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Best Practice has introduced a different way provides the ability to create multiple locations for practices who operate across more than one site. CAT4 can extract patient data by location using the new locations functionality in BP or .
NOTE: The ability to extract by using a prefix to the patient record is still available. Full details on how to use the prefix can be found here: CAT4 Best Practice Collection by Location by Record Prefix.
Using a patient record prefix involves editing every patient record so the new , which is time consuming and prohibitive to set up, hence the location method described here is easier to set-up and use.
To set up your locations please follow the Best Practice user guide. Best Practice has provided a video tutorial about their new location setup which can be found here: BP Multilocation Video
Once your multiple locations are set up, it should look similar to this in your practice details screen:
In the example above I have three locations have been set up.
In CAT4 you will need to configure the Best Practice preferences. Click on Edit/Preference:
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Once you have added the multiple locations, click OK to save.
After setting up multiple locations for BP CAT4 will display an additional dialogue depending on the entries in your location list. For the ALL,IND combination it will look like this:
Setting up for Scheduled Collections
If you are using scheduled collects we recommend to set up scheduler for your locations, for full details please see here: Using Scheduler for Multiple Locations on one Server
This will enable you to create, de-identify and upload individual extracts to PAT CAT at a set time/day of the month.
After setting up multiple locations for BP CAT4 will display an additional dialogue depending on the entries in your location list. For the ALL,IND combination it will look like this:
As you can see each practice location is listed and selected, as well as the ALL which combines all locations. From this screen you can further customise your extract if required by adding other combinations in the box at the bottom. For example if you wanted another extract for Location 2 and New Location1 you can add "Location 2+New Location1, which will create a grouped extract. This will only be applied to this manual extract, if you want the grouped extracts as a permanent feature you will have to add the groupings in the Best Practice preferences:
You will need to make sure each location required for monthly submission is listed in the Best Practice preferences tab in the Practice Location List, and configured on the scheduler tab.
Note: To discover your list of Best Practice locations enter IND and OK, then click Collect to see the dialogue box above, then Cancel. Return to the preferences screen to amend your location list as required.