> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pro.commure.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Patient List Reports, Summaries, And Schedules

> Reports, summaries, and schedule views available for patient lists.

## Printing a Patient List

To print your patient list, follow these steps:

1. Click the **Patient List** tab.
2. Select the desired patient list from your Patient List drop-down.
3. Click the **Actions** drop-down located at the top of the Patient List, and then select **Patient List**.

   A preview of the Patient List report is displayed on your screen, along with the standard printer dialog box for your browser.
4. Select a printer from the standard printer dialog box, and then click **Print**.

   The Patient List report is sent to the printer.

Print buttons on each patient list allow you to print List, View, or Assignment lists (including sublists) at any time, as well as the report for each. The report contains basic demographic and visit information for each patient on your patient list, including: patient name, date of birth, gender, the visit number, location, reason for visit, type of visit, arrival and discharge date (for inpatients) or appointment date (for outpatients), and length of stay.

<Note>
  Depending upon your organization's implementation, **Print** buttons may or may not be available.
</Note>

The patients included on the report mimic the patients currently displayed on the **Patient List** tab. Therefore, if you sort your Patient List in a particular manner prior to printing a Patient List Report, the resulting report respects those settings.

## Printing a Rounding Report

<Expandable title="Description">
  The Rounding Report is an optional feature that may or may not be implemented for your organization. If it is implemented, any user with access to the **Patient List** tab may print the Rounding Report for the patients on their patient list. The report provides basic information for each patient, such as name, medical record number, location, referring provider, and the most recent diagnoses. If your organization has implemented Charge Capture, then the bottom of the report also includes a list of all charge codes from your Charge Picker (not including macros) for your reference.

  <Note>
    Depending upon your organization's implementation, **Print** buttons may or may not be available.
  </Note>

  The Rounding Report mimics the patients currently displayed on the **Patient List** tab. Therefore, if you sort your patient list in a particular manner prior to printing a Rounding Report, the resulting report respects those settings.
</Expandable>

To print the Rounding Report for the selected patient list, follow these steps:

1. Click the **Patient List** tab.
2. Select the desired patient list from your Patient List drop-down.
3. Click the **Actions** drop-down located at the top of the Patient List, and then select the **Rounding Report** option.

   A preview of the Rounding Report is displayed on your screen.
4. Click the **Print** button to send the report to a printer, or click the **Close** button to exit this screen without printing the report.

## Printing a Sign-Out Summary

<Expandable title="Description">
  The Sign-Out Summary, if enabled, allows you to print a Sign-Out Summary for a selectable list of patients on the patient list, without going to the **Sign-Out Summary** tab. Selecting this option prints the Sign-Out Summary as if "My Patient List" was selected in the **Sign-Out Summary** tab with the Patient List selected on the **Patient List** tab.
</Expandable>

To print the Sign-Out Summary for the selected patient list, follow these steps:

1. Click the **Patient List** tab.
2. Select the desired patient list from your **Patient List** drop-down.
3. Click the **Actions** drop-down located at the top of the Patient List, and then select the **Sign-Out Summary** option.

   A **Select Patients** window is displayed on your screen.
4. Select one or more patients individually by clicking on their names, or use the **Select All** button to select all of the patients.
5. Select to print in either Portrait or Landscape, select the patients to print in the summary, and click the **Print** button.

   A preview of the Sign-Out Summary is displayed on your screen with the Print button.
6. Click the **Print** button to send the report to a printer, or click the **Cancel** button to exit this screen without printing the report.

## Printing a Clinical Rounding Report

<Expandable title="Description">
  The Clinical Rounding Report is an optional feature that may or may not be implemented for your organization. This feature is designed to provide users with timely clinical data when performing rounds. The Clinical Rounding Report is an XML-based form that can be customized according to your organization's requirements.

  The following information is available to display for each patient on the report:

  * Basic information such as name, age, sex, date of birth, location, medical record number, account number, visit type, reason for visit, and attending, admitting, referring, and consulting providers.
  * The most current and the range of vital sign readings (minimum and maximum) recorded within the last 24 hours. This section is blank if there are no readings within the last 24 hours.
  * Intake and output.
  * List of known allergies.
  * Active medications with dose, SIG, MAR last administration, and MAR status.
  * Microbiology information. For institutions whose back end system is MEDITECH<sup>®</sup>, the system can display the isolated organism (if any) for microbiology tests.
  * Test results displaying text-based clinical results of tests performed on the patient.
  * Most recent lab results for all components with only the most recent result for any given component displayed. For example, if there are 4 CBC panels done in the selected timeframe, only the most recent CBC Panel displays. If a panel diagram is configured, it will also display.

  There are two default XML-based report forms that can be customized to your organization's requirements. One report allows you to print one patient's information on a single page with your organization's logo (optional), barcode (optional), and a signature line with timestamp. You can use this report as a progress note for inclusion in the patient's medical record. The second report prints the information of multiple patients on one page. This report provides clinical information for rounds in a condensed format and can be used for writing notes that you can use later to update medical records. You may have several report types available for use depending on your organization's needs.

  <Note>
    See your Commure Pro representative to create a new Clinical Rounding Report or change an existing one.
  </Note>

  Whether or not a user can print the Clinical Rounding Report is determined by the **Clinical Rounding Report View Access** setting on their account. This is one of the user preference settings that only an administrator can set.

  When you print the Clinical Rounding Report for your patient list, the report mimics the patient list as it is currently displayed on the **Patient List** tab. Therefore, if you change the sort order on the **Patient List** tab just prior to selecting Clinical Rounding Report from the **Actions** drop-down, the resulting display shows those settings.
</Expandable>

To print the Clinical Rounding Report for your patient list, follow these steps:

1. Click the **Patient List** tab.
2. Select the desired patient list from the Patient List drop-down or change the sort order of the Patient List to create the list of patients in the order you need for the report.

   <Note>
     If your list still displays more patients than you want, you will be able to select a subset of patients after you enter the Print Clinical Rounding Report screen.
   </Note>
3. Click the **Actions** drop-down located at the top of the Patient List, and then select **Clinical Rounding Report**.

   The Clinical Rounding Report screen appears.
4. Choose the type of Clinical Rounding Report from the **Select Report Type** drop-down.
5. Choose the reporting timeframe from **Select Timeframe** of either Last 24 Hours, Last 36 Hours, or Last 48 Hours based on an end time of when the report was generated. For example, if you chose a timeframe of Last 24 hours and generate the report at 3:00 pm on February 24th, the report shows all the information beginning at 3:00 pm on February 23rd.
6. (Optional) Click on any column to sort your patient list by criteria of the column heading. Use this sort option to help locate specific patients.

   <Note>
     The Clinical Rounding Report will print your patient list based on this sort criteria.
   </Note>
7. Select the patients you wish to include on the Clinical Rounding Report.

   * Click the **Select All** button to print the entire list of patients.

   * Click on individual patient names to choose a subset of the patient list to print.

   The patients selected to print in the Clinical Rounding Report are highlighted.

   <Note>
     Click the **Select None** button to clear the patient list selections or click a highlighted patient name to remove that patient from the Clinical Rounding Report.
   </Note>
8. Click the **Generate Report** button to create the Clinical Rounding Report based on all your criteria in a PDF file.

   <Note>
     You need to have Adobe Acrobat Reader 8.2 or later to generate the report.
   </Note>

   The PDF file of the Clinical Rounding Report generates and displays on your screen. You can minimize the report while it generates or after it is generated if you wish to use other functionality in the application before printing the report. To re-display the report, select the **CRR** button in the upper left corner of the main screen.

   <Note>
     You can only generate one report at a time. You must close out of report before printing another Clinical Rounding Report.
   </Note>
9. Click the **Print** button to send the report to a printer or the **Save** button to save the file from the PDF Controls located at the bottom of the page, or click the **Close** button at the bottom of the page to exit this screen without printing the report. **\[Insert panel icon]**

**Settings that control this feature:**

* Admin - User - User Permissions - [**Clinical Rounding Report View Access**](/classic/at_ugv2/plv2-settings)

## Viewing Schedules

The **Schedule** tab is used by healthcare providers and administrators to view a schedule of appointment activity. You can use the **Schedule** tab to look at the schedule for a specific date (past, present, or future), or for a range of days. Depending on the access granted by your system administrator, you may be able to see only your own appointments, all appointments in your department, or all appointments in the institution.

Although your system administrator can configure the **Schedule** tab to display any type of visit that has a scheduled date associated with it, it is often configured to display just outpatient appointments. The schedule *cannot* be used to view visits that have admit and discharge dates, like an inpatient visit. In addition, your Commure Pro representative can customize the **Schedule** tab to display a single user view.

The **Scheduling Access** setting in your user profile controls your overall access to this tab, as well as which visits will be displayed on the tab.

In addition to viewing the schedule of visits, you may also be able to add new visits, cancel visits, or reassign visits to different providers or services. If your organization has implemented Charge Capture, you can also check the charge status of those visits, and if necessary, enter or edit the charges associated with the visit depending on how your charge access has been configured by your system administrator.

Depending on your role in the institution you might use some or all of the features mentioned above.

* A healthcare provider might use the **Schedule** tab to view his own, his service's, or another physician's schedules. He might also use it find visits for which charges have not yet been posted, and to then enter those charges.
* A scheduler might use this option to review a specific provider's or service's schedule. He might also reassign visits from one provider to another, or cancel a visit.
* A biller might use this option to review a provider's, service's, or visits in order to find any cases where charges have not yet been billed, and to then enter charges for those visits.

### Overview of the Schedule Tab

The **Schedule** tab consists of a Criteria area (at the top of the screen) and a Schedule Display area (at the bottom). Use the fields in the Criteria area to identify the visits that you wish to see in the Schedule Display area.

### Selecting Criteria for the Schedule Display

The criteria section controls the contents of the Schedule Display area. This is where you select the date range, providers, and services of the schedule you wish to display, as well as how the visits are grouped.

To select the type of schedule you wish to display, follow these steps:

1. **Timeframe**: Select a date range for the schedule from the **Timeframe** drop-down list. There are a variety of pre-defined choices, such as Today, Tomorrow, This Calendar Week, Next Calendar Week, etc. To enter a specific date range that is not already defined, choose Date Range from the drop-down list and then enter a **Start Date** and an **End Date** in the popup box.
2. **Providers**: Select one or more providers. This section has two fields: provider type and provider name.

   * In the provider type field, choose the type of provider. There are two options:

   * **Billing or Scheduled**: The Schedule Display will include visits for which the selected providers are the Scheduled provider, as well as any visits for which charges have been entered, and the providers are the Billing Provider.

   * **Scheduled**: The Schedule Display will include only visits for which the selected providers are the Scheduled provider.

   * In the provider name field, select one or more providers. If you are a provider, your name is automatically selected when you first access the **Schedule** tab. You can delete your name if you do not want to view your own visits by clicking **Delete** <Icon icon="trash" iconType="solid" /> to the right of your name. Each time you select a provider, that provider's name is displayed in the area just below the **Providers** field, and the provider's visits are immediately displayed in the bottom half of the screen. Repeat the process until all of the providers you want to include have been selected.

   <Note>
     The list of providers from which you may choose is based on your **Scheduling Access** preference setting:

     * If the preference is set to **User**, then your name will be selected by default, and the provider field will not be visible at all.
     * If the preference is set to **Department**, then all providers within your department will be available for selection here.
     * If the preference is set to **All**, then every provider in the institution will be listed.
   </Note>
3. **Services**: Select one or more medical services in the **Services** field. When you select a Medical Service, it is displayed in the area just below the **Services** field. In addition, all visits that are booked directly with that service (rather than with a healthcare provider) are immediately displayed in the bottom half of the screen.

   The list of medical services that display in the Services field depends on a user's **Scheduling Access** preference:

   * If the preference is set to **User** or **Department**, then the Medical Services selected for the user's department(s) will display. Medical Services are selected for a department using the **Medical Services** setting.

   * If the preference is set to **All**, then every Medical Service in the institution is listed.
4. **Facility**: To view visits for only one facility, select that facility in the **Facility** field. Or leave the default of "All" to view visits in all facilities. If you select a facility, all visits that are booked in this facility are immediately displayed in the bottom half of the screen.
5. **Group by Date**: Determine if you want the visits on the schedule to be grouped by date. This can be useful if you have selected more than one provider or service. Normally, each provider or service's visits would be listed in its own vertical column. However, if you click on the **Group by Date** field, all visits on the same date are shown in the same column.
6. **Show Group/Service Appointments**: This checkbox may or may not be visible on the screen, depending on whether you have permission to view other providers' visits. If you do have access to visits other than your own, you can check this box to include service visits. When checked, the following visits are displayed:

   * If the providers you selected above are part of one or more services, the system displays the visits for all of those medical services, without your having to specifically select each of them in the **Service** field.

Each time you enter information in a criteria field, the Schedule Display refreshes to show you a schedule that matches your selections. You can change any criteria field at any time, or check or uncheck any provider or service name that you had previously selected. If you want to start over from scratch, click on the **Clear Criteria** button to erase your selections and begin again.

**Settings that control this feature:**

* Admin - User - Patient List - [**Scheduling Access**](/classic/at_ug/user#scheduling-access)
* Admin - Department - General - [**Medical Services**](/classic/at_ugv2/plv2-settings#department-settings)

<Note>
  A single user view displays modified scheduling criteria for an individual user. This unique view is configured by your Commure Pro representative. Typically, this view displays only the schedule and services or teams for an individual user; no other providers' schedules are available for viewing.
</Note>

## Using the Schedule Display

The Schedule Display area is where the actual schedule is shown. You can look up schedule information or add or change visit or billing information. On this section of the screen you can:

* Click **Refresh** <Icon icon="arrows-rotate" iconType="solid" /> to obtain the most current information using the same criteria. This is useful if you left the Schedule Display open on your desktop for an extended period of time, and you think scheduling changes may have occurred during that time.
* Click **Print** <Icon icon="print" iconType="solid" /> to preview a printable version of the Schedule Display. From here, you may save the report to a file, or send it to a printer.

  <Note>
    Depending upon your organization's implementation, the **Print** icon may or may not be available.
  </Note>
* Click the **Details** iconin the Schedule Display to view detailed information about the patient or visit. The Patient Detail window opens, giving you access to visit, charge, clinical, and demographic information.
* Add a visit, cancel a visit, or reassign a visit to a different provider or service.
* Enter, edit, or view the charges associated with a visit.

### Adding, Cancelling, or Reassigning Visits from the Schedule Display

Visits can be manually added, cancelled, or reassigned from the Schedule Display. These registration activities can also be performed on the **Patient Search** tab. Listed below are some of the more common reasons you might perform any of these activities from the **Schedule** tab.

* You might add a visit for a patient if there was a walk-in, or if a last-minute sick visit were scheduled. Only those types of visits that can be *viewed* on the **Schedule** tab can be *manually added* from the **Schedule** tab. For example, if your system administrator has configured the **Schedule** tab to display only outpatient visits, then only outpatient visits may be manually added from that option.
* You might cancel a visit if a patient did not show up, if the patient cancelled at the last minute, or if the visit was entered in error.
* You might reassign a visit to a different provider or service if a healthcare provider called in sick, left early, or was too busy to see a particular patient.

### Entering or Editing Charges from the Schedule Display

If your organization has implemented Charge Capture, the Schedule Display shows you the charge status of each visit. Based on the charge status, you might decide to enter new charges, or to review or edit charges that have already been posted. The table below lists the various charge statuses, their definitions, and the actions that you might take.

| Charge Status                             | Description                                                                                                                                                           | Action                                                                                                                                                                                   |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Cancelled                                 | Any visit that has been cancelled.                                                                                                                                    | None.                                                                                                                                                                                    |
| Not Coded \[visit type]                   | No charges have yet been posted for this visit.                                                                                                                       | Click on the status to open the Charge Transaction Details screen, where you can add charges for this visit.                                                                             |
| Draft                                     | Draft charges that have been posted on the Desktop Charge Capture application.                                                                                        | Click on the status to open the Charge Transaction Details screen, where you can review the transaction, edit or delete any mistakes, or add additional charges.                         |
| Draft (HH)                                | Draft charges that have been posted on a handheld device.                                                                                                             | —                                                                                                                                                                                        |
| Holding Bin, or Holding Bin-\[error type] | Completed charges that have been posted, but that are still in the Holding Bin, and still editable. If the charge has errors, the type of error is displayed as well. | —                                                                                                                                                                                        |
| Outbox                                    | Charges that have already been moved from the Holding Bin to the Outbox and are no longer editable.                                                                   | Click on the status to open the Charge Details screen where you can look at the details of the transaction in view-only mode (unless you have permission to edit charges in the Outbox). |
| Sent to Billing                           | Charges that have already been sent to billing and are no longer editable.                                                                                            | Click on the status to open the Charge Details screen where you can look at the details of the transaction in view-only mode.                                                            |

<Note>
  If your Scheduling Access is set to Department or All and you have multiple scheduled providers linked to a visit, you may see a not coded link AND a coded link if one of the scheduled providers has entered a charge (or 2 not coded if both have not, etc.). Also there will be a not coded link on the schedule if the scheduled provider has not yet had a charge entered on their behalf, even if a charge exists on that visit for another provider. For example, if for a visit the scheduled provider is Nurse Jones and a charge is entered for Dr. Smith, Nurse Jones will show as not coded, but may also see Dr. Smith's charge depending on their user access.
</Note>

The steps necessary to view, edit, or add charges are the same in all cases:

1. Enter the selection criteria to display the visit in the Schedule Display.
2. Click on the charge status of the visit whose charges you wish to review or enter.
   The Charge Transaction screen opens. Depending on the status of the visit, you can enter new charges for a not coded visit, edit existing charges, delete existing charges, or simply review the details for an existing charge transaction.
3. Click the Submit button to save any changes that you made and exit the Charge Transaction screen.