Road Map for CAT4 Suiteyour clinical data and allows you to analyse that data. The CAT4 Suite...
Transcript of Road Map for CAT4 Suiteyour clinical data and allows you to analyse that data. The CAT4 Suite...
Road Map for CAT4 Suite
CAT4 Road Map
Road Map for CAT4 Suite
For more information or support please call the Practice Support Team at Gold Coast Primary Health Network (GCPHN)
Phone 07 5635 2455 E: [email protected] w: www.healthygc.com.au
Page | 1 CAT4 Road Map: Updated May 2018
The Pen CS Clinical Audit Tool (CAT Plus Suite) is an extraction tool that takes a ‘snapshot’ of your clinical data and allows you to analyse that data. The CAT4 Suite software provides excellent information that you can use to:
• Improve the management of your
business
• Identify and target patients who are ‘at
risk’ or have particular needs
• Improve clinical data which, in turn, leads
to better patient outcomes
• Potentially increase practice revenue
• Improve your disease and other registers
• Improve data quality for accreditation
preparation
• Contribute to medical research
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Contents For more information or support please call the Practice Support Team at Gold Coast Primary Health Network (GCPHN) ..................................................... 0
Phone 07 5635 2455 ..................................................................................................................................................................................................................... 0
E: [email protected] w: www.healthygc.com.au ................................................................................................................................................ 0
1. Navigating CAT4 ....................................................................................................................................................................................................................... 4
1.1 Navigating the Dashboard ............................................................................................................................................................................................... 4
1.2 Navigating CAT4 Menu’s .................................................................................................................................................................................................. 5
1.3 Navigating Cleansing CAT4 Menu’s.................................................................................................................................................................................. 6
1.4 Navigating Reports ........................................................................................................................................................................................................... 7
2. Getting Started ......................................................................................................................................................................................................................... 8
2.1 Collecting a Data Extract .................................................................................................................................................................................................. 8
2.2 Opening a Data Extract .................................................................................................................................................................................................... 9
2.3 Using a filter ................................................................................................................................................................................................................... 10
2.4 Starting a new search ..................................................................................................................................................................................................... 11
2.5 Producing a Report of Active Patients – Option One..................................................................................................................................................... 12
2.6 Producing a report of Active Patients – Option Two ..................................................................................................................................................... 13
3. Accreditation Preparation ...................................................................................................................................................................................................... 14
3.1 Data Quality Dashboard ................................................................................................................................................................................................. 14
3.2 No Gender Listed ........................................................................................................................................................................................................... 15
3.3 Meet 90% of Allergies Recorded .................................................................................................................................................................................... 16
3.4 No Date of Birth Listed ................................................................................................................................................................................................... 16
4. Improving Data Quality .......................................................................................................................................................................................................... 18
4.1 Missing Health Risk Factors via CAT4: Smoking ............................................................................................................................................................. 18
4.2 Missing Health Risk Factors via Cleansing CAT: Smoking .............................................................................................................................................. 20
4.3 Missing Health Risk Factors via CAT4: BMI .................................................................................................................................................................... 22
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4.4 Missing Health Risk Factors via Cleansing CAT: BMI ...................................................................................................................................................... 24
4.5 Missing Health Risk Factors via CAT4: Alcohol Consumption ........................................................................................................................................ 26
4.6 Missing Health Risk Factors via Cleansing CAT: Alcohol Consumption .......................................................................................................................... 28
4.7 Missing Health Risk Factors via CAT4: Physical Activity ................................................................................................................................................. 30
4.8 Correctly Coding Health Conditions via Cleansing CAT: Diabetes ................................................................................................................................. 32
4.9 Correctly Coding Health Conditions via CAT4: Coronary Heart Disease ........................................................................................................................ 34
4.10 Correctly Coding Health Conditions via CAT4: Asthma .................................................................................................................................................. 36
5. At Risk Groups ........................................................................................................................................................................................................................ 39
5.1 People at Risk of Developing Chronic Disease ............................................................................................................................................................... 39
6. Chronic Disease ...................................................................................................................................................................................................................... 43
6.1 Diabetes SIP ................................................................................................................................................................................................................... 43
6.2 Chronic Disease: MBS Eligibility ..................................................................................................................................................................................... 45
7. Mental Health ........................................................................................................................................................................................................................ 48
7.1 Searching for People with a Mental Health Condition .................................................................................................................................................. 48
7.2 MBS Eligibility ................................................................................................................................................................................................................. 50
8. Health Promotion .................................................................................................................................................................................................................. 51
8.1 Health Check: 75+ Health Check .................................................................................................................................................................................... 51
8.2 Health Checks: 45 -49 Health Check .............................................................................................................................................................................. 53
8.3 Health Checks: 715 Health Assessment ......................................................................................................................................................................... 56
8.4 Health Promotion: Flu Vaccine ...................................................................................................................................................................................... 58
8.5 Health Promotion: Pap Smear ....................................................................................................................................................................................... 60
8.6 Health Promotion: Sexual Health Tabs .......................................................................................................................................................................... 62
9. RACGP QI&CPD Program ....................................................................................................................................................................................................... 64
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1. Navigating CAT4
1.1 Navigating the Dashboard
The ‘Dashboard’ has been designed to enable you to access the full version of CAT4 or selected reports related to an area of interest. You can also create custom views and access online support.
Data cleansing
reports
Links to online
resources and support
via Pen CS
Create
custom
views
Indigenous quality
improvement
related reports
Selected reports
designed to help
Registrars
The full version
of CAT4 Most frequently
used reports
Reports related to
the management of
chronic disease
RACGP Plan
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1.2 Navigating CAT4 Menu’s The CAT4 screen has been broken into four key areas, Menu Bar, Data Extracts, Filters and Reports.
Data Extracts
Menu Bar
Reports
Filters
Click to
collect data Click to switch views Click to display or hide
your filters
Click to display or hide
your extracted data sets
Click to recalculate
your search
Loading Bar
Click to clear filters
between your searches
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1.3 Navigating Cleansing CAT4 Menu’s
Cleansing CAT will provide access to a number of predefined reports indicating missing patient data. By double clicking on any of the patient details or the red box (indicator of missing data), you can access the patient record in Medical Director, Best Practice or Zedmed clinical software to update the required information.
Interactive Reports
Menu Bar
Filters
Double click on a patient to
display their record in your
clinical software
Click on the Export button to save or print your report
Click on any heading to sort your data
Predefined Report Selection
Click to access
Cleansing CAT
View or Hide additional menu items
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1.4 Navigating Reports A report produced in CAT4 and Cleansing CAT will display to your screen. You can save your report in Excel, Word or PDF formats or print a hardcopy.
Filters used to produce the report
Click to print your report Click to save your
report to Excel,
Word or PDF
Displays the
number of
patients in the
report
Number of pages and
page section options
Patient Details
Click either of
these to close the
report
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2. Getting Started
2.1 Collecting a Data Extract Data collection via the ‘Collect” button in CAT4, is available for Medical Director, Best Practice, Zedmed and Communicare.
1. To start a new collection, click on the ‘Collect’ button from the menu bar
2. Click ‘OK’ in the dialog box that appears to continue with the collection
3. The data collection process will begin. OUTCOME: To produce current and up-to date reports, it is recommended to perform a data collection if the last extract is older than one month. Manual Collection for Genie
1. Open Genie Software
2. Click on the ‘File > Maintenance Reports’ menu
3. Click the ‘Other Report’ tab
4. Click the ‘Clinical Audit Export’ option
5. Click ‘Browse’ and select a folder to save your data extracts to
6. Click ‘Export’
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2.2 Opening a Data Extract
1. To select a data extract, click on the ‘View Extracts’ button from the menu bar.
2. Select the required extract from the list on the left side.
TIP: The newest extract will appear at the top of the list.
Data Extracts
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2.3 Using a filter 1. To view the filters, click on the ‘View Filter’ button from the menu bar.
2. This will open a whole range of options for you to use, to filter your data for specific topics and requirements.
Filters
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2.4 Starting a new search 1. Click on the ‘Clear Filters’ button from the right-hand side of the menu bar.
2. Click on the ‘OK’ button to continue
3. Select your new filter options and click on the ‘Recalculate’ button from the right hand side of the menu bar.
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2.5 Producing a Report of Active Patients – Option One 1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. Under the ‘General’ tab in the filters panel select the option ‘Active (3x in 2yrs)’ 3. Click on the ‘Recalculate’ button from the menu bar 4. Click on the ‘View Population’ button from the menu bar to view the results
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2.6 Producing a report of Active Patients – Option Two
You can specify your own date range to categorise if a patient is active. This will produce a report of patients who have visited your practice at least once within the date range selected. 1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. Under the ‘Date Range (Visits)’ tab in the filter panel, select the required date range. This can be via the predetermined time frames or
by selecting a range from the ‘from and to’ option. 3. Click on the ‘Recalculate’ button from the menu bar 4. Click on the ‘View Population’ button to view the results
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3. Accreditation Preparation
3.1 Data Quality Dashboard This Report will display your practices current data quality in comparison to the RACGP standard.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar 4. In the Report section of the screen select the ‘Data Quality’ tab 5. Select the ‘CDSA’ and ‘Data Quality Dashboard’ sub tabs to display your report
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3.2 No Gender Listed
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel under the ‘General’ tab select ‘Other’ (This is located under the gender column) and ‘Active Patients’ (refer to Producing a report of Active Patient section for
instructions) 3. Click on the ‘Recalculate’ button from the menu bar 4. Click on the ‘View Population’ button in the menu bar to view the results
OUTCOME: This report can be used to identify and correct patient’s records with no gender recorded. You could also run this report for all patients (unselecting Active).
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3.3 Meet 90% of Allergies Recorded
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel under the ‘General’ tab select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the Report section of the screen select the ‘Allergies’ tab 5. Double click on the ‘Nothing Recorded’ section of the pie graph to display a report of your patient details
OUTCOME: The data produced will display patients with no allergies coded and/or recorded in their record. Using this list you can update incorrectly coded allergies or add a note to the patient’s record for the GP to follow-up on their next appointment. 3.4 No Date of Birth Listed
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1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel under the ‘General’ tab select the ‘No Age’ box under the Age column and select ‘Active Patients’
(refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar 4. Click on the ‘View Population’ button in the menu bar to view the results
OUTCOME: This report would enable you to add a note into the patient’s file as a prompt to update the missing information on their next appointment.
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4. Improving Data Quality
4.1 Missing Health Risk Factors via CAT4: Smoking
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘Smoking’ tab 5. Double click on the ‘Nothing Recorded’ section of the pie graph to display a report of your patient details
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OUTCOME: This will produce a table which shows you all of the patients who do not have a smoking status recorded. A note could be added to the patient’s file as a prompt to update the missing information at their next appointment.
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4.2 Missing Health Risk Factors via Cleansing CAT: Smoking
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. Click on the ‘Cleansing CAT’ button from the menu bar
5. In the report section of the screen, select the ‘Missing Clinical/Accreditation Items’ tab 6. Click on the heading ‘Smoking’ within the table to sort the patients missing a smoking status to the top 7. Double click on the patients details to open up their record in Medical Director, Best Practice or Zedmed
(refer to the ‘Getting Started’ section for more details on ‘Cleaning CAT’)
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OUTCOME: You will now have a list of all patients who do not have a smoking status recorded in your clinical software. There are a number of activities you could do:
• Refer to the new patient form to check if their smoking status was collected
• A note could be added to the patient’s record to prompt the healthcare provider at their next appointment
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4.3 Missing Health Risk Factors via CAT4: BMI
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘Measures’ tab 5. Select ‘BMI’ and ‘Incomplete’ sub tabs 6. Double click on the Weight + Height’ section of the graph to display a report of your patient details
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OUTCOME: Use this report to check the patient’s record and see if their weight, height and/or BMI has been recorded, but hasn’t been saved into the right location in your clinical software. If you have a lot of patients missing this information, try narrowing down your search to only include high risk patients and then gradually complete the rest.
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4.4 Missing Health Risk Factors via Cleansing CAT: BMI
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. Click on the ‘Cleansing CAT’ button from the menu bar
5. In the report section of the screen, select the ‘Missing Clinical/Accreditation Items’ tab 6. Click on the heading ‘Height or Weight’ within the table to sort the patients missing this measurement to the top 7. Double click on the patients details to open up their record in Medical Director, Best Practice or Zedmed
(refer to the ‘Getting Started’ section for more details on ‘Cleaning CAT’)
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OUTCOME: You can use this tool to access the patient’s record to see if their height, weight or BMI has been recorded, but hasn’t been put into the correct location within the clinical software. You can select the ‘Export’ button to view a patient report.
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4.5 Missing Health Risk Factors via CAT4: Alcohol Consumption 1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel under the ‘General’ tab enter in a ‘Start Age’ of 18 under the age column and select ‘Active Patients’
(refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘Alcohol’ tab 5. Double click on the ‘Nothing Recorded’ section of the pie graph to display a report of your patient details
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OUTCOME: The report produced will present all of the patients who are active patients and aged 18 years or older with no alcohol status recorded.
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4.6 Missing Health Risk Factors via Cleansing CAT: Alcohol Consumption 1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search
2. From the filters panel under the ‘General’ tab enter in a ‘Start Age’ of 18 under the age column and select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions)
3. Click on the ‘Recalculate’ button from the menu bar
4. Click on the ‘Cleansing CAT’ button from the menu bar
5. In the report section of the screen, select the ‘Missing Clinical/Accreditation Items’ tab 6. Click on the heading ‘Alcohol’ within the table to sort the patients missing this information to the top 7. Double click on the patients details to open up their record in Medical Director, Best Practice or Zedmed
(refer to the ‘Getting Started’ section for more details on ‘Cleaning CAT’)
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OUTCOME: The information produced will show you patients 18 years and older who do not have alcohol consumption recorded in their clinical record. The other fields indicated red are also missing data and you may be able to complete or add a prompt while in patient’s clinical record.
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4.7 Missing Health Risk Factors via CAT4: Physical Activity
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘Measures’ tab 5. Select the ‘Physical Activity’ sub tabs 6. Double click on the ‘Nothing Recorded’ section of the pie graph to display a report of your patient details
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OUTCOME: You can use this report to target patients with no physical activity recorded. If you have a large number of patients, you could put together a patient update form and get all patients, new and existing, to complete it and bring it in with them when they see their clinician or the nurse, to help prompt the conversation. You could also put a note in their record to prompt their clinician to ask at the next consult.
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4.8 Correctly Coding Health Conditions via Cleansing CAT: Diabetes This search produces a list of all the patients who are not coded as having Type 2 Diabetes but who have risk factors associated with Type 2 Diabetes. The information shown is indicative only. It is intended to be used as a way of searching a patient’s record to see if they could have a chronic condition, based on the search terms, but have not been correctly coded. The search terms are generic and may not include every person with a condition. The search terms could also indicate that a person has a condition, when in fact they do not. Correctly coding a patient as having a chronic condition should be done with the patient’s general practitioner. The list produced is designed to give a starting point to correctly coding and cleaning your database.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. Click on the ‘Cleansing CAT’ button from the menu bar
5. In the report section of the screen, select the ‘Indicated Diabetes with no Diagnosis’ tab 6. Double click on the patients details to open up their record in Medical Director, Best Practice or Zedmed (refer to the ‘Getting Started’ section for more
details on ‘Cleansing CAT’)
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OUTCOME: The information displayed gives you a list of possible patients who could have Diabetes, but the condition may not have been correctly coded in the clinical software. This list is a starting point only.
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4.9 Correctly Coding Health Conditions via CAT4: Coronary Heart Disease This search can be used to help you find and correctly code patients with CHD. The information shown is indicative only. It is intended to be used as a way of searching a patient’s record to see if they could have a chronic condition, based on the search terms, but have not been correctly coded. The search terms are generic and may not include every person with a condition. The search terms could also indicate that a person has a condition, when in fact they do not. Correctly coding a patient as having a chronic condition should be done with the patient’s general practitioner. The list produced is designed to give a starting point to correctly coding and cleaning your database.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Under the ‘Chronic’ sub tab, select the option ‘No’ for Coronary Heart Disease (CHD) 6. Click on the ‘Recalculate’ button from the menu bar
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7. In the report section of the screen, select the ‘Medications’ tab 8. Select the ‘Count’ sub tab 9. Double click on the ‘Aspirin’ section of the graph to display a report of your patient details
OUTCOME: The report produce will display all the patients who are not coded as having CHD, but take Aspirin. This will give you a starting point of possible patients who could have CHD, but the condition may not have been correctly coded in the clinical software.
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4.10 Correctly Coding Health Conditions via CAT4: Asthma
This search will produce a list of patients who are listed as taking respiratory medications but are not coded as being asthmatic. This report can be used to help you find and correctly code patients with Asthma. The information shown is indicative only. It is intended to be used as a way of searching a patient’s record to see if they could have a chronic condition, based on the search terms, but have not been correctly coded. The search terms are generic and may not include every person with a condition. The search terms could also indicate that a person has a condition, when in fact they do not. Correctly coding a patient as having a chronic condition should be done with the patient’s general practitioner. The list produced is designed to give a starting point to correctly coding and cleaning your database.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Under the ‘Chronic’ sub tab, select the option ‘No’ for Asthma 6. Click on the ‘Recalculate’ button from the menu bar
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7. In the report section of the screen, select the ‘Medications’ tab 8. Select the ‘Count’ sub tab 9. Double click on the ‘Respiratory’ section of the graph to display a report of your patient details
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OUTCOME: The information displayed gives you a list of possible patients who could have Asthma, but the condition may not have been correctly coded in the clinical software. This list is a starting point only.
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5. At Risk Groups
5.1 People at Risk of Developing Chronic Disease
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Under the ‘Chronic’ sub tab, select the option ‘No’ for the chronic conditions you wish to include in your report
(you can select one or more conditions, for the purchase of this example we will be selecting No to Type 2 Diabetes, Hypertension and CHD)
6. Click on the ‘Recalculate’ button from the menu bar
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7. In the report section of the screen, select the risk factors that relate to the chronic disease you are filtering by (For the purchase of this example we will be using smoking, alcohol and BMI).
8. Select the ‘Smoking’ tab 9. Select ‘Daily Smoker’, ‘Irregular Smoker’ and ‘Ex-Smoker’, this can be done by single clicking on each section within the pie graph,
the words or the legend.
10. Still in the report section of the screen change to the ‘Alcohol’ tab
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11. Select ‘Drinker’ by single clicking on the pie graph, the words or the legend
12. Still in the report section of the screen, change to the ‘Measures’ tab 13. Select the ‘BMI’ and ‘Count’ sub tab 14. Select ‘Morbid (40+)’, ‘Obese (30 to 39.9)’ and ‘Overweight (25 to 29.9)’ by single clicking on the graph or the legend 15. Click on the ‘Report’ button from the menu bar to produce a patient report
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OUTCOME: The report will show all patients that have no chronic condition record for the conditions selected in the filters, but who do have risk factors associated with chronic disease. It might be a good idea to promote a Health Check to these patients if they are eligible, and you could also make a note in their record for a discussion about these risk factors at their next appointment.
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6. Chronic Disease 6.1 Diabetes SIP
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Under the ‘Chronic’ sub tab, select the option ‘Yes’ for Type 2 Diabetes
6. Click on the ‘Recalculate’ button from the menu bar
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7. In the report section of the screen, select the ‘Diabetes SIP Items’ tab 8. Select the ‘Items Completed Per Patient’ sub tab 9. Click the Select All’ tick box on the left side of the graph 10. Click on the ‘Worksheet’ button on the right side of the graph to view the results
OUTCOME: This report can be used to see what items are still remaining to complete the Diabetes SIP.
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6.2 Chronic Disease: MBS Eligibility
This report can help you to find patients who have a chronic condition (i.e. CHD, CKD, COPD etc.), but have not been billed a related MBS item. This search is indicative only and cannot take into account if an item has been billed at another practice. It is designed to give an initial reference point. For the purpose of this example we will be using COPD. 1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Under the ‘Chronic’ sub tab, select the option ‘Yes’ for ‘COPD’ 6. Click on the ‘Recalculate’ button from the menu bar
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7. In the report section of the screen, select the ‘MBS Eligibility’ tab 8. Select the ‘GPMP/TCA Eligibility’ sub tab 9. Double click on the section of the bar graph that you would like to produce a report on.
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OUTCOME: The reports produced will display patients who have been correctly coded as having COPD (or your chosen condition), but who have not been billed the specific item numbers at your practice in the given time frame.
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7. Mental Health
7.1 Searching for People with a Mental Health Condition This search can help you to identify patients with at least one coded mental health condition. The information shown is indicative only. The search terms are generic and may not include every person with a mental health condition. If a mental health condition has not been correctly coded, the patient will not show up in this search. The list produced is designed to give a starting point only.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Click on the ‘Mental Health’ sub tab 6. Under the ‘Mental Health’ column select the ‘Yes’ option 7. Click on the ‘Recalculate’ button from the menu bar 8. Click on the ‘View Population’ button in the menu bar to view the results
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7.2 MBS Eligibility 9. In the report section of the screen, select the ‘MBS Items’ tab 10. Select the ‘Not Recorded’ sub tab 11. On the bar graph shown, you have two options
a. Select all related MBS items by clicking on them once: ‘GP MHTP’,’2712 (GP-MHTP Review)’ and ‘2713 (GP-MHTP Consult)’. And then selecting the ‘Report’ button from the menu bar
b. Select each MBS items (‘GP MHTP’,’2712 (GP-MHTP Review)’ and ‘2713 (GP-MHTP Consult)’) one at a time by double clicking on each to produce 3 separate reports
OUTCOME: The reports produced will display patients who have been correctly coded as having a mental health condition, but who have not been billed the specific item numbers at your practice.
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8. Health Promotion
8.1 Health Check: 75+ Health Check Use this search to generate a report of possible eligible patients that have not had a 75+ health check at your practice. As this search uses information from your billing software it cannot distinguish if a patient has had a 75+ health check at another practice.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel under the ‘General’ tab select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘MBS Eligibility’ tab 5. Select the ‘Health Assessment Eligibility’ sub tab 6. Double click on the ‘HC 75+ not claimed in last 12 months’ section of the bar graph to produce a report.
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OUTCOME: The information shown on this report is for all 75+ patients in your practice who have not been billed for a75+ health check in the last 12 months. This information could be used to create a mail out list to patients.
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8.2 Health Checks: 45 -49 Health Check This search can be used to find patients who are aged between 45 and 49 with at least one risk factor for chronic disease and have not been billed a 45 to 49 year old health check at your practice. This search will not be able to distinguish if the patient has had a 45 to 49 year old health check at another practice as it draws information from your billing software only. Note: For the purpose of this example we will be using daily smoker as a risk factor. You can select one or multiple risk factors.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel under the ‘General’ tab ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. From the filters panel click on the ‘Conditions’ tab 5. Select ‘No’ to all chronic conditions: ‘Diabetes’, ‘Respiratory’, ‘Cardiovascular’, Musculoskeletal’ and ‘Renal Impairment’ 6. Click on the ‘Recalculate’ button from the menu bar
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7. In the report section of the screen, select the ‘Smoking’ tab 8. Select ‘Daily Smoker’ by single clicking on the pie graph, the words or the legend
9. Still In the report section of the screen, select the ‘MBS Eligibility’ tab 10. Select the ‘Health Assessment Eligibility’ sub tab 11. Select ‘HC 45 – 49 never claimed’ by single clicking on the graph or legend 12. Click on the ‘Report’ button in the menu bar to view the results
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OUTCOME: The report produced will display all of the people who are aged between 45 and 49 years, who have at least one risk factor (depending on what you selected) and who have not claimed a 45 to 49 year old health check at your practice. This report could be used to notify eligible patients or a prompt could be added to their record to discuss at their next appointment.
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8.3 Health Checks: 715 Health Assessment This search can be used to find patients who recorded as Aboriginal and/or Torres Strait Islander and who have not been billed a 715 health check at your practice. This search will not be able to distinguish if the patient has had a health check at another practice as it draws information from your billing software only.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘MBS Eligibility’ tab 5. Select the ‘Health Assessment Eligibility’ sub tab 6. Double click on the ‘715 (ATSI) not claimed in last 12 months’ section of the bar graph to produce a report.
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OUTCOME: This will produce a report of every person who recognises as being Aboriginal and/or Torres Strait Islander and who has not had a 715 health check billed in the last 12 months at your practice. This report could be used to notify patients or a prompt could be added to their record to discuss at their next appointment.
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8.4 Health Promotion: Flu Vaccine
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘Immunisation’ tab 5. Select the ‘Influenza’ sub tab 6. Select ‘Nothing Recorded’, ‘Previous Year’ and ‘Prior to Previous Year’ by single clicking on the sections of the pie graph 7. Click on the ‘Report’ button in the menu bar to view the results
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OUTCOME: The report produced will display all of the patients who have never had a flu vaccination or who have had a flu vaccination in the previous year or two but are not recorded as having one in the current year. This report could be used to notify patients or a prompt could be added to their record to discuss at their next appointment.
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8.5 Health Promotion: Pap Smear This search can be used to generate a report of females who are due or overdue for a Pap smear. TIP: You don’t need to specifically filter for females, CAT4 has automatically filtered out the male population leaving just the female and other gender.
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
4. In the report section of the screen, select the ‘Screening’ tab 5. Select the ‘Pap Smear’ and then the ‘Pap Smear Done Date’ sub tab 6. Select ‘1–2 yrs’, ‘>2–3 yrs’, ‘>3–4 yrs’, ‘4–5 yrs’ ‘>5 yrs’ by single clicking on the sections of the pie graph 7. Click on the ‘Report’ button in the menu bar to view the results
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OUTCOME: The report produced will display the last dates recorded for a Pap Smear. This report could be used to notify your patients that are due or overdue for a Pap smear.
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8.6 Health Promotion: Sexual Health Tabs
1. Click on the ‘Clear Filters’ button from the menu bar before starting a new search 2. From the filters panel select ‘Active Patients’ (refer to Producing a report of Active Patient section for instructions) 3. Click on the ‘Recalculate’ button from the menu bar
1. In the report section of the screen, select the ‘Sexual Health’ tab 2. Select the ‘STI Screening’ sub tab 3. Select your required Sexual Health Condition sub tab to view graphics and reports.
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OUTCOME: A list of tabs will be displayed with numerous tables and graphs that can assist with targeting sexual health promotion activities in the practice.
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9. RACGP QI & CPD Program
The RACGP Quality Improvement & Continuing Professional Development (QI & CPD) triennium commenced 1 January 2017. The first activity in the QI & CPD program is the PLAN which is an acronym for ‘planning, learning and need’.
To access the reports relevant to the activities, CAT4 provides a new program under the programs icon on the dashboard.
This will show all available programs - choose the RACGP Plan to see the reports:
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Once clicked, CAT4 will show only the reports under the RACGP Plan.
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To create a report specifically for one General Practitioner:
• Click “View Extract” and select the most recent collection
• Select “View Filter” then “Providers”
• “Select All/None” to remove all selections, then click on individual provider to generate GP specific reports
Within the PLAN activity, the GP must complete the Practice Profile and Self-Reflection questions which are listed below together with the respective reports.
Think about your patient age groups compared to the Australian average
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Question: What is the age distribution of your patients? Out of every 100 patients you see, on average, how many do you see whose ages are...?
Age Profile (RACGP)
This tab shows a bar chart of patients by age and gender grouped in age groups tailored to the RACGP Quality Improvement & Continuing Professional Development plan. This report will enable participants to answer the questions about the age of the patients attending the practice or seen by a particular provider. Filters can be used to show only a particular group of patients such as those assigned to one provider or those visited in a particular time period only.
Think about the cultural and ethnic groups you commonly see in your practice. The classification used is according to the Australian standard classification of cultural and ethnic groups (ASCCEG) 1249.0.
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Question: Enter between 3 and 10 cultural/ethnic groups that have an impact on your practice
Think about the Aboriginal and Torres Strait Islander patients in your practice compared to the Australian average
Question: What percentage of your total patient base are Aboriginal or Torres Strait Islander?
Use the two tabs on the Ethnicity report to answer the questions above. The Ethnicity tab displays your data on two tabs:
The Ethnicity Status tab shows a breakdown of the patients by their indigenous status and lists the following details:
• Aboriginal • Torres Strait Islander • Aboriginal and Torres Strait Islander • Non-Indigenous • Nothing Recorded • Not Stated
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The Ethnicity Profile shows all countries/ethnicities entered in the patient record and a bar chart of this information.
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Think about the number of new patients you would see in an average week
Question: How many new patients would you see for every 100?
To see the answer in percentage (every 100) click on the 'Show Percentage' box to toggle the view from count to percentage. This tab shows a pie chart of patients who have had their first visit in the last week, active patients (3 visits in the last 2 years) and Not Active patients (less than 3 visits in the last 2 years).
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We thank Brisbane South Primary Health Network for granting permission to reproduce this information for our use.