The clinical reports

Two reports for the questions an insurer, a regulator or your own audit will ask. Both name patients against their clinical records, so they are listed for owners and team members with clinical access; anyone else does not see them.

Record completeness

This is the report that used to be called the validation report. It now lives under Reports as Record completeness, uses the shared period picker, and has a CSV export that can cover more appointments than the page. The article on the validation report covers why it matters and how to keep it accurate.

It takes appointments in the period that are confirmed, completed or missed and have a patient on them, and judges each one against seven checks:

• Medical history. Complete when a medical history form has been submitted and nothing is outstanding. An outstanding request outranks an older completed one and shows as Sent, because the record is being refreshed and is not yet current.
• Consent. Complete when a consent form was submitted for this appointment, or one was submitted in the twelve months before it. Otherwise it shows Sent if one is outstanding, and Missing if not.
• Treatment record. A record linked to the appointment, or failing that an unlinked record whose explicit visit date matches the appointment's day. Older records without a visit date can match by creation time within two days. Amendments are not treatment entries and do not count.
• Batch numbers. Every product line on the treatment record must have a batch number. A blank number shows Missing batch number; no products shows No products. These are traceability gaps in a recall.
• Photos. A photo for that patient taken within two days of the appointment.
• Notes. The treatment record has notes on it.
• Treatment map. The record has points marked on the map. It is only meaningful once a record exists, so a missing record leaves this column blank rather than flagging the same problem twice.

Four cards summarise the appointments reviewed: Appointments reviewed, Fully complete with the percentage, Missing consent in red, and Missing batch numbers. The batch card includes any batch check that did not pass, including no record, no products or an unknown check. An Unknown result means the relevant records could not be checked, rather than proving they are missing.

Rows with no consent or no medical history are highlighted. The page reviews up to 2,000 appointments and says when it is showing only part of the period. Export CSV reviews up to 50,000 appointments; use a shorter period if you need more.

Complications

Adverse events whose occurred date falls in the period, with severity, type, whether they are resolved, and the description. Above the table are the counts for the period, how many are unresolved, how many were severe or life-threatening, and the rate per treatment record. The rate uses treatment records created in that period and excludes amendments, so it is not a rate based on the recorded visit date.

A separate panel lists everything still open across all time, not just in the period, because an unresolved complication does not stop mattering when the month ends. The page says when its results are capped. Export CSV carries complications in the selected period, up to 50,000, rather than the separate all-time open list.