My Health Record Reporting – Genie

If you're regularly using the My Health Record functionality through Genie, you might find that you need to gather some data about your usage. While there are no inbuilt reports related to My Health Record, you can make reports through the QuickReports functionality to determine details that may impact your Medicare incentives for using the function. Below are a some of the frequently requested report instructions, which can be saved for regular use.

Before you begin

If you've never used the QuickReport function in Genie before, you may find it helpful to familiarise yourself with this before beginning.

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Shared Health Summaries Uploaded in Date Range

Navigate to File > QuickReports
From the Tables column, highlight the [CDA] table.
Select the Query button.
In the Available Fields column, expand the [CDA] table using the arrow/plus to the left.
Select the CreationDate field.
Set the Comparison as is greater than or equal to
In the Value box, enter the start date of your search in dd/mm/yyyy format.
Click the Add Line button.
Change the Comparison to is less than or equal to.
In the Value box, enter the end date of your search in dd/mm/yyyy format.
Click the Add Line button.
From Available Fields, select Type.
Set the Comparison to is equal to.
In the Value box, enter SHS.
Click the Add Line button.
From Available Fields, select SentToPCEHR.
Set the Comparison to is equal to.
For the Value, select True.
At this stage, you can choose the Save button in the top right of the window to save your query for future use. This will be saved onto your computer, so it is recommended you choose a location where you can find it next time and won’t be accidentally deleted. Next time you run this report, you select Load and choose the file in place of Steps 4-18, however may need to change the dates for Steps 7 & 10.
Select the Query button. This will return you to the Report Builder window, and you can determine the number of results from the text above the Query button, which should read There are X records in the current selection for the CDA table. If you would like to print or export additional details, please see the continued instructions below.
Select the Columns tab.
Expand [CDA] in the Database Fields list to move the Id field into the Report Columns list by double clicking or dragging the field. This will be unique for each record and is a good indication of the total number of records rather than the number of patients who may have had several records uploaded.
Expand PT_Id_Fk [Patient] to select FullName, or the fields for Firstname and Surname.
Add any other fields you feel are necessary for your report.
Select the Groups tab.
Highlight [CDA]Id.
Tick the options for Group Column Data & Show Grand Totals.
Select the Formats tab.
Highlight [CDA]Id and tick the option for Count on the right.

If you will run this report regularly, you can select the Save button in the bottom left. In the future, you can select this in place of Steps 21-27.

The report can be printed by selecting the Print button, or it can be exported to a program such as Excel by choosing Export and following the subsequent prompts to title and export the report.

Health Records Downloaded in Date Range

Navigate to File > QuickReports.
From the Tables column, highlight the [CDA] table.
Select the Query button.
In the Available Fields column, expand the [CDA] table using the arrow/plus to the left.
Select the DownloadedDate field.
Set the Comparison as is greater than or equal to.
In the Value box, enter the start date of your search in dd/mm/yyyy format.
Click the Add Line button.
Change the Comparison to is less than or equal to.
In the Value box, enter the end date of your search in dd/mm/yyyy format.
At this stage, you can choose the Save button in the top right of the window to save your query for future use. This will be saved onto your computer, so it is recommended you choose a location where you can find it next time and won’t be accidentally deleted. Next time you run this report, you select Load and choose the file in place of Steps 4-10, however may need to change the dates for Steps 6 & 9.
Click the Query button. This will return you to the Report Builder window, and you can determine the number of results from the text above the Query button, which should read There are X records in the current selection for the CDA table. If you would like to print or export additional details, please see the continued instructions below.
Select the Columns tab.
Expand [CDA] in the Database Fields list to move the Id field into the Report Columns list by double clicking or dragging the field. This will be unique for each record and is a good indication of the total number of records rather than the number of patients who may have had several records uploaded.
Expand PT_Id_Fk [Patient] to select FullName, or the fields for Firstname and Surname.
Add any other fields you feel are necessary for your report.

Patients with an Active My Health Record Registration

Note: This report can also be run via Open > Patients, then navigating to Records > Search to continue from Step 4.

Navigate to File > QuickReports.
From the Tables column, highlight the [HIAudit] table.
Click on the Query button.
In the Available Fields column, expand the [HIAudit] table using the arrow/plus to the left.
Select the IHIStatusNew field.
Set the Comparison as is equal to.
In the Value box, enter Active
Click the Add Line button.
Select the HIWSOperation field.
Set the Comparison as is equal to.
In the Value box, enter searchIHI.
At this stage, you can choose the Save button in the top right of the window to save your query for future use. This will be saved onto your computer, so it is recommended you choose a location where you can find it next time and won’t be accidentally deleted. Next time you run this report, you select Load and choose the file in place of Steps 4 - 11.
12. Click the Query button. This will return you to the Report Builder window, and you can determine the number of results from the text above the Query button, which should rea There are X records in the current selection for the HIAudit table. If you would like to print or export additional details, please see the continued instructions below.
Select the Columns tab.
Expand [HIAudit] in the Database Fields list to move any required fields into the Report Columns list by double clicking or dragging the field.
Expand PT_Id_Fk [Patient] to select FullName, or the fields for Firstname and Surname.
Add any other fields you feel are necessary for your report.

If you will run this report regularly, you can select the Save button in the bottom left. In the future, you can select this in place of Steps 13-16.

Patients with an Individual Health Identifier (IHI) Entered

Note: This report can also be run via Open > Patients, then navigating to Records > Search to continue from Step 4.

Navigate to File > QuickReports.
From the Tables column, highlight the [Patient] table.
Click on the Query button.
In the Available Fields column, expand the [Patient] table using the arrow/plus to the left.
Select the IHI field.
Set the Comparison as is greater than.
In the Value box, enter 0 (zero).
At this stage, you can choose the Save button in the top right of the window to save your query for future use. This will be saved onto your computer, so it is recommended you choose a location where you can find it next time and won’t be accidentally deleted. Next time you run this report, you select Load and choose the file in place of Steps 4-7.
Click the Query button. This will return you to the Report Builder window, and you can determine the number of results from the text above the Query button, which should read There are X records in the current selection for the Patient table. If you would like to print or export additional details, please see the continued instructions below.
Select the Columns tab.
Expand [Patient] in the Database Fields list to move any required fields into the Report Columns list by double clicking or dragging the field.
Expand PT_Id_Fk [Patient] to select FullName, or the fields for Firstname and Surname.
Add any other fields you feel are necessary for your report.

If you will run this report regularly, you can select the Save button in the bottom left. In the future, you can select this in place of Steps 9-12.

Patients without an Individual Health Identifier (IHI) Entered

Note: This report can also be run via Open > Patients, then navigating to Records > Search to continue from Step 4.

Navigate to File > QuickReports.
From the Tables column, highlight the [Patient] table.
Click on the Query button.
In the Available Fields column, expand the [Patient] table using the arrow/plus to the left.
Select the IHI field.
Set the Comparison as is less than.
In the Value Box, enter 1.
At this stage, you can choose the Save button in the top right of the window to save your query for future use. This will be saved onto your computer, so it is recommended you choose a location where you can find it next time and won’t be accidentally deleted. Next time you run this report, you select Load and choose the file in place of Steps 4 - 7.
Click the Query button.
This will return you to the Report Builder window, and you can determine the number of results from the text above the Query button, which should read There are X records in the current selection for the Patient table. If you would like to print or export additional details, please see the continued instructions below.
Select the Columns tab.
Expand [Patient] in the Database Fields list to move any required fields into the Report Columns list by double clicking or dragging the field. You may wish to add fields for FullName, or the fields for Firstname and Surname.
Add any other fields you feel are necessary for your report.

If you will run this report regularly, you can select the Save button in the bottom left. In the future, you can select this in place of Steps 9 - 11.

Patients with Assisted Registrations

Note: This report can also be run via Open > Patients, then navigating to Records > Search to continue from Step 4.

Navigate to File > QuickReports.
From the Tables column, highlight the [PCEHRRegisterAudit] table.
Click on the Query button.
In the Available Fields column, expand the [PCHERRegisterAudit] table using the arrow/plus to the left.
Select the RequestDate field.
Set the Comparison as is greater than or equal to.
In the Value box, enter the start date of your search in dd/mm/yyyy format.
You may optionally set an end date by choosing the Add Line button, changing the Comparison to is less than or equal to and entering the Value as the end date.
At this stage, you can choose the Save button in the top right of the window to save your query for future use. This will be saved onto your computer, so it is recommended you choose a location where you can find it next time and won’t be accidentally deleted. Next time you run this report, you select Load and choose the file in place of Steps 4-8.
Click the Query button. This will return you to the Report Builder window, and you can determine the number of results from the text above the Query button, which should read There are X records in the current selection for the PCEHRRegisterAudit table. If you would like to print or export additional details, please see the continued instructions below.
Select the Columns tab.
Expand [PCEHRRegisterAudit] in the Database Fields list to move any required fields into the Report Columns list by double clicking or dragging the field.
Expand PRFUSR_Id_Fk [Preference] to select FullName to identify the user.
Expand PT_Id_Fk [Patient] to select FullName, or the fields for Firstname and Surname.
Add any other fields you feel are necessary for your report.

If you will run this report regularly, you can select the Save button in the bottom left. In the future, you can select this in place of Steps 10-14.