerting Data"); ?
></li
>
82 <li
><?php
echo xlt("Appropriate Results"); ?
></li
>
83 <li
><?php
echo xlt("Medication"); ?
></li
>
84 <li
><?php
echo xlt("Procedures"); ?
></li
>
85 <li
><?php
echo xlt("Results"); ?
></li
>
86 <li
><?php
echo xlt("Necessary Medical Equipment"); ?
></li
>
87 <li
><?php
echo xlt("Social History"); ?
></li
>
88 <li
><?php
echo xlt("Statistics"); ?
></li
>
89 <li
><?php
echo xlt("Family History"); ?
></li
>
90 <li
><?php
echo xlt("Care Plan"); ?
></li
>
94 <p
><?php
echo xlt("The core dataset consists of");?
>:  
;<i
class="show_hide fa fa-eye fa-lg small" title
="<?php echo xla('Click to Show'); ?>"></i
>
96 <div
class='hideaway' id
='ccr_core'style
='display: none;'>
99 <li
><?php
echo xlt('Document identifying information');?
>*</li
>
100 <li
><?php
echo xlt('Patient identifying information');?
>*</li
>
101 <li
><?php
echo xlt('Patient insurance/financial information');?
>*</li
>
102 <li
><?php
echo xlt('Advance Directives');?
></li
>
103 <li
><?php
echo xlt('Patient’s health status');?
>*</li
>
104 <li
><?php
echo xlt('Care documentation');?
>*</li
>
105 <li
><?php
echo xlt('Care plan recommendations');?
>*</li
>
106 <li
><?php
echo xlt('List of health care practitioners');?
></li
>
108 <p
><?php
echo xlt("The items that have asterisks after them are mandated");?
>.
113 <p
><?php
echo xlt("In openEMR the Continuity of Care Record (CCR) reports to be generated can be limited to a specific date range by checking the Use Date Range check-box and entering the desired date range");?
>.
115 <p
><?php
echo xlt("There are three options available when you create a Continuity of Care Record (CCR)");?
>:
117 <li
><?php
echo xlt("Generate Report - that opens the CCR in a separate tab on the browser"); ?
> <button type
="button" class="btn btn-default btn-sm btn-save oe-no-float"><?php
echo xlt("Generate Report"); ?
></button
></li
>
118 <li
><?php
echo xlt("Download - the created CCR is downloaded as a pdf file to the downloads from the browser"); ?
> <button type
="button" class="btn btn-default btn-sm btn-download oe-no-float"><?php
echo xlt("Download"); ?
></button
></li
>
119 <li
><?php
echo xlt("Transmit - securely transmit the CCR using phiMail Direct Messaging"); ?
> <button type
="button" class="btn btn-default btn-sm btn-transmit oe-no-float"><?php
echo xlt("Transmit"); ?
></button
></li
>
122 <p
><?php
echo xlt("Clicking the Transmit button will open up a text box where the Direct address of the recipient needs to be entered");?
>.
124 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("Note: this is not an email address");?
>.</strong
>
126 <p
><?php
echo xlt("More information about what phiMail is and how to set it up is available here");?
>. <a href
="#section4"><?php
echo xlt("Enabling EMR Direct phiMail");?
></a
>
129 <div
class= "row" id
="section2">
130 <div
class="col-sm-12">
131 <h4
class="oe-help-heading"><?php
echo xlt("Continuity of Care Document (CCD)"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
132 <p
><?php
echo xlt("Continuity of Care Document (CCD) is an electronic document containing patient specific information that aids in continuity of care");?
>.
134 <p
><?php
echo xlt("It contains structured data that is included in the Continuity of Care Record (CCR) set to the the Clinical Document Architecture standard");?
>.
136 <p
><?php
echo xlt("Click to learn more about the Clinical Document Architecture (CDA) and Consolidated CDA (C-CDA)");?
>  
;<i
class="show_hide fa fa-eye fa-lg small" title
="<?php echo xla('Click to Show'); ?>"></i
>
138 <div id
="ccd_details" class='hideaway oe-help-heading oe-help-add-info' style
='display: none;'>
140 <p
><?php
echo xlt("CDA or Clinical Document Architecture is a document standard developed by the HL7 organization");?
>.
142 <p
><?php
echo xlt("CDA defines building blocks which can be used to contain healthcare data elements that can be captured, stored, accessed, displayed and transmitted electronically for use and reuse in many formats");?
>.
144 <p
><?php
echo xlt("Clinical documents are produced by arranging or limiting CDA elements in defined ways using templates and Implementation Guides (IG)");?
>.
146 <p
><?php
echo xlt("The CDA is a plain text document that is coded using the Extensible Markup Language (XML) and contains a Header and Body");?
>.
148 <p
><?php
echo xlt("The Header defines the context for the clinical document as a whole");?
>.
150 <p
><?php
echo xlt("The Body contains the clinical data that may be structured and organized as one or more sections or may be an unstructured blob of data");?
>.
152 <p
><?php
echo xlt("Each Section has one Narrative Block and zero to many coded Entries");?
>.
154 <p
><?php
echo xlt("The Narrative Block contains information that is rendered as readable text");?
>.
156 <p
><?php
echo xlt("The Entries contain data used for further computer processing");?
>.
158 <p
><?php
echo xlt("Examples of Sections are - Medications, Allergies, Vital Signs");?
>.
160 <p
><?php
echo xlt("The initial efforts led to the creation of duplicative and conflicting Implementation Guides (IGs) published by different standards organizations");?
>.
162 <p
><?php
echo xlt("The end result was a confusing collection of documents containing ambiguous and/or conflicting information");?
>.
164 <p
><?php
echo xlt("To help simplify implementations, commonly used templates were harmonized from existing CDA implementation guides and consolidated into a single implementation guide – the C-CDA Implementation Guide (IG) (07/2012)");?
>.
166 <p
><?php
echo xlt("There are nine C-CDA templates that are currently defined");?
>:  
;<i
class="show_hide fa fa-eye fa-lg small" title
="<?php echo xla('Click to Show'); ?>"></i
>
168 <div
class='hideaway' id
='c-cda_sections'style
='display: none;'>
170 <li
><?php
echo xlt("Continuity of Care Document"); ?
></li
>
171 <li
><?php
echo xlt("Consultation Notes - 2008"); ?
></li
>
172 <li
><?php
echo xlt("Discharge Summary - 2009"); ?
></li
>
173 <li
><?php
echo xlt("Imaging Integration, and DICOM Diagnostic Imaging Reports - 2009"); ?
></li
>
174 <li
><?php
echo xlt("History and Physical 2008"); ?
></li
>
175 <li
><?php
echo xlt("Operative Note - 2009"); ?
></li
>
176 <li
><?php
echo xlt("Progress Note - 2010"); ?
></li
>
177 <li
><?php
echo xlt("Procedure Note - 2010"); ?
></li
>
178 <li
><?php
echo xlt("Unstructured Documents - 2010"); ?
></li
>
181 <p
><?php
echo xlt("The Continuity of Care Document (CCD) and Continuity of Care Record (CCR) were both selected as acceptable formats to extract information for clinical care summaries as a part of Meaningful Use Stage 1");?
>.
183 <p
><?php
echo xlt("In the second stage of Meaningful Use, the CCD, but not the CCR, was included as part of the standard for clinical document exchange");?
>.
186 <p
><?php
echo xlt("Continuity of Care Document (CCD) is meant to be created at the conclusion of an encounter prior to transfer of care to enable the next provider to easily access such information");?
>.
188 <p
><?php
echo xlt("It serves as a necessary bridge to a different environment, often with new clinicians who know nothing about the patient, enabling next provider to easily");?
>
191 <li
><?php
echo xlt("Access core data set of patient information at the beginning of an encounter"); ?
></li
>
192 <li
><?php
echo xlt("Update information when the patient goes to another provider, to support safety, quality, and continuity of patient care"); ?
></li
>
195 <p
><?php
echo xlt("There are three options available when you create a Continuity of Care Document (CCD)");?
>:
197 <li
><?php
echo xlt("Generate Report - that opens the CCD in a separate tab on the browser"); ?
> <button type
="button" class="btn btn-default btn-sm btn-save oe-no-float"><?php
echo xlt("Generate Report"); ?
></button
></li
>
198 <li
><?php
echo xlt("Download - the created CCD is downloaded as a pdf file to the downloads from the browser"); ?
> <button type
="button" class="btn btn-default btn-sm btn-download oe-no-float"><?php
echo xlt("Download"); ?
></button
></li
>
199 <li
><?php
echo xlt("Transmit - securely transmit the CCD using phiMail Direct Messaging"); ?
> <button type
="button" class="btn btn-default btn-sm btn-transmit oe-no-float"><?php
echo xlt("Transmit"); ?
></button
></li
>
202 <p
><?php
echo xlt("Clicking the Transmit button will open up a text box where the Direct address of the recipient needs to be entered");?
>.
204 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("Note: this is not an email address");?
>.</strong
>
206 <p
><?php
echo xlt("More information about what phiMail is and how to set it up is available here");?
>. <a href
="#section4"><?php
echo xlt("Enabling EMR Direct phiMail");?
></a
>
209 <div
class= "row" id
="section3">
210 <div
class="col-sm-12">
211 <h4
class="oe-help-heading"><?php
echo xlt("Patient Report"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
212 <p
><?php
echo xlt("Creates a report that contains various sections of the patient's medical record");?
>.
214 <p
><?php
echo xlt("The created report can contain as much or as little information based on the need");?
>.
216 <p
><?php
echo xlt("By default only Demographics and Billing information is selected");?
>.
218 <p
><?php
echo xlt("There are two buttons that enable you to Check or Clear all available check-boxes");?
>.
219 <button type
="button" class="btn btn-default btn-sm btn-save oe-no-float"><?php
echo xlt("Check All"); ?
></button
>
220 <button type
="button" class="btn btn-default btn-sm btn-undo oe-no-float"><?php
echo xlt("Clear All"); ?
></button
>
222 <p
><?php
echo xlt("Alternatively you could clear all selections and select only the items that you want to be a part of the report");?
>.
224 <p
><?php
echo xlt("To include the scanned documents that are a part of the patient's record select the desired records by check the relevant check-boxes");?
>.
226 <p
><?php
echo xlt("There are two options for the records that will be created");?
>:
228 <li
><?php
echo xlt("Generate Report that creates a report and displays it in a separate tab on the browser "); ?
> <button type
="button" class="btn btn-default btn-sm btn-save oe-no-float"><?php
echo xlt("Generate Report"); ?
></button
></li
>
229 <li
><?php
echo xlt("Download report as a pdf file into the browser's download folder"); ?
> <button type
="button" class="btn btn-default btn-sm btn-download oe-no-float"><?php
echo xlt("Download PDF"); ?
></button
></li
>
232 <p
><?php
echo xlt("When the generated report is displayed in a separate tab there is an option that lets you view a Printable Version that can be printed");?
>.
234 <p
><?php
echo xlt("If the report is sent electronically all steps needed for safe and secure transmission of Protected Health Information (PHI) must be followed");?
>.
238 <div
class= "row" id
="section4">
239 <div
class="col-sm-12">
240 <h4
class="oe-help-heading"><?php
echo xlt("Enabling EMR Direct phiMail"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
241 <p
><?php
echo xlt("EMR Direct phiMail is a secure, scalable, standards-based way for participants to send authenticated, encrypted health information directly to known, trusted recipients over the Internet");?
>.
243 <p
><i
class="fa fa-exclamation-triangle oe-text-red" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("You will need Administrator privileges to setup phiMail Direct Messaging");?
>.</strong
>
245 <p
><?php
echo xlt("The first step is signing up for a production Direct messaging account with EMR Direct by registering on their website");?
>.
246 <a href
="https://www.emrdirect.com/subscribe"" rel="noopener
" target="_blank
"><i class="fa fa
-external
-link text
-primary
" aria-hidden="true" data-original-title="" title=""></i></a>
248 <p><?php echo xlt("Subscribers will receive the username
, password
, and server address information with which to configure OpenEMR
");?>.
250 <p><?php echo xlt("Go to Administration
> Globals
> Connectors
");?>.
252 <p><?php echo xlt("Check the Enable phiMail Direct Messaging Service check
-box
");?>.
254 <p><?php echo xlt("Enter the Server Address
, Username
, and Password provided to you
");?>.
256 <p><?php echo xlt("The server address will be of the form
");?> <b>ssl://servername.example.com:32541</b>
258 <p><?php echo xlt("Replace the hostname
and port with the values provided to you by EMR Direct
");?>.
260 <p><?php echo xlt("The Username is your Direct Address
");?>.
262 <p><?php echo xlt("Do not enter the server URL into your browser address bar
, as this will not work
");?>.
264 <p><?php echo xlt("Specify the OpenEMR user who will receive notification of
new incoming Direct messages
");?>.
266 <p><?php echo xlt("Enter their OpenEMR username in the notification user field
");?>.
268 <p><?php echo xlt("Specify the interval
for automatic message checking
, 5 or 10 minutes
as a starting point
");?>.
270 <p><?php echo xlt("Installations processing a large number of Direct messages may want a shorter interval
");?>.
272 <p><?php echo xlt("To disable automatic message checking go to Administration
> Globals
> Connectors
and set phiMail Message Check Interval to
0 (zero
) ");?>.
274 <p><?php echo xlt("Disabling automatic checking would be appropriate
if message checking is managed through another mechanism
, such
as a system cron job
");?>.
276 <p><?php echo xlt("In order to send Continuity of Care
Record (CCR
) and /or Continuity of Care
Document (CCD
) optionally check phiMail Allow CCD Send
and/or phiMail Allow CCR Send to enable the Transmit feature
for these data types
");?>.
278 <p><?php echo xlt("If you
do not select at least one of these
, OpenEMR will operate in a receive
-only mode
");?>.
280 <p><?php echo xlt("Click the Save button
");?>.
281 <button type="button
" class="btn btn
-default btn
-save btn
-sm oe
-no
-float"><?php echo xlt("Save
"); ?></button>
283 <p><?php echo xlt("To receive error notifications from the Direct Messaging service a valid Notification Email Address needs to be entered
for the user named in Administration
> Globals
> Connectors
> phiMail notification user
");?>.
285 <p><?php echo xlt("Install the EMR Direct trust anchor certificate
");?>.
287 <p><strong><?php echo xlt("SENDING A MESSAGE
"); ?>:</strong>
289 <p><?php echo xlt("At present only Continuity of Care
Record (CCR
) Continuity of Care
Document (CCD
) can be sent using phiMail
");?>.
291 <p><?php echo xlt("Click the Transmit button to reveal the Direct address box
");?>.
292 <button type="button
" class="btn btn
-default btn
-transmit btn
-sm oe
-no
-float"><?php echo xlt("Transmit
"); ?></button>
294 <p><?php echo xlt("Enter the Direct address
and click Send CCR
/Send CCD
as the
case may be
");?>.
295 <button type="button
" class="btn btn
-default btn
-send
-msg btn
-sm oe
-no
-float"><?php echo xlt("Send CCR
"); ?></button>
296 <button type="button
" class="btn btn
-default btn
-send
-msg btn
-sm oe
-no
-float"><?php echo xlt("Send CCD
"); ?></button>
298 <p><strong><?php echo xlt("RECEIVING A MESSAGE
"); ?> :</strong>
300 <p><?php echo xlt("Received messages are processed
and a
new Patient Note is delivered to a specified user
and appears in that user
's Message Center");?>.
302 <p><?php echo xlt("These Patient notes are sent without an assigned patient");?>.
304 <p><?php echo xlt("Open and review the message content and any attachments");?>.
306 <p><?php echo xlt("Assign the message to the correct patient by clicking Patient: Click to select, assign a Type and forward the message on to the correct clinician or staff member");?>.
308 <p><?php echo xlt("More information on the use of phiMail messages is available here");?>.
309 <a href="https://www.open-emr.org/wiki/index.php/Direct" rel="noopener" target="_blank"><i class="fa fa-external-link text-primary" aria-hidden="true" data-original-title="" title=""></i></a>
311 <p><?php echo xlt("Detailed information on how to setup and troubleshoot phiMail messages is available here");?>.
312 <a href="https://raw.githubusercontent.com/openemr/openemr/master/Documentation/Direct_Messaging_README.txt" rel="noopener" target="_blank"><i class="fa fa-external-link text-primary" aria-hidden="true" data-original-title="" title=""></i></a>
315 </div><!--end of container div-->
317 $('.show_hide
').click(function() {
318 var elementTitle = $(this).prop('title
');
319 var hideTitle = '<?php
echo xla('Click to Hide'); ?
>';
320 var showTitle = '<?php
echo xla('Click to Show'); ?
>';
321 //$('.hideaway
').toggle('1000');
322 $(this).parent().parent().closest('div
').children('.hideaway
').toggle('1000');
323 if (elementTitle == hideTitle) {
324 elementTitle = showTitle;
325 $(this).toggleClass('fa
-eye
-slash fa
-eye
');
326 } else if (elementTitle == showTitle) {
327 elementTitle = hideTitle;
328 $(this).toggleClass('fa
-eye fa
-eye
-slash
');
330 $(this).prop('title
', elementTitle);