Generating Reports

Any individual Case and any list of Cases can be exported into several file formats, using menus:

  • Spreadsheets (CSV)

    • These are text-only comma separated value files which you can open in a spreadsheet application like Apple Numbers or Microsoft Excel

    • Choice of Spreadsheet or Summary reports

  • PDFs

    • These are rich text PDF files which include (where applicable) patient labels, clinical photos & charts.

    • Choice of a Summary Report, Case Reports or Billing Reports

Quick Filtering Cases For Export

In Somnus, tapping any category Item will show a list of all Cases linked to that Item. From there it’s easy to export these Cases for reporting or auditing purposes.

For example, viewing Comorbidities via the Summary Tile on the All Data screen will list All Comorbidities.

Tapping one (eg. Smoker), will show all Cases that have the Comorbidity ‘Smoker’ attached to them. Use the menu to export the file, adding an optional report name.

🔥 If the data displayed in lists is bounded by a date range (eg. viewing data for a specific Year on the All Data or Dashboard screens), the Cases linked to that item will also be restricted to that date range. This makes for even more powerful rapid filtering.

Spreadsheets (CSV)

Two types of CSV Files are available:

  • Standard Spreadsheet

    • This will present each case in a row with columns for every data point entered into Somnus

    • You can optionally choose to show/hide identifiable patient information if you need anonymised data (see Security & Privacy in Settings)

  • Summary Report

    • This is a spreadsheet summary with counts of each category item for the exported Cases

    • To show/hide which categories appear in these Summary Reports (also applies to PDF Summaries), see Reports in Settings.

🔥 A standard spreadsheet file is a great way to further analyse your data outside of Somnus particularly if you’re savvy with spreadsheet applications.

It’s also a great way to have all your data in a format that is completely platform agnostic.

NOTE: You won’t see labels & images appear in these spreadsheets.

Case Reports (PDF)

A case report displays all relevant Case information, including Patient details and any Notes (Case & Patient).

Patient ID Labels will also appear on these Case Reports and any Clinical Photos will be exported as separate files if you've selected this in Settings. The order and visibility of the various sections is can also be configured here.

If you do not wish to export Photos with the Case Report, turn off 'Include Clinical Photos'.

In order to export Case (or Billing) Reports, you must have 'Export Patient Details’ turned ON in Settings -> Security & Privacy.

Billing Reports (PDF)

This will generate a report showing any operations, procedures and anaesthetic items with item numbers that were used during the case. Those without item numbers will not appear.

Patient ID Labels & Patient Notes (but not Case Notes) will also appear on these reports.

Item numbers for Operations, Procedures and Anaesthetic Items can be manually added by you. For Australian Users, they are added during the initial setup for the most common operations/procedures.

In addition to the RVG contained within Somnus, Somnus can automatically add MBS item numbers for case duration, patient age or ASA status, whether the case was an emergency (and if after-hours). See 'Time & Other Modifiers' in the Report section in Settings.

If you select 'Fee Estimates' you will see more detailed billing information, as well as a total and the varying MBS benefits paid.

The Unit Value for each case is shown. This will vary depending on whether you have set a custom value system-wide, or per patient.

If recorded, a Patient's Medicare & Insurance numbers will be shown. If you have selected 'No Gap' billing for a patient this will be prominently displayed, but with a fee estimate still visible based on the set unit value.

🔥 You can export a combined Billing Report PDF which includes all Cases for a day in a single file. Use the context menu on the Cases Summary Tile (eg. for a given day on the Dashboard).