Full User Guide
<2.1> - December 2015

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Pen CS
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Document Control

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