Post on 06-Aug-2020
EMR Certification
Access, Capacity and Workload Reporting Assessment Guide
March 31, 2020
Version 1.4
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 2 of 57
Table of Contents
1 Overview ................................................................................................................ 4
1.1 Document Purpose ........................................................................................... 4
1.2 Related Documents .......................................................................................... 4
2 EMR Product Assessment .................................................................................... 4
2.1 Preparing for Product Assessment .................................................................... 4
2.2 Addendum ........................................................................................................ 5
2.3 Assessment Assumptions ................................................................................. 5
2.4 Assessment Column Definitions ........................................................................ 5
2.5 Assessment Scenarios ..................................................................................... 6
3 Expected Results ................................................................................................ 22
3.1 Phase 1 .......................................................................................................... 22
3.2 Phase 2 .......................................................................................................... 27
3.3 Phase 3 .......................................................................................................... 39
4 Appendix A: Release Notes ................................................................................ 57
List of Tables
Table 1: Related Documents ........................................................................................... 4
Table 2: Assessment Scenarios – Phase 1 ..................................................................... 6
Table 3: Assessment Scenarios – Phase 2 ................................................................... 10
Table 4: Assessment Scenarios – Phase 3 ................................................................... 15
List of Figures
Figure 1: TC-PS-1-001 .................................................................................................. 22
Figure 2: TC-PS-1-002 .................................................................................................. 22
Figure 3: TC-PS-1-003 .................................................................................................. 23
Figure 4: TC-SUP-1-002 ............................................................................................... 24
Figure 5: TC-SUP-1-003 ............................................................................................... 24
Figure 6: TC-DAS-1-001 ............................................................................................... 25
Figure 7: TC-DEL-1-001 ................................................................................................ 25
Figure 8: TC-ACT-1-001 ............................................................................................... 26
Figure 9: TC-SUP-2-001 ............................................................................................... 27
Figure 10: TC-SUP-2-002 ............................................................................................. 27
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Figure 11: TC-SUP-2-003 ............................................................................................. 28
Figure 12: TC-DAS-2-001 ............................................................................................. 28
Figure 13: TC-DAS-2-002 ............................................................................................. 31
Figure 14: TC-DAS-2-003 ............................................................................................. 32
Figure 15: TC-DAS-2-004 ............................................................................................. 32
Figure 16: TC-DEL-2-001 .............................................................................................. 33
Figure 17: TC-DEL-2-002 .............................................................................................. 33
Figure 18: TC-ACT-2-001 ............................................................................................. 34
Figure 19: TC-ACT-2-002 ............................................................................................. 34
Figure 20: TC-ACT-2-003 ............................................................................................. 35
Figure 21: TC-DEF-2-001 ............................................................................................. 35
Figure 22: TC-DEF-2-002 ............................................................................................. 36
Figure 23: TC-NSC-2-001 ............................................................................................. 37
Figure 24: TC-NSC-2-002 ............................................................................................. 38
Figure 25: TC-NSC-3-001 ............................................................................................. 39
Figure 26: TC-NSC-3-002 ............................................................................................. 40
Figure 27: TC-NSC-3-003 ............................................................................................. 42
Figure 28: TC-NSC-3-004 ............................................................................................. 43
Figure 29: TC-PVR-3-001 ............................................................................................. 44
Figure 30: TC-PVR-3-002 ............................................................................................. 45
Figure 31: TC-PVR-3-003 ............................................................................................. 46
Figure 32: TC-PVR-3-004 ............................................................................................. 48
Figure 33: TC-PVR-3-005 ............................................................................................. 49
Figure 34: TC-PVR-3-006 ............................................................................................. 50
Figure 35: TC-PVR-3-007 ............................................................................................. 52
Figure 36: TC-CON-3-001 ............................................................................................. 52
Figure 37: TC-CON-3-002 ............................................................................................. 53
Figure 38: TC-CON-3-003 ............................................................................................. 54
Figure 39: TC-CON-3-004 ............................................................................................. 55
Figure 40: TC-OCT-3-001 ............................................................................................. 55
Figure 41: TC-OCT-3-002 ............................................................................................. 56
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1 Overview
1.1 Document Purpose
This document contains details for the assessment components which are required in order for an EMR Product to be certified to the Access, Capacity and Workload Reporting (ACW Reporting) Specification.
1.2 Related Documents
This document references the following companion documents:
Table 1: Related Documents
DOCUMENT
Manitoba EMR Certification - Baseline EMR Requirements Specification
Access, Capacity and Workload Reporting Specification
Access, Capacity and Workload Reporting Assessment Addendum
Upon application for EMR Certification to this specification, Vendors can email EMR@sharedhealthmb.ca or contact their EMR Product Lead to request the additional assessment addendum containing additional configuration details necessary for assessment.
2 EMR Product Assessment
The Access, Capacity and Workload Reporting Specification defines the requirements for the inclusion of the Access, Capacity and Workload Reporting functionality within the EMR.
2.1 Preparing for Product Assessment
Vendors of Certified EMR Products are advised to thoroughly prepare to ensure that the assessment goes smoothly and to ensure that it can be completed in the allocated time. Before an assessment session, the Vendor of a Certified EMR Product must:
1. Review each scenario to ensure understanding. If questions arise, please contact your designated Product Lead and they will provide any required clarification.
2. Complete the pre-requisites related to each assessment scenario.
3. Conduct an end-to-end dry run to ensure that any identified issues can be remedied prior to assessment, and to confirm the time required to complete the assessment. If more time is required than initially allocated, please advise Shared Health at the earliest opportunity.
Demonstration provided by vendors that does not align with Assessment Scenarios or Assessment Addendum data may require re-assessment to confirm that requirements are met.
Vendors are expected to keep in-session development to a minimum during assessment sessions. Product Leads reserve the right to discontinue any assessment sessions based on EMR Product and vendor resource readiness.
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2.2 Addendum
A companion document to this Assessment Guide is the Access, Capacity and Workload Reporting Assessment Addendum (addendum) which must be requested. The addendum will contain the necessary configuration data to enable assessment. The following information will be contained in the addendum:
Test Clinics
Test Providers
Test Patients
Test Schedules
Test Appointments
2.3 Assessment Assumptions
Reference data provided by Shared Health will be used to facilitate EMR product assessment wherever possible. On an exception basis, alternate data may be used. In that case, the test data used must be supplied with an explanation how the test data relates to the assessment.
2.4 Assessment Column Definitions
ID – A unique identifier for the assessment scenario.
Precondition – Any setup that must be in place prior to the assessment being performed.
Script – The detailed steps needed to execute the assessment.
Expected Results – The detailed results to be demonstrated and that prove successful execution of the test.
Reqmt Xref – A reference to one or more requirements from the specification.
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2.5 Assessment Scenarios
2.5.1 Phase 1
Table 2: Assessment Scenarios – Phase 1
ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF
TC-GEN-1-002 Demonstrate an ability to restrict the access to run Access, Capacity and Workload reports for only users who have been granted Access, Capacity and Workload privileges.
No access for non-authorized users.
GBR-001
TC-GEN-1-003 Demonstrate a user who has access to run Access, Capacity and Workload reports and has access rights to a single clinic in a multi-clinic instance can only run Access, Capacity and Workload reports for the clinic they have access to.
Clinic reports are restricted on user access.
GBR-002
TC-GEN-1-004 Demonstrate a user who has access to run Access, Capacity and Workload reports and has access rights to multiple clinics in a multi-clinic instance; can run Access, Capacity and Workload reports for the clinics they have access to.
Authorized users can run reports on multiple clinics.
GBR-002
TC-GEN-1-005 Demonstrate that a patient may be only attached or enrolled with one provider at a time.
A Patient can only be attached to one provider at a time
GBR-003
TC-GEN-1-006 Demonstrate that all generated Access, Capacity and Workload reports can be saved and reviewed at any given later point in time.
A Patient can only be enrolled to one provider at a time
GEN-023
TC-GEN-1-007 Demonstrate that all Access, Capacity and Workload reports can be printed by a user.
Reports are printed and legible GEN-024
TC-GEN-1-008 Demonstrate that all Access, Capacity and Workload reports can be exported in a format that can be reviewed in applications such as MS excel.
Reports are exportable to a spreadsheet application
GEN-027
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ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF
TC-PS-1-001 Load relevant addendum data.
Test Description: Test the calculations for the panel report. Report Parameters: System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic, Sun Clinic Provider(s): Bobby Joe Relationship: Enrolled
Refer to: Section 3.1.1 - Expected Results - Phase 1 - Panel
GBR-006 PS-1-001 PS-1-002 PS-1-003 PS-1-004 PS-1-005 PS-1-006 PS-1-007 PS-1-008 PS-1-009
TC-PS-1-002 Load relevant addendum data.
Test Description: Test the calculations for the panel report. Report Parameters: System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic Provider(s): Margo Rocket Relationship: Attached
Refer to: Section 3.1.1 - Expected Results - Phase 1 - Panel
GBR-005 PS-1-001 PS-1-002 PS-1-003 PS-1-004 PS-1-005 PS-1-006 PS-1-007 PS-1-008 PS-1-009
TC-PS-1-003 Load relevant addendum data.
Test Description: Test the calculations for the panel report. Report Parameters: System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic, Sun Clinic Provider(s): Bobby Joe, Margo Rocket, Sven Cubicle Relationship: Both( Attached or Enrolled)
Refer to: Section 3.1.1 - Expected Results - Phase 1 - Panel
GBR-005 GBR-006 PS-1-001 PS-1-002 PS-1-003 PS-1-004 PS-1-005 PS-1-006 PS-1-007 PS-1-008 PS-1-009
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ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF
TC-SUP-1-001 Load relevant addendum data.
Test Description: Restricts user from running a supply report using a historical period. Report Parameters: System Run Date: 20150807 Reporting Period: 20150803-20150807 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Report will not be generated. User will be prevented from running a report using a historical period in the reporting period parameter.
SUP-1-003
TC-SUP-1-002 Load relevant addendum data.
Test Description: Confirms supply report by provider. Report Parameters: System Run Date: 20150807 Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Refer to: Section 3.1.2 - Expected Results - Phase 1 - Supply
GBR-004 SUP-1-001 SUP-1-003 SUP-1-004 SUP-1-005 SUP-1-006 SUP-1-007 SUP-1-008 SUP-1-009 SUP-1-010
TC-SUP-1-003 Load relevant addendum data.
Test Description: Confirms supply report by provider. Report Parameters: System Run Date: 20150807 Reporting Period: 20150810-20150814 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Refer to: Section 3.1.2 - Expected Results - Phase 1 - Supply
GBR-004 SUP-1-001 SUP-1-003 SUP-1-004 SUP-1-006 SUP-1-007 SUP-1-008 SUP-1-009 SUP-1-010
TC-SUP-1-004 Load relevant addendum data.
Demonstrate the ability for a user to set scheduled time and appointment types as book-able and non-book-able in a multi-clinic instance.
A user can set scheduled time as book-able or non-book-able
SUP-1-001
TC-DAS-1-001 Load relevant addendum data.
Test Description: Confirms reporting end dates and unit calculations. Report Parameters: Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider(s): Ralph Smith, Fred Bebo, Davis Yards
Refer to: Section 3.1.3 - Expected Results - Phase 1 - Demand As Scheduled
DAS-1-001 DAS-1-002 DAS-1-003 DAS-1-004 DAS-1-005 DAS-1-006 GBR-004
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ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF
TC-DEL-1-001 Load relevant addendum data.
Test Description: Confirms delay to third day next available appointment calculations. Report Parameters: System Run Date: 20150807 Start Date: 20150810 Start Time: 9:00 Clinic(s): Jets, Sharks Provider(s): Velma Morton, Riff Morton, Tony Wyzek, Maria Nunez
Refer to: Section 3.1.4 - Expected Results - Phase 1 - Delay
DEL-1-001 DEL-1-004 DEL-1-005 DEL-1-006 DEL-1-007 DEL-1-008 DEL-1-009 DEL-1-010 DEL-1-011 DEL-1-012 DEL-1-013 DEL-1-014 GBR-004
TC-DEL-1-002 Demonstrate that appointment slots designated as carve-outs are easily identifiable within the schedule
A user can identify carve-outs on a schedule
DEL-1-003
TC-ACT-1-001 Load relevant addendum data.
Test Description: Confirms the Activity report calculation. Report Parameters: System Run Date: 20150830 Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Refer to: Section 3.1.5 - Expected Results - Phase 1 - Activity
ACT-1-001 ACT-1-002 ACT-1-003 ACT-1-004 ACT-1-005 ACT-1-006 ACT-1-007 GBR-004
TC-ACT-1-002 Load relevant addendum data.
Test Description: Restricts user from running an activity report using future dates. Report Parameters: System Run Date: 20150830 Reporting Period: 20150830-20150831 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Report will not be generated. User will be prevented from running a report using future dates in the reporting period parameter.
ACT-1-001
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2.5.2 Phase 2
Table 3: Assessment Scenarios – Phase 2
ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF
TC-GEN-2-002 Demonstrate an ability to associate a care provider with a provider type.
Providers are connected to a provider type
GEN-2-003
TC-SUP-2-001 Load relevant addendum data.
Test Description: Confirms supply report by provider with filled and unfilled counts. Report Parameters: System Run Date: 20150807 Report View: Provider Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Refer to: Section 3.2.1 - Expected Results - Phase 2 - Supply
SUP-2-001 SUP-2-002 SUP-2-003 SUP-2-004 SUP-2-005 SUP-2-006 SUP-2-007
TC-SUP-2-002 Load relevant addendum data.
Test Description: Confirms supply report by all provider types with filled and unfilled counts. Report Parameters: System Run Date: 20150807 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Physician , Nurse Practitioner
Refer to: Section 3.2.1 - Expected Results - Phase 2 - Supply
SUP-2-008 SUP-2-009 SUP-2-010 SUP-2-011 SUP-2-012 SUP-2-013 SUP-2-014
TC-SUP-2-003 Load relevant addendum data.
Test Description: Confirms supply report by specified provider type with filled and unfilled counts. Report Parameters: System Run Date: 20150807 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Nurse Practitioner
Refer to: Section 3.2.1 - Expected Results - Phase 2 - Supply
SUP-2-008 SUP-2-009 SUP-2-010 SUP-2-011 SUP-2-012 SUP-2-013 SUP-2-014
TC-DAS-2-001 Load relevant addendum data.
Test Description: Confirms reporting end dates and unit calculations. Report Parameters: System Run Date: 20150125 Report View: Provider
Refer to: Section 3.2.2 - Expected Results - Phase 2 - Demand As Scheduled
DAS-2-001
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Detail: Date Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider(s): Ralph Smith, Fred Bebo, Davis Yards
TC-DAS-2-002 Load relevant addendum data.
Test Description: Confirms reporting end dates and unit calculations with the provider view and hourly detail. Report Parameters: System Run Date: 20150125 Report View: Provider Detail: Hourly Reporting Period: 20150112 - 20150120 Operational Hours: 08:00 - 17:00 Clinic(s): Day, Night Provider(s): Ralph Smith, Fred Bebo, Davis Yards
Refer to: Section 3.2.2 - Expected Results - Phase 2 - Demand As Scheduled
DAS-2-001 DAS-2-002 DAS-2-003 DAS-2-004 DAS-2-005 DAS-2-006 DAS-2-007 DAS-2-008
TC-DAS-2-003 Load relevant addendum data.
Test Description: Confirms reporting end dates and unit calculations with the provider type view and date detail. Report Parameters: System Run Date: 20150125 Report View: Provider Type Detail: Date Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider Types(s): Physician, Nurse Practitioner
Refer to: Section 3.2.2 - Expected Results - Phase 2 - Demand As Scheduled
DAS-2-009 DAS-2-010 DAS-2-011
TC-DAS-2-004 Load relevant addendum data.
Test Description: Confirms reporting end dates and unit calculations with the provider type view and date detail. Confirming the ability to select one provider type. Report Parameters: System Run Date: 20150125 Report View: Provider Type Detail: Date Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider Types(s): Nurse Practitioner
Refer to: Section 3.2.2 - Expected Results - Phase 2 - Demand As Scheduled
DAS-2-009 DAS-2-010 DAS-2-011
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TC-DEL-2-001 Load relevant addendum data.
Test Description: Confirms delay to third day next available appointment calculations using the provider type. Report Parameters: System Run Date: 20150807 Report View: Provider Type Start Date: 20150810 Start Time: 09:00 Clinic(s): Jets, Sharks Provider Type(s): Physician, Nurse Practitioner
Refer to: Section 3.2.3 - Expected Results - Phase 2 - Delay
DEL-2-001 DEL-2-002 DEL-2-003
TC-DEL-2-002 Load relevant addendum data.
Test Description: Confirms delay to third day next available appointment calculations using the provider type. Confirms the ability to select one provider type. Report Parameters: System Run Date: 20150807 Report View: Provider Type Start Date: 20150810 Start Time: 09:00 Clinic(s): Jets, Sharks Provider Type(s): Nurse Practitioner
Refer to: Section 3.2.3 - Expected Results - Phase 2 - Delay
DEL-2-001 DEL-2-002 DEL-2-003
TC-ACT-2-001 Load relevant addendum data.
Test Description: Confirms the Activity report calculation by Provider. Report Parameters: System Run Date: 20150830 Report View: Provider Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee
Refer to: Section 3.2.4 - Expected Results - Phase 2 - Activity
ACT-2-001 ACT-2-002 ACT-2-003
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TC-ACT-2-002 Load relevant addendum data.
Test Description: Confirms the Activity report calculation by Provider Type. Report Parameters: System Run Date: 20150830 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Physician, Nurse Practitioner
Refer to: Section 3.2.4 - Expected Results - Phase 2 - Activity
ACT-2-001 ACT-2-002 ACT-2-003
TC-ACT-2-003 Load relevant addendum data.
Test Description: Confirms the Activity report calculation by Provider Type and the ability to select one provider type. Report Parameters: System Run Date: 20150830 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Nurse Practitioner
Refer to: Section 3.2.4 - Expected Results - Phase 2 - Activity
ACT-2-001 ACT-2-002 ACT-2-003
TC-DEF-2-001 Load relevant addendum data.
Test Description: Confirms Deflections by Provider View. Report Parameters: System Run Date: 20150125 Report View: Provider Reporting Period: 20150112 - 20150120 Clinic(s): Cliff, Collins Provider(s): Kenny Parton, Mya Pras, Damian Brown
Refer to: Section 3.2.5 - Expected Results - Phase 2 - Deflections
DEF-2-001 DEF-2-004 DEF-2-005 DEF-2-006 DEF-2-007 DEF-2-008 DEF-2-009
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TC-DEF-2-002 Load relevant addendum data.
Test Description: Confirms Deflections by Provide Type View. Report Parameters: System Run Date: 20150125 Report View: Provider Type Reporting Period: 20150112 - 20150120 Clinic(s): Cliff, Collins Provider Type(s): Nurse Practitioner, Physician
Refer to: Section 3.2.5 - Expected Results - Phase 2 - Deflections
DEF-2-001 DEF-2-004 DEF-2-010 DEF-2-011 DEF-2-012 DEF-2-013 DEF-2-014
TC-NSC-2-001 Load relevant addendum data.
Test Description: Confirms the No Show and Cancellation report run using the Provider view. Report Parameters: System Run Date: 20150119 Report View: Provider Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Refer to: Section 3.2.6 - Expected Results - Phase 2 - No Show and Cancellation
GEN-2-006 NSC-2-001 NSC-2-003 NSC-2-004 NSC-2-005 NSC-2-006 NSC-2-007 NSC-2-008
TC-NSC-2-002 Load relevant addendum data.
Test Description: Confirms the No Show and Cancellation report run using the Day of the Week view. Report Parameters: System Run Date: 20150119 Report View: Day of the Week Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Refer to: Section 3.2.6 - Expected Results - Phase 2 - No Show and Cancellation
GEN-2-006 NSC-2-001 NSC-2-003 NSC-2-009 NSC-2-010 NSC-2-012 NSC-2-013
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2.5.3 Phase 3
Table 4: Assessment Scenarios – Phase 3
ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF
TC-GEN-3-002 Demonstrate the ability to create a care team. A care team is created GEN-3-001 GEN-3-003 GEN-3-004 GEN-3-005 GEN-3-006
TC-NSC-3-001 Load relevant addendum data.
Test Description: Confirms the No Show and Cancellation report run using the Provider view and Summary detail. Report Parameters: System Run Date: 20150119 Report View: Provider Detail Level: Summary Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Refer to: Section 3.3.1 - Expected Results - Phase 3 - No Show and Cancellation
NSC-3-001 NSC-3-002 NSC-3-007 NSC-3-008 NSC-3-009 NSC-3-010
TC-NSC-3-002 Load relevant addendum data.
Test Description: Confirms the No Show and Cancellation report run using the Day of the Week view. Report Parameters: System Run Date: 20150119 Report View: Day of the Week Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Refer to: Section 3.3.1 - Expected Results - Phase 3 - No Show and Cancellation
NSC-3-001 NSC-3-002 NSC-3-011 NSC-3-012 NSC-3-013 NSC-3-014 NSC-3-015 NSC-3-016
TC-NSC-3-003 Load relevant addendum data.
Test Description: Confirms the No Show and Cancellation report run using the Provider view and Detailed detail. Report Parameters: System Run Date: 20150119 Report View: Provider
Refer to: Section 3.3.1 - Expected Results - Phase 3 - No Show and Cancellation
NSC-3-001 NSC-3-002 NSC-3-017 NSC-3-018 NSC-3-019 NSC-3-020 NSC-3-021
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Detail Level: Detail Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
NSC-3-022
TC-NSC-3-004 Load relevant addendum data.
Test Description: Confirms the No Show and Cancellation report run using the Care Team view. Report Parameters: System Run Date: 20150119 Report View: Care Team Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Care Team(s): Teen Clinic, Westside
Refer to: Section 3.3.1 - Expected Results - Phase 3 - No Show and Cancellation
NSC-3-001 NSC-3-002 NSC-3-023 NSC-3-024 NSC-3-025 NSC-3-026 NSC-3-027 NSC-3-028
TC-NSC-3-005 Demonstrate the ability to define and automatically record late cancellations.
Can record a late cancellation. NSC-3-004 NSC-3-005 NSC-3-006
TC-PVR-3-001 Load relevant addendum data.
Test Description: Confirms patient visit rate by the provider view for patients satisfying the attached relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Attached Patient Information: None
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017
TC-PVR-3-002 Load relevant addendum data.
Test Description: Confirms patient visit rate by the provider view for patients satisfying the enrolled relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007
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Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Enrolled Patient Information: None
PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017
TC-PVR-3-003 Load relevant addendum data.
Test Description: Confirms patient visit rate by the provider view for patients satisfying either the enrolled or the attached relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both Patient Information: None
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017
TC-PVR-3-004 Load relevant addendum data.
Test Description: Confirms patient visit rate by the provider view for patients satisfying either the enrolled or the attached relationship. Individually displaying all patient information. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014
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Patient Information: All
PVR-3-015 PVR-3-016 PVR-3-017 PVR-3-022 PVR-3-023 PVR-3-024 PVR-3-025 PVR-3-026 PVR-3-027
TC-PVR-3-005 Load relevant addendum data.
Test Description: Confirms patient visit rate by the provider view for patients satisfying either the enrolled or the attached relationship. Individually displaying specified patient information. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both Patient Information: AT Conform - 452128963, AO Conform - 527542319
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017 PVR-3-022 PVR-3-023 PVR-3-024 PVR-3-025 PVR-3-026 PVR-3-027
TC-PVR-3-006 Load relevant addendum data.
Test Description: Confirms patient visit rate by the care team view for patients satisfying either the enrolled or the attached relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529 Report View: Care Team
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009
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Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Care Team(s): Teen, Westside Relationship: Both Patient Information: None
PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-018 PVR-3-019 PVR-3-020 PVR-3-021
TC-PVR-3-007 Load relevant addendum data.
Test Description: Confirms patient visit rate by the care team view for patients satisfying either the enrolled or the attached relationship. Individually displaying all patient information. Report Parameters: System Run Date: 20150529 Report View: Care Team Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Care Team(s): Teen, Westside Relationship: Both Patient Information: All
Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate
PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-018 PVR-3-019 PVR-3-020 PVR-3-021 PVR-3-022 PVR-3-023 PVR-3-024 PVR-3-025 PVR-3-026 PVR-3-027
TC-CON-3-001 Load relevant addendum data.
Test Description: Confirms continuity by the provider view for patients satisfying the attached relationship. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious
Refer to: Section 3.3.3 - Expected Results - Phase 3 - Continuity
CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-005 CON-3-006 CON-3-007 CON-3-008 CON-3-009
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Block, Ralph Meek Relationship: Attached
CON-3-010
TC-CON-3-002 Load relevant addendum data.
Test Description: Confirms continuity by the provider view for patients satisfying the enrolled relationship. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Enrolled
Refer to: Section 3.3.3 - Expected Results - Phase 3 - Continuity
CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-005 CON-3-006 CON-3-007 CON-3-008 CON-3-009 CON-3-010
TC-CON-3-003 Load relevant addendum data.
Test Description: Confirms continuity by the provider view for patients satisfying either the enrolled or the attached relationship. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both
Refer to: Section 3.3.3 - Expected Results - Phase 3 - Continuity
CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-005 CON-3-006 CON-3-007 CON-3-008 CON-3-009 CON-3-010
TC-CON-3-004 Load relevant addendum data.
Test Description: Confirms continuity by the care team view for patients satisfying either the enrolled or the attached relationship. Report Parameters: System Run Date: 20150529 Report View: Care Team Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Care Team(s): Teen, Westside Relationship: Both
Refer to: Section 3.3.3 - Expected Results - Phase 3 - Continuity
CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-011 CON-3-012 CON-3-013 CON-3-014 CON-3-015
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TC-OCT-3-001 Load relevant addendum data.
Test Description: Confirms octane by the provider view for the appointment types: New Consult, Referral. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Redwood Clinic, Greenhouse Clinic Provider(s): Marla Lynch, Jack Durden, Tyler Durden Appointment Type(s): New Consult, Referral
Refer to: Section 3.3.4 - Expected Results - Phase 3 - Octane
OCT-3-002 OCT-3-003 OCT-3-004 OCT-3-005 OCT-3-006 OCT-3-007 OCT-3-008 OCT-3-009 OCT-3-010 OCT-3-011
TC-OCT-3-002 Load relevant addendum data.
Test Description: Confirms octane by the provider type view for the appointment types: New Consult, Referral. Report Parameters: System Run Date: 20150529 Report View: Provider Type Reporting Period: 20141021 - 20150521 Clinic(s): Redwood Clinic, Greenhouse Clinic Provider Type(s): Physician, Nurse Practitioner Appointment Type(s): New Consult, Referral
Refer to: Section 3.3.4 - Expected Results - Phase 3 - Octane
OCT-3-002 OCT-3-003 OCT-3-004 OCT-3-005 OCT-3-006 OCT-3-012 OCT-3-013 OCT-3-014 OCT-3-015 OCT-3-016
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3 Expected Results
3.1 Phase 1
3.1.1 Panel
Panel Size
Run Parameters: 20140425- 20150125, Moon, Sun, Bobby Joe, Enrolled
Clinic Provider Name # of Unique Patients
Moon Clinic Bobby Joe 4
Moon Clinic Total 4
Moon Clinic Provider Avg. 4
Sun Clinic Bobby Joe 1
Sun Clinic Total 1
Sun Clinic Provider Avg. 1
Report Total 5
All Clinics Provider Avg. 5
Run Date: 20150505 Confidential Page 1
FIGURE 1: TC-PS-1-001
Panel Size
Run Parameters: 20140425- 20150125, Moon, Bobby Joe, Attached
Clinic Provider Name # of Unique Patients
Moon Clinic Margo Rocket 5
Moon Clinic Total 5
Moon Clinic Provider Avg. 5
Report Total 5
All Clinics Provider Avg. 5
Run Date: 20150505 Confidential Page 1
FIGURE 2: TC-PS-1-002
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Panel Size
Run Parameters: 20140425- 20150125, Moon, Sun, Bobby Joe, Margo Rocket, Sven Cubicle, Both
Clinic Provider Name # of Unique Patients
Moon Clinic Bobby Joe 4
Margo Rocket 5
Sven Cubicle 5
Moon Clinic Total 9
Moon Clinic Provider Avg. 4.67
Sun Clinic Bobby Joe 1
Sun Clinic Total 1
Sun Clinic Provider Avg. 1
Report Total 9
All Clinics Provider Avg. 5
Run Date: 20150505 Confidential Page 1
FIGURE 3: TC-PS-1-003
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3.1.2 Supply
Supply by Provider
Report Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee
Clinic Provider Name Unit Duration Total Slots
Dark Clinic Tom Shack 15 215
George Yellow 10 309
Lando Dee 30 119.5
Dark Clinic Total 643.5
Light Clinic Tom Shack 5 621
Light Clinic Total 621
Report Total 1264.5
Run Date: 20150807 Confidential Page 1
FIGURE 4: TC-SUP-1-002
Supply by Provider
Report Parameters 20150810-20150814, Dark, Light, Tom Shack, George Yellow, Lando Dee
Clinic Provider Name Unit Duration Total Slots
Dark Clinic Tom Shack 15 117
George Yellow 10 130.5
Lando Dee 30 58
Dark Clinic Total 305.5
Light Clinic Tom Shack 5 339
Light Clinic Total 339
Report Total 644.5
Run Date: 20150807 Confidential Page 1
FIGURE 5: TC-SUP-1-003
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3.1.3 Demand As Scheduled
Demand as Scheduled - Date
Report Parameters 20150112 - 20150120, Day, Night, Ralph Smith, Fred Bebo, Davis Yards
Clinic
Provider Name Demand
Day Clinic
Ralph Smith 21
Fred Bebo 31
Davis Yards 26
Day Clinic Total 78
Night Clinic
Ralph Smith 12
Night Clinic Total 12
Report Total 90
Run Date: 20150125 Confidential
Page 1
FIGURE 6: TC-DAS-1-001
3.1.4 Delay
Delay by Provider
Report Parameters 20150810, 09:00, Jets, Sharks, Velma Morton, Riff Morton, Tony Wyzek, Maria Nunez
Clinic Provider Name Unit Duration Delay - Short
Delay - Long
Jets Clinic Velma Morton 15 4 11
Riff Morton 10 7 10
Tony Wyzek 30 0 9
Jets Clinic Average 18.33 3.67 10
Sharks Clinic Maria Nunez 5 0 0
Shark Clinic
Average 5 0 0
Report Average 15 2.75 7.5
Run Date: 20150807 Confidential Page 1
FIGURE 7: TC-DEL-1-001
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3.1.5 Activity
Activity
Run Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee
Clinic Provider Name Activity
Dark Clinic Tom Shack 17
George Yellow 14
Lando Dee 5.67
Dark Clinic Total 36.67
Light Clinic Tom Shack 21
Light Clinic Total 21
Report Total 57.67
Run Date: 20150830 Confidential Page 1
FIGURE 8: TC-ACT-1-001
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3.2 Phase 2
3.2.1 Supply
Supply by Provider
Report Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee
Clinic Provider Name Unit Duration Unfilled Slots Filled Total Slots
Dark Clinic Tom Shack 15 185 30 215
George Yellow 10 293 16 309
Lando Dee 30 112.83 6.67 119.5
Dark Clinic Total 590.83 52.67 643.5
Light Clinic Tom Shack 5 603 18 621
Light Clinic Total 603 18 621
Report Total 1193.83 70.67 1264.5
Run Date: 20150807 Confidential Page 1
FIGURE 9: TC-SUP-2-001
Supply by Provider Type
Report Parameters 20150810-20150821, Dark, Light, Physician , Nurse Practitioner
Clinic Provider Type Avg. Duration Unfilled Slots Filled Total Slots
Dark Clinic Physician 15 185 30 215
Nurse Practitioner 20 405.83 22.67 428.5
Dark Clinic Total 590.83 52.67 643.5
Light Clinic Physician 5 603 18 621
Light Clinic Total 603 18 621
Report Total 1193.83 70.67 1264.5
Run Date: 20150807 Confidential Page 1
FIGURE 10: TC-SUP-2-002
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Supply by Provider Type
Report Parameters 20150810-20150821, Dark, Light, Nurse Practitioner
Clinic Provider Type Avg. Duration Unfilled Slots Filled Total Slots
Dark Clinic Nurse Practitioner 20 405.83 22.67 428.5
Dark Clinic Total 405.83 22.67 428.5
Light Clinic Nurse Practitioner 0 0 0 0
Light Clinic Total 0 0 0
Report Total 405.83 22.67 1264.5
Run Date: 20150807 Confidential Page 1
FIGURE 11: TC-SUP-2-003
3.2.2 Demand As Scheduled
Demand as Scheduled by Provider View and Date Detail
Report Parameters 20150112 - 20150120, Day, Night, Ralph Smith, Fred Bebo, Davis Yards
Clinic Provider Name Demand
Day Clinic Ralph Smith 21
Fred Bebo 31
Davis Yards 26
Day Clinic Total 78
Night Clinic Ralph Smith 12
Night Clinic Total 12
Report Total 90
Run Date: 20150125 Confidential Page 1
FIGURE 12: TC-DAS-2-001
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Demand as Scheduled by Provider View and Hourly Detail
Report Parameters 20150112-20150120,8:00-17:00, Day, Night, Ralph Smith, Fred Bebo, David Yards
Mon Tue Wed Thu Fri Sat Sun Mon Tue
Clinic Provider Name 20150112 20150113 20150114 20150115 20150116 20150117 20150118 20150119 20150120 Hourly Total
Day Clinic Ralph Smith
800 0 0 0 0 0 0 0 0 0 0
900 4 0 0 0 0 0 0 0 0 4
1000 0 0 0 0 0 0 0 0 0 0
1100 0 0 0 2 0 0 0 0 0 2
1200 0 0 0 0 0 0 0 0 0 0
1300 0 0 0 0 0 0 0 0 0 0
1400 0 0 0 0 0 0 0 1 0 1
1500 0 0 0 0 0 0 0 0 0 0
1600 0 0 0 2 5 0 0 0 0 7
1700 0 0 0 0 0 0 0 1 0 1
Ralph Smith Total 4 0 0 4 5 0 0 2 0 15
Fred Bebo
800 0 0 0 0 0 0 0 0 0 0
900 5 0 0 0 0 0 0 0 0 5
1000 0 0 0 0 0 0 0 0 0 0
1100 0 0 0 0 6 0 0 0 0 6
1200 0 0 0 0 0 0 0 0 0 0
1300 0 0 0 0 0 0 0 5 0 5
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1400 3 6 0 6 0 0 0 0 0 15
1500 0 0 0 0 0 0 0 0 0 0
1600 0 0 0 0 0 0 0 0 0 0
1700 0 0 0 0 0 0 0 0 0 0
Fred Bebo Total 8 6 0 6 6 0 0 5 0 31
Davis Yards
800 0 0 0 0 0 0 0 1 0 1
900 0 3 0 0 0 0 0 0 0 3
1000 0 0 0 0 0 0 0 0 0 0
1100 0 0 0 0 0 0 0 0 0 0
1200 0 0 0 0 0 0 0 1 0 1
1300 0 0 3 3 4 0 0 0 0 10
1400 0 0 0 0 0 0 0 0 0 0
1500 0 0 0 2 3 0 0 0 0 5
1600 0 3 0 0 0 0 0 0 0 3
1700 0 0 0 0 0 0 0 0 0 0
Davis Yards Total 0 6 3 5 7 0 0 2 0 23
Day Clinic Total 12 12 3 15 18 0 0 9 0 69
Night Clinic Ralph Smith
800 0 0 0 0 0 0 0 0 0 0
900 0 0 0 0 0 0 0 4 0 4
1000 0 0 2 0 0 0 0 0 0 2
1100 0 0 3 0 0 0 0 0 0 3
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FIGURE 13: TC-DAS-2-002
1200 1 0 0 0 0 0 0 0 0 1
1300 0 0 0 0 0 0 0 0 0 0
1400 0 0 0 0 2 0 0 0 0 2
1500 0 0 0 0 0 0 0 0 0 0
1600 0 0 0 0 0 0 0 0 0 0
1700 0 0 0 0 0 0 0 0 0 0
Ralph Smith Total 1 0 5 0 2 0 0 4 0 12
Night Clinic Total 1 0 5 0 2 0 0 4 0 12
Report Total 13 12 8 15 20 0 0 13 0 81
Run Date: 20150125 Confidential Page 1
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Demand as Scheduled by Provider Type and Date Detail
Report Parameters 20150112 - 20150120, Day, Night, Physician, Nurse Practitioner
Clinic Provider Type Demand
Day Clinic Physician 21
Nurse Practitioner 57
Day Clinic Total 78
Night Clinic Physician 12
Night Clinic Total 12
Report Total 90
Run Date: 20150125 Confidential Page 1
FIGURE 14: TC-DAS-2-003
Demand as Scheduled by Provider Type and Date Detail
Report Parameters 20150112 - 20150120, Day, Night, Nurse Practitioner
Clinic Provider Type Demand
Day Clinic Nurse Practitioner 57
Day Clinic Total 57
Night Clinic
Night Clinic Total 0
Report Total 57
Run Date: 20150125 Confidential Page 1
FIGURE 15: TC-DAS-2-004
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3.2.3 Delay
Delay by Provider Type
Report Parameters 20150810, 09:00, Jets, Sharks, Physician, Nurse Practitioner
Clinic Provider Name Unit Duration Delay - Short Delay - Long
Jets Clinic Physician 15 4 11
Nurse Practitioner 20 3.5 9.5
Jets Clinic Average 18.33 3.67 10
Sharks Clinic Physician 5 0 0
Shark Clinic Average 5 0 0
Report Average 15 2.75 7.5
Run Date: 20150807 Confidential Page 1
FIGURE 16: TC-DEL-2-001
Delay by Provider Type
Report Parameters 20150810, 09:00, Jets, Sharks, Nurse Practitioner
Clinic Provider Name Unit Duration Delay - Short Delay - Long
Jets Clinic Nurse Practitioner 20 3.5 9.5
Jets Clinic Average 20 3.5 9.5
Sharks Clinic
Shark Clinic Average 0 0 0
Report Average 20 3.5 9.5
Run Date: 20150807 Confidential Page 1
FIGURE 17: TC-DEL-2-002
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3.2.4 Activity
Activity by Provider
Run Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee
Clinic Provider Name Activity
Dark Clinic Tom Shack 17
George Yellow 14
Lando Dee 5.67
Dark Clinic Total 36.67
Light Clinic Tom Shack 21
Light Clinic Total 21
Report Total 57.67
Run Date: 20150830 Confidential Page 1
FIGURE 18: TC-ACT-2-001
Activity by Provider Type
Run Parameters 20150810-20150821, Dark, Light, Physician, Nurse Practitioner
Clinic Provider Name Activity
Dark Clinic Physician 17
Nurse Practitioner 19.67
Dark Clinic Total 36.67
Light Clinic Physician 21
Light Clinic Total 21
Report Total 57.67
Run Date: 20150830 Confidential Page 1
FIGURE 19: TC-ACT-2-002
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Activity by Provider Type
Run Parameters 20150810-20150821, Dark, Light, Nurse Practitioner
Clinic Provider Name Activity
Dark Clinic Nurse Practitioner 19.67
Dark Clinic Total 19.67
Light Clinic
Light Clinic Total 0
Report Total 19.67
Run Date: 20150830 Confidential Page 1
FIGURE 20: TC-ACT-2-003
3.2.5 Deflections
Deflections by Provider View
Report Parameters 20150112 - 20150120, Clinic: Cliff, Collins, Kenny Parton, Mya Pras, Damian Brown
Clinic Provider Name Provider Type Deflections
Cliff Clinic Kenny Parton Physician 11
Mya Pras Nurse Practitioner 10
Damian Brown Nurse Practitioner 13
Cliff Clinic Total 34
Cliff Clinic Provider Avg. 11.33
Collins Clinic Kenny Parton Physician 6
Collins Clinic Total 6
Collins Clinic Provider Avg. 6
Report Total 40
All Clinics Provider Avg. 10
Run Date: 20150125 Confidential Page 1
FIGURE 21: TC-DEF-2-001
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Deflections by Provider Type View
Report Parameters 20150112-20150120, Clinic: Cliff, Collins, Nurse Practitioner, Physician
Clinic Provider Type Total
Deflections
Provider Type Clinic Avg.
Provider Type
Report Avg.
Cliff Clinic Physician 11 11.3 10
Nurse Practitioner 23 11.3 10
Cliff Clinic Total 34
Collins Clinic Physician 6 6 10
Collins Clinic Total 6
Report Total 40
Run Date: 20150125 Confidential Page 1
FIGURE 22: TC-DEF-2-002
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3.2.6 No Show & Cancellation
No Show & Cancellation by Provider View
Report Parameters 20150105 - 20150117, Bedrock, Orbit, Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Clinic Provider Name No Shows Reg. Cancels
Bedrock Clinic Wilma Stone 6 3
Provider Rate: 37.5% 18.8%
Barney Rubes 0 0
Provider Rate: 0.0% 0.0%
Pebbles Stone 1 1
Provider Rate: 20.0% 20.0%
Bedrock Clinic Total: 7 4
Orbit Clinic Jane Jets 0 1
Provider Rate: 0.0% 50.0%
Wilma Stone 0 1
Provider Rate: 0.0% 100.0%
Orbit Clinic Total: 0 2
Report Total: 7 6
Run Date: 20150119 Confidential Page 1
FIGURE 23: TC-NSC-2-001
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No Show & Cancellation by Day of the Week View
Report Parameters 20150105 - 20150117, Bedrock, Orbit, Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Clinic Date Day of the Week No Shows Reg. Cancels
Bedrock Clinic 20150105 Monday 0 0
20150106 Tuesday 0 0
20150107 Wednesday 0 0
20150108 Thursday 0 0
20150109 Friday 0 0
20150110 Saturday 0 0
20150111 Sunday 0 1
20150112 Monday 2 2
20150113 Tuesday 1 0
20150114 Wednesday 0 1
20150115 Thursday 2 0
20150116 Friday 1 0
20150117 Saturday 1 0
Bedrock Clinic Total 7 4
Orbit Clinic 20150105 Monday 0 0
20150106 Tuesday 0 0
20150107 Wednesday 0 0
20150108 Thursday 0 0
20150109 Friday 0 0
20150110 Saturday 0 0
20150111 Sunday 0 0
20150112 Monday 0 0
20150113 Tuesday 0 1
20150114 Wednesday 0 0
20150115 Thursday 0 1
20150116 Friday 0 0
20150117 Saturday 0 0
Orbit Clinic Total 0 2
Report Total 7 6
Run Date: 20150119 Confidential Page 1
FIGURE 24: TC-NSC-2-002
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3.3 Phase 3
3.3.1 No Show and Cancellation
No Show & Cancellation by Provider View and Summary Detail
Report Parameters 20150105 - 20150117, Bedrock, Orbit, Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Clinic Provider Name No Shows Late Cancel Reg. Cancels
Bedrock Clinic Wilma Stone 6 4 3
Provider Rate: 37.5% 25.0% 18.8%
Barney Rubes 0 1 0
Provider Rate: 0.0% 25.0% 0.0%
Pebbles Stone 1 1 1
Provider Rate: 20.0% 20.0% 20.0%
Bedrock Clinic Total: 7 6 4
Orbit Clinic Jane Jets 0 1 1
Provider Rate: 0.0% 50.0% 50.0%
Wilma Stone 0 0 1
Provider Rate: 0.0% 0.0% 100.0%
Orbit Clinic Total: 0 1 2
Report Total: 7 7 6
Run Date: 20150119 Confidential Page 1
FIGURE 25: TC-NSC-3-001
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No Show & Cancellation by Day of the Week View
Report Parameters 20150105 - 20150117, Bedrock, Orbit, Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Clinic Date Day of the Week
No Shows
Late Cancels
Reg. Cancels
Clinic Totals
Bedrock Clinic 20150105 Monday 0 1 0 1
20150106 Tuesday 0 0 0 0
20150107 Wednesday 0 0 0 0
20150108 Thursday 0 0 0 0
20150109 Friday 0 0 0 0
20150110 Saturday 0 0 0 0
20150111 Sunday 0 0 1 1
20150112 Monday 2 2 2 6
20150113 Tuesday 1 0 0 1
20150114 Wednesday 0 1 1 2
20150115 Thursday 2 1 0 3
20150116 Friday 1 1 0 2
20150117 Saturday 1 0 0 1
Bedrock Clinic Total 7 6 4 17
Orbit Clinic 20150105 Monday 0 0 0 0
20150106 Tuesday 0 0 0 0
20150107 Wednesday 0 0 0 0
20150108 Thursday 0 0 0 0
20150109 Friday 0 0 0 0
20150110 Saturday 0 0 0 0
20150111 Sunday 0 0 0 0
20150112 Monday 0 0 0 0
20150113 Tuesday 0 1 1 2
20150114 Wednesday 0 0 0 0
20150115 Thursday 0 0 1 1
20150116 Friday 0 0 0 0
20150117 Saturday 0 0 0 0
Orbit Clinic Total 0 1 2 3
Report Total 7 7 6 20
Run Date: 20150119 Confidential Page 1
FIGURE 26: TC-NSC-3-002
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No Show & Cancellation by Provider View and Detailed Detail
Report Parameters 20150105 - 20150117, Bedrock, Orbit, Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets
Clinic Provider Name
No Shows
Late Cancel
Reg. Cancels
Bedrock Clinic Wilma Stone Patient
AA Conform - 438804327 1 1 0
AB Conform - 574149148 0 1 0
AC Conform - 272219371 0 1 0
AD Conform - 854223445 1 0 0
AE Conform - 370614574 1 0 0
AF Conform - 514593530 0 0 1
AG Conform - 733984512 0 0 1
AH Conform - 988949083 0 1 0
AI Conform - 660222598 1 0 0
AJ Conform - 946933477 0 0 1
AK Conform - 946933477 2 0 0
Provider Totals: 6 4 3
Provider Rates: 37.5% 25.0% 18.8%
Barney Rubes Patient
AM Conform - 123204236 0 1 0
Provider Totals: 0 1 0
Provider Rates: 0.0% 25.0% 0.0%
Pebbles Stone Patient
AN Conform - 418936754 1 0 0
AO Conform - 527542319 0 1 0
AR Conform - 345105486 0 0 1
Provider Totals: 1 1 1
Provider Rates: 20.0% 20.0% 20.0%
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Bedrock Clinic Total: 7 6 4
Orbit Clinic Jane Jets Patient
AP Conform - 629867227 0 1 1
Provider Totals: 0 1 1
Provider Rates: 0.0% 50.0% 50.0%
Wilma Stone Patient
AF Conform - 514593530 0 0 1
Provider Totals: 0 0 1
Provider Rates: 0.0% 0.0% 100.0%
Orbit Clinic Total: 0 1 2
Report Total: 7 7 6
Run Date: 20150119 Confidential Page 1
FIGURE 27: TC-NSC-3-003
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No Show & Cancellation by Care Team View
Report Parameters 20150105 - 20150117, Bedrock, Orbit, Teen, Westside
Clinic Care Team No Shows Late Cancel Reg. Cancels
Bedrock Clinic Teen 7 5 4
Care Team Rate: 33.3% 23.8% 19.0%
Westside 0 2 1
Care Team Rate: 0.0% 33.3% 16.7%
Bedrock Clinic Total: 7 7 5
Orbit Clinic Westside 0 2 1
Care Team Rate: 0.0% 33.3% 16.7%
Orbit Clinic Total: 0 2 1
Report Total: 7 9 6
Run Date: 20150119 Confidential Page 1
FIGURE 28: TC-NSC-3-004
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3.3.2 Patient Visit Rate
Patient Visit Rate by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Attached, None
Clinic Provider Name 12 Month Provider Avg.
Provider Avg.
Variance From Clinic Avg.
Winnipeg Brandon Smith 2.00 1.00 -0.56
Ray Stanz 2.44 1.57 0.01
Antonious Block 3.00 2.00 0.44
Winnipeg Clinic Avg. 2.45 1.56
Clinic Provider Name 12 Month Provider Avg.
Provider Avg.
Variance From Clinic Avg.
Manitoba Brandon Smith 0.00 0.00 -2.00
Ralph Meek 3.00 2.00 0.00
Manitoba Clinic Avg. 3.00 2.00
Report Avg. 2.5 1.6
Run Date: 20150529 Confidential Page 1
FIGURE 29: TC-PVR-3-001
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Patient Visit Rate by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Enrolled, None
Clinic Provider Name 12 Month Provider Avg.
Provider Avg.
Variance From Clinic Avg.
Winnipeg Brandon Smith 2.50 1.66 0.03
Ray Stanz 0.00 0.00 -1.63
Antonious Block 2.50 1.50 -0.13
Winnipeg Clinic Avg. 2.50 1.63
Clinic Provider Name 12 Month Provider Avg.
Provider Avg.
Variance From Clinic Avg.
Manitoba Brandon Smith 2.00 2.00 0.67
Ralph Meek 1.00 1.00 -0.33
Manitoba Clinic Avg. 1.4 1.33
Report Avg. 2.13 1.55
Run Date: 20150529 Confidential Page 1
FIGURE 30: TC-PVR-3-002
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Patient Visit Rate by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both, None
Clinic Provider Name 12 Month Provider Avg.
Provider Avg.
Variance From Clinic Avg.
Winnipeg Brandon Smith 2.44 1.57 -0.02
Ray Stanz 2.44 1.57 -0.02
Antonious Block 2.67 1.67 0.08
Winnipeg Clinic Avg. 2.48 1.59
Clinic Provider Name 12 Month Provider Avg.
Provider Avg.
Variance From Clinic Avg.
Manitoba Brandon Smith 2.00 2.00 0.50
Ralph Meek 1.50 1.33 -0.17
Manitoba Clinic Avg. 1.67 1.50
Report Avg. 2.3 1.57
Run Date: 20150529 Confidential Page 1
FIGURE 31: TC-PVR-3-003
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 47 of 57
Patient Visit Rate by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both, All
Clinic Provider Name
12 Month Pt. Visit Rate
Pt. Visit Rate
Variance From Provider Avg.
Winnipeg Brandon Smith Patient
AA Conform - 438804327 3.00
AC Conform - 272219371 2.00 1.00 -0.57
AD Conform - 854223445 1.00
AE Conform - 370614574 5.00 3.00 1.43
AF Conform - 514593530 3.00 2.00 0.43
AG Conform - 733984512 3.00 1.00 -0.57
AH Conform - 988949083 1.00 1.00 -0.57
AI Conform - 660222598 2.00 2.00 0.43
AT Conform - 452128963 2.00 1.00 -0.57
Provider Average 2.44 1.57
Ray Stanz Patient
AB Conform - 574149148 2 1.00 -0.57
AJ Conform - 946933477 1
AL Conform - 666019372 5 2.00 0.43
AM Conform - 123204236 1
AN Conform - 418936754 3 1.00 -0.57
AO Conform - 527542319 5 3.00 1.43
AP Conform - 629867227 3 2.00 0.43
AQ Conform - 514852104 1 1.00 -0.57
AR Conform - 345105486 1 1.00 -0.57
Provider Average 2.44 1.57
Antonious Block Patient
AD Conform - 854223445 4.00 2.00 0.33
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 48 of 57
AG Conform - 733984512 3.00 2.00 0.33
AL Conform - 666019372 1.00 1.00 -0.67
Provider Average 2.67 1.67
Winnipeg Clinic Avg. 2.48 1.59
Clinic Provider Name
12 Month Pt. Visit Rate
Pt. Visit Rate
Variance From Provider Avg.
Manitoba Brandon Smith Patient
AU Conform - 670871591 1.00
AV Conform - 142557103 3.00 2.00 0.00
Provider Average 2.00 2.00
Ralph Meek Patient
AE Conform - 370614574 3.00 2.00 0.67
AO Conform - 527542319 1.00 -1.33
AS Conform - 854125998 1.00 1.00 -0.33
AT Conform - 452128963 1.00 1.00 -0.33
Provider Average 1.50 1.33
Manitoba Clinic Avg. 1.67 1.50
Report Avg. 2.30 1.57
Run Date: 20150529 Confidential Page 1
FIGURE 32: TC-PVR-3-004
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 49 of 57
Patient Visit Rate by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both, AT Conform - 452128963, AO Conform - 527542319
Clinic Provider Name
12 Month Pt. Visit Rate
Pt. Visit Rate
Variance From Provider Avg.
Winnipeg Brandon Smith Patient
AT Conform - 452128963 2.00 1.00 0.00
Provider Average 2.00 1.00
Ray Stanz Patient
AO Conform - 527542319 5.00 3.00 0.00
Provider Average 5.00 3.00
Antonious Block Patient
Provider Average 0.00 0.00
Winnipeg Clinic Avg. 3.50 2.00
Clinic Provider Name
12 Month Pt. Visit Rate
Pt. Visit Rate
Variance From Provider Avg.
Manitoba Brandon Smith Patient
Provider Average 0.00 0.00
Ralph Meek Patient
AO Conform - 527542319 1.00
AT Conform - 452128963 1.00 1.00 0.00
Provider Average 1.00 1.00
Manitoba Clinic Avg. 1.00 1.00
Report Avg. 2.25 1.67
Run Date: 20150529 Confidential Page 1
FIGURE 33: TC-PVR-3-005
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Patient Visit Rate by Care Team
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Teen, Westside, Both, None
Clinic Care Team
12 Month Care Team Avg.
Care Team Avg.
Variance From Clinic Avg.
Winnipeg Teen 3.80 2.44 0.05
Westside 3.17 2.33 -0.06
Winnipeg Clinic Avg. 3.45 2.39
Clinic Care Team
12 Month Care Team Avg.
Care Team Avg.
Variance From Clinic Avg.
Manitoba Westside 3.17 2.33 0.00
Manitoba Clinic Avg. 3.17 2.33
Report Avg. 3.45 2.39
Run Date: 20150529 Confidential Page 1
FIGURE 34: TC-PVR-3-006
Patient Visit Rate by Care Team
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Teen, Westside, Both, All
Clinic Care Team
12 Month Care Team Pt. Visit Rate
Care Team Pt. Visit Rate
Variance From Care Team Avg.
Winnipeg Teen Patient
AA Conform - 438804327 4.00
AC Conform - 272219371 3.00 2.00 -0.44
AD Conform - 854223445 7.00 3.00 0.56
AE Conform - 370614574 5.00 3.00 0.56
AF Conform - 514593530 3.00 2.00 -0.44
AG Conform - 733984512 8.00 5.00 2.56
AH Conform - 988949083 1.00 1.00 -1.44
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AI Conform - 660222598 4.00 4.00 1.56
AL Conform - 666019372 1.00 1.00 -1.44
AT Conform - 452128963 2.00 1.00 -1.44
Care Team Avg. 3.80 2.44
Westside Patient
AB Conform - 574149148 2.00 1.00 -1.33
AE Conform - 370614574 3.00 2.00 -0.33
AJ Conform - 946933477 4.00
AL Conform - 666019372 5.00 2.00 -0.33
AM Conform - 123204236 1.00
AN Conform - 418936754 3.00 1.00 -1.33
AO Conform - 527542319 9.00 6.00 3.67
AP Conform - 629867227 3.00 2.00 -0.33
AQ Conform - 514852104 1.00 1.00 -1.33
AR Conform - 345105486 3.00 3.00 0.67
AS Conform - 854125998 3.00 3.00 0.67
AT Conform - 452128963 1.00
Care Team Avg. 3.17 2.33
Winnipeg Clinic Avg. 3.45 2.39
Clinic Care Team
12 Month Care Team Pt. Visit Rate
Care Team Pt. Visit Rate
Variance From Care Team Avg.
Manitoba Westside Patient
AB Conform - 574149148 2.00 1.00 -1.33
AE Conform - 370614574 3.00 2.00 -0.33
AJ Conform - 946933477 4.00
AL Conform - 666019372 5.00 2.00 -0.33
AM Conform - 123204236 1.00
AN Conform - 418936754 3.00 1.00 -1.33
AO Conform - 527542319 9.00 6.00 3.67
AP Conform - 629867227 3.00 2.00 -0.33
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 52 of 57
AQ Conform - 514852104 1.00 1.00 -1.33
AR Conform - 345105486 3.00 3.00 0.67
AS Conform - 854125998 3.00 3.00 0.67
AT Conform - 452128963 1.00
Care Team Avg. 3.17 2.33
Manitoba Clinic Avg. 3.17 2.33
Report Avg. 3.45 2.39
Run Date: 20150529 Confidential Page 1
FIGURE 35: TC-PVR-3-007
3.3.3 Continuity
Continuity by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Attached
Clinic Provider Name Visits to the Provider All Visits Continuity
Winnipeg Brandon Smith 2 2 100%
Ray Stanz 22 37 59%
Antonious Block 3 12 25%
Winnipeg Clinic Avg. 9.00 17.00 53%
Clinic Provider Name Visits to the Provider All Visits Continuity
Manitoba Brandon Smith 0 0
Ralph Meek 3 5 60%
Manitoba Clinic Avg. 1.50 2.50 60%
Report Avg. 6.00 11.20 54%
Run Date: 20150529 Confidential Page 1
FIGURE 36: TC-CON-3-001
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 53 of 57
Continuity by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Enrolled
Clinic Provider Name Visits to the Provider All Visits Continuity
Winnipeg Brandon Smith 25 57 100%
Ray Stanz 0 0
Antonious Block 5 20 25%
Winnipeg Clinic Avg. 10.00 25.67 39%
Clinic Provider Name Visits to the Provider All Visits Continuity
Manitoba Brandon Smith 4 6 67%
Ralph Meek 3 6 50%
Manitoba Clinic Avg. 3.50 6.00 58%
Report Avg. 7.40 17.80 42%
Run Date: 20150529 Confidential Page 1
FIGURE 37: TC-CON-3-002
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 54 of 57
Continuity by Provider View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both
Clinic Provider Name Visits to the Provider All Visits Continuity
Winnipeg Brandon Smith 27 59 46%
Ray Stanz 22 37 59%
Antonious Block 8 32 25%
Winnipeg Clinic Avg. 19.00 42.67 45%
Clinic Provider Name Visits to the Provider All Visits Continuity
Manitoba Brandon Smith 4 6 67%
Ralph Meek 6 11 55%
Manitoba Clinic Avg. 5.00 8.50 59%
Report Avg. 13.40 29.00 46%
Run Date: 20150529 Confidential Page 1
FIGURE 38: TC-CON-3-003
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Continuity by Care Team View
Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Teen, Westside, Both
Clinic Care Team Visits to the Care Team All Visits Continuity
Winnipeg Teen 48 67 72%
Westside 44 64 69%
Winnipeg Clinic Avg. 46.00 65.50 70%
Clinic Care Team Visits to the Care Team All Visits Continuity
Manitoba Westside 44 64 69%
Manitoba Clinic Avg. 44.00 64.00 69%
Report Avg. 46.00 65.50 70%
Run Date: 20150529 Confidential Page 1
FIGURE 39: TC-CON-3-004
3.3.4 Octane
Octane by Provider View
Run Parameters: 20141021 - 20150521, Redwood Clinic, Greenhouse Clinic, Marla Lynch, Jack Durden, Tyler Durden, New Consult, Referral
Clinic Provider Name New Patient Consults Total Appts. Octane
Redwood Clinic Marla Lynch 1 4 25%
Jack Durden 3 3 100%
Tyler Durden 0 2 0%
Redwood Clinic Total: 4 9 44%
Clinic Provider Name New Patient Consults Total Appts. Octane
Manitoba Marla Lynch 2 5 40%
Greenhouse Clinic Total: 2 5 40%
Report Total: 6 14 43%
Run Date: 20150529 Confidential Page 1
FIGURE 40: TC-OCT-3-001
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 56 of 57
Octane by Provider Type View
Run Parameters: 20141021 - 20150521, Redwood Clinic, Greenhouse Clinic, Physician, Nurse Practitioner, New Consult, Referral
Clinic Provider Type Name New Patient Consults Total Appts. Octane
Redwood Clinic Physician 1 4 25%
Nurse Practitioner 3 5 60%
Redwood Clinic Total: 4 9 44%
Clinic Provider Type Name New Patient Consults Total Appts. Octane
Manitoba Physician 2 5 40%
Greenhouse Clinic Total: 2 5 40%
Report Total: 6 14 43%
Run Date: 20150529 Confidential Page 1
FIGURE 41: TC-OCT-3-002
Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 57 of 57
4 Appendix A: Release Notes
Version 1.1 December 10, 2015
Added clarification to the requirements being assessed and the related method (Section 2)
Version 1.3.2 August 3, 2018
Updated the Assessment Guide version to reference the current specification (i.e. 1.3) and current iteration of the Assessment Guide (i.e. 1.3.2)
Removed “Related Documents” date reference
Updated discrepancy in test case TC-PS-1-003
Version 1.4 March 31, 2020
Updated document theme to new organizational visual identity
Updated Manitoba eHealth to Shared Health to align with new organizational structure, including changes to the EMR Certification contact email address
Removed Objectives as the information is communicated in the Access, Capacity and Workload Reporting Specification
Removed previous Section 1.3 Intended Audience
Updated Related Documents:
o Added Manitoba EMR Certification - Baseline EMR Requirements Specification
o Added Access, Capacity and Workload Reporting Assessment Addendum
Removed Clinic Setup and Patient Test Data. This information will be included in an addendum which can be requested.
Removed previous placeholder test cases as they were not formally assessed. Placeholder test cases included:
o TC-GEN-1-001, TC-GEN-2-001 and TC-GEN-3-001
Added table references to all tables
Added figure references to all figures
Removed “Test Case Reference” columns from the Assessment Scenarios (Formerly the Test Case Scenarios)