The PHS Reporting function is widely used across UHN.
· Generating a Report from Standard Reports
· Generating a Patient Itinerary from the Right Click Menu (on the Patient Appointment)
1. Double click on Standard Reports to launch the Standard Reports window.
2. In the Standard Reports window you can search for your report using three methods:
1 Type the first few letters of the report name in the search bar to narrow down options.
2 Use the scroll bar to browse through the report list.
3 Type words such as “Patient List”, “Patient Itinerary”, “Statistics”, or “Telehealth” to group similar reports together.
3. From the list, click on the desired report to select it, and then click the View button.
The best practice is to select the View button when printing a report. This allows you to view the report and confirm your selections before printing.
4. You are prompted to fill in additional fields, dependent upon the requirements of the report that you have selected.
In this example, we have selected a patient list, with the requirements of date, practitioner, and resource unit.
1 Click on the calendar icon to open the Calendar window.
2 Select your date.
3 Click OK.
5. Enter the required information, according to the report that you select, and then click the OK button on the right. Be sure to use the PHS naming convention when entering a practitioner/resource name.
6. The report now appears:
7. At the top of the report, the following functionality is available:
1 Export the report into a different format such as PDF, Word, or Excel.
2 Print the report.
3 Refresh function.
4 Copy the report.
5 Find info/patient name in a long report.
6 Magnify the report.
8. To close the report, click the x in the top right corner.
1. You can print a patient itinerary directly from the patient’s appointment box. This itinerary will list all of the patient’s pending appointments.
Note: To find a complete list of a patient’s appointments, both past and pending, run the Patient Itinerary report from Standard Reports (for historical appointment information)
1 Right click on the appointment box to open the Right Click menu.
2 Select Print.
3 Select Itinerary.
2. From the Itinerary name window, scroll to find the desired report. Click on the desired report to select it, and then click the View button on the top right corner.
3. An error screen will appear. Click OK to continue.
4. The report now appears. To print, click the print button in the top left corner.
5. To close the report, click the x button in the top right corner.
