O/R Utilization Report

The O/R Utilization Report performs utilization calculations of cases performed compared to total time available in an O/R Suite. Utilization calculation is performed using only the time spent in the O/R during the user-defined "Work-Day." Actual case time may begin before the beginning of the "Work-Day" or end after the ending of the "Work-Day." In addition, dates defined as "Holidays" are also excluded from the utilization calculation. The "Working Hours" and "Holidays" that are entered on this report screen are default values. The Working Hours and Holidays may be defined by Facility and by O/R Suite.

The "priority" sequence of Working Hours and Holidays is to first use the values from this screen then, if the O/R Suite Utilization Report Override (in Facility Setup) is "On", use the values in Facility Setup. Finally, if the O/R Suite Utilization Facility Override (in O/R Suite Setup) is "On", use the values in O/R Suite Setup.

The report can sort and break on virtually any field available in MedSuite. However, this particular tends to break down when sorted by fields that are not directly related to the Facility and O/R Suite. For example, if this report is broken by physician, you will generally receive only a partial picture of O/R Utilization.

This report can be printed in three different formats:

•

Summary

Report prints summary totals only with Gantt Charts of cases that occurred during the user-defined "Work-Day" for each day.

•	Detail - No Chart

Report prints case details (individual patients) of cases that occurred during the user-defined "Work-Day" for each O/R for each day. However, Gantt Charts are not printed.

•

Detail

Report prints case details (individual patients) of cases that occurred during the user-defined "Work-Day" and Gantt Charts for each O/R for each day.

The O/R Utilization Report request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.

General Tab

Task Name

Task Name displayed in the Task Viewer.

Format

Report format to be printed: (see above)

•

Summary

•	Detail - No Chart

•

Detail

Undefined O/R Suites

Indicate how or if "Undefined" O/R Suites should be reported.

Allowable values are:

•

Include

•

Exclude

•

Only

Note: The report classifies visits entered with no O/R Suite under "Undefined O/R." These may be excluded from the report, included, or the report may list "Only" the Undefined O/Rs in case these are visits that need to be corrected.

Date Type

Charge Date to examine:

•

Service

•

Posted

•

Closeout

•

Entered

•	Accounting

•	Accounting - Previous

•	Accounting - Current

From Date

Beginning date of the (posted or service) date range.

Thru Date

Ending date of the (posted or service) date range.

Working Hours

You should define your working hours for the days of the week. These hours will be used to determine what times of day the suite should be utilized and therefore be included in the report's utilization calculation.

Holidays

Enter any Holidays that fall within the report date range. If you use Report Templates, you can save all Holidays for the year and retrieve them on future runs of this report.

Cube Data

Indicates if report results should be output to a data cube.

Generate Standard Report

Indicates if report results should be output to a formatted report.

Run Now

Indicates in the report should be run immediately.

Schedule

Indicates that the report should be scheduled to run at a future time.

Schedule Button

Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s).

Sorting Tab

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.

Selecting Sort Options:

Right-Arrow Button	Click on item to be selected in the left-hand list and press the right-arrow button.
Drag-and-Drop	Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
Double-Click	Double-click on the item to be selected in the left-hand list.

De-Selecting Sort Options:

Left-Arrow Button	Click on item to be de-selected in the right-hand list and press the left-arrow button.
Drag-and-Drop	Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
Double-Click	Double-click on the item to be de-selected in the right-hand list.

Selection Tab

Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.

By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.