Page History
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Collecting a Data Extract
Data collection via the 'Collect" button in CAT4, is available for Medical Director, Best Practice, Zedmed and Communicare.
- To start a new collection click on the 'Collect' button from the menu bar
Click 'OK' in the dialog box that appears to continue with the collection
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- The data collection process will begin.
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Manual Collection for Practix
- Open Practix software
- Click on the 'Administration' menu
- Open 'Practice Management'
- Open 'Custom'
- Click the 'PENEXTRACT' option
- Click the 'Process' button
Manual Collection for Genie
- Open Genie Software
- Click on the 'File > Maintenance Reports' menu
- Click the 'Other Report' tab
- Click the 'Clinical Audit Export' option
- Click 'Browse' and select a folder to save your data extracts to
- Click 'Export'
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Opening a Data Extract
- To select a data extract, click on the '
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- Show Extracts'
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- option on the top left of your screen.
- Select the required extract from the list on the left side.
TIP: The newest extract will appear at the top of the list. De-identified extracts are hidden by default, but if you want to see them you can toggle the 'Hide Deindentified Extracts' option on top of the extract list. 
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Using a filter
- To view the filters, click on the '
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- Filter'
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- option on the top of your screen. This will open the filter panel.
This will open a whole range of options for you to use, to filter your data for specific topics and requirements.
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Filters
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Starting a new search
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- Click on the 'Clear Filters' button from the right hand side of the menu bar.
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- Click on the 'OK' button to continue
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- Select your new filter options and click on the 'Recalculate' button from the right hand side of the menu bar.
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Producing a Report of Active Patients – Option One
- Click on the 'Clear Filters' button from the menu bar before starting a new search
- Under the 'General' tab in the filters panel select the option 'Active (3x in 2yrs)'
- Click on the 'Recalculate' button from the menu bar
- Click on the 'View Population' button from the menu bar to view the results
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Producing a report of Active Patients – Option Two
You can specify your own date range to categorise if a patient is active. This will produce a report of patients who have visited your practice at least once within the date range selected.
- Click on the 'Clear Filters' button from the menu bar before starting a new search
- Under the 'Date Range (Visits)' tab in the filter panel, select the required date range. This can be via the predetermined time frames or by selecting a range from the 'from and to' option.
- Click on the 'Recalculate' button from the menu bar
