How do I create a custom Export Template for eReferral & eConsult Analytic Data? – OceanMD

To capture customized data in your eReferral Analytics Export, you can make use of a custom Export Template. An Export Template allows you to define the specific analytic values that you would like to capture in your .csv export file.

As a prerequisite to creating an Export Template, you must ensure that your desired analytic values and their respective eForm item reference mapping on the referral eForm has been completed. Please review the Capturing Referral Form Analytics support article for more detailed information.

Creating an Export Template

Select the 'Reports' option.

Under the 'Export Referral Analytic Data' heading, press the 'Add Custom Template' button. This opens the 'New Export Template' page.

Enter a name for your custom Export Template. It is recommended that the name briefly describes the purpose of this template, so that you can easily recognize it in the future.

The 'Column Fields' text box allows you to specify your desired column headers for your final .csv export file. Enter the specific analytic values that you would like to include in your export as columns, separated by a comma.

Please note that the column fields must be either a core analytic value, an additional analytic value with the prefix of 'ax_', or a custom analytic value with the prefix of 'fx_'. The analytic values are case sensitive.
Once your column fields are finalized, press 'Save' at the bottom.

Core Analytics

We strongly recommend including Core Analytics in your customized Export Template to ensure that you obtain basic information about each referral, followed by your desired custom analytic values. The sequence in which the analytic values are entered represents the sequence in which the column headers will be displayed from left to right in the exported .csv file.

Expand the tab below for a list of the minimum recommended Core Analytics. A complete list of the available core analytics can be found in Supporting Analytics in eConsults and/or eReferral eForms.

Core Analytics Table

Analytic Value	User-Friendly Name	Description
referralRef	Reference	The unique reference number for the referral in Ocean.
referralCreationDate	Sent Date	The date the referral was sent OR resubmitted by the referring provider. This value may be the back-dated referral date entered on an inbound (faxed) request. It is used as the starting reference point for wait time calculations.
referralInitialCreationDate	Initial Sent Date	The initial sent date of the referral from a clinical perspective. This value may be the back-dated referral date entered on an inbound (faxed) request. Unlike the Sent Date, this value does not change with resubmissions.
oceanCreationDate	Referral Creation Date	The date the referral was created in Ocean. Could be the date it was sent in Ocean from the health map, or the date it was transcribed from fax.
modificationDate	Last Modification Date	The date/time the referral was most recently updated (in ISO 8601 format).
patientId	Patient ID	The unique reference number for the patient in Ocean. If the patient's Health Card # is omitted when the referral is sent, the patientID will not be generated.
siteNum	Owner Site Number	The Ocean site number of the site currently managing the referral as a receiving provider.
regionalAuthoritySiteNum	Primary Regional Authority Site Number	The Ocean site number for the initial Regional Authority (RA) that the referral is captured under (if it's sent to a listing under a regional authority).
inbound	Inbound Request Manually Entered by Fax/Phone/Other	Flags the referral as being created as an Inbound eRequest. Will be TRUE if the referral was received by phone or fax, and FALSE if it was received through Ocean.
currentHealthService	Currently Assigned Health Service	The health service on the referral that is currently assigned (which may differ from InitialHealthService if someone reassigns the health service manually e.g. during triaging, or if the referral is split from a master referral)
srcSiteNum	Source Site Number	The Ocean site number that the referral was originally sent from. This field could be blank if referral was not sent through an Ocean site, such as via a fax.
srcSiteName	Source Site Name	The name of the source referral site.
referrerName	Referrer's Name	Referrer's Name
referralState	State	The basic primary status of the referral, such as "INITIAL", "ACCEPTED", "BOOKED", "COMPLETE", "CANCELED", or "DECLINED".
patientAge	Patient Age	The age of the patient in years, rounded down
patientGender	Patient Gender	The gender of the patient, can be overwritten on the form
patientCity	Patient City	The patient's home city.
patientPostalFirst3Chars	Patient Postal Code (First 3 Characters)	The first 3 characters of the patient's postal code.
sentToTestListing	Sent to Test Listing	Flag to indicate if the referral was sent to a test listing, or manually labeled as a test referral using the Action menu. Used to exclude the referral from analytics.

For convenience, you can easily copy the .csv-style format of these Core Analytic values by pressing the 'Copy' button below, and append your own comma-separated custom analytic values after the final value.

referralRef,referralCreationDate,referralInitialCreationDate,modificationDate,patientId,siteNum,regionalAuthoritySiteNum,inbound,currentHealthService,srcSiteNum,srcSiteName,referrerName,referralState,patientAge,patientGender,patientCity,patientPostalFirst3Chars,sentToTestListing

Copy

Custom Analytics

Custom Analytics are the user-defined analytic values that capture the response data from their respective eForm item reference mapping in the referral form. Custom Analytics must start with the prefix of fx_ with a unique name following the underscore (e.g., fx_myFirstAnalytic).

Your custom analytic values can then be included as a Column Field in your custom Export Template, and their respective eForm responses will be included in the .csv export file under the appropriate analytic value column header. It is important to note that analytic value names are case sensitive.

Generating Custom Reports

Once your custom Export Template has been saved and at least one referral capturing the desired analytic data has been received, you can obtain the .csv export file.

Under the 'Export Referral Analytic Data' heading, select your desired Date Type, Start date, End date, File Type, and Export Template.
Press the 'Export Referrals...' button to download your .csv export file.

Testing your Export Template

Any time a new custom Export Template is created, it is recommended that you generate an export after at least one test referral has been received including the desired analytic values to validate that the .csv export file is populating and displaying the data as desired.

During testing, verify that the 'File Type' is set to 'All' to ensure you are capturing referrals that have been marked as test referrals, and/or referrals that were sent from a test listing.

Editing a Custom Export Template

If you have an existing custom Export Template(s) you are able to modify it or delete the Template entirely. It is important to note that deleting a custom Export Template does not remove the eForm item references defined in the referral form.

Under the 'Export Referral Analytic Data' heading, select the Export Template that you would like to modify, and press the 'Edit' button.

The selected Template's properties will appear, allowing you to modify the template and use the 'Save' button, or delete the template entirely by using the 'Delete Template' button.