1. Adastra v3 Reporting & National Quality Requirements
David Jackman
Adastra Software Ltd, an Advanced Computer Software Plc Group company, provides a specialist case management, data distribution and clinical recording system now used by more than 95% of UK unscheduled primary care operational hubs.
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2. Main Topics Full Access – Query Builder
Restricted Access – Run User Reports
Quality Requirement Reports
Next Developments
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3. Full Access Query Builder
Report Categories
From Query builder you have full access to all the standard reports.
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4. Full Access Query Builder
Copying into your own categories
From Query builder you can add and copy reports from the standard categories into you own categories.
The reason for copying these to your own categories is during an upgrade all the ‘Standard’ reports are replaced with a the new set of standard reports.
When you have the upgrade you will be sent a document that lists the changes to any reports from the previous reporting pack, you can then decide if you want to replace you current copy with an updated copy.
& Left Click
Drag & Drop
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5. Full Access Query Builder
Design/Modify report layouts
Logos can changed for your own Logo
From Query builder you can access the design layout of the report and change this to be as you want the layout to look like.
There are different elements that can be changed on this page such as pictures can be changed/added/removed
The Field list on the right hand side allows you to drag and drop the fields you want to display on to the report. The can also be set with a format option the same as you would in excel/access
The Text box and labels can be renamed added/removed/moved around to create the design you want to.
You can instantly see your change by clicking on preview to see what the layout looks like. If you want to restart you can just delete the report and copy it again from the standard category.
Remember to save before you exit to keep any changes you have made.
Text box and labels can be customised
Fields can be dragged and dropped onto report design
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6. Full Access Query Builder
Security – Part 1
From Query builder your can set who can see the report from the Run User Report screen. This option restricts users access to the database information and allows you to control who has what.
These are based on the same user groups and locations used through out the program so if you have specific Nurse options then you could have a set of specific nurse reports, only available to them.
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7. Full Access Query Builder
All Cases
Security – Part 2
There are complementary reports under each category that have an extra selector associated which is a read-only selector. This allows you to assign this report to a user with one organisation and they can then only report on their calls.
Combining this with the filtering functionality means that you can restrict what users report on but still allow them the freedom to filter on their reports.
Dr Azizi Cases
Filters applied to this set of cases
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8. Full Access Query Builder
Report format is the layout shown before
Export format allows the report to be saved directly as an excel sheet
Other Options
The final part of the options to show in this section allow you to specify the layout you would like the report to show under run user reports.
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9. Restricted Access – Run User Reports
Only able to see the reports you have rights for
The run user reports view will only show reports that you have the user group and location permission to see, so this set could be tailored for individual groups and for different locations.
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10. Restricted Access – Run User Reports
Read only selector
As this is in a read only selector there is not an option to change the clinicians name.
This information is picked up from the login in details name, so this would enable you to have a set of reports with the read only filter available for clinicians to run their own reports.
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11. Restricted Access – Run User Reports
Filtering
There are the two default options of ‘No Filter’ or ‘Ad-Hoc Filter’. The ad-hoc option allows you to set the filtering criteria as you run the report.
You can pre-save filters and these will be listed under the ad-hoc option.
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12. Restricted Access – Run User Reports
Filtering
The main filtering screen.
The has four main sections that you can set filters on
Standard Filters, Provider Filters, Time Restrictions and Miscellaneous
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13. Restricted Access – Run User Reports
Filtering
Standard Filters – From here you can select the items that you want to build up the filtering criteria.
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14. Restricted Access – Run User Reports
Provider Filters
Provider Filters – allows you to filter on own provider / provider group or consulting provider
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15. Restricted Access – Run User Reports
Time Restrictions
Time Restrictions - allows you to filter by hours. This can also be done on a weekday basis. In example you can have a filter for case between 18:00 – 08:00 weekdays and all day on weekend days. This has been updated recently to allow the filtering of minutes as well (i.e. 18:30 to 08:00)
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16. Restricted Access – Run User Reports
Miscellaneous
Miscellaneous – This allows you to set other options to filter the cases by. These filters include an age between, patient gender, comfort calls and clinical codes assigned during a consultation.
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17. Restricted Access – Run User Reports
Report Filter Maintenance
Within report filter maintenance you can pre-define filters so you don’t have to keep selecting the same options every time.
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18. Restricted Access – Run User Reports
Help sheets available
Report Filtering Quick Start Guide
v3 Report Filtering
Filtering helpsheets available to guide through using the filters
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19. Restricted Access – Run User Reports
Reporting Courses available
RP101 – v3 Basic Level Reporting
RP200 – v3 Amending and Filtering Reports
RP300 – v3 Database Schema and Joins
Reporting Courses available
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20. Restricted Access – Run User Reports
Launch Report
There is the ability to have a set report as a menu item. This can be useful for remote bases to see all consultations carried out at their location with having to give access to Run User Reports.
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21. Quality Requirement Reports
Were put in the 3.14 Reporting Pack 1 Release
Filter enabled
Have read-only selectors
Daily summary & QR2 reports added in 3.14 Reporting Pack 2
The main QR reports were release as part of the 3.14 Reporting pack 1. This reporting pack is applied as soon as you have your upgrade to 3.14.
These were released with 3.14 as from this version you were able to use filtering within version 3.
These have been updated to have read-only selectors for shared databases
The Summary reports have been included from reporting pack 2
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22. Quality Requirement Reports
QR Categories
Standard QR Daily Summary Reports
Standard QR Exception Reports
Standard QR Reports
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23. Quality Requirement Reports
QR Reports available
QR 02 Supply of Clinical Details
QR 03 Patient Notes
QR 04 Sample Audit Clinician & Call Handler
QR 05 PSQ
QR 09/QR10 Life Threatening Emergencies
QR 09/QR10 Clinical Assessment
QR 12 Time To Consultation
The main titles for the QR reports that are available within v3.
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24. Quality Requirement Reports
Running QR Reports
Running the QR reports will give you options to set specific for that QR
In QR 09 allows you to set the limits for the response time
QR 9 Options
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25. Quality Requirement Reports
Running QR Reports
Running the QR reports will give you options to set specific for that QR
In QR 12 allows you to set the limits for the response times, to use the priority after assessment or on completion, whether the report is being run for base or visit calls (you would still need to set the filters for the relevant case types)
QR 12 Options
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26. Quality Requirement Reports
Quality Requirement Output
The outputs have been designed to keep a consistent layout between the main standards reports.
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27. Quality Requirement Reports
Quality Requirement Output
Can be set for export
Can be saved
In a Excel format
You can also save the details off as an excel spreadsheet.
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28. Quality Requirement Reports
Exception Category
The exception category contains a listing of the cases that have not meet the standard so these can be investigated further. Within this category it also allows you to run a report that gives all the case numbers used on the QR reports as this can then formatted in Excel to display how you want it to.
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29. Quality Requirement Reports
Daily Summary
The daily summary allows you to run the total of how many calls have met that standard on a daily basis. This allows you to be able to produce the graphs for daily measuring on the QR standard.
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30. Quality Requirement Reports
Help sheets available
v3 Quality Requirement Reports
Running v3 QR Reports
V3 Quality Requirement Reports Frequently Asked Questions
v3 Quality Requirement Reports – describes the timing used, what the reports look at and what the results mean
Running v3 QR Reports – Runs through all the parameters that can be set when you run the report
V3 Quality Requirement Reports Frequently Asked Questions – contains some explanations to some commons questions
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31. Next Developments Report Filtering
Extended so you can use this as a include or exclude
This is being done at the moment and should be available within the next reporting pack release (due November)
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32. Next Developments Report Group Runner
Allows you to have a group of reports setup that you can run by clicking on one button.
The results of these can be saved
Printed automatically
ed to certain addresses
An example of this would be to have all the QR reports added as one group and then once a month click on run fill in the parameters and all the reports will run.
Another would be to have a set of reports for a specific surgery that once a week you can run and have the output saved to you server and another copy of the results ed directly to the surgery
This will hopefully be ready for release very soon
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33. Contacting Adastra Reports
Contact information
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34. Questions
Any Questions?
Questions
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