road map for cat4 suite - pen csthe cat4 screen has been broken into four key areas, menu bar, data...

Road Map for CAT4 Suite

CAT4 Road Map

Road Map for CAT4 Suite

Page | 1 CAT4 Road Map

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.


Contents 1. Navigating CAT4 ....................................................................................................................................................................................................................... 4

1.1 Navigating the Dashboard ............................................................................................................................................................................................... 4

1.2 Navigating CAT4 Menus ................................................................................................................................................................................................... 5

1.3 Navigating Cleansing CAT4 Menus................................................................................................................................................................................... 6

1.4 Navigating Reports ........................................................................................................................................................................................................... 7

2. Getting Started ......................................................................................................................................................................................................................... 8

2.1 Collecting a Data Extract .................................................................................................................................................................................................. 8

2.2 Opening a Data Extract .................................................................................................................................................................................................. 10

2.3 Using a filter ................................................................................................................................................................................................................... 11

2.4 Starting a new search ..................................................................................................................................................................................................... 12

2.5 Producing a Report of Active Patients – Option One..................................................................................................................................................... 13

2.6 Producing a report of Active Patients – Option Two ..................................................................................................................................................... 14

3. Accreditation Preparation ...................................................................................................................................................................................................... 15

3.1 Data Quality Dashboard ................................................................................................................................................................................................. 15

3.2 No Gender Listed ........................................................................................................................................................................................................... 16

3.3 Meet 90% of Allergies Recorded .................................................................................................................................................................................... 17

3.4 No Date of Birth Listed ................................................................................................................................................................................................... 18

4. Improving Data Quality .......................................................................................................................................................................................................... 19

4.1 Missing Health Risk Factors via CAT4: Smoking ............................................................................................................................................................. 19

4.2 Missing Health Risk Factors via Cleansing CAT: Smoking .............................................................................................................................................. 21

4.3 Missing Health Risk Factors via CAT4: BMI .................................................................................................................................................................... 23

4.4 Missing Health Risk Factors via Cleansing CAT: BMI ...................................................................................................................................................... 25

4.5 Missing Health Risk Factors via CAT4: Alcohol Consumption ........................................................................................................................................ 27

4.6 Missing Health Risk Factors via Cleansing CAT: Alcohol Consumption .......................................................................................................................... 29


4.7 Missing Health Risk Factors via CAT4: Physical Activity ................................................................................................................................................. 31

4.8 Correctly Coding Health Conditions via Cleansing CAT: Diabetes ................................................................................................................................. 33

4.9 Correctly Coding Health Conditions via CAT4: Coronary Heart Disease ........................................................................................................................ 35

4.10 Correctly Coding Health Conditions via CAT4: Asthma .................................................................................................................................................. 37

5. At Risk Groups ........................................................................................................................................................................................................................ 40

5.1 People at Risk of Developing Chronic Disease ............................................................................................................................................................... 40

5.2 People at Risk of Developing Osteoporosis ................................................................................................................................................................... 44

6. Chronic Disease ...................................................................................................................................................................................................................... 47

6.1 Diabetes SIP ................................................................................................................................................................................................................... 47

6.2 Chronic Disease: MBS Eligibility ..................................................................................................................................................................................... 49

7. Mental Health ........................................................................................................................................................................................................................ 52

7.1 Searching for People with a Mental Health Condition .................................................................................................................................................. 52

7.2 MBS Eligibility ................................................................................................................................................................................................................. 54

8. Health Promotion .................................................................................................................................................................................................................. 55

8.1 Health Check: 75+ Health Check .................................................................................................................................................................................... 55

8.2 Health Checks: 45 -49 Health Check .............................................................................................................................................................................. 57

8.3 Health Checks: 715 Health Assessment ......................................................................................................................................................................... 60

8.4 Health Promotion: Flu Vaccine ...................................................................................................................................................................................... 62

8.5 Health Promotion: Pap Smear ....................................................................................................................................................................................... 64

8.6 Health Promotion: Sexual Health Tabs .......................................................................................................................................................................... 66


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


1.2 Navigating CAT4 Menus 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


1.3 Navigating Cleansing CAT4 Menus

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


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


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 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’


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


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


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.


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


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


3. Accreditation Preparation

3.1 Data Quality Dashboard This Report will display your practice’s 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


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).


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

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.


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


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.


4.2 Missing Health Risk Factors via Cleansing CAT: Smoking


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 ‘Cleansing CAT’)


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


4.3 Missing Health Risk Factors via CAT4: BMI


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


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.


4.4 Missing Health Risk Factors via Cleansing CAT: BMI



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’)


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.


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


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.


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


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’)


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 the patient’s clinical record.


4.7 Missing Health Risk Factors via CAT4: Physical Activity


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


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.


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.



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’)


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.


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.


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


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.


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.


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


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


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.


5. At Risk Groups

5.1 People at Risk of Developing Chronic Disease


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)



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


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


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.


5.2 People at Risk of Developing Osteoporosis


4. From the filters panel click on the ‘Medications’ tab, click on “Medications – Other” and tick the “Glucorticoids” checkbox 5. Click on the ‘Recalculate’ button from the menu bar

6. In the report section of the screen, select the ‘Smoking’ tab


7. Select ‘Daily Smoker’ and then on the ‘Irregular Smoker’, this can be done by single clicking on each section within the pie graph, the words or the legend.

This will filter for all active patients that are currently on Glucocorticoids and smoke.

8. Target the relevant age groups (for women >= 45 years and men >= 50 yrs). Click on the age groups of interest on the ‘Demographic’ tab in the report

pane, and highlight all males and females in the desired aged groups:


9. Then click “report on top of your screen


6. Chronic Disease

6.1 Diabetes SIP


4. From the filters panel click on the ‘Conditions’ tab 5. Under the ‘Chronic’ sub tab, select the option ‘Yes’ for Type 2 Diabetes



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.


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


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.


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.


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.


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


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.


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.


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.


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


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


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.


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.


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.


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.


8.4 Health Promotion: Flu Vaccine


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


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.


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.


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


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.


8.6 Health Promotion: Sexual Health Tabs


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.


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.


While the Australian Government Department of Health has contributed to the funding of this material, the information contained in

it does not necessarily reflect the views of the Australian Government and is not advice that is provided, or information that is

endorsed, by the Australian Government. The Australian Government is not responsible in negligence or otherwise for any injury, loss

or damage however arising from the use of or reliance on the information provided herein.

road map for cat4 suite - pen csthe cat4 screen has been broken into four key areas, menu bar, data...

Documents