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Objective

Generate lists of patients by specific conditions to use for quality improvement, reduction of disparities, research, or outreach.

Description

Generate at least one report listing patients of the eligible provider with a specific condition.

Performance metric

None. This is a Yes/No objective.

Exclusions

None.

You can achieve this objective through Patient Inquiry or Patient Registries.

Patient Inquiry Chapter 11 - Core Objective 11 – Generate Patient List by Problem

Patient Inquiry

Patient Inquiry allows users to view, print, and store a list based on a relational inquiry of the information stored in Patient Records.

Patient Inquiry configuration

Users who need to run Patient Inquiry must have access to this feature.

Access Levels > Reports > General Reports > Patient Inquiry

Steps for adding and editing access levels have not changed since previous versions of the product. Follow the same process as before.

Running a Patient Inquiry report

To run a Patient Inquiry report:

• Select Reports > Patient Inquiry. The Patient Inquiry New Report screen appears.

Figure 54. Patient Inquiry New Report screen

Chapter 11 - Core Objective 11 – Generate Patient List by Problem Running a Patient Inquiry report

7. To create a patient list, select one of the Problem List or Diagnosis List options. The Enter The Problem Name screen appears.

Figure 55. Enter The Problem Name screen

8. Enter the appropriate value for the item (for example, name of problem or the ICD-9 code) and enter Y or N in the Active field. Click the OK button. The Operator screen appears.

Figure 56. Operator screen

9. Select the appropriate value (most commonly Equal to) and click the OK button. The Select Provider screen appears.

Figure 57. Select Provider screen

Running a Patient Inquiry report Chapter 11 - Core Objective 11 – Generate Patient List by Problem

10. Enter the provider ID and click the OK button.

11. If necessary, repeat steps 2-10 to add more selection criteria with the correct report logic options.

12. On the Patient Inquiry New Report screen, click the Run button. The Enter File Name screen appears.

Figure 58. Patient Inquiry New Report screen

Chapter 11 - Core Objective 11 – Generate Patient List by Problem Notes

13. Choose a destination folder to store the report and enter a file name (without a file extension) that describes the inquiry (for example, Patient List_ASTHMA_OWK). Click the Open button.

14. When the report is completed, a message displays the number of patients (and the

percentage) that matches the criteria selected. If there are no patients who match the criteria selected a No Data Matches Criteria message displays. For either message, click the OK button. The Print screen displays.

15. Click the OK button if you want to print the report.

Patient Records adds the .sel extension to the report selection criteria file and add the .inq extension to the report results file. This file stores the information generated by the patient inquiry - the names and IDs of all patients who match the selected criteria (the “Problem” in this case). Users can use the .inq file as the Patient List to meet this objective successfully.

For more information on the use of the report logic keys and adding more criteria, see the Patient Inquiry topic in the Patient Records Help.

Notes

• The process described above will successfully generate a patient list only if problems and diagnoses have been accurately entered in the Problem List section of the patient chart. As best practice, McKesson recommends that all problems entered in the problem list be accurately coded with the respective ICD-9, ICD-10, and SNOMED codes.

• Users are allowed to add patients manually to the .inq file to update the patient list.

• McKesson recommends that users generate and save at least one Patient Inquiry report for each provider during the reporting period and save that as supporting documentation for attestation.

• Patient Inquiry reports can be used for other purposes such as running batch communication jobs, loading patients to patient registries, Public Health Surveillance report, and so on.

Patient registries Chapter 11 - Core Objective 11 – Generate Patient List by Problem

Patient registries

Registries are custom lists of patients who have something in common, such as a particular chronic disease. For example, practices might set up a registry for patients with diabetes or patients over the age of 80 who live alone or patients who might be candidates for a particular clinical trial.

Administrators use the Registries Maintenance screens to set up and manage the different registries that are available in Patient Records.

Configuration

Access levels

Administrators with appropriate access use the Registries Maintenance screens to set up and manage the different registries that are available in Patient Records.

Access Levels > Records > Patient Registries Maintenance

Users who will be adding or removing patients and/or comments and notes to and from the registries will need access to do so.

Access Levels > Records > Patient Registries

Steps for adding and editing access levels have not changed since previous versions of the product. Follow the same process as before.

Setting up a new patient registry

To set up a new patient registry:

1. Select Maintenance > Templates > Registries. The Registries Select screen appears.

Chapter 11 - Core Objective 11 – Generate Patient List by Problem Note template edits

2. Click the New button. The Registry Maintenance screen appears.

Figure 60. Registry Maintenance screen

3. Enter a Registry Name (for example, DIABETIC PATIENTS).

4. Select a Registry Type (for example, Chronic Disease) and an optional Description.

McKesson recommends that all registries built NOT be practice- and/or provider-specific. If there is a practice and/or provider ID in the respective fields, delete them to leave the fields blank.

5. If desired, link the registry to an existing flowchart by clicking the Lookup button.

6. Add columns for desired data elements with appropriate headings by clicking the Insert After button.

7. Move columns as desired using the Move Left and Move Right buttons.

8. Click the OK button to save this registry template.

For detailed information on creating and maintaining registries, see the Registries Maintenance and Patient Registries Overview topics in the Patient Records Help.

Note template edits

You also can add patients to any registry from a note with Dot code .ARS: Registry Name (where Registry Name exactly matches the name built in “Setting up a new patient registry” on page 96.

Example:

.ARS: DIABETES

End user training Chapter 11 - Core Objective 11 – Generate Patient List by Problem

Consider editing note templates to include the .ARS Dot codes for existing registries, either directly or embedded within QuickText.

Example:

<<Add to Diabetes Registry>> explodes to .ARS: DIABETES

Consider adding <<PUSH>> label markers if the workflow requires it. For more information, see the PUSH and ENTER Label Markers topic in the online help.

End user training

To add patients to a registry:

1. Select Task > Patient Registries. The Patient Registries screen appears.

2. If necessary, delete the practice and provider IDs when searching for a desired registry.

3. Select the desired registry and click the Edit button. The Patient Registry screen appears.

4. Manually add patients to the registry by clicking the Add Patient button.

If you are adding patients to a registry from a note, you must trigger the .ARS Dot codes are required. When the note is closed or the <<PUSH>> label is triggered, the patient is added to the respective registries.

End user notes

• An initial batch load can be done by using an .inq file (generated using Patient Inquiry).

• The system checks for duplicates when adding patients to a registry.

• A single patient can be added to multiple registries.

• A note template may have multiple .ARS Dot codes for several registries (for example, .ARS:

DIABETES, .ARS: PACEMAKER).

• The Registry data can be exported to an .inq or .txt file using the Export button.

• McKesson recommends that all providers create at least one registry, add relevant patients to it, export it to a text file, and save that as supporting documentation to meet this objective.

For more information on the use of patient registries, see the Patient Registries Screen topic in the online help.

Chapter 12 - Core Objective 12 - Generate Patient