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Click here to export this guide to PDF

 

Recipe Name:

Identify patients with Allergy or Smoking Status NOT recorded

Rationale:

Recording of allergy and smoking status is a quality initiative in general practice and there are practice accreditation measures around these measurements.

Target:

>= 90% active population with allergy and smoking status recorded

CAT Starting Point:

  1. CAT Open
  2. Population Extract Loaded and Extract Pane “Hidden”
    1. Filter Pane open and under the ‘General’ tab ‘Active Patients’ (3x <2 years) selected (this step can be
       omitted if you want to search for all patients but for accreditation only active patients are considered).
     

 

 

RECIPE Steps:

  • Click the 'Recalculate' icon in the top right corner to apply the 'active (3x in 2yrs)' filter if selected. This will remove all patients that have less than 3 visits in the previous 2 years recorded at your clinic.
  • In the reports pane select the 'Allergies' tab and click on the 'nothing recorded' slice of the graph

 

 

  • Click 'Export' on the top right of the graph window
  • This will show a list of all patients with no allergy status recorded.

 

 

This will list all active (if selected on the general filter tab) patients that have no allergy status entered.

 

For smoking  status the process is exactly the same only that you use the ‘Smoking’ tab on the reports pane.

 

Create a prompt to display in Topbar

 

Remember you need to be in the CAT4 Daily View to be able to create prompts. Other pre-requisites are:

  • Topbar is installed
  • CAT4 is linked to Topbar via Edit/Preferences/Topbar - check here for details: Linking CAT4 to Topbar

 To start CAT4 in the Daily View, click on the 'Daily View' icon in the dashboard:



Once you have applied the filter(s) and displayed the patients of interest as described above, you can create a prompt that will be shown to all clinicians using Topbar if a patient meeting the prompt criteria is opened in their clinical system. The full guide is available at CAT PLUS PROMPTS and a short guide on how to create prompts in CAT4 can be found at  Creating a Prompt in CAT4

To start you have to use the drop-down menu at the bottom of the patient details report and select "Prompt at Consult - Topbar" then click on "Go" to give the new prompt a name.

 


The name you enter is the prompt text displayed in Topbar, so choose a simple but clear name that tells the clinician seeing the prompt what should be done.



 

To Export Patient List to Microsoft Excel:

1.  Click on the “Export Icon” at the top of the Patient Reidentification window.

2.  Click on “Excel”

3.   Choose a file name (eg. Allergy_Not_Recorded_Date.xls) and a location to save to (eg. Create a folder C:/ClinicalAudit/CAT Patient FollowUp)

4.  Click “Save”

 

The steps above will produce a list of patients with contact details in MS Excel which can then be used to:

1.   Go back through the individual patient records in the GP Clinical Desktop System (CDS) and update known records

2.  Phone patients to update their record

3.  Produce a mail merge to recall patients for follow up