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Creating the Patient Clinical Summary

Build a Data Set Definition (or multiple data sets) to contain all of the data for the fields you want to include on your patient summary. You should specify a parameter to pass the person into the Data Set. For example, you could create an SQL Data Set backed by an SQL query. This example SQL uses the CIEL Concept Dictionary concept ID's.

Code Block

language	sql
title	SQL Data Set Definition Example - Clinical Summary
collapse	true

SELECT `patient_identifier`.`identifier`, 
CONCAT(UPPER(`family_name`), ', ',`given_name`) as patient_name,
`admission_encounter`.`encounter_datetime` as admission_datetime, 
`discharge_encounter`.`encounter_datetime` as discharge_datetime, 
CONCAT(`admission_encounter`.`encounter_id`, ', ', `discharge_encounter`.`encounter_id`) as encounter_id, 
(SELECT CONCAT(`provider_name`.`family_name`, ', ', `provider_name`.`given_name`) as provider FROM `person_name` as `provider_name` WHERE `provider_name`.`preferred` = 1 AND `provider_name`.`voided` = 0 AND `provider_name`.`person_id` = (SELECT `person_id` FROM `provider` WHERE `provider_id` = (SELECT provider_id FROM encounter_provider WHERE voided = 0 AND encounter_id = `discharge_encounter`.`encounter_id` LIMIT 1) LIMIT 1 ) LIMIT 1) as provider,
(SELECT CONCAT_WS(', ',(SELECT `name` FROM `concept_name` WHERE `voided` = 0 AND `locale` IN ('en','fr') AND `concept_id` = `value_coded`  AND `concept_name_type` = 'FULLY_SPECIFIED' ORDER BY `locale` DESC LIMIT 1),(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 160531 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0))  FROM `obs` WHERE `concept_id` = 5219 AND `obs`.`encounter_id` = `admission_encounter`.`encounter_id` AND `voided` = 0) as chief_complaint,
(SELECT CONCAT_WS(', ',(SELECT name FROM concept_name WHERE voided = 0 AND locale in ('en','fr') AND concept_id=`value_coded` ORDER By locale DESC LIMIT 1),(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 162879 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0)) as concept_name  FROM `obs` WHERE `concept_id` = 1655 AND `obs`.`encounter_id` = `admission_encounter`.`encounter_id` AND `voided` = 0) as admission_reason,
(SELECT CONCAT_WS(', ', GROUP_CONCAT(UPPER((SELECT `name` FROM `concept_name` WHERE `voided` = 0 AND `locale` IN ('en','fr') AND `concept_id` = `diags`.`value_coded`  AND `concept_name_type` = 'FULLY_SPECIFIED' ORDER BY `locale` DESC LIMIT 1)) SEPARATOR ', '),(SELECT GROUP_CONCAT(UPPER(`diags`.`value_text`) SEPARATOR ', ') FROM `obs` as diags, `obs` as diag_type WHERE `diags`.`concept_id` = 161602 AND `diags`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diag_type`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diags`.`voided` = 0 AND `diag_type`.`voided` = 0 AND `diags`.`obs_group_id` = `diag_type`.`obs_group_id` AND `diag_type`.`concept_id` = 159394 AND `diag_type`.`value_coded` = 159393))  FROM `obs` as diags, `obs` as diag_type WHERE `diags`.`concept_id` = 1284 AND `diags`.`encounter_id` = `admission_encounter`.`encounter_id` AND `diag_type`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diags`.`voided` = 0 AND `diag_type`.`voided` = 0 AND `diags`.`obs_group_id` = `diag_type`.`obs_group_id` AND `diag_type`.`concept_id` = 159394 AND `diag_type`.`value_coded` = 160250) as ddx_diags,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 163104 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as treatment_description,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 163046 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as cardio,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 159573 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as bedside_echo,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 160689 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as resp,
(SELECT CONCAT('Hémaglobine:',`value_numeric`,' g/dL - ',`comments`) as heme  FROM `obs` WHERE `concept_id` = 21 AND `encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as heme,
(SELECT CONCAT('Créatine kinase:',`value_numeric`,' IU/L') as heme FROM `obs` WHERE `concept_id` = 21 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as creatine,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 160983 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as renal,
(SELECT GROUP_CONCAT(`comments` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 1284 AND `value_coded` = 151673 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as infectious_disease,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 160951 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as gastro,
(SELECT GROUP_CONCAT(`comments` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 1284 AND `value_coded` = 142089 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as endocrine,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 163109 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as neuro,
(SELECT GROUP_CONCAT(`value_text` SEPARATOR ', ')  FROM `obs` WHERE `concept_id` = 163108 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as social,
(SELECT (SELECT `name` FROM `concept_name` WHERE `voided` = 0 AND `locale` IN ('en','fr') AND `concept_id` = `value_coded`  AND `concept_name_type` = 'FULLY_SPECIFIED' ORDER BY `locale` DESC LIMIT 1) as concept_name  FROM `obs` WHERE `concept_id` = 163105 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as disposition,
(SELECT GROUP_CONCAT(UPPER((SELECT `name` FROM `concept_name` WHERE `voided` = 0 AND `locale` IN ('en','fr') AND `concept_id` = `meds`.`value_coded`  AND `concept_name_type` = 'FULLY_SPECIFIED' ORDER BY `locale` DESC LIMIT 1)) SEPARATOR ', ')  FROM `obs` as meds, `obs` as stop_date WHERE `meds`.`concept_id` = 1282 AND `meds`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `stop_date`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `meds`.`voided` = 0 AND `stop_date`.`voided` = 0 AND `meds`.`obs_group_id` = `stop_date`.`obs_group_id` AND `stop_date`.`concept_id` = 1191 AND date(`discharge_encounter`.`encounter_datetime`) = `stop_date`.`value_datetime`) as meds_discontinued,
(SELECT GROUP_CONCAT(UPPER((SELECT name FROM concept_name WHERE voided = 0 AND locale in ('en','fr') AND concept_id=`value_coded` AND `concept_name_type` = 'FULLY_SPECIFIED' ORDER By locale DESC LIMIT 1)) SEPARATOR ', ') FROM `obs` WHERE `concept_id` = 162692 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as meds_on_discharge,
(SELECT `value_text`  FROM `obs` WHERE `concept_id` = 163106 AND `obs`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `voided` = 0) as instructions,
(SELECT CONCAT_WS(', ', GROUP_CONCAT(UPPER((SELECT `name` FROM `concept_name` WHERE `voided` = 0 AND `locale` IN ('en','fr') AND `concept_id` = `diags`.`value_coded`  AND `concept_name_type` = 'FULLY_SPECIFIED' ORDER BY `locale` DESC LIMIT 1)) SEPARATOR ', '),(SELECT GROUP_CONCAT(UPPER(`diags`.`value_text`) SEPARATOR ', ') FROM `obs` as diags, `obs` as diag_type WHERE `diags`.`concept_id` = 161602 AND `diags`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diag_type`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diags`.`voided` = 0 AND `diag_type`.`voided` = 0 AND `diags`.`obs_group_id` = `diag_type`.`obs_group_id` AND `diag_type`.`concept_id` = 159394 AND `diag_type`.`value_coded` = 160250))  FROM `obs` as diags, `obs` as diag_type WHERE `diags`.`concept_id` = 1284 AND `diags`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diag_type`.`encounter_id` = `discharge_encounter`.`encounter_id` AND `diags`.`voided` = 0 AND `diag_type`.`voided` = 0 AND `diags`.`obs_group_id` = `diag_type`.`obs_group_id` AND `diag_type`.`concept_id` = 159394 AND `diag_type`.`value_coded` = 160250) as final_diags
FROM `person_name`,`patient_identifier`, `encounter` as discharge_encounter, `encounter` as admission_encounter WHERE `person_id` = :person AND `person_name`.`person_id`= `patient_identifier`.`patient_id` AND `patient_identifier`.`patient_id` = `discharge_encounter`.`patient_id` AND `patient_identifier`.`voided`=0 AND `person_name`.`voided`=0 AND `patient_identifier`.`preferred`=1 AND `person_name`.`preferred`=1 AND `patient_identifier`.`identifier_type`=3 AND `discharge_encounter`.`voided` = 0 AND `admission_encounter`.`encounter_type` = 4 AND `discharge_encounter`.`encounter_type` = 3 AND `admission_encounter`.`visit_id` = `discharge_encounter`.`visit_id` AND `admission_encounter`.`location_id` = `discharge_encounter`.`location_id` ORDER BY `discharge_encounter`.`encounter_datetime` DESC LIMIT 1

Create a Custom Report (Advanced) which calls the Data Set (or data sets) you created in step 1.

Code Block

language	sql
title	SQL Data Set Definition Example - ID Card
collapse	true

SELECT given_name, family_name, birthdate, gender, 
(SELECT identifier FROM patient_identifier WHERE patient_identifier.patient_id = :person AND identifier_type=1 AND voided=0) as identifier1, 
(SELECT identifier FROM patient_identifier WHERE patient_identifier.patient_id = :person AND identifier_type=2 AND voided=0) as identifier2, 
(SELECT identifier FROM patient_identifier WHERE patient_identifier.patient_id = :person AND identifier_type=3 AND voided=0) as identifier3 
FROM person, person_name 
WHERE person.person_id = :person AND person_name.person_id = :person AND person.voided=0 AND person_name.voided=0 ORDER BY person_name.person_name_id DESC LIMIT 1;

Create a Custom Report (Advanced) which calls the Data Set (or data sets) you created in step 1. This will also need to have a parameter of type 'person'. The person parameter in the report should be mapped to the person parameter in the data set. For example...

Create an 'HTML/Text-based Template' type of Report Renderer (sometimes referred to as an Output Design Template or a Report Design). From the report, click the down arrow under the Output Designs section. Choose 'HTML/Text-based Template and click Add Another. Enter a name and description. Then write some HTML to format your report. The Report Definition and Script Type can remain unchanged. In your definition, variables can be labeled with pound sign before and after like #patient_name#.

A sample HTML definition which works with the SQL example above would be like...

Code Block

language	xml
title	Report Template Definition
collapse	true

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Frameset//EN" "http://www.w3.org/TR/html4/frameset.dtd">
<html>
<head>
<meta charset="UTF-8">
<title>Note d'Exeat de l'ICU</title>
<style>
  .summarytable {
  width:670px;
  border:2px solid black;
  border-collapse:collapse;
  padding:5px;
  }
  .summarytable th {
  border:1px solid black;
  padding:1px;
  background:azure;
  text-align:left;
  font-family:tahoma;
  }
  .summarytable td {
  border:1px solid black;
  padding:1px;
  text-align:left;
  font-family:tahoma;
  }
</style>
</head>
<body>
<table class="summarytable">
<tr>
  <th colspan="2"><center><h1>Note d'Exeat de l'ICU</h1></center></th>
</tr>
<tr>
  <td><b>NOM DU PATIENT:</b></td>
  <td>#patient_name#</td>
</tr>
<tr>
  <td><b>IDENTIFICATEUR:</b></td>
  <td>#identifier#</td>
</tr>
<tr>
  <td><b>MÉDECIN:</b></td>
  <td>#provider#</td>
</tr>
<tr>
  <td><b>DATE/HEURE D'ADMISSION:</b></td>
  <td>#admission_datetime|dd/MMM/yyyy HH:mm#</td>
</tr>
<tr>
  <td><b>DATE/HEURE D'ÉXEAT:</b></td>
  <td>#discharge_datetime|dd/MMM/yyyy HH:mm#</td>
</tr>
<tr>
  <td><b>NUMÉRO DE RENCONTRE:</b></td>
  <td>#encounter_id#</td>
</tr>
<tr>
  <td><b>PLAINTE PRINCIPALE:</b></td>
  <td>#chief_complaint#</td>
</tr>
<tr>
  <td><b>RAISON DE L'ADMISSION EN ICU:</b></td>
  <td>#admission_reason#</td>
</tr>
<tr>
  <td><b>DDX:</b></td>
  <td>#ddx_diags#</td>
</tr>
<tr>
  <th colspan="2"><b>BRÈVE DESCRIPTION DE SÉJOUR EN ICU:</b></th>
</tr>
<tr>
  <td colspan="2">#treatment_description# </td>
</tr>
<tr>
  <th colspan="2"><b>CARDIOVASCULAIRE:</b></th>
</tr>
<tr>
  <td colspan="2">#cardio# </td>
</tr>
<tr>
  <th colspan="2"><b>BEDSIDE ÉCHO:</b></th>
</tr>
<tr>
  <td colspan="2">#bedside_echo# </td>
</tr>
<tr>
  <th colspan="2"><b>RESPIRATOIRE:</b></th>
</tr>
<tr>
  <td colspan="2">#resp# </td>
</tr>
<tr>
  <th colspan="2"><b>HEME:</b></th>
</tr>
<tr>
  <td colspan="2">#heme# </td>
</tr>
<tr>
  <th colspan="2"><b>CREATINE:</b></th>
</tr>
<tr>
  <td colspan="2">#creatine# </td>
</tr>
<tr>
  <th colspan="2"><b>MALADIES INFECTIEUSES:</b></th>
</tr>
<tr>
  <td colspan="2">#infectious_disease# </td>
</tr>
<tr>
  <th colspan="2"><b>ENDOCRINE:</b></th>
</tr>
<tr>
  <td colspan="2">#endocrine# </td>
</tr>
<tr>
  <th colspan="2"><b>NEUROLOGIQUE:</b></th>
</tr>
<tr>
  <td colspan="2">#neuro# </td>
</tr>
<tr>
  <th colspan="2"><b>DERNIÈRES DISPOSITIONS:</b></th>
</tr>
<tr>
  <td colspan="2">#disposition# </b></td>
</tr>
<tr>
  <th colspan="2"><b>MÉDICAMENTS PRÉSCRITS AU PATIENT AU MOMENT DE L'ÉXEAT:</b></th>
</tr>
<tr>
  <td colspan="2">#meds_on_discharge# </td>
</tr>
<tr>
  <th colspan="2"><b>EDUCATION DU PATIENT; INSTRUCTIONS À LA FAMILLE:</b></th>
</tr>
<tr>
  <td colspan="2">#instructions# </td>
</tr>
<tr>
  <th colspan="2"><b>DIAGNOSTIC FINAUX:</b></th>
</tr>
<tr>
  <td colspan="2">#final_diags# </td>
</tr>
</table>
</body>
</html>

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Of course, you need to change the UUID's of the reportDefinition and TextTemplateRenderer to match the report that you want run.

The parameters that can be passed on the URL when running a report are:

reportDefinition: uuid of the report definition to run
renderingMode: <fully specified java class name of renderer>!<argument for rendering mode>
patient: (this is optional, and will limit the report so that it only runs for this single patient if supplied. this can be either the patient uuid or patient id)
download=true: (this is optional, if supplied it will download to file rather than display on screen)

In addition, any parameter of the report definition can be passed in as an additional request parameter, where the value is in the format that can be parsed by htmlwidgets. This generally means that metadata needs to be passed as a uuid, and dates should be in the format yyyy-MM-dd's of the reportDefinition and TextTemplateRenderer to match the report that you want run.

Notice that the parameters are separated with an ampersand (&) when passing parameters into a report. In the case of HTML Form Entry, the & code should be used instead.

See more info at How to run a Reporting Module report through a URL.

The final report example using the SQL and HTML template above would look like ICU_Discharge_Sum.pdf that was printed to PDF from the web browser.

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Creating the Patient Clinical Summary