The Chart Statistics report provides an overview of chart completion across a selected clinic, practitioner, and date range. It helps you monitor chart completion rates, identify incomplete or unlocked charts, and review appointment-level charting details.
The report is available as a spreadsheet as a Summary or Detailed version.
When to Use This
Use the Chart Statistics report to:
- Review chart completion rates for a clinic or individual practitioner.
- Identify appointments with incomplete or missing charts.
- Find charts that have not been locked.
- Review appointments that have been marked as charted.
- Monitor charting activity over a specific date range.
- Investigate discrepancies between an appointment's chart status and its marked-as-charted status.
Permissions
- Access to Reports > Clinic Statistics
Contact your clinic administrator if you don't have the required access.
Instructions
Create a Chart Statistics Report
- Go to Reports
- Under Statistics, select Chart Statistics
- Enter the Report Parameters as needed:
- Clinic: Select All Clinics or choose clinic from dropdown list
- Practitioners: Select All Practitioners or a specific practitioner
- Staff Group: If All Practitioners is selected, you can narrow the results by selecting a staff group if applicable
- Start Date: Enter the beginning of the reporting period
- End Date: Enter the end of the reporting period
- Apply Filters
- Select the filters that best math the information you want to review:
- Only display Uncharted Appointments: Shows only appointments that do not have an attached chart or have been marked as charted. Review these results carefully as these two conditions are not the same.
- Only display Unlocked Charts: Shows only appointments with unlocked charts
- Filter our 'Already Charted' Appointments: Excludes appointments that have been marked as charted
- Select the filters that best math the information you want to review:
- Go to Output and choose on of the following:
Summary
Provides a high-level overview of chart completion. The report contains a single Statistics tab with the following columns:
- Clinic
- Practitioner
- Charts Completed
- Charts Incomplete
- Percentage Completed
- Charts Locked
Detailed
Provides the same summary information, along with additional practitioner-specific tabs.
Each practitioner tab contains appointment-level details, including:
- Clinic
- Patient
- Patient Chart #
- Patient Group
- Appointment Date
- Status
- Locked
- Marked as Charted
- Click Create
Understanding the Results
The Statistics tab provides an overview of chart completion for each clinic and practitioner included in the report.
Statistics Tab
| Column | Description |
|---|---|
| Clinic | The clinic associated with the report entry |
| Practitioner | The practitioner associated with the report entry. |
| Charts Completed | The number of completed charts. |
| Charts Incomplete | The number of incomplete charts. |
| Percentage Completed | The percentage of charts completed. |
| Charts Locked | The number of charts that have been locked. |
Practitioner-Specific Tabs
In the Detailed report, each practitioner has a separate tab showing individual appointment records.
| Column | Description |
|---|---|
| Clinic | The clinic associated with the appointment. |
| Patient | The patient associated with the appointment. |
| Patient Chart # | The patient's chart number. |
| Patient Group | The patient's group, where applicable. |
| Appointment Date | The date of the appointment. |
| Status | Indicates whether a chart exists for the appointment. |
| Locked | Indicates whether the chart is locked. |
| Marked as Charted | Indicates whether the appointment has been marked as charted. |
Understanding Status Values
Status
- Y: A chart exists for the appointment
- N: No chart is attached to the appointment
Locked
- Y: The chart is locked
- N: The chart is not locked
Marked as Charted
- Y: The appointment has been marked as charted. This may happen manually or automatically when a chart is created and associated with the appointment
- N: The appointment has not been marked as charted
Things to Know
Understanding the Status Combinations
The Status and Marked as Charted columns provide different information. One indicates whether a chart exists for the appointment, while the other indicates whether the appointment has been marked as charted.
| Status | Marked as Charted | What It Means |
|---|---|---|
| Y | Y | A chart exists for the appointment, and the appointment has automatically marked as charted. |
| N | Y | The appointment has been manually marked as charted, but not chart is attached to the appointment date. At this point, the appointment cannot be attached to the chart (if one exists). |
| N | N | A chart is not attached to this appointment and it has not been marked as charted. |
Additional Considerations
- A chart existing does not necessarily mean it is locked. Use the Locked column to verify the chart's lock status.
- An appointment marked as charted does not necessarily have an existing chart. Pay particular attention to appointments with Status = N and Marked as Charted = Y.
- Use the Detailed report to investigate individual appointments. The Summary report is best suited for reviewing overall completion rates.
- Filters affect the results displayed. Review your selected parameters and filters when comparing reports or investigating missing appointments.
Clinic Statistics Report Examples
Summary Output
Detailed Output