The Providers filter provides 2 filter options:
- Assigned Provider – patients are assigned to one provider based on who they have seen most frequently in recent consultations Patients will be assigned to the provider who saw them for the highest number of consultations in the previous 18 months. Where there is no consultation recorded in the previous 18 months, the patient will be assigned to the provider who saw them most recently, up to 5 years ago. Where there is no consultation recorded in the previous 5 years, no provider will be assigned.
- Any Visit to Provider – patients are assigned to every provider they have seen in the last 3 years.
The filter option can be switched at the bottom of the filter panel:
The 'Any Visits to Provider' filter allows the practice to review all patients that a provider has seen in a selected timeframe. The default time frame is the last 3 years.
NOTE:
Classic CAT CAT4 defaults to Assigned Provider. Registrar CAT defaults to Any Visit to Provider.
