PCS CLINICAL AUDIT TOOL USER GUIDE – CAT
Contents
1. Figure 3A CAT Prompts Panel Version 1 2 PEN COMPUTER SYSTEMS Page 7 of 19 F i po KU PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS SYSTEMS i 4 Clinical Audit Tool The Clinical Audit Tool will be available as a shortcut on the Launch Pad Launch Pad zd PCS Clinical Audit Tool Figure 4A Launch Pad e Double click the CAT shortcut icon to open CAT e The CAT login screen will open and you will be required to login with your username and password o If you have used your CAT login to register for the PrimaryCare Sidebar then you will also use this login to activate CAT o If you have registered for the PrimaryCare Sidebar using an alternative username and password then you will need to use this new login to activate CAT Once logged in you will see a new menu item on the header toolbar for CAT Prompts 5 Clinical Audit File elp Figure 4B CAT Prompts menu item Version 1 2 PEN COMPUTER SYSTEMS Page 8 of 19 Fi P KU PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS COMPUTER M SYSTEMS 5 CAT Prompts CAT provides the ability to find patients that meet a set of risk criteria CAT Prompts provides the ability for this list to generate a patient prompt when a patient on the list presents for a GP consultation The steps in the clinician workflow are From CAT 1 Identify patient cohort using CAT 2 Flag the patients for follow up at consult From GP cl2. Figure 5 4A CAT Prompt Pop Up Version 1 2 PEN COMPUTER SYSTEMS Page 15 of 19 FI 2 Pe PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS SYSTEMS a In the PrimaryCare Sidebar 1 Open the PrimaryCare Sidebar by moving the mouse over the thin line at the right of the screen The CAT Prompt details will be displayed in the CAT Prompts panel PrimaryCareSidebar Christine Chidgey MICHAEL ANDREWS HPRy Quicklook Assessments Launch Pad 03 03 DIABETES REVIEW Figure 5 4B CAT Prompts panel with active prompt 2 Click on the CAT Prompt details to review more information 03 03 DIABETES ka DIABETES REVIEW Due 03 03 2009 Filtering By Conditions Figure 5 4C CAT Prompts panel with active prompt information Version 1 2 PEN COMPUTER SYSTEMS Page 16 of 19 F i po gE PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS d COMPUTER SYSTEMS 3 Right click on the CAT Prompt details to choose an action option Complete Cancel or Reschedule Reschedule allows you to choose a new timeframe before the CAT Prompt becomes active Prompts 03 03 DIABETES REVIEW Complete Cancel Reschedule Cancel Prompts Reschedule 03 03 DIABETES REVI Prompt at next consult Wart 3 months Wart 6 months Wart 12 months Wart 2 years Figure 5 4D CAT Prompts panel with action options 4 Choose Complete 5 You will be prompted to complete this prompt DIABETES REVIEW A
3. Sho Cancel Prompt Figure 5 2A CAT Prompt History dialogue The CAT Prompt that has just been saved is listed at the top and highlighted Information about the CAT Prompt includes o Extract Date the date the CAT data extract was created o Created Date the date the prompt was created o Target Date the date the prompt will become active o Period the status period that was selected when the prompt was created o Detail the summary text entered and patient filter selection used when the prompt was created o No of Patients the number of patients selected to receive this prompt o Created by the user logged into CAT when the prompt was created o Status the prompt status active or cancelled Note You can sort the list to your own preference by clicking on the column header Version 1 2 PEN COMPUTER SYSTEMS Page 13 of 19 Fi I Ku PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS SYSTEMS a e Double click on the prompt that has just been saved e The Prompt Details dialogue box will display dons Medcstions Beads Providers Saved hers D Prompt Details DIABETES REVIEW Status Actioned Target Date Patient ld Family Name Given Name scheduled 3 03 2009 3 01 PM next consult 8888882 ANDREWS MICHAEL gt 2 scheduled 3 03 200 9 3 01 PM next consult 388888 13 Andrews John ai scheduled 3 03 2009 3 01 PM next consult SBBB80 27 DURANT GREG J scheduled 3 03 2009 3 01 PM next consul
4. 13 Description Filtering By Conditions Diabetes Yes 3 Figure 5 1C CAT Prompt at Consult selections e Click OK The prompt will be saved Prompt Created IT GREG J 2007 t Details ve Name MELB2 234 al Director version 3 t Date 25 02 2009 t Count 116 d 3 03 2009 2 28 PM l Audit 2 5 0 21 2 4 0 Figure 5 1D Notification that CAT Prompt is saved NOTE You can view the saved CAT Prompt from the Prompts menu item See next section Version 1 2 PEN COMPUTER SYSTEMS Page 12 of 19 FI P Ku PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS I ESE z 5 2 CAT Prompts History from within CAT CAT Prompts that have been saved can be reviewed from the Prompts menu item e Click the Prompts menu item e The Prompt History dialogue box will be displayed Clinical Aud File Edit Help View Extracts Hide Fiter Report Clear Fiers E General Conditions Medications Results Providers Saved Fitters Diabetes Respiratory Cardiovascular Mental Health Bone Disease Other Asthma No L CHD E No C Depression L No L Osteoporosis L No C No 5 Prompt History Extract Date Created Date Target Date i Created By Status 25 02 2009 9 45 AM 3 03 2009 3 01 PM 3 03 2009 3 01 PM active e TIN Medical Didi 30 12 2008 3 37 pm 31 12 2008 10 51 31 12 2008 10 51 Meyt Consult TV PLAZ GS TDS AM AM Filtering By None Demograp a la E
5. 15 5 5 CAT PROMPTS PATIENT HISTORY 0ccccccececcecccsccscoscesceccescscesconcceccsccecsececcsccuscsscsscsccscoscoesescescesecess 19 Version 1 2 PEN COMPUTER SYSTEMS Page 3 of 19 Fi o KU PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS COMPUTER pM SYSTEMS Introduction 1 1 Introduction Pen Computer Systems PCS have developed the PrimaryCare Sidebar as an adjunct to the GP Clinical Desktop System to deliver useful tools and decision support information for general practice at the point of care The PrimaryCare Sidebar sits on the right of the screen by default and contains a series of panels each with links to a range of primary care software tools The panels allow the tools to be grouped into logical areas of health care The Clinical Audit Tool CAT Prompts are provided as one of these panels This document assumes that the PrimaryCare Sidebar has been installed and the user has been registered 1 2 Clinical Audit Tool CAT The Clinical Audit Tool CAT 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 accreditation and provide opportunities to grow practice income The emphasis of the tool is to help practice staff to take
6. Computer Systems PrimaryCare Sidebar The PCS sidebar application that links to a range of primary care software tools Version 1 2 PEN COMPUTER SYSTEMS Page 5 of 19 FI P3 Ku PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS COMPUTER pM SYSTEMS 2 System Requirements CAT Prompts requires the installation of the Clinical Audit Tool and the PrimaryCare Sidebar The System Requirements for these are provided in the following user guides e Clinical Audit Tool User Guide e Pen Setup Installation and PrimaryCare Sidebar User Guide 2 1 Clinical Desktop System Compatibility CAT Prompts is only compatible with Medical Director Versions 2 and 3 2 2 Clinical Audit Tool CAT Prompts requires a minimum of the Clinical Audit Tool version 2 5 Version 1 2 PEN COMPUTER SYSTEMS Page 6 of 19 FI P f KU PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS I ERE a 3 Installation Please refer to Pen Setup Installation and PrimaryCare Sidebar User Guide and follow the installation instructions CAT Prompts also requires the following applications to be installed e Clinical Audit Tool e Launch Pad The CAT Prompts panel will be displayed once logged into the PrimaryCare Sidebar The Clinical Audit Tool will be available as a shortcut on the Launch Pad CAT Prompts Panel PrimaryCare Sidebar Christine Chidgey Assessments There are no active Prompts Lifescripts Red Book
7. and any completed prompts in the Archived Prompts list Sy Prompts History MICHAEL ANDREW S 54 yrs M There are no Prompts Archived Prompts Extract Date Status Due Actioned 25 02 2009 Figure 5 5B CAT Prompts History Screen Version 1 2 PEN COMPUTER SYSTEMS Page 19 of 19
8. specific action to improve patient coverage in chronic disease management and prevention Other benefits of CAT are many and include e targeting patients with particular needs targeting patients with specific health risk profiles improved compliance with statistical data collections extracting data to meet the needs of others meeting reporting requirements Statistics that are required for the Australian Primary Care Collaboratives APCC program and the Department of Health amp Ageing DOHA Future Directions Key Performance Indicators for Divisions are a by product of the use of the system 1 3 CAT Prompts CAT Prompts provides the practice with the ability to flag targeted patients for follow up When a flagged patient presents for consult the GP is prompted by a pop up bubble containing the follow up details e CAT provides the functionality to flag targeted patients for follow up e The PrimaryCare Sidebar provides the pop up prompt functionality when a patient presents for consult CAT Prompts is currently only available for Medical Director Users Version 1 2 PEN COMPUTER SYSTEMS Page 4 of 19 Fi 2 Ku PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS COMPUTER pM SYSTEMS 1 4 CAT Prompts User Guide The purpose of this document is to provide instructions on how to install and use the functionality provided by CAT Prompts It should be used as a supplementary guide to the main user guide Clinical Audit Tool Use
9. to a CAT Prompt at Patient Consult In Medical Director 1 Open a patient who has been flagged for follow up CAT Prompt If the patient has any active CAT Prompts with a target date due the prompt pop up bubble will appear The prompt summary text will be displayed in the bubble The prompt bubble appears with the prompt summary text 3 Medical Director 3 8 Michael Andrews E x gt File Patient Edit Symmaries Tools Clinical Investigations Assessment Resources Window Help E a x F R A DONX 9 PAO GE P WMO t Y 375 o MDReference MICHAELANDREWS Nooo v JDOB 08 05 1954 B4ys Occupation Accountant Om 13s PP fi 23 Tanner St Bondi Nsw 2367 Ph 02 234 1278 home Record no ATS Allergies Nil known Pension No Wamings Smoking Hx Smoker j Summary R Curent Rx lt gt Progress Past history Resuits E Letters zi Old scripts A imm Documents MDExchange z Drugname Str gath Dose Freq Instructions Route Qty Rpts Elapse Reg 24 Purpose L m MICHAEL ANDREWS 54 YRS M Script date 03 03 2009 EW Brand substitution not allowed Red Overdue Blue HCN 7tep B clinical Audit Too 03 03 DIABETES REVIEW Dr A Practitioner HCN Sample Data MELB2 234 HCNSQLO7 Tues 3 March 2009 4 24 54 PM 2B cn Bh Buse S2M MIM SH Cin Pho Me EN Or BO Qe 4 24 PM
10. 03204002 eS do cad oe Gi ei Oo oases EA east bess 5 2 SYSTEM REQUIREMENTS sorcerer ai 144440200 k a y d n VI PAR n r h U k yE h W R d k DADAN AV V RON BU ye Qu k HE W VE 6 2 CLINICAL DESKTOP SYSTEM COMPATIBILITY sccecceececceccecceccecceccccccsceeceeceeceecscesceccssesceecescescescencens 6 2 2 CLINICAL AUDIT TOO cpr EaEP aEIAaR BEREReai ee rrehrer rr a a ee ee J zz J io n k 6 2 JNSTALLA TION iy n ul s k s oke knee k kak a kek le lane k ak e l W wun na POENE ku e ke xwe sk we EV WW NWE WE Veke kl W WWW u Wun ka ku EWE VENE ua 7 A CLINICAL AUDIT TOOL ici siy A c l 3134334444044455 2 aon d k saved aka 064 d do Kada KATA das vu k ac Un ENES u U n W VER tes Ve k KO KEV 8 5 _ VAT a lt j l w lis HE MP NNN ED ED css a aie see MD N DN ss See N DD rd 9 5 1 SELECTING PATIENTS FOR FOLLOW UP 0 c ccscescceccecceccecceccsccsccecesccsccnccescssceececeeceecuscscsctecesctsetsetseues 10 5 2 CAT PROMPTS HISTORY FROM WITHIN CAT scccscsscsscsccoscoscescescnscascosccsscnscescecsscessescascaecescaccescascass 13 5 3 CANCELUING A CAT PROMPT set kk yl all n kala are WANA AAy invitee ide bus k W n an KO k kan A e Kane PRVAKA ek Ny 14 5 4 RESPONDING TO A CAT PROMPT AT PATIENT CONSULT cccesccccccccccsceccescesceccescscesccscescescescesceseuses
11. PEN COMPUTER a SYSTEMS PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS 1993 2009 PEN COMPUTER SYSTEMS PTY LTD Version 1 3 19 June 2009 Fi pp NU PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS d COMPUTER SYSTEMS Document History Version Date Contributor Description _______________ I I Version 1 2 PEN COMPUTER SYSTEMS Page 2 of 19 r PE N d COMPUTER SYSTEMS PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS Table of Contents INTRODUCTION ccccccccccccocccccoosoccoosecco00seoc00oeoouossecoooseccuosecccussecuosscecussseccusssccoussscuesseccussecccuusseues 4 1 1 INI RODU TIN eE 2000000104227470 2002747207292202 VE U JR EN E EN 4 1 2 CLINICAL AUDIT TOOL CAT picasnsiesneannasesiaabauwns r sisita NANETA E V n k n na Kake ka 00006 Weh a d dela Ba Ane 4 1 3 CATPROMPTS OoOO_roro e eeee ee Deeeee eeIIRrwArArArree yy e a zen 4 1 4 CAT PROMPTS USER GUIDE cecccececceccccececcccscecececcecesesescececesesesososoesesesosoesesososoeoesesensesenasoesoenesne 5 1 5 RELEVANT DOCUMENTS cccccccsssccccscecccscccccsccccscsccecsescussecceesceceuecescsecenssseceesectuessscussesesesecensescauecss 5 1 6 INTENDED AUDIENCE ae a cesses Ga cere k kara kana h VE W Y ane WE ab w uk ka Dw Ae u bun w n ede kreni oeenteeee re 5 1 7 TERMINOLO GY arrea oes Screws ees 400055 3042 02040000
12. inical desktop system 1 A Patient record is opened triggering the consult prompt for review From the PrimaryCare Sidebar 1 The CAT Prompt is actioned by the clinician Version 1 2 PEN COMPUTER SYSTEMS Page 9 of 19 FI P ped PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS COMPUTER SYSTEMS 5 1 Selecting Patients for Follow Up It is assumed the user knows how to use CAT to 1 create and load a data extract from the clinical desktop system and 2 set up a filter to find patients of interest Please refer to the Clinical Audit Tool User Guide for further information The example here will create a follow up CAT Prompt for Diabetic patients When they present for consult the clinician will be notified Login to CAT Load an extract and filter on Diabetes Yes Click the View Pop Button The patient Reidentify Report is displayed OUN H ET _Clinical Audit File Edit Prompts Help te Eman Desle Danida Cri d Filho s l Patient Reidentification l c xO Diabetes A a a ana Be iv Yes E file gt bl a El u WW ire Find Next Reidentify Report patient count 4 Filtering By Conditions Diabetes Yes Selected Last Seen Last Seen ANDREWS MICHAEL MICHAEL 00 05 1954 23 TANNER ST BONDI 2367 02 234 U 1270 D Demographics Alleraid DURANT GREG J jr 20 ABOUT STREET ULTIMO gt Extract Details Practice Name MELB2 234 Medical Director ver
13. r Guide Some user instructions in this guide assume a general understanding of how to use CAT References will be made to the main user guide where necessary 1 5 Relevant Documents Clinical Audit Tool User Guide This User Guide provides instructions on how to install and use the functionality provided by the CAT It should be available as a prerequisite to this guide and will be referred to throughout this guide where necessary This guide is available from http help pencs com au cat htm Pen Setup Installation and PrimaryCare Sidebar User Guide This guide provides instructions on how to install the PrimaryCare Sidebar and the selected primary care software tools that are accessible from it These tools integrate with the GP clinical desktop system at the point of patient care One or all of the tools can be selected for installation The CAT Prompts are one of these PrimaryCare Sidebar tools This guide is referred to in the System Requirements amp Installation sections of this guide This guide is available from http help pencs com au primarycaresidebar htm 1 6 Intended Audience The audience for this document is all users of the PrimaryCare Sidebar 1 7 Terminology APCC Australian Primary Care Collaboratives Clinical Audit Tool Clinical Desktop System A general term used for the computer program used by a clinician to record patient clinical information Department of Health amp Ageing Pen
14. re you sure you want to complete this prompt Figure 5 4E CAT Prompts panel confirm complete 6 Click Yes The CAT Prompt will be completed and you will be alerted to ensure you have added appropriate notes to the Medical Director patient record Please note CAT Prompts do not store any information into the clinical desktop system Version 1 2 PEN COMPUTER SYSTEMS Page 17 of 19 FI P Pd PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS d COMPUTER SYSTEMS Prompt Completed k Prompt DIABETES REVIEW has been completed F Make sure you update your patient record with this data Figure 5 4F CAT Prompts panel prompt complete 7 Click OK The CAT Prompt will be completed and removed from the active prompts list There are no active Prompts Figure 5 3G CAT Prompts panel with no active prompts Version 1 2 PEN COMPUTER SYSTEMS Page 18 of 19 FI P f KU PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS I ESE z 5 5 CAT Prompts Patient History All the CAT Prompts that have been created for the patient currently open in Medical Director can be viewed in the PrimaryCare Sidebar CAT prompts panel simply by clicking on the History Hx icon in the top right hand corner of the panel There are no active Prompts Figure 5 5A CAT Prompts Panel History Icon 1 Click the Hx icon to view the Prompts History You will see any active prompts in the top section of the History screen
15. sion 3 Extract Date 25 02 2009 d Patient Count 116 Frinted 3 03 2009 2 28 PM Clinical Audit 2 5 0 21 2 4 0 18 Pen Computer Systems Pty Ltd Age Figure 5 1A CAT Prompt at Consult option A new option is available at the bottom of the report Prompt at Consult Click the Go button Version 1 2 PEN COMPUTER SYSTEMS Page 10 of 19 Fi P f Pu PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS I ESE a The Prompt at Consult dialogue box appears This allows the user to set the following prompt details o Status Period select a timeframe before the CAT Prompt becomes active e g Prompt at next consult o Summary Overtype the prompt text to insert the text that will appear in the Prompt bubble e g DIABETES REVIEW o Description this is the patient filter selection used and cannot be changed by Prompt at Consult Status Period Prompt at next consult O Wait 3 Months Q Wait 6 Months Wait 12 Months O Wait 2 Years Summary For TJ Filtering By None Selected Allergies Not recorded Figure 5 1B CAT Prompt at Consult dialogue Version 1 2 PEN COMPUTER SYSTEMS Page 11 of 19 Fi P f Pu PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS COMPUTER SYSTEMS e Select Prompt at next consult and enter summary text Status Period Prompt at next consult me C Wait 3 Months X O Wait 6 Months Wait 12 Months Wait 2 Years Summary DIABETES REVIEW
16. t 588888 122 Testsip Test Figure 5 2B CAT Prompt Details dialogue This will display the list of patients that were selected for the CAT Prompt For each patient the following details are provided o Status the prompt status for this patient initially this will be scheduled but this will change when the prompt is actioned by the clinician o Actioned the date the prompt was last updated o Target Date the date the prompt will become active this will change if the prompt is rescheduled by the clinician o Patient ID this is a Medical Director ID that may be useful in troubleshooting o Family Name patient s family name o Given Name patient s given name 5 3 Cancelling a CAT Prompt CAT Prompts can be cancelled for all patients from the CAT Prompts History Click the Prompts menu item The Prompt History dialogue box will be displayed Figure 5 2A From the list of CAT Prompts highlight the prompt to be cancelled Click the Cancel Prompt button You will be asked to confirm that you want to cancel this prompt Click OK to cancel the prompt You will be advised the CAT Prompt has been cancelled The CAT Prompt will display as greyed out in the list You are still able to double click the CAT Prompt to view the patients that were selected for that prompt Version 1 2 PEN COMPUTER SYSTEMS Page 14 of 19 Fi P Pu PCS CLINICAL AUDIT TOOL USER GUIDE CAT PROMPTS Ja COMPUTER ls SYSTEMS 5 4 Responding
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