1. CQRS User Story – SERVICE PROVIDER Chris Brown – project manager 05 September 2012 Calculating Quality Reporting Service

2. Primary Medical Care & NHS Connecting for Health User story - overview This user story covers the path that a Service Provider user would take from initially logging in to the system through to Participation Management, Data Submission, Achievement and Reporting. Dummy data has been used. The screens have been kindly supplied by the CQRS supplier, Vangent – these screens are currently in development. The Reporting screens have been mocked up as this functionality is still in development. Lets start by logging in……! 2 15 September, 2015

3. Primary Medical Care & NHS Connecting for Health 3 CQRS Log-In Page: Displays public News & Alerts and allows for Help on forgotten password or User ID, as well as CQRS Help Desk contact information.

4. Primary Medical Care & NHS Connecting for Health 4 Home page after log-in. Displays any new tasks and messages related to the user that has logged in. User may click on the link in the Summary column to jump directly to the task/message detail.

5. Primary Medical Care & NHS Connecting for Health 5 Displays the Message Centre with details of the message selected from the Home screen.

6. Primary Medical Care & NHS Connecting for Health 6 The Message Centre allows the user to select their notification methods for tasks and/or messages. The user may choose to receive these on their home page when logging into CQRS (Account Notification) and/or by Email notification.

7. Primary Medical Care & NHS Connecting for Health 7 User “My Account” page which displays user information, their organisation access, and what roles they have for each organisation.

8. Primary Medical Care & NHS Connecting for Health 8 Participation Management – My Services. Allows the Service Provider to view the quality services that they participating in. The status of these services are “Offered” at this time. The user can Accept or Reject each quality service.

9. Primary Medical Care & NHS Connecting for Health 9 The user will receive a confirmation message upon choosing to Accept or Reject the service.

10. Primary Medical Care & NHS Connecting for Health 10 The user will receive a confirmation message once the service has been successfully accepted and the service status will update to “Accepted”.

11. Primary Medical Care & NHS Connecting for Health 11 CQRS Data Submission. The user may select the Financial Year, Quality Service, and Achievement Date. Any data previously entered will display by Achievement Date in the table to allow updates to prior data submissions. The user selects “Add New Achievement” to enter data for a new achievement date.

12. Primary Medical Care & NHS Connecting for Health 12 The service will display with the Practice List Size (if known at this time), indicator groups, and status of the indicators submitted or in progress. The user may drill down into the domain groups for detail information.

13. Primary Medical Care & NHS Connecting for Health 13 The Manual Data Entry screen will display the group level values for entry (i.e., patient set information) and the indicator values for manual entry. Note: The Exception/Exclusion Reasons will display the actual text of the reasons in the label.

14. Primary Medical Care & NHS Connecting for Health 14 Continuation of the Manual Data Entry screen. The user may enter submission notes, save the data as work in progress, or submit the achievement data. Any data that is received through the automatic extract will display as read only.

15. Primary Medical Care & NHS Connecting for Health 15 The Achievement tab allows the user to view Achievement Results, Declare Achievement, and perform Post-Payment Modeling. Access defaults to the Achievement Results. This screen displays the service current, maximum, and forecast values and allows for drill-down to the indicator level. The user may display the values in Points or Pounds as well. There is a link at the top right of the screen that allows the user to automatically generate a detailed achievement report from this screen.

16. Primary Medical Care & NHS Connecting for Health 16 The Payment Declaration screen allows the user to declare payment for multiple services and includes the quality service, payment type, date of achievement, achievement amount, status, and a link to view/enter notes. This history of the declared achievements displays at the bottom of the screen. There is a link at the top right of the screen that allows the user to automatically generate a detailed achievement report from this screen.

17. Primary Medical Care & NHS Connecting for Health 17 Once a service provider declares achievement, a message displays stating it is awaiting Commissioning Organisation approval and the service displays in the history table with the updated status.

18. Primary Medical Care & NHS Connecting for Health 18 Post Payment modeling allows the service provider to select a financial year and quality service to perform “what if” scenarios or to determine what the achievement could have been with additional data submission.

19. Primary Medical Care & NHS Connecting for Health 19 Post-Payment Modeling displays the submitted values and allows the user to enter modified values. These modified values are only used to calculate “what if” achievement and do not update previously approved achievements.

20. Primary Medical Care & NHS Connecting for Health 20 The Reports tab allows the user to view and generate reports within multiple categories: Achievement, Participation Management, Data Entry, Declarations, and Administrative. These reports are accessible based on the user’s role within the system. The Reports category defaults to Achievement and displays the various reports available to run. The Previously Run reports display the reports that the user previously generated.

21. Primary Medical Care & NHS Connecting for Health 21 The Exception/Exclusion Report allows the user to view, by clinical domain, the disease register, number of exceptions and exclusion and the exception and exclusion rates. The user may drill down to the indicator level and display the data in graphic format. 21 CQRS Achievement Reports – currently in Mock-up format Aspiration Exception/Exclusion Population Patient Set Prevalence Achievement Composite Achievement Report Run Date: dd/mm/yyyy Page # of # Exception/Exclusion Report Service Provider Name Payment Year: Payment Type: PMCS: Clinical Domain Exception Rate PMCS: QOF 2011/2012 Total # of Exceptions Asthma0.5%11 Cancer1.2%8 CHD0.7%12 COPD0.6%4 Diabetes0.8%6 Epilepsy0.0%0 Drill down capability to the indicator level on next slide. Include option to display in graphical format with patterns and colors. Disease Register 200 143 275 118 178 98 Exclusion Rate Total # of Exclusions 1.2%21 1.5%12 0.9%15 1.3%18 1.1%9 0.4%5

22. Primary Medical Care & NHS Connecting for Health 22 CQRS Achievement Reports Aspiration Exception/Exclusion Population Patient Set Prevalence Achievement Composite Achievement Report Run Date: dd/mm/yyyy Page # of # Exception/Exclusion Report Service Provider Name Payment Year: Payment Type: PMCS: Indicator/Description Exception Rate PMCS: QOF 2011/2012 Domain: Clinical Total # of Exceptions CHD 01 0.5%11 CHD 02 1.2%8 CHD 03 0.7%12 CHD 04 0.6% 4 Disease Register 112 143 275 118 Exclusion Rate Total # of Exclusions 1.2%21 1.5%12 0.9%15 1.3%18 CHD Total Denom 80 95 188 97 The Exception/Exclusion Report allows the user drill down to the indicator level with the option to display the data in graphic format.

23. Primary Medical Care & NHS Connecting for Health 23 Example of a Contractor Registered Population report in graphical format. 23 CQRS Achievement Reports Aspiration Exception/Exclusion Population Patient Set Prevalence Achievement Composite Achievement Report Run Date: dd/mm/yyyy Page # of # Service Provider Name Payment Year: Payment Type: PMCS: Contractor Registered Population:

24. Primary Medical Care & NHS Connecting for Health 24 Example of a practice level achievement report drilled down to the indicator level. The user may display in data or graph form and by points or pounds. 24 CQRS Achievement Reports Aspiration Patient Exception Population Patient Set Prevalence Achievement Composite Achievement

25. Primary Medical Care & NHS Connecting for Health Thank you – any questions? 25 15 September, 2015