ADHOC REPORTS DOD Implementation POC USER GUIDEexploreclg.montefiore.org/upload/dod-training-materials/adhocreports.pdfADHOC REPORTS DOD Implementation POC USER GUIDE Version 1.0.

CLINICAL LOOKING GLASS®

ADHOC REPORTS DOD Implementation POC

USER GUIDEVersion 1.0

February 3, 2013

Manual Version: 1.0

Clinical Looking Glass (TM) Patent PendingMontefiore Medical Center All Rights Reserved.This document contains unpublished, confidential and proprietary information of Montefiore Medical Center. No disclosure or use of the material may be made without the express written consent of Montefiore Medical Center.

CLG Acknowledgements

Application Development: Eran Bellin, MD; David Fletcher, MPH; Noah Geberer; Shahidul Islam, MPH; Mircea Muresan; Navneet Srivastava; Sha-rone Shani; Sunny Gong; Lori Ashton; Devin Thompson, Mia McCroskey, Judith Weissman, Ph.D. and William Lee, PhD.

Database Development: Ron Zappula, Soma Chowdhury, Anthony D’Angelo, Kenneth Powers.

Background

Grand NotionsIn the past the notion of a health care delivery system was a construct of health care sociologists. They saw hospitals, doctors, nurses, nursing homes, and rehabilitation facilities and created a notion of “a health care delivery sys-tem”. This “system” had no consciousness of self – no animating mission as a collective. Each component acted as an individual entity surviving by its wits in an “environment” that provided patients and to which it discharged its own patients after appropriate “processing”. Government and Insurance payers attempting to control costs saw and financed a group of actors who appeared to them to be a “dysfunctional health care delivery system” with clueless and wasteful constituent members.

Health Care Practitioners have begun to see the larger system in which they operate as a critical player in the quality of the care they can provide. The sys-tem must be made efficient and responsive if the individual practitioner is to deliver quality care satisfying patient needs and expectations. To accomplish this ideal, care must be judged not just by what functionally happens during the patient instigated encounter, but also by long- term outcomes evidenced by the patient’s trajectory through the health care delivery system.

This implies that long-term surveillance of patient intermediate and final out-comes must become the responsibility of the health care system.

To this end, we created Clinical Looking Glass, a tool that defines target end-points, monitors success, and enables remediation for failing patients.

This user guide is more than an operational manual for a software package. It is also a manual for a new paradigm of medical care responsibility. The physi-cian, as well as the health care organization, that embrace this paradigm express thereby their respect and concern for their patients’ well being. By tracking intermediate endpoints, they can identify failures and intervene before those failures manifest as morbidity or mortality.

Eran Bellin,M.D.

Table of Contents

Background ............................................................................................................................3Grand Notions ........................................................................................................................3

Diagnosis Summary 3Background ............................................................................................................................3Method ....................................................................................................................................3Define Patient .........................................................................................................................4Select Cohort ..........................................................................................................................4Select an Event Collection .....................................................................................................5

Event Type .............................................................................................................................6Output .....................................................................................................................................6Spreadsheet ............................................................................................................................6

Sort order ............................................................................................................................6ICD9Codes Column Headings ...........................................................................................7CPT4Codes Column Headings ...........................................................................................8Patients Without Visit Column Headings ...........................................................................9

CSV ........................................................................................................................................9Report .....................................................................................................................................9

Diabetes Physician Performance Report 15Background ............................................................................................................................15Organization ...........................................................................................................................15Motivation ..............................................................................................................................15Diabetic Patients are defined by any one of the following: ...................................................16

Method ....................................................................................................................................16Define Time Range ................................................................................................................16Select Provider .......................................................................................................................16Provider Relationship ............................................................................................................17Report Type ...........................................................................................................................17

Individual ............................................................................................................................17Pod ......................................................................................................................................17

Outcomes ................................................................................................................................18Report Elements Facesheet ...................................................................................................18Line Listing ............................................................................................................................22

Diabetic Cohort Demographics ............................................................................................22Sample Report-Summary Section ........................................................................................23

Sample Report-Listing Section ...........................................................................................24Appendix: Diabetes Definition .............................................................................................25

CLG Administrator Reports 29Background ............................................................................................................................29Method ....................................................................................................................................31

Chapter 1: Diagnosis Summary Clinical Looking Glass Adhoc Reports User Guide

Background 3

Chapter 1: Diagnosis Summary

BackgroundOften a user has a group of patients whom they want to follow over time to collect all the billable diagnoses and procedures. The diagnosis smart report answers the following questions:1. What are the diagnoses and procedures that belong to this cohort of

patients on the index date:time?2. What are the diagnoses and procedures belonging to this cohort followed

over a risk window (inclusive of index event date and end date)?3. What are the diagnoses and procedures that belong to this event collec-

tion? The system looks for the diagnoses and procedures on the date:time for each member of the collection.

All these questions are answerable from the smart report: Diagnosis Sum-mary.

Method

Figure 1-1: Link to Diagnosis Summary Report

From the Ad Hoc Report section Left Click on Diagnosis Summary.


Define Patient 4

Figure 1-2: Diagnosis Summary Report Criteria Entry Screen

Define Patient

Select Cohort Choose your cohort

then choose between the options:1. Index event - you will get a report on the diagnoses only for those events

that occur on the date:time associated with that patient’s medical record number

2. Follow up - you will get a report on the diagnoses for those events that occur after the index event time in the risk window.


Define Patient 5

Figure 1-3:Diagnosis Summary Report Criteria Entry Screen

You identify a risk window duration in days and specify whether the window is after the index date, before the index date or before and after the index date. If the cohort is an uploaded cohort you can elect to stop follow up time using the cohort end date or the calendar window. If you choose all, the most restric-tive will be used to limit the size of the risk window.

3. Follow up including Index Event will provide both the index event diag-noses as well as those diagnoses in the chosen follow up window.

Select an Event Collection If you have built an event collection such as a collection of hospitalizations,

this option will let you see all the diagnoses associated with that collection. It does not look at a period of time before or after, just at the date:time of the collection. Also, you have to choose in event type which events you want to recognize, so if your event collection is made up of hospitalizations but you do not choose inpatient event type, then you will not see any hospital diagno-ses.


Event Type 6

Event TypeYou can select what sort of events you want to include in the report: inpatient, outpatient, emergency department visits, ambulatory surgery procedures. The output will include the relevant time variables, codes, and text for diagnoses and procedures.

OutputOutput can be spreadsheet, csv file, or a well formatted report.

Spreadsheet Output will be a spreadsheet with four tabs.

1. Summary (provides criteria for the report)2. ICD9 3. CPT4 4. Patients without visits - these are patients for whom no visits of the type

sought were found.

Sort order

Sort order is ascending medical record number and then chronological event.

Events can be inpatient admission (sorted on admission date:time), emergency department visit (sorted on triage date:time), outpatient visit (outpatient date:time), and ambulatory surgery.

At Montefiore the date time of admission is reset to the triage date:time in the emergency room visit that preceded the admission. The convention we use is to put the ed visit first in the sort order when there is a tie between the admis-sion date:time and the ED triage time.. Example follows:


Output 7

Figure 1-4 Admission date:time = ED triage date:time

You will note that the medical record number (or CLG pointer in the restricted mode is repeated for every ICD-9 or CPT code entered during the relevant visit.

ICD9Codes Column Headings

MRN MRNPatientName Patient NameRace RaceEthnicity EthnicityGender GenderHomePhone Home PhonePCP PCPDOB Date of BirthAgeAtVisit Age at time of VisitEventID CLG Internal Event ID

EventTypeEvent type - Inpatient, Outpatient, Emergency Room Visit, Ambulatory Surgery

IndexDate Cohort Index Date or Event Collection Index DateDurationStartDate Visit Duration Start DateDurationEndDate Visit Duration End DateFacility Visit FacilityInpatientAdmitted Inpatient Admitted dateInpatientDischarged Inpatient Discharged dateOutpatientSeen Outpatient Visit dateEDTriaged Emergency room triaged dateEDDischarged Emergency room discharged dateAmbSurgAdmitted Ambulatory Surgery admitted dateAmbSurgDischarged ambulatory Surgery discharged dateICD9Code ICD9 CodeICD9Description ICD9 DescriptionPresentOnAdmission Was the diagnosis present on admission


Output 8

CPT4Codes Column Headings

PrimarySecondary Is the ICD9 code the admitted, primary or secondary codeDisposition Discharge dispositionAdmitSource Admit Source

ReferralAdmit Referral - if from a nursing home will name the nursing home if not will say not from a nursing home.

MRN MRNPatientName Patient NameRace RaceEthnicity EthnicityGender GenderHomePhone Home PhonePCP PCPDOB Date of BirthAgeAtVisit Age at time of VisitEventID CLG Internal Event ID

EventTypeEvent type - Inpatient, Outpatient, Emergency Room Visit, Ambulatory Surgery

IndexDate Cohort Index Date or Event Collection Index DateDurationStartDate Visit Duration Start DateDurationEndDate Visit Duration End DateFacility Visit FacilityInpatientAdmitted Inpatient Admitted dateInpatientDischarged Inpatient Discharged dateOutpatientSeen Outpatient Visit dateEDTriaged Emergency room triaged dateEDDischarged Emergency room discharged dateAmbSurgAdmitted Ambulatory Surgery admitted dateAmbSurgDischarged ambulatory Surgery discharged dateCPT4Code CPT4 CodeCPT4Description CPT4 Description


Output 9

Patients Without Visit Column Headings

CSV Output is in a collection of csv files.

Figure 1-5 CSV output option

Report Choosing this option generates a formatted report providing diagnostic infor-mation on all hospitalizations, emergency department visits, outpatient visits, and ambulatory surgery visits. All diagnoses (ICD9 codes) and CPT codes are provided as well as date of death (if death has occurred).

PCP at runtime and visit MD is provided.

After the run left click on report symbol:

MRN MRN

PatientNamePatient Name

Race RaceEthnicity EthnicityGender Gender

HomePhoneHome Phone

PCP PCP

DOBDate of Birth


Output 10

Figure 1-6 Report Output Options

A window opens up

Figure 1-7: Report format selection drop down menu

Choose from the offered formats - the adobe formats.


Output 11

Figure 1-8: Report format selection menu expanded

A well formatted adobe acrobat report is generated in alphabetic sort order when you have identifiers (privileged mode) or in medical record number sort order when you are in the restricted mode.

Figure 1-9: Report Output in pdf format


Output 12

Chapter 2: Diabetes Physician Performance Report Clinical Looking Glass Adhoc Reports User Guide

15

Chapter 2: Diabetes Physician Per-formance Report

Background Clinical Looking Glass has powerful utilities allowing complex queries. However, sometimes, the user is overwhelmed by the myriad of possibilities. Report Framework has been built to allow the programmers to offer complex reports to end users requiring only limited data entry and limited knowledge. Among the unusual properties of Report Framework is that allows the CLG developers to reuse analytic objects built by the end user in other sessions. It also permits the CLG developers to access data elements that do not exist in the CLG base product data model but do exist in the client’s data repositories, thus permitting rapid development in advance of integrating the new data into the CLG data model.

Organization Report Framework is invoked from CLG from the drop down menu.The reports available are provided in the side column using standard micro-soft explorer convention of folders which expand when the (+) sign is clicked on and contract when the (-) sign is clicked on.Diabetes Physician Performance

Figure 2-1: Link to Diabetes Physician Performance Report

MotivationClinicians often have asked to have the capability to review all “their patients” with diabetes and determine how well these patients are doing. The purpose is to identify the failing patients to bring them back for care and to achieve evi-dence based intermediate outcomes that have been proven to improve the quality of life.


Method 16

Diabetic Patients are defined by any one of the fol-lowing:

1. Diagnosis of Diabetes in the Problem List2. ICD9 Diagnosis of diabetes in any inpatient, outpatient, or Emergency

Department visit in any position (CIS or outpatient CEMR, or MOC). 3. HbgA1c greater than 7 at any time before or during the date interval of

interest.

The qualifying ICD-9 included can be found in the diabetes definition Appendix.

Only patients alive during the entire duration (either user entered interval or preceding 365 days depending upon the outcome metric) can participate in a report on their respective interval.

Method

Figure 2-2: Diabetes physician performance report criteria entry screen

Define Time Range The user is given the option to identify a time range of interest. Part of the

report is coded to give information over this time range and part of the report is coded to give information over the year preceding the running of the report.

Select ProviderThe user selects a provider set or builds a new provider set by left clicking on the three dotted button. Only those patients “belonging to the provider will be selected.


Method 17

Provider Rela-tionship 1. The program identifies those patients belonging to the physicians

requested by the following two criteria in any “and” or “or” combination:

a. By looking at the PCP field (primary care provider) and using the designated MD in the PCP field as the physician of record. Note: both residents and attending can be recorded in the PCP fields.

b. By looking at the visit history of the patient as recorded in CIS. If the patient has seen the same practitioner twice in twelve months, then the patient will appear in this report. Note: It is possible that many physicians have seen the patient more than twice in a twelve month window. In this case each of these physicians when running this report will see the patient appear in his list.

The patient has to be alive at the end of the requested date interval. If Clinical Looking Glass knows the patient is dead either through recorded death in CIS or through death match with social security death tapes, the patient is excluded from evaluation

Options include explicit check box:1. PCP as recorded in the Clinical Information System (CareCast)2. Seen at least twice in the past 12 months as the physician of record deliv-

ering care as distinguished from Billing Physician. 3. 1 or 24. 1 and 2

Report Type

Individual

If the Provider set includes more than one Physician, the report will break out by individual, reporting on all the patients belonging to one physician and then moving on to the next.

Pod

If the provider set includes more than one physician, then the report will report on all of the patients belonging to this group of physicians.

Note: While in the individual reports, the same patient can appear with multi-ple doctors, in the pod report, each patient is only counted once. As a result, the number of patients if you sum the number of patients assigned to each individual physician may be greater than that seen in the Pod report. Additionally, even without a single visit to the physician, if the user has cho-sen “PCP as recorded in the clinical information system” the report will con-


Outcomes 18

sider the physicians responsible for the loss of follow-up if they did not see the patient during the interval and the patient is still alive.

OutcomesSummary outcomes are provided in one of three ways:

1. Group Average of the individual’s averaged values experienced over the antecedent 365 days,

2. Group Average of the individual’s average values experienced

a. over the duration identified in calendar time reported and

b. over the antecedent 365 days

presented as: (result in the date range) / (result in a year back from report run:time).

3. Group Average the Last value to date of every member in the group.

Each outcome line is preceded by a number representing which of these out-comes style is being provided.

NOTE: Only patients alive during the entire duration (either user entered interval or preceding 365 days) can participate in a report on their respective interval.

Report Elements FacesheetPercentage of Patients with HgbA1c < 7.0% on last measurement (in study period / last year)

Figure 2-3: Report element factsheet-percentage of patients with A1c<7.0

Find all the diabetic patients with their corresponding physician(s) that have HgbA1c measured within the interval of interest (Specified date range / 365 days prior to report run date). This number of patients constitutes the denomi-nator (n measured). Use the last measured HgbA1c in this interval for evalua-


Report Elements Facesheet 19

tion. The number of patients with HgbA1c >7 constitute the numerator (#). Note: There is a small 2 preceding the outcome column informing you that the interval of interest are the user specified date range over the year prior to run time.

Not Measured

Figure 2-4: Report element factsheet-diabetes not measured

Take all the diabetics who could have had a HgbA1c measured, i.e. they sur-vived the year. This (Total Diabetics) is the denominator. The numerator are those who did not have a HgbA1c measured in the year (#).

Total Diabetics

Total number of patients studied whether measured with a HgbA1c or not..

Figure 2-5: Report element factsheet-measurement of total diabetesOverall Success Rate Use as denominator (n) those diabetics who could have had a HgbA1c evalu-ated. Use as numerator those who achieved the target of HgbA1c<7 on their last evaluation. This measure penalizes the score for patients who were not even evaluated and basically says if you did not test the patient, then we assume had you tested him, he would have failed to achieve the endpoint.

Percentage of Patients with HgbA1c < 9.0% on last measurement in study period / last year

same as the HgbA1c<7.0% with a different target value.



Figure 2-6: Report element factsheet-Average of Patient-Averaged HgbA1c (yellow)

Average HgbA1c of Patients with an HgbA1c recorded in the study period / last year

Two distinct periods are evaluated:1. The time period entered by the user (In this case 7.8 calculated on 65

patients2. 365 days prior to today (report run date) (In this case 7.7 calculated on 62

patients)

The unit of analysis is the patient. Every patient is first evaluated in the rel-evant time period and an average HgbA1c is calculated for the patient. The average can be made of a single observation or multiple observations. Then the average of the average values is calculated to produce the results.

Advantages: This method does not overweight an individual because he has been tested multiple times. Each person testifies to adequacy of HgbA1c only once in the summary measure.

Disadvantages: If a person is sample three times in the same day and then is sampled six month later, all values are given the same weight in the average when clearly, some discounting should be done for bloods on the same day since in a sense they are merely repetitive. (some of this will be corrected in the QDC metric described later).

% of Last LDL measurements in study period / Last year <100

% of Last LDL measurements in study period / Last year <70Average LDL of patients with an LDL recorded in study period / Last year

If LDL >100 in last year, % on Statin



Figure 2-7: Report element factsheet-percentage of patients on Statin if LDL>100

This analysis looks at every LDL for every patient in the time interval. It then asks if ever the patient had an LDL >100. If a patient did have an LDL >100 at any time in the year prior to report run, the patient is in the denominator. The program then asks, after the qualifying LDL, was the patient prescribed a statin? All qualifying patients prescribed a statin are in the numerator, and the ratio * 100 is the percent on statin. This analysis answers the question, what percent of diabetics who had laboratory evidence of need to lower their cho-lesterol actually received the appropriate intervention of statin therapy?

% on Statin means - has an active prescription order for a statin that has not run out as of the date of the report.

% LDL checked in past year 365 days prior to the report run date.

% microalbumin checked in past year365 days prior to the report run date.

If microalbumin > 30, % on ace inhibitor

% on Ace Inhibitor means - has an active prescription order for an Ace inhibitor that has not run out as of the date of the report.

%Pecentage of Patients with BP diastolic <= 80 on last measurement (within 365 days of report run)

%Pecentage of Patients with BP Systolicdiastolic <= 130 on last measure-ment (within 365 days of report run)

Average of Last HgbA1c

Average of Last LDL cholesterol

Average of Last MicroAlbumin/Creatinine


Line Listing 22

Line Listing

A line listing for all living patients attributed to the clinician is provided with the following informational columns:

1. Patient name2. mrn3. Date of Birth4. Sex5. Home Phone number6. Last Clinic Visit Date7. Last HgbA1c Value8. Date of Last HgbA1c value9. Last LDL 10. Date of Last LDL11. Last Blood Pressure12. Date of Last Blood Pressure13. Last Urine MicroAlbumin/Creatinine14. Date of Last Urine MicroAlbumin/Creatinine

Diabetic Cohort DemographicsThe gender and percentile age breakdown of patients identified as diabetics is presented.


Sample Report-Summary Section 23

Sample Report-Summary Section

Figure 2-8: : Diabetes Physician Performance Report -Summary Section


Sample Report-Summary Section 24

Sample Report-Listing Section

Figure 2-9: Diabetes Physician Performance Report Line Listing


Appendix: Diabetes Definition 25

Figure 2-10: Diabetes Physician Performance Report Line Listing Demographic

Appendix: Diabetes DefinitionThe Diabetes Physician Smart report identifies diabetes from active problems in problem list or in the diagnosis associated with hospitalization, Emergency Room Visit, or Outpatient Visit.

We provide the ICD9 codes and their English equivalents. Please note, we are providing them as seen in CEMR. CEMR repeats some of the ICD 9 assigning a different English equivalent to the same ICD9. Both are represented here.



250.00 Adult onset diabetes mellitus250.00 Diabetes mellitus250.00 Diabetic peripheral neuropathy250.00 Noninsulin dependent diabetes mellitus250.00 Nonketotic prone diabetes mellitus250.00 Type 2 diabetes mellitus250.00 Uncomplicated type 2 diabetes mellitus250.01 Insulin dependent diabetes mellitus250.01 Jodm (juvenile onset diabetes mellitus)250.01 Juvenile onset diabetes mellitus250.01 Type 1 diabetes mellitus250.01 Uncomplicated type 1 diabetes mellitus250.02 Poorly controlled diabetes mellitus250.02 Poorly controlled type II diabetes250.03 Poorly controlled type I diabetes250.10 Diabetic ketoacidosis250.11 Type 1 diabetes with ketoacidosis250.13 Poorly cntrld type I diabetes w/ketoacid250.20 Diabetic hyperosmolar coma250.22 Prly cntrld type II diabetes hyperosmola250.33 Type 1 diabetic ketoacidosis with coma250.40 Diabetes with renal manifestations250.40 Diabetic nephropathy250.40 Type 2 diabetes with nephropathy250.40 Well cntrld type II diabetes nephropathy250.41 Type 1 diabetes with renal complications250.41 Well cntrld type I diabetes nephropathy250.42 Poorly cntrld type II diabetes w/renal250.43 Poorly cntrld type I diabetes w/renal250.50 Background diabetic retinopathy250.50 Diabetic cataracts250.50 Diabetic ophthalmopathy250.50 Diabetic retinal microaneurysms250.50 Diabetic retinopathy250.50 Exudative diabetic ophthalmopathy250.50 Mild nonproliferative diabetic retnopath250.50 Mod nonproliferative diabetic retinopath250.50 Nonproliferative diabetic retinopathy250.50 Proliferative diabetic ophthalmopathy250.50 Proliferative diabetic retinopathy250.50 Sever nonproliferative diabtc retinpathy250.50 Type 2 diabetes w ophthalmic manifest



250.51 Type 1 diabetes w ophthalmic manifestat250.52 Poorly cntrld type II diabetes w/ opth250.53 Poorly controlled type I diabetes w opth250.60 Diabetes with neurologic complications250.60 Diabetic amyotrophy250.60 Diabetic autonomic neuropathy250.60 Diabetic gastroenteropathy250.60 Diabetic mononeuropathy250.60 Diabetic neuropathy250.60 Diabetic polyneuropathy250.60 Gastroparesis diabeticorum250.60 Type 2 diabetes w/neural complications250.60 Well cntrld type II diabetes auto neurop250.60 Well cntrld type II diabetes gastropares250.60 Well cntrld type II diabetes perip neuro 250.61 Type 1 diabetes w/neurologic complicat250.61 Well cntrld type I diabetes auto neuropa250.61 Well cntrld type I diabetes gastroparesi250.61 Well cntrld type I diabetes periph neuro250.62 Poor cntrld type II diabetes w/neurpthy250.62 Prly cntrld type II diabetes auto neurop250.62 Prly cntrld type II diabetes gastropares250.62 Prly cntrld type II diabetes peri neuro250.63 Poorly cntrld type I diabetes w/neurpthy250.63 Prly cntrld type I diabetes auto neurop250.63 Prly cntrld type I diabetes gastroparesi250.63 Prly cntrld type I diabetes periph neuro250.70 Diabetes w/peripheral circulatory disfn 250.70 Diabetic angiopathy250.70 Diabetic microangiopathy250.70 Type 2 diabetes w/circulatory disorder250.70 Well cntrld type II diabetes circulatory 250.71 Type 1 diabetes w/circulatory complctns250.71 Well cntrld type I diabetes circulatory250.72 Poorly cntld type II diabetes w/circ dis250.73 Poorly cntrld type I diabetes w/circ dis250.80 Diabetes mellitus with skin ulcer250.80 Diabetic foot ulcer250.80 Diabetic leg ulcer250.80 Diabetic ulcer of right wrist250.80 Diabetic ulcer right great toe250.80 Necrobiosis lipoidica diabeticorum250.90 Diabetes with diabetic complications250.90 Diabetic complications



250.90 Type 2 diabetes w/complications250.91 Type 1 diabetes with complications250.92 Poorly cntrld type II diabetes w/cmplctn250.93 Poorly cntrld type I diabetes w/complctn357.2 NEUROPATHY IN DIABETES 362.0 DIABETIC RETINOPATHY 362.07 Diabetic macular edema366.41 DIABETIC CATARACT V12.2 History of diabetes mellitus

Chapter 3: CLG Administrator Reports Clinical Looking Glass Adhoc Reports User Guide

Background 29

Chapter 3: CLG Administrator Reports

BackgroundTo manage a Clinical Looking Glass Installation, the CLG Administrator must have access to a series of reports:

1. Activity Report CLG - provides a graphic of number of users who have accessed CLG per month with each user contributing to the count only once every day of use (user-days).


Background 30

2. Audit CLG User Privilege - creates an excel spreadsheet with the names of the users, the type of privilege they have been given (privileged or restricted), and their responsible supervisor.

3. Identifier Details By Day -CLG - Generates a report by Supervisor of all the users by supervisor who have pulled CLG data with identifiers as well as the contemporaneously recorded reason.

4. Identifier Details by Day -IRB -Generates a report by Supervisor of all the users by supervisor who have pulled CLG data with identifiers for IRB approved projects listing the contemporaneously entered IRB recorded reason.

5. Identifier Details by Day - QA -Generates a report by Supervisor of all the users by supervisor who have pulled CLG data with identifiers for QA approved projects listing the contemporaneously entered QA recorded rea-son.

6. Identifier Details by Day - Worklist -Generates a report by Supervisor of all the users by supervisor who have pulled CLG data with identifiers for use in direct delivery of patient care (worklist). The justification for this use is recorded in free text at time of the run.

7. Last Log-in Report - Generates a report listing the last time each user logged into Clinical Looking Glass.


Method 31

MethodTo access the Administrative Reports go to Smart Reports:


Method 32

The folder expands:

Left click on the Administrative Report you wish to run.


Method 33

Fill in the dates over which you want the report to run.

Then Left click Run report.


Method 34

You will be challenged whether you want identifiers. Just left click on Get Report

The Report will run and the first page will appear on the bottom right panel.

You now have to instruct the program to generate the full report.


Method 35

A dialogue box will appear.


Method 36

Left click on the arrow next to the format field.


Method 37

Choose Acrobat Format pdf and left click on OK.

The pdf will be generated..


Method 38

ADHOC REPORTS DOD Implementation POC USER GUIDEexploreclg.montefiore.org/upload/dod-training-materials/adhocreports.pdfADHOC REPORTS DOD Implementation POC USER GUIDE Version 1.0.

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