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Full User Guide
<2.1> - December 2015

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Version

Date

Modified By

Description

1.0

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Chris Hardie

Initial release

1.1

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Matthias Merzenich

Updated PAT CAT functionality V 1.1

1.2

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Matthias Merzenich

Updated PAT CAT functionality V 1.2

1.3.1

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Matthias Merzenich

New functions added:
Download options for all report graphs
Numbers added to demographics report

1.3.3

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Matthias Merzenich

New report added:
Pap Smear Report Card

1.3.3a

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Matthias Merzenich

Updated Benchmark report description to clarify the 'Adjusted' column
Added 'how to find the version number'
Added 'how to find missing extracts'

2.0

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Matthias Merzenich

Updated logos and company/product names
Added new features and changes in PAT CAT v2.0
New benchmark report
New Quality Improvement Reports

2.1

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Matthias Merzenich

New format for online user guide
Some screenshots and detail changes
Custom data import option added

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1 Introduction
1.1 The Practice Aggregation Tool for CAT
1.2 User Guide
1.3 Definitions, acronyms and abbreviations
1.4 Related Documents
2 SYSTEM REQUIREMENTS, INSTALLATION AND CONFIGURATION
3 GETTING STARTED
3.1 Setting up Practices
3.2 Email Reminders
3.3 Practice Groupings
3.4 Practice to Practice Visibility
4 THE PAT CAT USER INTERFACE
5 IMPORTING AND EXPORTING EXTRACTS
5.1 Adding G-tags to an Extract
5.2 De-identifying an Extract
5.3 Using 'Send to PATCAT' to upload data
5.4 Configure Scheduled Uploads
5.5 Preparing Manual Data Upload
5.6 Web Based Uploading from a Practice
5.7 Importing an Extract as an Organisation
5.8 Imported Extracts / Extract History
6 DATA FILTERING
6.1 Data Filtering Overview
6.2 Changing Filters
6.3 Clearing Filters
6.4 General Filter Tab
6.5 Practices Filtering
6.6 Ethnicity Filtering
6.7 Medical Conditions Filtering
6.8 Medications Filtering
6.9 Results Filtering
6.10 Saving Filters
7 LOOKING AT YOUR DATA
7.1 Reports Overview
7.2 Data Set Reports
8 Cleansing PAT
8.1 Indicated Diagnoses Report
8.2 Missing Clinical/Accreditation Items Report
9 VIEW MAP FUNCTION
9.1 Region Type
9.2 Region Attribute
9.3 Aggregated Data
9.4 Privacy restrictions on the display of Aggregated Data
10 Timeline reporting
10.1 Individual Reports Timelines
10.2 Custom Timeline Reports
11 Custom Data Import and usage
11.1 Preparing and Importing Custom Data
11.2 Editing/Removing Custom Data Files
11.3 Using Custom Data in Timeline Reports
11 Report – Export to CSV
12 TROUBLESHOOTING
13 APPENDIX A: The G-tagging Process
13.1 Data Encryption
13.2 Data De-identification and G-tagging