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The Order Set/List Protocol Report will display the information for every active Order Set/List/Protocol set up in Table Maintenance. Inactive may also be included when the report is generated. This report will allow an administrator to review all of the items in an Order Set/List/Protocol to see if any discontinued medications or medications that are no longer available are present. The report can be used to ensure that all information and items are up to date. The Order Set/List Protocol Report is located under the Reports option from the application drawer.

 

To add the report to the Report Dashboard, select Add, locate and select the report description, and select Insert.

 

 

Select Web Client > Report Dashboard > Add > Select Order Set/List/Protocol Report > Insert

 

Report Dashboard

 

 

To run the report, double-click the title from the Report screen. The report options will display on the Report Writer Report screen.

 

The report defaults are as follows.

 

•Parameters

 

oFacility: For multi-facility sites, select a facility from the drop-down.

 

oInclude Inactive: Select this option to include any Order Sets, Lists, and Protocols that are set to Inactive in Table Maintenance.

 

oItem Number: If searching Order Sets/Lists/Protocols for a particular pharmacy or ancillary item, the Item Number may be entered. This will result in a report that includes only the Order Sets/Lists/Protocols that contain that Item Number. This is especially useful in cases where a department has discontinued an item and created a new Item Number for that medication/test that needs to be replaced in the Order Set/List/Protocol setup tables.

 

•Miscellaneous

 

oInclude Cover Sheet: Select this option to include a cover sheet with the report once it has been generated.

 

oSafe Mode: Select this option to run the report in Safe Mode. (If a report will not build due to bad data, a message will notify the user to run the report using the Safe Mode. When selected, Safe Mode will replace all of the bad characters with a '?' This will allow the report to generate and any bad data may then be seen and corrected from the account level.)

 

•Output Format: Select the drop-down to indicate the output for the report once it has been generated.

 

oPDF: Will open the report in the browser or PDF viewer.

oXML: Will open the report in XML format.

oCSV: Will open the report in Microsoft Excel.

oHTML: Will open a view only-version of the report in a separate window.

oMAPLIST: Will open a view-only version within the Report Writer window.

oTXT: Will open a copy of the report in the Notepad application.

 

•Page Orientation: The report may be viewed/printed in Portrait or Landscape.

 

 

Once the parameters are selected, select Run Report from the action bar to generate the report.

 

Select Web Client > Report Dashboard > Select Order Set/List/Protocol Report > Select Parameters > Run Report

 

Order Set/List/Protocol Report

 

 

The report will generate with the following information:

•Title: Title of Order Set, Order List, or Protocol

•Order Type: Set, List, or Protocol

•Owner: Facility or Physician number

•Status: Active or Inactive

•Created Date

•Last Modified Date

•Item Type: Header, Ancillary, Pharmacy, Nursing

•Item Number: Item number of Ancillary or Pharmacy items

•Item Description: Item Description, Nursing Order, or Header Title

 

 

Select Download to download the report, and use the Search option to locate items in the report.

 

Order Set/List/Protocol Report