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Warning

Remember to apply the relevant filters in your PAT CAT BEFORE creating a new PAT2CAT filter, in particular the practice filter. If you don't filter for practices then your new filter will be available to all practices linked to your PAT CAT! This will include practices added later to your PAT CAT.


In our example we will be creating a PAT2CAT filter to find patients with Coronary Heart Disease who have not had a blood pressure and a cholesterol check-up in the last 12 months. You can use any filter and report combination of interest to you and your organisation.

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  • Visit < 15 Mths
  • Active Patients
  • Practice: (Matthias QA Clinic) - take care on make sure you are selecting only relevant practices
  • Conditions: (CHD - YES)
  • Last Results: <= 12 mths

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Your new filter will inherit all the conditions used above and now you can select additional criteria (but don't have to). In the example below I have selected patients who didn't have a BP and cholesterol check-up entered into their record in the last 12 months.


Warning

Custom filters work in the same way as a cross tabulation in CAT4, meaning that if you select all categories in a report tab the result will be an 'OR' filter, but as soon as you select only some categories on a report tab, the filter will become an 'AND' filter. The example below will only show those patients meeting ALL selected criteria, so anyone without a BP and a cholesterol recorded, but if you had selected the whole Blood Pressure report and the Cholesterol report tab, anyone would be included.




Once your PAT2CAT filter is complete, click on 'Save' to save it. This filter will be immediately available to all CAT4 users linked to your PAT CAT, unless you have, as above, only included a particular practice or group of practices in the new filter.

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