How To Run The Report 

From Barnestorm Office:  Go to Reports > Hospice > 19.09 HIS Tracking.  This report will show you Unlocked, Not Validated, Locked, Exported and missing HIS documents.

• From / Thru = Enter the From/Thru date of the period you want to search for (based on the Target date) 
• Program(s) / Team(s) / Employee(s) = Enter the program, team, employee number(s).  Or leave blank to select all.
• Chart(s) = Enter the six digit chart number(s) if you want to preview a particular chart(s).  Insert a space or comma between each chart number; OR leave blank to select all.
• Not Locked = Selects ALL HIS that have not been locked (ignores the from and thru dates).
• Not Validated = Selects HIS that have not been validated, based on the from and thru dates.
• Locked But Not Exported  =  Selects HIS that are locked, but not exported, based on the from and thru dates.
• Locked Between From/Thru Dates= Selects HIS that have been locked between the from and thru dates.  The status will tell you if the HIS is Locked or Exported.  The report will also display employee who signed the document.

• Exported Between From/Thru Dates = Selects HIS that have been exported between the from and thru dates.  The report will also display employee who signed the document.
• Patients Who Need a HIS Report = From / Thru dates go based on the patients admit date or discharge date to show if an HIS record is missing.
• All Patients = From / Thru dates go based on the patients admit date or discharge date and shows all keyed records as well as a note if record is missing. 
• HIS Exported Late - From and Thru date picks up the Target date HIS entries that have not been exported yet or was exported late.
• NQF Reports = Calculates the National Quality Forum measurements.  From and Thru dates selects patients based on the target date of the admission who also have the discharge HIS entered.  

Order Report By:

Select the sequence you want to "Order Report By" and click on Print.  You can print the traditional way, or select the box beside Landscape; and/or the Export to Excel Option.  

How To Read Report

• Chart # = Number assigned to the chart/Referral.
• Patient Name = Last Name, First Name of Patient.
• Target Date = Date of HIS assessment.
• Completed = Date HIS assessment completed.
• Lock Date = Date HIS assessment locked.
• Export Date = Date HIS assessment was exported.
• Pg = The program number assigned to the chart.
• Pay = The payer number assigned to the chart.
• Status = The status of HIS assessment.
• Signer = Employee who signed the HIS assessment.