DrFirst: Reporting

DrFirst has a limited amount of pre-built reporting capabilities, which includes:

Practice level reporting

• Activity report
• Drug report
• Periodic report
• Provider agent report

Patient level reporting

• Provider report
• Patient report

PDMP report 

NOTE: (PDMP reporting is only available for clients configured for PDMP.  Additionally, reporting is only available for states that allow third party PDMP.  For further information regarding state level PDMP reporting, please visit www.drfirst.com/resources/pdmp-query-mandate-map

Custom reporting

Custom reports requests (individually invoiced)

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Practice Level Reporting

Practice level reporting capabilities are accessed through the upper left hand menu in the DrFirst UI.   

Select from Activity report, Drug, Report, Periodic Report, or the Provider agent report. 

• Activity Report – Allows for the printing of all recent prescribing activity
• Drug Report – Lists patients taking a particular medication
• Periodic Report – Generates a report of all prescriptions sent by a provider in a given time frame
• Provider Agent Report – Generates a report showing dates of provider agent assignment and date of agent removal

The following chart shows who can access these reports based on their role in DrFirst:

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Patient Level Reporting

There are two patient level reporting options available. Both of these reports can be found in the patient widget in DrFirst:

• Provider Clinical Report
• Patient Clinical Report

The Provider Clinical Report lists the patient’s active and inactive medications, patient’s allergy, diagnoses, pharmacy information, as well as the provider’s information.

The Patient Clinical Report is a printable version of a patient’s current medication, allergies, and problem list. 

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PDMP Report

PDMP is the Prescription Drug Monitoring Program. PDMP reporting is only available for clients configured for the prescription drug monitoring program through DrFirst.  Additionally, reporting is only available for states that allow third party PDMP. 

NOTE:  For more information regarding enrollment and eligibility, please enter a JIRA ticket.  

For practices configured for PDMP, a button will be visible in the medications widget.

The PDMP summary report will appear with dispensed narcotic prescription information (as allowed by each state)

The report will be hidden after the Hide PDMP Data button is clicked.

The opening of the report is marked as an event.  The View PDMP Data button will turn green and show a Last Viewed date.

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Custom Reporting

Custom reporting can be requested for DrFirst and will be individually invoiced.  To submit a request for a custom reporting inquiry, please enter a JIRA ticket with Welkin with the data points and requirements.  

More Questions?

If you have any questions regarding DrFirst , please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.