1. National Reminders- Reminder Reports

2. Reminder Reports on Main Menu CFM Reminder Computed Finding Management... DEF Reminder Definition Management... DLG Reminder Dialog Management... EXC Reminder Exchange INF Reminder Information Only Menu... PAR Reminder Parameters... RPT Reminder Reports... SPO Reminder Sponsor Management... TAX Reminder Taxonomy Management... TRM Reminder Term Management... TST Reminder Test

3. Function Reports have 3 functions 1. Look back over a time frame to discover who still has unmet reminders 2. Look ahead and get a list of patients coming who need to have a particular reminder done 3. Get summary numbers on percentages of reminders unmet at a site Reports have 3 functions 1. Look back over a time frame to discover who still has unmet reminders 2. Look ahead and get a list of patients coming who need to have a particular reminder done 3. Get summary numbers on percentages of reminders unmet at a site

4. Reminder Reports Menu Select Reminder Managers Menu Option: RPT Reminder Reports DUE Reminders Due Report REV Review Date Report TPL User Report Templates USR Reminders Due Report (User) Select Reminder Managers Menu Option: RPT Reminder Reports DUE Reminders Due Report REV Review Date Report TPL User Report Templates USR Reminders Due Report (User)

5. Create a new Report Select an existing REPORT TEMPLATE or return to continue: Select one of the following: I Individual Patient L Location  Most common O OE/RR Team P PCMM Provider (VA option) T PCMM Team (VA option) D Designated Provider PATIENT SAMPLE: L// Select an existing REPORT TEMPLATE or return to continue: Select one of the following: I Individual Patient L Location  Most common O OE/RR Team P PCMM Provider (VA option) T PCMM Team (VA option) D Designated Provider PATIENT SAMPLE: L//

6. Reminders Due - location Select FACILITY: DEMO HOSPITAL// (Institution) Select another FACILITY: Select one of the following: HA All Outpatient Locations HAI All Inpatient Locations HS Selected Hospital Locations  This CA All Clinic Stops (with encounters) CS Selected Clinic Stops GS Selected Clinic Groups Select FACILITY: DEMO HOSPITAL// (Institution) Select another FACILITY: Select one of the following: HA All Outpatient Locations HAI All Inpatient Locations HS Selected Hospital Locations  This CA All Clinic Stops (with encounters) CS Selected Clinic Stops GS Selected Clinic Groups

7. Reminders Due – Selected Locations LOCATION: TEST CLINIC Select another LOCATION: (can have multiples) Select one of the following: P Previous Encounters F Future Appointments PREVIOUS ENCOUNTERS OR FUTURE APPOINTMENTS: P// LOCATION: TEST CLINIC Select another LOCATION: (can have multiples) Select one of the following: P Previous Encounters F Future Appointments PREVIOUS ENCOUNTERS OR FUTURE APPOINTMENTS: P//

8. Previous Visits Lets you go back and review patients that were seen to see how many of them had their reminders done PREVIOUS ENCOUNTERS OR FUTURE APPOINTMENTS: P// revious Encounters Enter ENCOUNTER BEGINNING DATE: t-180 (SEP 07, 2008) Enter ENCOUNTER ENDING DATE: t (MAR 06, 2009) Enter EFFECTIVE DUE DATE: Mar 06, 2009// Lets you go back and review patients that were seen to see how many of them had their reminders done PREVIOUS ENCOUNTERS OR FUTURE APPOINTMENTS: P// revious Encounters Enter ENCOUNTER BEGINNING DATE: t-180 (SEP 07, 2008) Enter ENCOUNTER ENDING DATE: t (MAR 06, 2009) Enter EFFECTIVE DUE DATE: Mar 06, 2009//

9. Previous Visits Select SERVICE CATEGORIES: AI// ? – choose type of visit A AMBULATORY H HOSPITALIZATION I IN HOSPITAL T TELECOMMUNICATIONS S DAY SURGERY E EVENT (HISTORICAL) D DAILY HOSPITALIZATION DATA X ANCILLARY PACKAGE DAILY DATA Select SERVICE CATEGORIES: AI//A Select SERVICE CATEGORIES: AI// ? – choose type of visit A AMBULATORY H HOSPITALIZATION I IN HOSPITAL T TELECOMMUNICATIONS S DAY SURGERY E EVENT (HISTORICAL) D DAILY HOSPITALIZATION DATA X ANCILLARY PACKAGE DAILY DATA Select SERVICE CATEGORIES: AI//A

10. Previous Visits Select one of the following: D Detailed S Summary TYPE OF REPORT: S// Select one of the following: D Detailed S Summary TYPE OF REPORT: S// If you choose detailed report, you can only choose one reminder Summary reports lets you choose multiple reminders

11. Detailed Reports TYPE OF REPORT: S// d Detailed Display All Future Appointments: N// O Sort by Next Appointment date: N// O Print full HRCN: N// O Select individual REMINDER: Select individual REMINDER: IHS- TOBACCO SCREEN 2007 NATIONAL TYPE OF REPORT: S// d Detailed Display All Future Appointments: N// O Sort by Next Appointment date: N// O Print full HRCN: N// O Select individual REMINDER: Select individual REMINDER: IHS- TOBACCO SCREEN 2007 NATIONAL

12. Detailed Reports Create a new report template: N// Print Delimiter Separated output only: N// O Create a new report template: N// Print Delimiter Separated output only: N// O If you do the same report every month, save it as a template Delimited output is for storing it in excel or another database

13. Detailed Reports Displays the criteria you selected

14. Detailed Reports Total pts is the total seen in the clinic during time Applicable is the denominator (age for this one) Numerator

15. Summary Reports TYPE OF REPORT: S// Summary Select a REMINDER CATEGORY: Select individual REMINDER: TOBACCO 1 TOBACCO CESSATION COUNSELING LOCAL 2 TOBACCO TEST LOCAL CHOOSE 1-2: Select individual REMINDER: IHS-TOBACCO SCREEN 2007 NATIONAL Select another REMINDER: IHS-ALCOHOL SCREEN 2007 NATIONAL Select another REMINDER: Create a new report template: N// Print Delimiter Separated output only: N// TYPE OF REPORT: S// Summary Select a REMINDER CATEGORY: Select individual REMINDER: TOBACCO 1 TOBACCO CESSATION COUNSELING LOCAL 2 TOBACCO TEST LOCAL CHOOSE 1-2: Select individual REMINDER: IHS-TOBACCO SCREEN 2007 NATIONAL Select another REMINDER: IHS-ALCOHOL SCREEN 2007 NATIONAL Select another REMINDER: Create a new report template: N// Print Delimiter Separated output only: N//

16. Summary Reports Displays the criteria

17. Summary Reports Total pts in clinic Denominator Numerator

18. Future Reports Lets a site look ahead and see who is due for something to be done Often run weekly for a clinic to see who needs a mammogram or a pap smear etc Usually want the detailed information on this to get the patient information Lets a site look ahead and see who is due for something to be done Often run weekly for a clinic to see who needs a mammogram or a pap smear etc Usually want the detailed information on this to get the patient information PREVIOUS ENCOUNTERS OR FUTURE APPOINTMENTS: P// Future Appointments Enter APPOINTMENT BEGINNING DATE: March 6, 2009// (MAR 06, 2009) Enter APPOINTMENT ENDING DATE: T+7 (MAR 13, 2009) Enter EFFECTIVE DUE DATE: Mar 06, 2009//

19. Creating a Template Create a new report template: N// YES STORE REPORT LOGIC IN TEMPLATE NAME: TOBACCO SCREEN Are you adding 'TOBACCO SCREEN' as a new REMINDER REPORT TEMPLATE (the 4TH)? No// Y (Yes) REMINDER REPORT TEMPLATE TITLE: Tobacco Screen Create a new report template: N// YES STORE REPORT LOGIC IN TEMPLATE NAME: TOBACCO SCREEN Are you adding 'TOBACCO SCREEN' as a new REMINDER REPORT TEMPLATE (the 4TH)? No// Y (Yes) REMINDER REPORT TEMPLATE TITLE: Tobacco Screen

20. Using a Template Select an existing REPORT TEMPLATE or return to continue:? Answer with REMINDER REPORT TEMPLATE NAME Choose from: LIPID Lipid REPORT HGBA1C Hgba1c TEST2 TEST TEMPLATE TOBACCO SCREEN Tobacco Screen Select an existing REPORT TEMPLATE or return to continue:TOBACCO SCREEN Tobacco Screen...OK? Yes// (Yes) Select an existing REPORT TEMPLATE or return to continue:? Answer with REMINDER REPORT TEMPLATE NAME Choose from: LIPID Lipid REPORT HGBA1C Hgba1c TEST2 TEST TEMPLATE TOBACCO SCREEN Tobacco Screen Select an existing REPORT TEMPLATE or return to continue:TOBACCO SCREEN Tobacco Screen...OK? Yes// (Yes)

21. Using a Pre-defined Template

22. Pre-defined Template Users can still edit some of the fields when using a pre-defined template such as the starting and ending dates since they will always be changing Enter ENCOUNTER ENDING DATE: T (MAR 06, 2009) Enter EFFECTIVE DUE DATE: Mar 06, 2009// (MAR 06, 2009) Display All Future Appointments: N// O Sort by Next Appointment date: N// O Print full HRCN: N// Print Delimiter Separated output only: N// O DEVICE: HOME// Users can still edit some of the fields when using a pre-defined template such as the starting and ending dates since they will always be changing Enter ENCOUNTER ENDING DATE: T (MAR 06, 2009) Enter EFFECTIVE DUE DATE: Mar 06, 2009// (MAR 06, 2009) Display All Future Appointments: N// O Sort by Next Appointment date: N// O Print full HRCN: N// Print Delimiter Separated output only: N// O DEVICE: HOME//

23. Editing a Template WANT TO EDIT 'TOBACCO SCREEN' TEMPLATE: N// YES TEMPLATE NAME: TOBACCO SCREEN// TITLE: Alcohol Screen// PATIENT SAMPLE: Location// Select FACILITY: DEMO HOSPITAL// LOCATION TYPE: Selected Hospital Locations// Select LOCATION: ADULT WALKIN// TYPE OF ENCOUNTER: Prior Visits// Select SERVICE: AMBULATORY// WANT TO EDIT 'TOBACCO SCREEN' TEMPLATE: N// YES TEMPLATE NAME: TOBACCO SCREEN// TITLE: Alcohol Screen// PATIENT SAMPLE: Location// Select FACILITY: DEMO HOSPITAL// LOCATION TYPE: Selected Hospital Locations// Select LOCATION: ADULT WALKIN// TYPE OF ENCOUNTER: Prior Visits// Select SERVICE: AMBULATORY// If you edit anything here, it changes the original template Do NOT change the template’s name here You can change any of the other fields, perhaps use different locations. Be sure to change the Title if you are making a new template

24. Editing a Template REPORT TYPE: Detailed Report// Select REMINDER CATEGORY: Select REMINDER: IHS- TOBACCO SCREEN// REMINDER: IHS-TOBACCO SCREEN// DISPLAY ORDER: 1// REMINDER: IHS-TOBACCO SCREEN 2007// @ SURE YOU WANT TO DELETE THE ENTIRE REMINDER? Y (Yes) Select REMINDER: IHS- ALCOHOL SCREEN 2007 NATIONAL DISPLAY ORDER: 1 REPORT TYPE: Detailed Report// Select REMINDER CATEGORY: Select REMINDER: IHS- TOBACCO SCREEN// REMINDER: IHS-TOBACCO SCREEN// DISPLAY ORDER: 1// REMINDER: IHS-TOBACCO SCREEN 2007// @ SURE YOU WANT TO DELETE THE ENTIRE REMINDER? Y (Yes) Select REMINDER: IHS- ALCOHOL SCREEN 2007 NATIONAL DISPLAY ORDER: 1 If you are changing the reminder and it’s a detailed report, you must DELETE the reminder there before you can add a new one Summary reports can have additional reminders added on Delete the old reminder Add the new one, give it a display order

25. Editing Templates At the end, you can change the templates name. You can create a new template here. Don’t change the name when editing At the end, you can change the templates name. You can create a new template here. Don’t change the name when editing

26. Access to Templates CACs have access to all reminder reports and templates You can give other people access to certain reminder templates First, the CAC needs to assign the template(s) to the users Then the user will need access to this option- USR Reminders Due Report (User) [PXRM REMINDERS DUE (USER)] CACs have access to all reminder reports and templates You can give other people access to certain reminder templates First, the CAC needs to assign the template(s) to the users Then the user will need access to this option- USR Reminders Due Report (User) [PXRM REMINDERS DUE (USER)]

27. User Reports Template

28. Reminders Due (User) After the templates have been assigned to the user and the user has access to the menu option Reminders Due (user) They can access only those reports After the templates have been assigned to the user and the user has access to the menu option Reminders Due (user) They can access only those reports Reminders Due Report (User) Select REPORT TEMPLATE:? Answer with REMINDER REPORT TEMPLATE NAME Choose from: ALCOHOL SCREEN Alcohol Screen TOBACCO SCREEN Tobacco Screen Select REPORT TEMPLATE:

29. Review Date Report Select Reminder Reports Option: V Review Date Report Select one of the following: C Computed Finding D Reminder Dialog R Reminder Definition T Reminder Taxonomy Select File to Review: R// Displays items that are due for review – the review date is setup when you create the reminder. Its always a date in the future Select Reminder Reports Option: V Review Date Report Select one of the following: C Computed Finding D Reminder Dialog R Reminder Definition T Reminder Taxonomy Select File to Review: R// Displays items that are due for review – the review date is setup when you create the reminder. Its always a date in the future