reports, enquiries and extracts uncovered for choose and book r2.3
TRANSCRIPT
Reports, Enquiries and Extracts Uncovered
For Choose and Book R2.3
What is a REPORT?
a predefined list of data for a predefined date period generated either weekly or monthly on a set day
for example: there is a report in CAB showing how future slots are already being utilised or booked in to in a provider during the month of May 2005
Picture of a sample report
An example of a report
What is an ENQUIRY?
a set of data for a period of time specified by the user the data is collected when the enquiry is run
therefore it is always up to date
for example: there is an enquiry in CAB showing which referrals have breached the 2 week wait time that you can run for your own specified period of time
(e.g. from 21st April – 15th May) and this data is live at the point you run the enquiry
Picture of a sample enquiry
An example of an enquiry
What is an EXTRACT? a set of data in CSV format, compressed into a ‘.zip’
file generated automatically every month for a set period
of time, (much like a report) that can be downloaded and extracted into your local
databasefor example: there is an extract in CAB of those UBRNs
that have not been fulfilled (bookings completed) for BMS staff to send reminder letters to
Benefits of Reports, Enquiries and Extracts
Provide information to inform management decisions
Provide information for monitoring activity within your organisation
Provide information for monitoring activity of trusts in your SHA area
Provide information for tracking patients
Which reports, enquiries and extracts can I access? The Business Function you use to log in to
CAB determines which reports, enquiries and extracts the end user can access
e.g. Referring Clinician will have access to a different set of reports, enquiries and extracts from the Information Analyst SHA etc.
Information Analyst Roles
There are 4 different Information Analyst business functions in CAB: Information Analyst Service Provider (SP) Information Analyst Commissioning Organisation Information Analyst SHA Information Analyst BMS
Each of these different Information Analyst business functions can access a different set of reports, enquiries and extracts
Accessing Reports, Enquiries and Extracts The end user manuals for all the business
functions in CAB explain the steps for each role to access whichever reports or enquiries or extracts their role allows
The end user manuals are downloadable from http://www.chooseandbook.nhs.uk/staff/training/
Finding information about reports, enquiries and extracts
The following slides list what reports, enquiries and extracts are available to each business function within CAB
A more detailed document is available for downloading from http://www.chooseandbook.nhs.uk/documents/reports_and_enquiries_user_manual.pdf
REPORTS
How to access a Report Log in to Choose and Book with your
Smartcard Click on your homepage Click to reveal the reports available to
your role Select the report you wish to view Click on of the date for the report you
wish to view
You can now view and print off the report you have selected
Referring roles’ REPORTS:(referring clinician, referring clinician admin, referring admin)
Report title Content
RORO2 Bookings by Priority Weekly report on what bookings have been made by the referring organisation
RORO7 Activity by Priority Monthly report on all activity of the referring organisation
RORO8 Referral Analysis Monthly report on all the appointment requests initiated by, and the number of rejected referrals of the referring organisation
RORO9 Channel Profile Monthly report on which channels are used by which users to put transactions through CAB
ROR10 Practice Summary Monthly report with an overview of activity of each referrer in the practice by specialty and priority
Provider roles’ REPORTS:(service provider clinician, service provider admin, information analyst provider)
Report title Content
SPR02 Two week wait attended Monthly report on the outcome of two week wait appointments for the provider organisation
SPR03 Activity by referrer Monthly report of the referrals made to that provider organisation from referring organisations
SPR04 Service referral analysis Monthly report of the referral and appointment activity of the provider organisation
SPR07 Referral analysis Monthly report of the referral patterns into the provider organisation
SPR09 Past slot utilisation Monthly report of the bookings and unused appointment slots for all specialties for that provider organisation
SPR10 Future slot utilisation Weekly report of the bookings and unused appointment slots for the future 13 weeks for all services of the provider organisation
SPR11 Service activity Monthly report on appointments and cancellations for all services in the provider organisation
SPR12 Modified referrals Monthly report showing those referrals to the provider that have been modified by a priority or due date
SPR13 Assessment centre analysis Monthly report showing bookings and the outcome of bookings made to CASs in the provider organisation
Commissioning roles’ REPORTS:(Commissioner)
Report title Content
CORO5 Commissioned services
Monthly report showing the services commissioned by that commissioning organisation (e.g. PCT)
Commissioning roles’ REPORTS:(Information Analyst Commissioning Organisation)
CORO1 Past slot utilisation Monthly report of bookings and unused appointment slots for all services commissioned by the commissioning organisation
CORO2 Practice summary Monthly report on all referrals and transactions by referrers from the commissioning organisation (e.g. PCT)
CORO3 Referral analysis Monthly report on appointment requests and rejected referrals for referrers from the commissioning organisation (e.g. PCT)
CORO4 Activity by provider Monthly report of the activity for each specialty commissioned by the commissioning organisation
CORO5 Commissioned services Monthly report on services commissioned by the commissioning organisation
CORO6 Channel profile report Monthly report showing the channels used for transactions in CAB from users in the commissioning organisation
CORO7 Referral analysis Monthly report showing the referral patterns of referrers from within the commissioning organisation (e.g. PCT)
CORO8 Future slot utilisation Weekly report showing all bookings and unused slots for all services commissioned by the organisation for the future 13 weeks
CORO9 Assessment centre analysis Monthly report showing booked appointments to CASs where the referrer is from the commissioning organisation (e.g. PCT)
COR10 Modified referrals Monthly report showing referrals that have been modified by priority or due date from within the commissioning organisation (e.g. PCT)
Onward referrals Monthly report showing progress against the DH incentive scheme
Initial referrals Monthly report enabling a PCT to report on progress against the DH incentive scheme
SHA roles’ REPORTS:(Information analyst SHA)
Report Title Content
SHARO7 Past slot utilisation
Monthly report showing bookings and unused slots for all specialties commissioned by commissioning organisations within that SHA
SHARO8 Future slot utilisation
Weekly report showing all bookings and unused slots for all services provided within that SHA for the future 13 weeks
SHARO9 Channel profile
Monthly report showing what channels are used by the commissioning organisations within the SHA for transactions in CAB
BMS roles’ REPORTS:(BMS admin, Information analyst BMS)
Report Title Content
BMSRO1 Worklist analysis
Daily report showing activity of the previous day on BMS worklists
BMSRO2 Spectrum report
Weekly report showing activity on BMS worklists
BMSRO4 Channel profile Monthly report showing which channels are used by users within the commissioning organisations associated with the BMS to put transactions through CAB
ENQUIRIES
How to access an Enquiry Log in to Choose and Book with your Smartcard Click on your homepage Click to reveal the enquiries available
to your role Enter the Start Date and End Date for the enquiry
you wish to run (NB: you must keep it within a range of 28 days maximum)
You can filter the contents of the enquiry further by selecting from the picklist available
Click Search
You can now view and print off the enquiry you have selected
Referring roles’ ENQUIRIES:(referring clinician, referring clinician admin, referring admin)
Enquiry title Content
ROEO1 Two week wait Shows all appointment requests and bookings made from within your organisation with a two-week-wait priority
ROEO3 Cancelled appointments
Shows all appointment requests and bookings made from within your organisation that have been cancelled
ROEO4 Cancelled UBRNs Shows all appointment requests and bookings made from within your organisation that have had their UBRNs cancelled
ROEO5 DNA’d appointments Shows all appointments made from within your organisation that have been DNA’d
ROEO6 Due date exceeded Shows all appointment bookings that are in the future from within your organisation that exceed the ‘due by’ date
ROE11 Modified referral Shows all appointment requests and bookings made from within your organisation that have had their priority or due date modified
Provider roles’ ENQUIRIES:(service provider clinician, service provider admin, information analyst provider)
Enquiry title Content
SPE01 Two week wait breaches
Shows all appointments booked into services in your organisation with a two-week-wait priority, where the decision to refer date and the appointment date are more than 14 days
SPE05 Missing referral letters
Shows all appointments booked to your service in your organisation that have not had a referral letter sent in CAB
SPE06 Appointment Shows all appointments book to services in your organisation where the current status is scheduled, confirmed or DNA’d
SPE08 Service directory Shows published services within your organisation
More Provider roles’ ENQUIRIES:(Service Definer)
Enquiry title Content
SPE08 Service directory
Shows published services within your organisation
EXTRACTSNB: Information Analysts can access and
download extracts, and the organisation for whom you are set up as an Information Analyst will determine the data included in your extract
How to access an Extract Log in to Choose and Book with your Smartcard Click on your homepage Click to reveal the extracts available to your role Select the extract you wish to view Click on CSV of the date for the extract you want to
download Click on Open to see a WinZip box. Double click on the file of data you
wish to open/extract. You will now see the extract of report data. Save it to your computer.
EXTRACTS available:(Information analysts)
Extract title Content
EBSX01 DH Returns Weekly extract of booking and rebooking activities for that organisation
EBSX02 UBRN action Monthly extract of all activities for all UBRNs of that organisation
EBSX03 Codified Fields
Monthly extract of codified data (e.g. priority, DNA reason etc.) for that organisation
EBSX04 Organisation Monthly extract of organisations currently active in CAB
EBSX05 Service Monthly extract of services currently active in CAB
EBSX07 User Monthly extract of users currently active in CAB
EBSX08 Role Profile Monthly extract of all currently active role profiles in CAB
BMS roles’ EXTRACTS:(Information analyst BMS)
Extract title Content
BMSX03 BMS Transactions
Weekly extract of all transactions (bookings, cancellations etc.) by originating PCT within the call centre
BMSX04 Unfulfilled Appointments Letter 1
Daily extract to enable mass mailings of reminder letters to patients for unfulfilled bookings
BMSX05 Unfulfilled Appointments Letter 2
Daily extract to enable mass mailings of reminder letters where the UBRN has already been in BMSX04
BMSX06 Appointment Reminder Letter
Nightly extract of reminder letters for PCTs that are associated to the BMS call centre
BMSX07 Letter Creation Statistics
Monthly extract of the UBRNs that were in BMSX04 and BMSX05 per PCT per day
For more information: http://www.chooseandbook.nhs.uk/documents/
reports_and_enquiries_user_manual.pdf Frequently Asked Questions (FAQs) at
http://nww.chooseandbook.nhs.uk/faqs/index.php Dowload the Information Analyst and Reports/Enquiries
Manuals from http://www.chooseandbook.nhs.uk/staff/implementation/toolkit/deployment/functionality/index_html/view
Dowload the end user manuals showing how to access reports, enquiries and extracts from http://www.chooseandbook.nhs.uk/staff/training/