Part 1 - Installation and Configuration - Version 4.0
Contents
1. 2 11 Medinet Requirements The Medinet software application provides a new Reports menu option that performs the data extraction for Clinical Audit The data extraction process is described in the Medinet Mappings document available from http help pencs com au Cat htm 2 12 MedTech32 Requirements MedTech32 provides an executable file MT2PenCAT4 exe that must exist in a special MedTech32 CATA extractor installation directory in order for Clinical Audit to be able to collect data The installation directory is usually C Program Files Medtech Global Limited MT2PENCATA If this file is not installed you will receive the an error message when you dlick the Clinical Audit Collect button advising the file is missing If you receive this message contact MedTech32 for assistance 3 July 2015 PAGE 15 of 33 CAT4 Part 1 Installation v4 0 3 INSTALLATION The Clinical Audit Tool 4 is available using Microsoft Click Once technology and can be installed by using Internet Explorer with the following URL http install oencs com au ClickOnce CAT4 publish Atm Note Click Once technology is not compatible with the Firefox browser Click the Install button UI S http install pencs com au ClickOnce CAT4 publish htm D G penCS Clinical Audit Tool 4 X zi pel PCS Remote Support Soft Pen Computer Systems PenCS Clinical Audit Tool 4 Name Pencs Clinical Audit Tool 4 Version 4 0 3 0 Publisher Pen C2. PCHIS the information system used by the Northern Territory Health Service e MMEx the web based eHealth platform produced by ISA Healthcare Solutions The range of clinical Desktop Systems able to interoperate with the Pen CS Clinical Audit Tool is expanding all the time additions will be made to this User Guide as this functionality becomes available Not all reports functions will be available for all clinical Desktop Systems as the level of data that can be extracted is not the same for all systems 13 Definitions acronyms and abbreviations Term Description ACR Microalbumin Creatinine Ratio APCC Australian Primary Care Collaboratives ATSI Aboriginal Torres Strait Islander Blood Pressure CAT4 Clinical Audit Tool DOHA Department of Health and Ageing D Department Veteran Affairs Medical Director NEHTA National E Health Transition Authority NPCC National Primary Care Collaboratives NPI National Performance Indicators NVDPA National Vascular Disease Prevention Alliance Pen CS Pen Computer Systems PCEHR Personally Controlled eHealth Record QAIHC Queensland Aboriginal and Islander Health Council QRG Quick Reference Guide RACGP Royal Australian College of General Practitioners H Shared Health Summary as part of PCEHR SIP Service Incentive Payment E gt UO Cn Cn RACGP Royal Australian College of General Practitioners 3 July 2015 PAGE 7 of 33 CAT4 Part 1 Installation 14 Related Documents CAT4 Us
3. Database browser button e Enter and confirm a password of your choice e Ifa password has previously been configured you will be required to enter the current password as well NOTE If a password has been configured and you do not know what it is you will need to contact Best Practice Support for assistance to reset the password wu au General FU Enter the new password Enter the new password again to confirm x Lists Passwords Database browser Emergency patient access Image 2 BP Database Browser Password 3 July 2015 PAGE 12 of 33 CAT4 Part 1 Installation v4 0 Option 2 Tick ALL the External data access checkboxes and Save Configuration The following list of servers that have an instance of Best Practice installed were found Please select the one that this computer will be connecting to Delete local copy of drug database Extemal data access Clinical Billing Appointments Image 3 BP External Data Access In Clinical Audit e Option 1 Enter the browser password you have set up in the CAT4 Best Practice Preferences e Option 2 Leave the password field empty in the CAT4 Best Practice Preferences Refer to the section in this document Setting Your Preferences 2 Genie Requirements The Genie software application provides a new Reports menu option that performs the data extraction for Clinical Audit The data extraction process is described in the Geni
4. PAGE 19 of 33 4 CONFIGURATION Once the CAT4 software has been installed it is available from your Programs List Click Start gt All Programs gt Pen CS gt PEN CS Clinical Audit 4 Enter your Account name and Authorisation key and click OK Once you have logged in the screen below will display From the dashboard you can choose which view of CAT4 you want to open the CAT 4 icon on top will load the full suite of reports Welcome Mr Matthias PENCS Daily View Manage your Registers Risks and Care Plans gt My CAT Wizard Manage your own activities by using the MyCAT Wizard to create custom views the full range of tools h A m m mm CDM View Chronic Disease Management for Diabetes CVD and CKD I qi View Manage your Indigenous Quality Improvement Programs Pa Sa E Cleansing View Manage your Data Cleansing Activities gt Registrar View Manage your Registrar Activities and Reporting Remote Support Account Options Close Useful Links CAT Recipes User Documentation Online Store A f h Training CE zh Webinars E i L PAT CAT Practice Aggregation Tool PCS Website Need Support FREECALL 1800 762 995 Be support pencs com au ee Programs Registered Participation You will see the population figure is initially O because you have not yet collected data from your clinical desktop system CAT4 Part 1 Installation v4 0 F
5. Practice Mame Practice Postcode Image 15 CAT4 Preferences Menu GP Application From the drop down list select the Clinical Desktop System you wish to collect from Then click the tab for that Clinical Desktop System to enter further values Extract Directory This folder is used to store the snap shots of your data for analysis by the Clinical Audit Tool 4 By default the data will be stored in the folder C ClinicalAudit on your PC PenCS recommends to store the data on a shared drive that is included in your regular backup You can change this by clicking the Browse button and choosing another Data Folder Location Click OK when you have selected a new location Click OK to save this location and close the Dialog box Saved Filters Directory This folder is uses to store your saved filter criteria Saved filters can be reloaded and run at a later time Details are provided in the PEN CS Clinical Audit User Guide Part 2 Saved Views Directory This folder is uses to store your saved views Saved views can be reloaded and run at a later time They can be created through the My CAT Wizard from the dashboard Details are provided in the My CAT Wizard Quick Reference Guide Practice Name ID Number and Postcode Fill in the values for these fields with your practice details At a future time these values will be used if your practice decides to participate in projects that send consented de ident
6. of memory and the provided minimum requirements will not be sufficient for larger practices with more than 5000 patients We strongly recommend a 64 bit operating system and as much RAM as possible 2 3 Install URL To install PEN CS Clinical Audit you must use Internet Explorer version 9 or later Clinical Audit can be installed by going to the following URL http install pencs com au ClickOnce CAT4 publish htm 24 Clinical Desktop System Compatibility Clinical Audit is compatible with the following clinical application and versions As new versions are released PEN CS Clinical Audit will be validated and if required updated to maintain compatibility e Medical Director Clinical Audit is compatible with Medical Director Versions 3 e Best Practice Clinical Audit is compatible with Best Practice version 1 6 0 395 and later e Genie Clinical Audit is compatible with Genie Version 7 5 3 and later e Zedmed Clinical Audit is compatible with Zedmed Version 11 and later e practiX Clinical Audit is compatible with practiX Version 1 36 build 2 and later 3 July 2015 PAGE 10 of 33 CAT4 Part 1 Installation v4 0 Communicare Clinical Audit is compatible with Communicare Version 11 2 and later Medinet Clinical Audit is compatible with Medinet Version released July 2011 and later MedTech32 Clinical Audit is compatible with MedTech32 Version 9 2 and later MMEx Clinical Audit is compatible with MMEx from version 1
7. to be installed 293 17 08 2010 Christine Chidgey Updates to Best Practice configuration and preferences a password is now required to be set 06 09 2010 Christine Chidgey Best Practice billing configuration 211 04 01 2011 Christine Chidgey Add practiX compatibility Disclaimer added on login to new update 212 27 07 2011 Christine Chidgey Add Communicare compatibility Add Medinet compatibility 2L 02 11 2011 Christine Chidgey CAT4 v3 requires pre requisite of Microsoft NET Framework 3 5 SPI Update install link and associated screen shots 3 4 12 06 2012 Christine Chidgey Add Best Practice and Pracsoft compatibility Add MedTech32 configuration 3 4 3 11 09 2012 Christine Chidgey Best Practice preferences now provide alternative BP Database access configuration 3 July 2015 PAGE 3 of 33 CAT4 Part 1 Installation v4 0 3 10 14 02 2014 Christine Chidgey Updates to system requirements data storage 342 24 06 2014 Christine Chidgey Add Mediflex billing compatibility 3 13 19 02 2015 Matthias Merzenich Updated Medtech version required 4 06 09 06 2015 Matthias Merzenich Updated requirements for CAT4 Updated screenshots logos Added Zedmed requirements 3 July 2015 PAGE 4 of 33 CAT4 Part 1 Installation Contents 1 INTRODUCTION 11 USER GUIDE 1 2 NOTES ABOUT THIS USER GUIDE 1 3 DEFINITIONS ACRONYMS AND ABBREVIATIONS 1 4 RELATED DOCUMENTS 2 SYSTEM REQUIREMENTS 2 1 OPERATING SYSTEM 2 2 MINIMUM AND RECOMM
8. 12 4 42 PM 09 03 12 11 44 AM 16 11 11 11 53 AM 25 07 11 3 06 PM 09 02 11 12 45 PM WINTVM DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE DEIDENTIFIED DE Data Snapshots 3 July 2015 Gender E Male Female E Other DYA E DVA lt Any Color gt v non DYA Health Cover Medicare No Filters E General Ethnicity Date Range Results Date Range Visits Saved Filters Age Last Visit Activity Any None E Active 3x in 2yrs Start Age 15 lt E mths E Not Active End Age Visits in last 6 mths gt 0 Yrs 30 24 mths E No Date Range 09 06 20 to 08 05 20 v Has Not Visited in last v mths Postcode City Suburb nclude lists comma separated wildcard Include Exclude Exclude Clear General Medical Director 3 HCN Live Data Demographics Ethnicity Data Quality Data Cleansing Allergies Smoking Alcohol Measures Pathology Disease Screening Co morbidities Medications Diabetes SIP Items CKD E Select All Show Total Counts Export Demographic Breakdown by Age Females 0 Males 0 Other 0 Female Mill Male Reports Musculoskeletal Cv Event Ris Age bracket 5 Image 26
9. 5 06 02 01 25 Billing System Compatibility Billing is compatible when the clinical and billing systems are provided by the same vendor and the data extract for the clinical system is version 1 5 or above Currently the following billing is supported 3 July 2015 MD2 or MD3 and Pracsoft OR Mediflex OR Zedmed BP and BP Management OR Pracsoft 3 OR Mediflex OR Zedmed Zedmed and Pracsoft OR Mediflex OR Zedmed practiX Communicare MedTech32 MMEx PAGE 11 of 33 CAT4 Part 1 Installation v4 0 2 6 Best Practice Requirements Best Practice Software data extract requires one of the following options be configured 1 A database browser password is configured This password is set in Best Practice and must be entered in the Clinical Audit Tool 4 Preferences 2 From v1 8 2 580 an alternative to setting up the Database Browser Password is to simply tick the External data access Clinical Billing and Appointments checkboxes and then in your CAT4 Best Practice preferences leave the password blank In Best Practice Select Setup gt Configuration from the top menu bar t Best Practice File Clinical Management Utilities view eet Bio MeL Printers Practice details Configuration Shift F3 Users Shift F4 Preferences Shift F5 Sessions Shift F6 Image 1 BP Configuration e Select the Database option from the left hand tool bar Option 1 Set the database browser password e Click the
10. C cara User guide CAT4 PART 1 INSTALLATION AND CONFIGURATION Version 4 0 June 2015 Gl gt lt x PenCS t smart secure connected nequ Microsoft Partner CAT4 Part 1 Installation v4 0 Company Contacts Sydney Head Office Pen CS Document Contact Level 1 35 Moore St LEICHHARDT NSW 2040 GONE Matthias Merzenich Document Manager Phone 61 2 9506 3200 Fac 61 2 9566 1182 phone 1800 62 993 Email enquiries pencs com au Web www pencs com au Email matthias merzenich pencs com au Melbourne Office Pen CS Level 6 3 Bowen Cres MELBOURNE VIC 3004 Phone 61 3 9866 8477 Fax 61 3 9866 5699 3 July 2015 PAGE 2 of 33 CAT4 Part 1 Installation v4 0 Document Control Version Date Modified By Description 2 4 16 02 2009 Christine Chidgey Initial Document for Installation and Configuration instructions The CAT4 User Guide has been split into 2 parts 2 4 1 26 03 2009 Christine Chidgey Updates for changes to login screen and license key information configuration of Billing Software available for MD users with Pracsoft3 12 10 2009 Christine Chidgey No changes this release 30 11 2009 Christine Chidgey No changes this release 2 8 09 02 2010 Christine Chidgey Update document template No changes this release 29 17 05 2010 Christine Chidgey Updates to System Requirements NET 2 0 SP2 Increased memory is required for very large database Send Data To email function requires a mail client
11. CAT4 UI PAGE 31 of 33 CAT4 Part 1 Installation v4 0 6 COLLECTING DATA SETS NOTE Before you start collecting data sets ensure you have set up your preferences to point to the correct clinical desktop system for your practice See Setting Your Preferences for details about how to do this A data set is collected by clicking the Collect button at the top left of the screen Once you click the Collect button you will see the status bar in the top right hand corner of the screen flashing while the data is retrieved from the clinical desktop system e Genie practiX Medinet Medtech and MMEx users please note that the data collection is performed from within your clinical application Clicking the CAT4 Collect button at the top left of the screen will provide you with the summary steps on how this is done for your system Step by step details are provided in the Appendices section of the PEN CS Clinical Audit Tool 4 User Guide Part 2 e Zedmed users please note that to enable CATA to extract this data it needs to access the Blobs folder This folder is used by Zedmed to store HL7 based data The default location is c zedmeddata blobs but this can vary depending on your installation to verify the location you can check CRS App Server ini which may be in a folder called ZedmedServer which should have an entry called BLOBFilesPath C ZedmedData Blobs The data set collected is saved in your
12. ENDED REQUIREMENTS 2 3 INSTALL URL 2 4 CLINICAL DESKTOP SYSTEM COMPATIBILITY 2 5 BILLING SYSTEM COMPATIBILITY 2 6 BEST PRACTICE REQUIREMENTS 2 7 GENIE REQUIREMENTS 2 8 ZEDMED REQUIREMENTS 2 9 PRACTIX REQUIREMENTS 2 10 COMMUNICARE REQUIREMENTS 2 11 MEDINET REQUIREMENTS 2 12 MEDTECH32 REQUIREMENTS 3 INSTALLATION 3 1 INSTALLING TO A DESKTOP PC 3 2 INSTALLING TO TERMINAL SERVICES OR CITRIX 3 3 USING CLINICAL AUDIT OFFLINE 4 CONFIGURATION 4 1 SETTING YOUR PREFERENCES 4 1 1 Choosing your Clinical Desktop System 4 1 2 Choosing a preferred Data Extract Directory 4 1 3 Choosing and configuring your Billing System 5 CAT4 USER INTERFACE 5 1 NAVIGATING THE CAT4 USER INTERFACE 6 COLLECTING DATA SETS 6 1 WHAT DATA IS COLLECTED 6 2 HOW IS THE DATA STORED 6 3 EXISTING DATA SET COMPATIBILITY WITH CHANGES TO CAT4 7 DATA FILTERING AND DATA SET ANALYSIS 3 July 2015 PAGE 5 of 33 v4 0 CON NO O 10 10 11 12 13 14 14 15 15 15 16 19 19 19 20 21 23 28 29 31 31 32 39 33 33 33 CAT4 Part 1 Installation v4 0 1 Introduction The Clinical Audit Tool 4 CATA analyses clinical information from GP Clinical Desktop Systems It translates data into real statistical and graphical information that is easy to understand and action This allows practitioners to assess and improve the quality and completeness of patient information The benefit to the practice is to assist with its ongoing ac
13. ased Patents Batch Size practiX There is no further set up for practix The practiX software application itself provides a new Administration menu option that performs the data extraction for Clinical Audit This is described in the practix Mappings document available from http help pencs com au Cat htm The practiX preference tab summarises the steps you should follow Ensure the Extract Directory on the Clinical Audit tab matches the extract folder determined by practix Communicare Browse to the local Communicare installation directory Enter your Communicare login details to allow automatic login to the exporter 3 July 2015 PAGE 26 of 33 CAT4 Part 1 Installation v4 0 Clinical Audit Preferences Local Communicare Directory C Program Files Communicare Usemame Administrator Password eeeeeeee Note Please browse to your local Communicare installation directory This will usually be C Communicare You are required to enter your Communicare login details if you wish to login automatically to the CAT exporter and be able to configure scheduled collections Image 20 CAT4 Communicare Configuration Medinet There is no further set up for Medinet The Medinet software application itself provides a new Resources menu option that performs the data extraction for Clinical Audit This is described in the Medinet Mappings document available from http help pencs com au Cat htm The Medinet pref
14. c If no billing system is configured CATA will not display any MBS item reports This is explained further in the section 4 1 3 3 July 2015 PAGE 23 of 33 CAT4 Part 1 Installation v4 0 Medical Director 3 Select your Database Configuration trom the drop down list These will match the configurations you have available through the HCN Maintenance icon on your desktop Clinical Audit Tool 4 Preferences E M ediflexs Sidebar Frompts Scheduler Clinical Audit Best Practice MMEX Medical Director 3 MedTech32 Local Azdex Directory L Pragram Files 485 NHealth Communication MN ebwork M ec J Database Configuration HEN Live Data Document Server C ManageE zy Document Library Gan L G Mediflax Mate IF vau are using Medical Director 3 and Mediflex please check the Medifles tab to ensure the Application Directory Selling is correct Extract Archived and Deceased Patients No Location List comma separated Enter ALL for a single extract DK Image 17 CAT4 Medical Director 3 Configuration Best Practice Select either Live Data or Sample Data from the drop down list In Best Practice you need to have allowed database access using one of the following options refer Section 2 10 Best Practice Requirements Option 1 Configuring a BP Database Browser password Enter that password in the preferences Option 2 Ticking the External data acce
15. creditation and provide opportunities to grow practice income The emphasis of the tool is to help practice staff to take specific action to improve patient coverage in chronic disease management and prevention Other benefits of CAT4 are many and include e targeting patients with particular needs e targeting patients with specific health risk profiles e improved compliance with statistical data collections e extracting data to meet the needs of others e meeting reporting requirements 11 User Guide The purpose of this document is to provide instructions on how to install and use the functionality provided by CAT4 The manual is split into 2 parts e Part 1 Installation and Configuration including information on collect data sets This document e Part 2 Functionality 3 July 2015 PAGE 6 of 33 CAT4 Part 1 Installation v4 0 12 Notes about this User Guide This User Guide describes the use of the Pen CS Clinical Audit Tool with reference to the following clinical systems e MedicalDirector Clinical by MedicalDirector e Best Practice the clinical desktop system by Best Practice Software e Genie the clinical desktop system by Genie Solutions e Zedmed the clinical desktop system by Zedmed Medical Software Solutions e practX the clinical desktop system by iSoft e Communicare the clinical desktop system by Communicare Systems e Medinet the clinical desktop system by Abaki e Medtech the clinical desktop system by Medtech Global e
16. e Mappings document available from http help pencs com au Cat htm 3 July 2015 PAGE 13 of 33 CAT4 Part 1 Installation v4 0 2 8 Zedmed Requirements Zedmed provides an executable file PenDataExtract exe that must exist in your local Zedmed installation directory in order for Clinical Audit to be able to collect data The local Zedmed installation directory is usually C Zedmed or C Patients If this file is not installed you will receive the following error message when you click the Clinical Audit Collect button Zedmed Collection Error Error collecting data Zedmed Data Collector Zedmed extraction utility is missing Please check your preferences and contact your software vendor who can provide an update to this extract tool Image 4 Zedmed Error If you receive this message you can download the executable file from http help pencs com au cat htm gt click on the CAT4 Zedmed extractor link Updates to the extractor are available from this link Pathology results received in HL7 format will be viewable from the Summary Views panel Measurements tab and will be extracted for CAT4 To enable CAT4 to extract this data it needs to access the Blobs folder This folder is used by Zedmed to store HL7 based data after importing The default location is c zedmeddata blobs but this can vary depending on your installation to verify the location you can check CRS App Server ini which may be in a folder called ZedmedS
17. er Guide Part 2 Functionality This User Guide provides instructions on how to use install and configure CAT4 This guide is available from http help pencs com au CAT htm 3 July 2015 v4 0 PAGE 8 of 33 CAT4 Part 1 Installation v4 0 2 SYSTEM REQUIREMENTS The minimum and recommended system requirements to be able to run the Clinical Audit Tool 4 are provided in this section 2 1 Operating System Clinical Audit runs under the following environments maintained to latest Microsoft patch levels e Microsoft Windows Vista Business Enterprise Ultimate X64 SP1 e Microsoft Windows 7 Professional Business Ultimate X64 e Microsoft Windows 8 8 1 Standard Professional Enterprise X64 e Microsoft Windows Server 2003 SP2 R2 X64 e Microsoft Windows Server 2008 Standard R2 X64 e Microsoft Windows Server 2012 All Editions Note CAT4 will usually work on X86 versions of Windows however X64 is recommended as X86 is usually limited to 4GB memory 22 Minimum and Recommended Requirements Server _ S Minimum Requirements Recommended Requirements Operating System Microsoft Windows Server 2003 Microsoft Windows Server 2008 SP2 R2 X64 Standard R2 X64 Intel Pentium 4 single core Quad Core CPU Hara Dis 250 68 Microsoft NET Framework CAT4 requires the Microsoft NET Framework version 4 to be installed prior to installing PCS Clinical Audit This will be installed automatically if required when installing CAT
18. erence tab summarises the steps you should follow Ensure the Extract Directory on the Clinical Audit tab matches the extract folder determined by practiX MedTech32 Select either Live Data or Sample Data from the drop down list Browse to the MedTech32 CATA extractor installation directory Clinical Audit Preferences Communicare Femet Genie Medical Director 2 Medical Director 3 Medinet MedTech32 Database Configuration Local MedTech32 CAT Extractor Directory Note Please browse to your local MedTech32 CAT Extractor installation directory This will usually be C Program Files Medtech Global Limited MT2PENCAT Image 21 CAT4 Medinet Configuration 3 July 2015 PAGE 27 of 33 CAT4 Part 1 Installation v4 0 4 1 2 Choosing a preferred Data Extract Directory It there are more than one CAT4 user in the practice then choose a network drive that is accessible to all We recommend to use a network or shared drive that is included in your routine backups even if there is only one CAT4 user If there are more than one user ensure that the selected location is accessible to all users Use the Edit gt Preferences option to set the same Extract Directory for each user Clinical Audit Tool 4 Preferences E S rm e 4 mi MHedT ech32 Meditlex Sidebar Frompts Scheduler Data Submission Clinical Audit MMEX Medical Director 3 GP Application Medical Director 3 E
19. erver which should have an entry called BLOBFilesPath C ZedmedData Blobs 29 practiX Requirements The practiX software application requires practiX Support to upgrade the practiX application to provide the Custom PENEXTRACT Administration option The data extraction process is described in the practiX Mappings document available from http help pencs com au Cat htm iSOFT Health practiX Demonstration Medical Group General Practice Clinic El Practice Management u i Processes m Reporting Custom L PENEXTRACT m System Configuration El System Processes Image 5 PratiX Configuration 3 July 2015 PAGE 14 of 33 CAT4 Part 1 Installation v4 0 2 10 Communicare Requirements Communicare provides an executable file cccatExport exe that must exist in your local Communicare installation directory in order for Clinical Audit to be able to collect data The local Communicare installation directory is usually C Program Files Communicare If this file is not installed you will receive the following error message when you click the Clinical Audit Collect button Communicare Collection Error Error collecting data Communicare Data Collector Communicare extraction utility is missing Please check your preferences and contact your software vendor who can provide an update to this extract tool Image 6 Communicare Collection Error If you receive this message contact Communicare for assistance
20. ified patient clinical data to your Division or other data repository The postcode is used to establish the public holidays for your state which are used in the after hours report 3 July 2015 PAGE 22 of 33 CAT4 Part 1 Installation v4 0 4 1 1 Choosing your Clinical Desktop System Once you have selected your Clinical Desktop System from the Clinical Audit tab click the corresponding tab for that Clinical Desktop System to enter further configuration options Eg GP Application Medical Director selected now click the corresponding tab Clinical Audit Tool 4 Preferences i 0 mm E eem M edTaech32 Medilex Sidebar Frompts Scheduler Data Submission Clinical Audi MMEX Medical Director 3 Image 16 CAT4 Select Clinical System The options available for each system are explained in the following pages Values will be defaulted where possible Once you have selected and configured your Clinical Desktop system the details will be displayed above the row of tabs Clinical Desktop System Database Location File dit View Too Data submission Prompts Scheduler Help a m 9 sia nm E et WIEN Cleansing Registrar Collect iew Filter Feport Population Dashboard CAT CAT S There are a number of clinical systems that can work with third party billing systems The billing system can configured on the respective tab of the clinical system to match the setup at the clini
21. ile Edit View Tools Data Submission Prompts Scheduler Help e 0 ees E Cleansing Registrar Dashboard CAT CAT Clear Filters Recalculate 22 Collect Extracts View Filter Report Population Medical Director 3 HCN Live Data Demographics Ethnicity Data Quality Data Cleansing Allergies Smoking Alcohol Measures Pathology Disease Screening Co morbidities Medications Diabetes SIP Items KD t Select All Show Total Counts Demographic Breakdown by Age Females 0 Males 0 Other 0 Female m Male Image 13 CAT4 Before Data Loading 41 Setting Your Preferences Your Preferences are set by selecting Edit gt Preferences from the top menu Data Submission Prompts Scheduler Help xm View View Cleansing Registrar Collect Extracts View Filter Report Population Dashboard CAT4 CAT CAT Image 14 CAT4 Preferences Preferences Send Data Extracts Locations The Preferences Dialog box will be displayed 3 July 2015 PAGE 21 of 33 CAT4 Part 1 Installation v4 0 Clinical Audit Tool 4 Preferences mm ESMER Medies Topbar Sidebar Frompts Scheduler Data Submission Clinical Audit Communicare MMES Genie Medical Director 3 MaedTech32 GP Application Medical Director 3 Extract Directory CAChnicalAudi saved Filters Directory C ClinicalAudit S avedFilters Saved Views Directory CAClinical4uditheavedviews Practice ID
22. ntly marked as active in your Clinical system You may find patients in CAT4 that you know are no longer active at your practice If you inactivate them in your Clinical system they will be excluded from future data collections 62 Howis the data stored The collection process creates 2 xml data files which are encrypted and saved as a dat file to the data folder as dictated by your system preferences One file is pure Clinical data and has no identifiable patient information This is called the DATA file This file can be made available in its xml file form by using the Deidentify Dataset tool The second file is the LINK file and contains all patient identifiable data The LINK file is only used when you want to re identify a list of patients that make up a segment of a graph This file is never made available 6 3 Existing data set compatibility with changes to CAT4 Updates to the CATA data set allow new filters and reports to be added Older CATA extracts will not contain the required data needed to utilise these functions You may still load older CAT4 extracts and analyse them as before however functionality which requires data not included in these extracts will not be available and be greyed out in the interface 7 DATA FILTERING AND DATA SET ANALYSIS These sections are included in the PEN CS Clinical Audit Tool 4 User Guide Part 2 Functionality available at help pencs com au cat htm 3 July 2015 PAGE 33 of 33
23. ograms List e Click Start gt All Programs gt Pen CS gt PEN CS Clinical Audit e Enter your Account name and Authorisation key and click OK Please refer to the PEN CS Clinical Audit Tool 4 User Guide Part 2 Functionality for a detailed description of the user interface 5 1 Navigating the CAT4 User Interface Click the View Extracts and the View Filter buttons to display all the areas of the CAT4 user interface The screen is divided into 3 sections e Data Snap shots or Extracts collected for analysis Left Hand Panel e Data Filters Top Right Panel e Data Reports Bottom Right Panel It is handy to be able to hide the data collection and data filter areas of the screen in order to make best use of your screen space to view the data results You can toggle between the View Hide modes at any time Once you have logged in the screen below will display You will see the population figure is initially 0 because you have not yet collected data from your clinical desktop system or loaded an existing extract file File Edit View Tools g Hide Extracts Data Submission Prompts Scheduler Help FT a e View Cleansing Registrar J Population Dashboard CAT4 CAT CAT Clear Filters Recalculate i z ee IM Collect Hide Fitar Report 02 06 15 11 49 AM 12 02 15 9 57 AM 03 07 14 2 34 PM 17 12 13 9 16 AM 17 09 13 2 16 PM 13 06 13 9 58 AM 27 03 13 11 08 AM 27 11 12 8 35 AM 23 07
24. omputer Systems Install Pen Computer Systems Customer Support ClickOnce and NET Framework Resources Image 7 CAT Installation The application will be launched Verifying application requirements This may take a few moments Image 8 Launching CATA Installation A dialog box will disolay showing you the progress of the install 3 July 2015 PAGE 16 of 33 CAT4 Part 1 Installation v4 0 Installing Pen CS Clinical Audit Tool 4 This may take several minutes You can use your computer to do other tasks during the installation Mame Pen CS Clinical Audit Tool 4 p Downloading 513 KB of 71 7 MB Image 9 CAT4 Installer Once the install has completed the Clinical Audit Tool 4 Login screen will appear Ti Pencs CAT 4 Need Support Matthias Password Forgot your password Remote Support Image 10 CAT4 Logon Screen Username and Password enter the details provided to you You can also reset your password by using the Forgot your password link This requires you to have registered with a valid email address Please see part 2 Functionality for details Click OK The first time you login the Default Data Directory dialog box below will pop up 3 July 2015 PAGE 17 of 33 CAT4 Part 1 Installation v4 0 Default Data Directory i The default directory For the collected data is C Clinical4udit This location can be changed in the Preferences dialog on the Edit men
25. or Citrix session and you will automatically be on the server Follow the installation instructions in the preceding section 2 Clinical Audit needs to be installed under each profile login that will be using it That is if multiple people will be using it the installation needs to be repeated for each login The application generally only installs once but activates itself for the other logins on additional installs e logon as each user that will be using CAT4 and repeat the install instructions NOTE If access privileges are an issue then you will need to elevate the user s privileges to install and then restore them afterwards This is a Microsoft configuration 3 3 Using Clinical Audit Offline You must install and login initially to Clinical Audit while connected to the Internet so your login details can be validated You can then use CAT4 without being connected to the Internet for a period of one month When you are connected to the Internet CATA is able to verify your registration credentials are still valid and check to see if there are any application updates available for download If you use CAT4 for a long period of time without connecting to the Internet then your credentials will eventually expire You will need to connect again and go to the CATA installation URL to download an update Note If you have a Desktop Shortcut to CAT4 and it does not work offline you simply need to delete and recreate it 3 July 2015
26. or can be downloaded separately from the Microsoft website Other Requirements If you will be using the CATA Send Data To email function you will need to have CAT4 uses an authentication mechanism that requires a persistent internet connection It is recommended that you have a broadband internet connection to operate CAT4 To install CAT4 it is preferable to use Internet Explorer version 9 or later 3 July 2015 PAGE 9 of 33 CAT4 Part 1 Installation v4 0 Workstation MO UPPER Minimum Requirements Recommended Requirements Operating System Microsoft Windows Vista Microsoft Windows 7 Business Enterprise Ultimate Professional Business Ultimate X64 or later X86 SP1 Intel Celeron single core Quad Core CPU Hard Disk 20 GB 250 GB Microsoft NET Framework CAT4 requires the Microsoft NET Framework version 4 to be installed prior to instaling PCS Clinical Audit This will be installed automatically if required when installing CAT or can be downloaded separately from the Microsoft website Other Requirements If you will be using the CAT4 Send Data To email function you will need to have a mail client installed on the PC you are sending from PCS Clinical Audit uses an authentication mechanism that requires a persistent internet connection It is recommended that you have a broadband internet connection to operate CAT4 CATA it is preferable to use Internet Explorer version 9 or later CAT4 uses a lot
27. preferred data folder see Setting Your Preferences for more information When the data retrieval has completed you will see an entry in the left hand column The data is stored as a snap shot on your PC You can use this snap shot for analysis at any time in the future Tip To refresh the list of snap shots toggle the hide view Extracts button Each entry displays the date time of collection the number of records retrieved and the machine name on which the collection was done 12 06 2008 12 56PM 11775 FENMLB 1 10 06 2008 12 40 PM 11775 PENMLB 01 You can collect as many data sets as you wish over time Each data set will be listed as an entry in the left hand column To analyse a specific data set click on the entry for that data set It will become highlighted and you will see the status bar in the top right hand corner of the screen flashing while the data is reloaded from the snap shot into Clinical Audit 3 July 2015 PAGE 32 of 33 CAT4 Part 1 Installation v4 0 6 1 What data is collected Data is only collected for patients who are active in your Clinical system Data for patients who are deceased or have been made inactive is not collected unless it is required for reporting and the practice has set this option on available MD BP Zedmed only and done by default in Communicare and MMEx This means when you are analysing your data using CAT4 you are only seeing patients who are curre
28. rence tab summarises the steps you should follow Ensure the Extract Directory on the Clinical Audit tab matches the extract folder chosen in Genie 3 July 2015 PAGE 25 of 33 CAT4 Part 1 Installation v4 0 Zedmed The Zedmed and Zedmed data directory should have populated with your install locations if the locations are not correct you can change the folder to match your settings We recommend to leave the default settings unless you are experiencing problems with the data collection To enable CAT4 to extract pathology results it needs to access the Blobs folder This folder is used by Zedmed to store HL7 based data The default location is c zedmeddata blobs but this can vary depending on your installation to verify the location you can check CRS App Server ini which may be in a folder called ZedmedServer which should have an entry called BLOBFilesPath C ZedmedData Blobs Mediter Sidebar Frampts Scheduler Data Submission Clinical Audit Best Fractice MMEX Medical Director 3 MedTech32 practis Zedmed Local edmed Directory C Zedmed edrned Directory Mate Please browse to your local edmed installation directory This will usually be C edmed or C Patients Local edmed Data Directory E C edmedD ata Data Directory Mate Please browse to your edmed Blobs directory This may be CedmedD ata Blabs or a Folder on your edmed server Extract Archived and Dece
29. ss Clinical checkbox Leave the password preference field empty 3 July 2015 PAGE 24 of 33 CAT4 Part 1 Installation Clinical Audit Tool 4 Preferences v4 0 hi ediflex Sidebar Prornpts Scheduler Clinical Audit Best Practice MME Medical Director 3 MedTech32 Database Configuration Billing Software Pracsaft Mate Medifles Note Password Password Note Extract Archived and Deceased Patients Location List comma separated Prefix entered in Patient Record Ma Genie There is no further set up for Genie IF you are using Best Practice and Pracsott please check the Medical Director 3 tab to ensure the Database Configuration Setting is correct IF You are using Best Practice and Mediflex please check the Medifles tab to ensure the Application Director Setting Is Correct Test Browser Password ln Best Practice you will need to allow database access Go ta Setup gt Configuration gt Database You can either 1 tick ALL the External data access checkboxes or 2 set up the BP Database Browser password l you set up the Browser password you must enter it above NOTE Samples Data requires the Browser password Image 18 CAT4 BP Configuration The Genie software application itself provides a new Reports menu option that performs the data extraction for Clinical Audit This is described in the Genie Mappings document available from http help pencs com au CAT htm The Genie prefe
30. tract Directory NA linical udit saved Filters Directory CAClinical amp udilS avedFilters Saved Views Directory C Clinicaldudit savedviews Practice ID 1224 Fractice Mame Test Practice Practice Postcode 2000 mk j Image 22 CAT4 Extract Folder S More than 1 user can work with the same snapshot at the same time Genie practiX users will need to make sure this folder matches the folder they select from the Genie practiX application when they do the extract This is described in the Appendices section of this manual 3 July 2015 PAGE 28 of 33 CAT4 Part 1 Installation v4 0 4 1 3 Choosing and configuring your Billing System The following billing is supported MD3 and Pracsoft OR Best Practice OR Mediflex OR Zedmed BP and BP Management OR Pracsoft OR Mediflex OR Zedmed practiX Communicare Zedmed MedTech32 MMEx MD and BP users will need to configure their preferences for their Billing Software MedicalDirector 3 Go to the Medical Director 3 tab Choose your billing system from the Billing Software drop down list Clinical Audit Tool 4 Preferences DU mm E j I edTech32 Mediter Sidebar Frompts Scheduler Data Submission Clinical Audit Best Practice MMEX Medical Director 3 Local AZdex Directory C Program Files RBB NHealth Communication Ne Database Configuration HCN Live Data Document Server C ManageE zu Document Library Billing Software hM editles Mate E
31. u Image 11 CAT4 Default Data Directory This lets you know that the folder CAClinicalAudit on your PC will be used to store the snap shots of your data for analysis by the Clinical Audit Tool 4 If you prefer to store them somewhere else you can change this by selecting Edit Preferences on the Clinical Audit tab Setting your preferences is explained in the next section Setting Your Preferences Click Ok Each time you install a new update of Clinical Audit a Disclaimer dialogue box will be displayed Tick that you accept the disclaimer the OK button will become active Click OK to continue or Cancel Each time you install a new release of Clinical Audit a Release Notes dialogue box will be displayed Click OK to continue 3 July 2015 PAGE 18 of 33 CAT4 Part 1 Installation v4 0 3 1 Installing on a Desktop PC Clinical Audit needs to be installed under each profile login that will be using it on the PC That is if multiple people log on to the one PC and they each want to use Clinical Audit the installation needs to be repeated for each login The application generally only installs once but activates itself for the other logins on additional installs 3 22 Installing to Terminal Services or Citrix The only differences to the preceding installation instructions are the following 1 Clinical Audit needs to be installed on the SERVER e logonasthe user via a Terminal Services
32. xtract Archived and Deceased Patients UK jJ Image 23 CAT4 MD3 Billing System BestPractice Go to the BestPractice tab Choose your billing system from the Billing Software drop down list 3 July 2015 PAGE 29 of 33 CAT4 Part 1 Installation v4 0 Clinical Audit Tool 4 Preferences D mm mw L IXZ MedTechs2 hd edifles Sidebar Prompts Scheduler Data Submission Clinical Audit Best Practice MMEX Medical Director 3 DREDSSCUM OHNE een odas Pracsoft Note Best Practice Fracsoft 3 Medilex Zedmed Mediflex Note Other please check the Mediflex tab ta ensure the Application Directory Setting is correct Password Test Browser Password Co Image 24 CAT4 BP Billing System Mediflex users From the Mediflex tab Configure the Application Directory to point to the Mediflex folder which will usually be VMF Programs Clinical Audit Tool 4 Preferences IS T3 m c5 E X Clinical Audit Best Practice MMEX Medical Director 3 M edT ech3z Medilex SidebarPrompts Scheduler Application Directory CAAYMPFAPro J grams Note Please browse to your local Mediflex application directory This will usually be YVRF Programs It requires the PenCS exe to be installed b Co Image 25 CAT4 Mediflex Configuration 3 July 2015 PAGE 30 of 33 CAT4 Part 1 Installation v4 0 5 CAT4 USER INTERFACE Once the CAT4 software has been installed it is available from your Pr
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