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Clinical Notes

This report displays clinical notes created by and/or on patients owned by the reporting user. This report can be run by ownership or service. Whether the report is run by ownership or by service, all non-deceased patients are included. Otherwise:

Run the Report

To run this report, click the Reports > Report Module > Patients > Clinical Notes link. The Clinical Notes Report page opens.  Enter the criteria and click Create Report. The report displays in a separate browser tab and can be printed using the browser's print function. To export the report, click Export Report.

Field Description

Run By

Select either by ownership (owning Organization (IRMS)) or by service.

Type of Clinical Note

To limit the report to a specific type of clinical note, select it from the drop-down list (after which the checkbox is automatically selected). Examples: Adverse Reaction, Contraindication.

Date Note Created

To limit the report by a specific note creation date range, enter the From and Through dates.

Birth Date Range

To limit the report by birth date range, enter the From and Through dates.

Patient Race

To limit the report to one or more races, select them in the list.

Region

To limit the report to a specific region, select it from the drop-down list.

Patient Borough/Census Area

To limit the report to a specific county, parish, borough or census area, select it from the drop-down list.

Zip Code / Postal Code

To limit the report to a specific zip or postal code, enter it.

Vaccines

To limit the report to one or more specific vaccines, select them in the Unselected list and click Add, which moves them to the Selected box. To remove a vaccine from the report, select it in the Selected list and click Remove, which moves it back to the Unselected box.

Organization (IRMS)
Organization (IRMS) Group
Do Not Limit

To limit the report by Organization (IRMS) or Group, select it from the related drop-down list (after which the appropriate radio button is automatically selected), or select Do Not Limit to include all Organizations (IRMSes).

Facility
Facility Group
Do Not Limit

To limit the report by Facility or Facility Group, select the Facility or Facility Group from the related drop-down list (after which the radio button is automatically selected). To include all Facilities, select Do Not Limit (default).

Display By

Select one of the options to display the report by:
  • Organization (IRMS)
  • Organization (IRMS) Group
  • Facility
  • Facility Group
  • Borough
  • Race
  • Region
  • Zip/Postal Code

Example Report

The following image is of an example Clinical Notes report. Note that reports may differ in format and headings depending on settings.

Example Clinical Notes report

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