Road Map for CAT4 Suite. CAT4 Road Map. Road Map for CAT4 Suite

Transcription

1 Road Map for CAT4 Suite CAT4 Road Map Road Map for CAT4 Suite

2 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 Page 1 CAT4 Road Map

3 Contents 1. Navigating CAT Navigating the Dashboard Navigating CAT4 Menu s Navigating Cleansing CAT Menu s Navigating Reports Getting Started Collecting a Data Extract Opening a Data Extract Using a filter Starting a new search Producing a Report of Active Patients Option One Producing a report of Active Patients Option Two Accreditation Preparation Data Quality Dashboard No Gender Listed Meet 90% of Allergies Recorded No Date of Birth Listed Improving Data Quality Missing Health Risk Factors via CAT4: Smoking Missing Health Risk Factors via Cleansing CAT: Smoking Missing Health Risk Factors via CAT4: BMI Missing Health Risk Factors via Cleansing CAT: BMI Missing Health Risk Factors via CAT4: Alcohol Consumption Missing Health Risk Factors via Cleansing CAT: Alcohol Consumption Page 2 CAT4 Road Map

4 4.7 Missing Health Risk Factors via CAT4: Physical Activity Correctly Coding Health Conditions via Cleansing CAT: Diabetes Correctly Coding Health Conditions via CAT4: Coronary Heart Disease Correctly Coding Health Conditions via CAT4: Asthma At Risk Groups People at Risk of Developing Chronic Disease Chronic Disease Diabetes SIP Chronic Disease: MBS Eligibility Mental Health Searching for People with a Mental Health Condition MBS Eligibility Health Promotion Health Check: 75+ Health Check Health Checks: Health Check Health Checks: 715 Health Assessment Health Promotion: Flu Vaccine Health Promotion: Pap Smear Health Promotion: Sexual Health Tabs Page 3 CAT4 Road Map

5 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. Most frequently used reports The full version of CAT4 Reports related to the management of chronic disease Links to online resources and support via Pen CS Data cleansing reports Create custom views Indigenous quality improvement related reports Selected reports designed to help Registrars Page 4 CAT4 Road Map

6 1.2 Navigating CAT4 Menu s The CAT4 screen has been broken into four key areas, Menu Bar, Data Extracts, Filters and Reports. Click to display or hide your extracted data sets Click to collect data Click to display or hide your filters Click to switch views Click to recalculate your search Loading Bar Menu Bar Click to clear filters between your searches Filters Data Extracts Reports Page 5 CAT4 Road Map

7 1.3 Navigating Cleansing CAT4 Menu s Click to access Cleansing CAT Menu Bar Predefined Report Selection Filters View or Hide additional menu items Click on the Export button to save or print your report Click on any heading to sort your data Double click on a patient to display their record in your clinical software Interactive Reports 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. Page 6 CAT4 Road Map

8 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. Number of pages and page section options Click to print your report Click to save your report to Excel, Word or PDF Displays the number of patients in the report Filters used to produce the report Click either of these to close the report Patient Details Page 7 CAT4 Road Map

9 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. Page 8 CAT4 Road Map

10 Manual Collection for Practix 1. Open Practix software 2. Click on the Administration menu 3. Open Practice Management 4. Open Custom 5. Click the PENEXTRACT option 6. Click the Process button 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 Page 9 CAT4 Road Map

11 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 Page 10 CAT4 Road Map

12 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 Page 11 CAT4 Road Map

13 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. Page 12 CAT4 Road Map

14 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 Page 13 CAT4 Road Map

15 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 Page 14 CAT4 Road Map

16 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 Page 15 CAT4 Road Map

17 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). Page 16 CAT4 Road Map

18 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. Page 17 CAT4 Road Map

19 3.4 No Date of Birth 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 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. Page 18 CAT4 Road Map

20 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 Page 19 CAT4 Road Map

21 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. Page 20 CAT4 Road Map

22 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 ) Page 21 CAT4 Road Map

23 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 Contact your ehealth team at Brisbane South PHN to see if your clinical software is compatible with Topbar Page 22 CAT4 Road Map

24 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 Page 23 CAT4 Road Map

25 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. Page 24 CAT4 Road Map

26 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 ) Page 25 CAT4 Road Map

27 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. Page 26 CAT4 Road Map

28 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 Page 27 CAT4 Road Map

29 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. Page 28 CAT4 Road Map

30 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 ) Page 29 CAT4 Road Map

31 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. Page 30 CAT4 Road Map

32 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 Page 31 CAT4 Road Map

33 OUTCOME: You can use this report to target patients with no physical activity recorded. If you have a large amount 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. Page 32 CAT4 Road Map

34 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 ) Page 33 CAT4 Road Map

35 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. Page 34 CAT4 Road Map

36 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 Page 35 CAT4 Road Map

37 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. Page 36 CAT4 Road Map

38 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 Page 37 CAT4 Road Map

39 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 Page 38 CAT4 Road Map

40 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. Page 39 CAT4 Road Map

41 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 Page 40 CAT4 Road Map

42 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 Page 41 CAT4 Road Map

43 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 Page 42 CAT4 Road Map

44 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. Page 43 CAT4 Road Map

45 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 Page 44 CAT4 Road Map

46 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. Page 45 CAT4 Road Map

47 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 Page 46 CAT4 Road Map

48 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 produce a report on. Page 47 CAT4 Road Map

49 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. Page 48 CAT4 Road Map

50 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 Page 49 CAT4 Road Map

51 Page 50 CAT4 Road Map

52 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. Page 51 CAT4 Road Map

53 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. Page 52 CAT4 Road Map

54 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. Page 53 CAT4 Road Map

55 8.2 Health Checks: 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 Page 54 CAT4 Road Map

56 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 never claimed by single clicking on the graph or legend 12. Click on the Report button in the menu bar to view the results Page 55 CAT4 Road Map

57 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. Page 56 CAT4 Road Map

58 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. Page 57 CAT4 Road Map

59 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. Page 58 CAT4 Road Map

60 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 Page 59 CAT4 Road Map

61 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. Page 60 CAT4 Road Map

62 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 Page 61 CAT4 Road Map

63 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. Page 62 CAT4 Road Map

64 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. Page 63 CAT4 Road Map

65 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. Page 64 CAT4 Road Map

66 Page 65 CAT4 Road Map