electronic signature report

A publicly documented, out-of-the-box MEDITECH Expanse report covering all electronic-signature activity by provider could not be verified, so ask your local MEDITECH reporting team to search the site’s SSRS/BCA catalog and, if none exists, build a Data Repository report.

What you can do now

1. Contact your MEDITECH application/reporting team or service desk.
2. Ask them to search:
   • The local SSRS report portal
   • MEDITECH Business & Clinical Analytics (BCA), if licensed and implemented
   • Existing custom Data Repository reports

BCA is MEDITECH’s analytics and reporting environment, while SSRS reports may be locally developed and therefore differ between organizations.^1^

Use this request:

Please check our MEDITECH Expanse SSRS and BCA catalogs for a report that lists all electronic-signature activity grouped by provider.

If no existing report is available, please assess a custom Data Repository/SSRS report with:

• Signature date/time range
• Signing provider ID and name
• Provider department/location
• Signature event or status
• Document, note, order, result, or consent type
• Patient/encounter identifiers, subject to privacy requirements
• Original author and signing provider, when different
• Final, amended, corrected, co-signed, and revoked activity where available
• Detail output plus counts grouped by provider
• Export to Excel/CSV

Please confirm whether “all electronic-signature activity” can be sourced from one audit dataset or requires combining multiple Expanse application areas.

Explicitly include consent signatures if those are in scope. MEDITECH documents eConsents/eSignature as a signature workflow, but that does not establish that it contains every clinical-document, order, or result signature event.^2^

If you have SSRS portal access

Open your organization’s SSRS web portal and search published folders for terms such as:

• signature
• electronic signature
• provider activity
• audit
• document authentication
• cosign
• eConsent

If you can open the portal but cannot see the relevant folders, request Browser or equivalent view-only access to the applicable folder. SSRS access is assigned through server, folder, or report roles.^3^

If you do not know the portal address or cannot sign in, ask the service desk whether your organization provides self-service SSRS/BCA access. Report-authoring or direct database access is not required merely to run an already published report.

If a report must be developed

The report developer will need your organization’s MEDITECH Data Repository schema documentation to identify the authoritative signature and provider fields. Public information does not provide enough site-specific schema detail to name safe tables or supply a reliable SQL query.

In SSRS, the developer should:

1. Create or reuse an approved Data Repository data source.
2. Build a dataset query that returns the signature events and provider attributes.
3. Add date, provider, department, signature type, and status parameters.
4. Group detail records by provider and add event counts.
5. Validate totals against a known sample in Expanse before publishing.

SSRS datasets contain the query that selects report fields, and reports can group, filter, and aggregate those results.^4^ The published report’s data-source account must also have permission to read the underlying Data Repository data.^5^

Because this report may expose patient and workforce audit information, access and distribution should be limited according to your organization’s privacy, compliance, and audit policies.

References

1. MEDITECH Business & Clinical Analytics
2. eConsents/eSignature | MEDITECH
3. How do we request access for someone in SSRS? - Microsoft Q&A
4. Intro to Report Data in SQL Server Reporting Services (SSRS)
5. Manage Report Data Sources