The "Reports" functionality is used to define and generate statements from various types of data sets stored in the system database. It is possible to generate statements for the following data sets:

• Examination in the examination referral (internal collection facility) - diagnostic examinations in examination referrals issued during visits and carried out by the internal collection facility
• Examination in the examination referral (external collection facility) - diagnostic examinations in examination referrals issued during visits and carried out by the external collection facility
• Commercial payment - commercial payments for visits, examinations, vaccinations, benefits, stays at the hospital and CTC taken from the patient
• Occupational medicine statement - issued occupational medicine statements
• Patient - active patients
• Staff - staff carrying out visits or services
• Procedures (ICD-9) - procedures performed during visits
• Diagnoses (ICD-10) - diagnoses diagnosed at visits
• Vaccine in vaccination referrals - vaccines in vaccination referrals issued during visits 145
• NHF service - NHF services shown during visits
• Staff extra service – extra services performed by staff
• Service on a commercial visit - commercial services on visits
• Internal service on visit - internal services on visits
• Visit – visits
• Examination referral (internal collection facility) - referrals for diagnostic examinations issued during visits and carried out by the internal collection facility
• Examination referral (external collection facility) - referrals for diagnostic examinations issued during visits and carried out by the external collection facility
• Vaccination referral - vaccination referrals issued during visits

The plot of connections between data sets is shown in the diagram below:

How to interpret the diagram above:

• Each rectangle represents a data set for which a statement can be defined and generated.
• "Forks" mean links between data sets - for each item from the set at the upper end of the "fork" there may be many related items from the set at the lower end of the "fork" (e.g. for one patient there may be multiple visits, for one visit there may be many procedures, multiple vaccination referrals may be issued during a single visit, and each referral may contain multiple vaccines, etc.).
• The continuous line of the "fork" means that the connection of the set at the lower end of the "fork" with the set at the upper end of the "fork" always exists (e.g. there is always a patient for a visit).
• The dashed line of the "fork" means that the link at the lower end of the "fork" with the set at the upper end of the "fork" does not always exist (e.g. for a examination referral carried out by an external collection facility, the link to the visit does not always exist, because such the referral may be issued during the visit /then the connection with the visit exists/ or in the patient's card /then the connection with the visit does not exist/).

For each dataset, there is a predefined range of data that can be displayed in the dataset (e.g. first name, middle name, surname, PESEL number, etc. for the patient dataset, or visit date, type of visit, etc. for the visit dataset). The list of data from a specific set may also include data from sets related to it, superior to it (e.g. a list of data from internal services may also contain data on visits for which these services were provided and patients for whom these visits were arranged). In data nomenclature, the word "date" means a date and time, the word "date" means only a date without a time, and the word "hour" means only a time without a date. Each element in each data set has its own unique identifier in this set - in the mechanism of defining and generating statements it is referred to as "Id" (eg "Patient – Id").

In the mechanism of defining and generating statements, there are also data kits related to data collections. These are:

• Equipment - equipment for which the visit was arranged (related to the "Visit" dataset)
• Examination price list – examination price list according to which the diagnostic examination referral was settled (related to the data sets "Examination referral (internal collection facility)" and "Examination referral (external collection facility)")
• Commercial service payer price list - payer price list from which the commercial service is (co)financed (related to the "Commercial service" dataset)
• Price list of the examination payer in the examination order (external collection facility) - the payer price list from which the diagnostic examination performed by the external collection point is (co)financed (related to the data set "Examination in the examination referral (external collection facility)")
• Services price list - price list of services according to which the visit was settled (related to the "Visit" data set)
• E-referral - e-referral on the basis of which the visit was planned (related to the "Visit" dataset)
• Invoice - an invoice for which a commercial payment has been made (related to the "Commercial Payment" data set)
• Invoice to the receipt - an invoice to the receipt for which a commercial payment has been 148 made (related to the "Commercial payment" data set)
• Invoice for the corrected receipt - an invoice for the receipt corrected by the receipt for which a commercial payment has been made (related to the "Commercial payment" data set)
• Corrected invoice - an invoice corrected by an invoice for which a commercial payment has been made (related to the "Commercial payment" data set)
• Surgery room - the surgery room in which the visit was planned (related to the "Visit" dataset)
• Occupational medicine - data on occupational medicine to be performed during the visit (related to the "Visit" dataset)
• Receipt - a receipt for which a commercial payment has been made (related to the "Commercial Payment" dataset)
• Corrected receipt - a receipt corrected by a receipt for which a commercial payment has been made (related to the "Commercial payment" data set)
• Collection / Vaccination staff - the staff that performed the collection / vaccination (associated with the "Examination referral (internal collection facility)", "Examination referral (external collection facility)" and "Vaccination order" datasets)
• Examination payer in the examination order (external collection facility) - payer who (co)finances the examination carried out by the external collection facility (linked to the data set "Examination in the examination order (external collection facility)")
• Commercial service payer - a payer who (co)finances a commercial service (linked to the dataset "Commercial service")
• Clinic / Ward - the cell in which the visit was planned (related to the "Visit" dataset)
• Enterprise - enterprise where the visit was planned (related to the "Visit" dataset)
• Unit - the unit where the visit was planned (associated with the "Visit" dataset)
• Collection / vaccination point - the cell where the collection / vaccination was performed (associated with the data sets "Examination referral (internal collection facility)", "Examination referral (external collection facility)" and "Vaccination referral")
• Referral - referral on the basis of which the visit was planned (related to the "Visit" dataset)
• Type of visit - type of visit (related to the "Visit" dataset)
• Commercial service - a type of commercial service (related to the datasets "Commercial service on visit" and "Staff extra service")
• Company - company where the visit was planned (related to the "Visit" dataset)
• Source of co-financing the visit - the fund from which the visit was co-financed (related to the "Visit" dataset)
• Source of co-financing of the examination referral (internal collection facility) - the fund from which the implementation of the diagnostic examination referal at the internal collection facility was co-financed (related to the data set "Examination referral (internal collection facility)")
• Source of co-financing of the vaccination referral - fund from which the implementation of the vaccination referral was co-financed (related to the data set "Vaccination order")

Data from the above data collections may be presented in lists generated for the related data sets and for their sub-sets, e.g. data from the collection "Clinic / Department" may be presented in the report of visits (as the unit in which the visit was planned), in the repott of procedures (as the cell where the visit was scheduled for which the procedure was performed), in the report of vaccination referrals (as the cell where the visit was scheduled for which the vaccination was ordered), etc. As in the case of data sets, each element in each data collection has its own unique identifier in this collection - in the mechanism of defining and generating statements, it is referred to as "Id" (eg "Clinic – Id").

For each data set, there is a predefined set of filters that can be used when generating data reports from a specific set. In the form of generating data reports from a specific set, there may be filters also from data sets related to it, superior to it (e.g. in the form of generating a list of NHF services, there may be a filter for the scope of visit dates, which will refer to visits on which NHF services have been implemented).

After selecting the "Reports" functionality from the "Administration" menu, a list of all defined reports is displayed, and next to each of them the "Edit", "Delete" and "Perform" buttons. The "Add" button is visible under the list of reports.

To add a new report, click the "Add" button under the list of reports. The form for adding a report will then be displayed. As the appearance of the form depends on the data set, first select the data set for which the report is to be created.

After selecting a data set, the form changes to the proper one for a given data set. The form specifies the name of the report, indicates what data and in what order are to be included in the report, defines what data filters and in what order are to be included in the report generation form, and indicates what roles users must have in order to be able to generate a given report. To indicate what data is to be included in the report, enter the numbers in the boxes next to the data that are to be included in the report. If the order of data in the report is not important, then any numbers can be entered next to the data to be included in the report. If the order of data in the statement is to be alphabetical, then next to the data that are to be included in the report, enter any but the same number for all. If the order of data in the report is to be strictly defined, then next numbers should be entered next to the data that are to be included in the report - the order of the data in the report will correspond to the order of the numbers entered next to them. To facilitate possible future modifications of the report with the established data sequence, it is worth using data numbering every 10 or every 100, for example, we define a list of patients' data, we assign the number 10 to the "Patient - Name", the number 20 to the "Patient – Surname", for “Patient - PESEL" we assign the number 30. If we now want to modify the report and add the patient's second name to it, but in such a way that it is placed between the name and surname in the report, then to the" Patient - Second name" we assign a number between 10 and 20 e.g. 15. If we did not use the numbering every 10, only every 1, then if we wanted to add a second name between the first and last names to the report, we would have to assign the number 2 to the "Patient - Second name", change the assigned number to 3 for the "Patient - Surname" and for "Patient - PESEL" change the assigned number to 4 (and if the statement contains more data, also renumber all the remaining wrong data, which would mean more work). Since for some data sets the range of data that can be included in the statement is large, a search mechanism has been introduced - by entering a fragment of the name in the search field (i.e. the field with the word "Search ..."), the system will narrow the scope of displayed data to those that contain the searched data phrase. This mechanism can be used in the following way, e.g. if you want to have the name, surname and number of the right to practice the profession of staff in the report, then enter "name" in the search field - only a few data will be displayed containing the phrase "name" and next to the name of interest enter a given number, then in the search field enter "surname" - again only a few data will be displayed, this time containing the phrase "surname" in the name and next to the data we are interested in, enter the appropriate number, then in the search field enter "right to practice" and the appropriate enter the appropriate number of the given from the narrowed chart. The method of determining which filters are to be included in the report generation form is the same as described in the case of indicating what data is to be included in the report. Additionally, you can indicate which roles users must have to be able to generate a given report: only roles with the privilege to manage reports or generate reports are displayed, while the administrator role is permanently marked without the possibility of changing.

After completing the form (defining the report), save the data by clicking the "Add" button. To modify a previously defined report, click the "Edit" button next to a given report on the list. A form will then be displayed, which is identical to that for adding a new report, but filled with the previously saved data. After making the appropriate modifications, the data should be saved by clicking the "Update" button.

To delete a report definition, click the "Delete" button next to a given report on the list. You will then be prompted to confirm your intention to delete, which should be done by clicking the "OK" button (if you want to cancel the deletion, click the "Cancel" button at the prompt).

To generate a report, click the "Perform" button next to a given report on the list. The form for generating the report will then be displayed, containing the filters selected when defining the report. If a given filter is a drop-down list with a relatively large number of options, then a hint mechanism works for such a filter - by entering a fragment of the name of the option in the filter field, the system will narrow down the range of options to those that contain the phrase entered in the filter field. In the case of filters relating to procedures and diagnoses, both the case and the method of entering the ICD-9 / ICD-10 codes in the filter field are important: these filters allow you to search not only by a single code but also by groups and ranges of codes - in filter fields, you can enter one or more codes or ranges of ICD-9 / ICD-10 codes separated by commas (e.g. the entry "A01, A01.0- A01.4" means "search for diagnoses with code A01 and codes from A01.0 to A01.4 ", but it should be borne in mind that when determining whether the code belongs to a given range, the lexicographic order is used, i.e. the extension of the alphabetical order to characters other than letters, hence, for example, the code "A10" belongs to the range "A1 -A2"). After entering the criteria for generating a statement and clicking the "Generate" button, a link appears above the form that allows you to download the generated statement in the form of an XLS file.

In the first line of the report, the names of data from the range are displayed and in the order according to the report definition, the following lines contain the appropriate data of the report.