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This chapter only applies to organisations using the latest version of PAT CAT 3.2 released in late December 2016. PEN CS is staging the roll out the updates so it might take a little while until your PAT CAT is updated to this version. We recommend to clean and verify your list of practices in your licensing portal to make the transition as easy a possible. |
With the latest release of PAT CAT (V3.2) the practice list in PAT CAT will be automatically aligned with the list of practices in the MyPen Licensing Portal. There will be some manual merging and cleaning to do after the update, but after that initial work all new practices will have to be set up only in the licensing portal. No separate user names and passwords will have to be created in PAT CAT any more. A practice licensed through the MyPen Portal will be able to upload their de-identified data to PAT CAT without the configuration of an additional user name or password.
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Clicking on the 'Practices' link will open the practice list window. All columns can be sorted by clicking on the column header and the green ticks and red crosses indicate the practice status for the respective heading.
Editing Practice Details
As in the previous version a click on a practice name will open a window allowing changes in the set-up for that practice:
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| Field Name | Definition |
Practice Name | The full name of the practice without abbreviations. Mandatory field. |
Practice ID | An abbreviation of the practice name or identifier. It is recommended that it is less than 10 characters. This field appears on all the reports generated in PAT CAT rather than the Practice Name. Mandatory Field. |
Email address of the practice | |
Email Notification | The practice can receive an automated email each month if they have not sent their data to PAT CAT. See Email Reminders section below for more details. |
Sharing Data | Value showing whether the practice has given consent to share their individual practice aggregated data with other practices in PAT CAT. Default value is NO. See Practice to Practice Visibility section below for more details. |
| Submitting Data | This box is ticked by default, allowing the practice to submit data to PAT CAT. If unticked, the practice will not be able to submit data and will not show on the practice filter. This is useful for removing practices that are set up in the licensing portal but are currently not submitting data. |
| Allow Practice Login | This box is ticked by default, allowing the practice to use their CAT Plus details to log in to PAT CAT. If unticked, no users under this practice will be able to login to the PAT CAT website. |
Sharing Data | Value showing whether the practice has given consent to share their individual practice aggregated data with other practices in PAT CAT. Default value is NO. See Practice to Practice Visibility section below for more details. |
| Merged | This indicates if a practice has been merged after the initial alignement of PAT CAT and the MyPen portal. Please see the 'Merging' paragraph for more details. |
Merge Licensed and Unlicensed Practices
When the PAT CAT aligns with the licensing portal for the first time, there will be some manual work required to merge existing practices set up in PAT CAT with the ones listed in the licensing portal. This could be due to spelling mistakes or other mismatches. Merging the accounts is needed to ensure consistency of reporting and will only have to be done once. It can also be reversed an any time if found to be in error. To merge two practices start by clicking on the 'Merge Licensed and Unlicensed Practice' button:
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The legacy user name and password is displayed for reference, and it is possible to separate the practices by using the 'Separate Practices' button. Separating the practices will assign the data back to their original owners:
Hide Unlicensed Practices
Licensed practice are those that appear in the MyPen portal as active. Their status is indicated by the green dot in the 'Link' column:
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Unlicensed practices will display the legacy user name and password for data upload from CAT4. CAT4 will, once updated, use the new interface for PAT CAT data upload. This old functionality is only maintained for compatibility reasons and will be phased out. We strongly encourage all CAT Plus users to update their software as soon as possible.
Sync Practices
The 'Sync Practices' button allows a manual synchronisation with the licensing portal. Any time a change in your licensing portal has been applied, you need to synchronize the practice list with PAT CAT to see the changes.
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