Access, Capacity and Workload Reporting · System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic, Sun Clinic ... Ralph Smith, Fred Bebo, Davis Yards

EMR Certification

Access, Capacity and Workload Reporting Assessment Guide

March 31, 2020

Version 1.4

Access, Capacity and Workload Reporting Assessment Guide | v1.4 Page 2 of 57

Table of Contents

1 Overview ................................................................................................................ 4

1.1 Document Purpose ........................................................................................... 4

1.2 Related Documents .......................................................................................... 4

2 EMR Product Assessment .................................................................................... 4

2.1 Preparing for Product Assessment .................................................................... 4

2.2 Addendum ........................................................................................................ 5

2.3 Assessment Assumptions ................................................................................. 5

2.4 Assessment Column Definitions ........................................................................ 5

2.5 Assessment Scenarios ..................................................................................... 6

3 Expected Results ................................................................................................ 22

3.1 Phase 1 .......................................................................................................... 22

3.2 Phase 2 .......................................................................................................... 27

3.3 Phase 3 .......................................................................................................... 39

4 Appendix A: Release Notes ................................................................................ 57

List of Tables

Table 1: Related Documents ........................................................................................... 4

Table 2: Assessment Scenarios – Phase 1 ..................................................................... 6

Table 3: Assessment Scenarios – Phase 2 ................................................................... 10

Table 4: Assessment Scenarios – Phase 3 ................................................................... 15

List of Figures

Figure 1: TC-PS-1-001 .................................................................................................. 22

Figure 2: TC-PS-1-002 .................................................................................................. 22

Figure 3: TC-PS-1-003 .................................................................................................. 23

Figure 4: TC-SUP-1-002 ............................................................................................... 24

Figure 5: TC-SUP-1-003 ............................................................................................... 24

Figure 6: TC-DAS-1-001 ............................................................................................... 25

Figure 7: TC-DEL-1-001 ................................................................................................ 25

Figure 8: TC-ACT-1-001 ............................................................................................... 26

Figure 9: TC-SUP-2-001 ............................................................................................... 27

Figure 10: TC-SUP-2-002 ............................................................................................. 27


Figure 11: TC-SUP-2-003 ............................................................................................. 28

Figure 12: TC-DAS-2-001 ............................................................................................. 28

Figure 13: TC-DAS-2-002 ............................................................................................. 31

Figure 14: TC-DAS-2-003 ............................................................................................. 32

Figure 15: TC-DAS-2-004 ............................................................................................. 32

Figure 16: TC-DEL-2-001 .............................................................................................. 33

Figure 17: TC-DEL-2-002 .............................................................................................. 33

Figure 18: TC-ACT-2-001 ............................................................................................. 34

Figure 19: TC-ACT-2-002 ............................................................................................. 34

Figure 20: TC-ACT-2-003 ............................................................................................. 35

Figure 21: TC-DEF-2-001 ............................................................................................. 35

Figure 22: TC-DEF-2-002 ............................................................................................. 36

Figure 23: TC-NSC-2-001 ............................................................................................. 37

Figure 24: TC-NSC-2-002 ............................................................................................. 38

Figure 25: TC-NSC-3-001 ............................................................................................. 39

Figure 26: TC-NSC-3-002 ............................................................................................. 40

Figure 27: TC-NSC-3-003 ............................................................................................. 42

Figure 28: TC-NSC-3-004 ............................................................................................. 43

Figure 29: TC-PVR-3-001 ............................................................................................. 44

Figure 30: TC-PVR-3-002 ............................................................................................. 45

Figure 31: TC-PVR-3-003 ............................................................................................. 46

Figure 32: TC-PVR-3-004 ............................................................................................. 48

Figure 33: TC-PVR-3-005 ............................................................................................. 49

Figure 34: TC-PVR-3-006 ............................................................................................. 50

Figure 35: TC-PVR-3-007 ............................................................................................. 52

Figure 36: TC-CON-3-001 ............................................................................................. 52

Figure 37: TC-CON-3-002 ............................................................................................. 53

Figure 38: TC-CON-3-003 ............................................................................................. 54

Figure 39: TC-CON-3-004 ............................................................................................. 55

Figure 40: TC-OCT-3-001 ............................................................................................. 55

Figure 41: TC-OCT-3-002 ............................................................................................. 56


1 Overview

1.1 Document Purpose

This document contains details for the assessment components which are required in order for an EMR Product to be certified to the Access, Capacity and Workload Reporting (ACW Reporting) Specification.

1.2 Related Documents

This document references the following companion documents:

Table 1: Related Documents

DOCUMENT

Manitoba EMR Certification - Baseline EMR Requirements Specification

Access, Capacity and Workload Reporting Specification

Access, Capacity and Workload Reporting Assessment Addendum

Upon application for EMR Certification to this specification, Vendors can email [email protected] or contact their EMR Product Lead to request the additional assessment addendum containing additional configuration details necessary for assessment.

2 EMR Product Assessment

The Access, Capacity and Workload Reporting Specification defines the requirements for the inclusion of the Access, Capacity and Workload Reporting functionality within the EMR.

2.1 Preparing for Product Assessment

Vendors of Certified EMR Products are advised to thoroughly prepare to ensure that the assessment goes smoothly and to ensure that it can be completed in the allocated time. Before an assessment session, the Vendor of a Certified EMR Product must:

1. Review each scenario to ensure understanding. If questions arise, please contact your designated Product Lead and they will provide any required clarification.

2. Complete the pre-requisites related to each assessment scenario.

3. Conduct an end-to-end dry run to ensure that any identified issues can be remedied prior to assessment, and to confirm the time required to complete the assessment. If more time is required than initially allocated, please advise Shared Health at the earliest opportunity.

Demonstration provided by vendors that does not align with Assessment Scenarios or Assessment Addendum data may require re-assessment to confirm that requirements are met.

Vendors are expected to keep in-session development to a minimum during assessment sessions. Product Leads reserve the right to discontinue any assessment sessions based on EMR Product and vendor resource readiness.

https://sharedhealthmb.ca/files/emr-certification-base-spec.pdf

https://sharedhealthmb.ca/files/emr-certification-acwr-spec.pdf

mailto:[email protected]


2.2 Addendum

A companion document to this Assessment Guide is the Access, Capacity and Workload Reporting Assessment Addendum (addendum) which must be requested. The addendum will contain the necessary configuration data to enable assessment. The following information will be contained in the addendum:

Test Clinics

Test Providers

Test Patients

Test Schedules

Test Appointments

2.3 Assessment Assumptions

Reference data provided by Shared Health will be used to facilitate EMR product assessment wherever possible. On an exception basis, alternate data may be used. In that case, the test data used must be supplied with an explanation how the test data relates to the assessment.

2.4 Assessment Column Definitions

ID – A unique identifier for the assessment scenario.

Precondition – Any setup that must be in place prior to the assessment being performed.

Script – The detailed steps needed to execute the assessment.

Expected Results – The detailed results to be demonstrated and that prove successful execution of the test.

Reqmt Xref – A reference to one or more requirements from the specification.


2.5 Assessment Scenarios

2.5.1 Phase 1

Table 2: Assessment Scenarios – Phase 1

ID PRECONDITION SCRIPT EXPECTED RESULTS REQMT. XREF

TC-GEN-1-002 Demonstrate an ability to restrict the access to run Access, Capacity and Workload reports for only users who have been granted Access, Capacity and Workload privileges.

No access for non-authorized users.

GBR-001

TC-GEN-1-003 Demonstrate a user who has access to run Access, Capacity and Workload reports and has access rights to a single clinic in a multi-clinic instance can only run Access, Capacity and Workload reports for the clinic they have access to.

Clinic reports are restricted on user access.

GBR-002

TC-GEN-1-004 Demonstrate a user who has access to run Access, Capacity and Workload reports and has access rights to multiple clinics in a multi-clinic instance; can run Access, Capacity and Workload reports for the clinics they have access to.

Authorized users can run reports on multiple clinics.

GBR-002

TC-GEN-1-005 Demonstrate that a patient may be only attached or enrolled with one provider at a time.

A Patient can only be attached to one provider at a time

GBR-003

TC-GEN-1-006 Demonstrate that all generated Access, Capacity and Workload reports can be saved and reviewed at any given later point in time.

A Patient can only be enrolled to one provider at a time

GEN-023

TC-GEN-1-007 Demonstrate that all Access, Capacity and Workload reports can be printed by a user.

Reports are printed and legible GEN-024

TC-GEN-1-008 Demonstrate that all Access, Capacity and Workload reports can be exported in a format that can be reviewed in applications such as MS excel.

Reports are exportable to a spreadsheet application

GEN-027



TC-PS-1-001 Load relevant addendum data.

Test Description: Test the calculations for the panel report. Report Parameters: System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic, Sun Clinic Provider(s): Bobby Joe Relationship: Enrolled

Refer to: Section 3.1.1 - Expected Results - Phase 1 - Panel

GBR-006 PS-1-001 PS-1-002 PS-1-003 PS-1-004 PS-1-005 PS-1-006 PS-1-007 PS-1-008 PS-1-009


Test Description: Test the calculations for the panel report. Report Parameters: System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic Provider(s): Margo Rocket Relationship: Attached


GBR-005 PS-1-001 PS-1-002 PS-1-003 PS-1-004 PS-1-005 PS-1-006 PS-1-007 PS-1-008 PS-1-009


Test Description: Test the calculations for the panel report. Report Parameters: System Run Date: 20150505 Reporting Period: 20140425- 20150125 Clinic(s): Moon Clinic, Sun Clinic Provider(s): Bobby Joe, Margo Rocket, Sven Cubicle Relationship: Both( Attached or Enrolled)


GBR-005 GBR-006 PS-1-001 PS-1-002 PS-1-003 PS-1-004 PS-1-005 PS-1-006 PS-1-007 PS-1-008 PS-1-009



TC-SUP-1-001 Load relevant addendum data.

Test Description: Restricts user from running a supply report using a historical period. Report Parameters: System Run Date: 20150807 Reporting Period: 20150803-20150807 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee

Report will not be generated. User will be prevented from running a report using a historical period in the reporting period parameter.

SUP-1-003


Test Description: Confirms supply report by provider. Report Parameters: System Run Date: 20150807 Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee

Refer to: Section 3.1.2 - Expected Results - Phase 1 - Supply

GBR-004 SUP-1-001 SUP-1-003 SUP-1-004 SUP-1-005 SUP-1-006 SUP-1-007 SUP-1-008 SUP-1-009 SUP-1-010


Test Description: Confirms supply report by provider. Report Parameters: System Run Date: 20150807 Reporting Period: 20150810-20150814 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee


GBR-004 SUP-1-001 SUP-1-003 SUP-1-004 SUP-1-006 SUP-1-007 SUP-1-008 SUP-1-009 SUP-1-010


Demonstrate the ability for a user to set scheduled time and appointment types as book-able and non-book-able in a multi-clinic instance.

A user can set scheduled time as book-able or non-book-able

SUP-1-001

TC-DAS-1-001 Load relevant addendum data.

Test Description: Confirms reporting end dates and unit calculations. Report Parameters: Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider(s): Ralph Smith, Fred Bebo, Davis Yards

Refer to: Section 3.1.3 - Expected Results - Phase 1 - Demand As Scheduled

DAS-1-001 DAS-1-002 DAS-1-003 DAS-1-004 DAS-1-005 DAS-1-006 GBR-004



TC-DEL-1-001 Load relevant addendum data.

Test Description: Confirms delay to third day next available appointment calculations. Report Parameters: System Run Date: 20150807 Start Date: 20150810 Start Time: 9:00 Clinic(s): Jets, Sharks Provider(s): Velma Morton, Riff Morton, Tony Wyzek, Maria Nunez

Refer to: Section 3.1.4 - Expected Results - Phase 1 - Delay

DEL-1-001 DEL-1-004 DEL-1-005 DEL-1-006 DEL-1-007 DEL-1-008 DEL-1-009 DEL-1-010 DEL-1-011 DEL-1-012 DEL-1-013 DEL-1-014 GBR-004

TC-DEL-1-002 Demonstrate that appointment slots designated as carve-outs are easily identifiable within the schedule

A user can identify carve-outs on a schedule

DEL-1-003

TC-ACT-1-001 Load relevant addendum data.

Test Description: Confirms the Activity report calculation. Report Parameters: System Run Date: 20150830 Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee

Refer to: Section 3.1.5 - Expected Results - Phase 1 - Activity

ACT-1-001 ACT-1-002 ACT-1-003 ACT-1-004 ACT-1-005 ACT-1-006 ACT-1-007 GBR-004


Test Description: Restricts user from running an activity report using future dates. Report Parameters: System Run Date: 20150830 Reporting Period: 20150830-20150831 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee

Report will not be generated. User will be prevented from running a report using future dates in the reporting period parameter.

ACT-1-001


2.5.2 Phase 2



TC-GEN-2-002 Demonstrate an ability to associate a care provider with a provider type.

Providers are connected to a provider type

GEN-2-003


Test Description: Confirms supply report by provider with filled and unfilled counts. Report Parameters: System Run Date: 20150807 Report View: Provider Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee


SUP-2-001 SUP-2-002 SUP-2-003 SUP-2-004 SUP-2-005 SUP-2-006 SUP-2-007


Test Description: Confirms supply report by all provider types with filled and unfilled counts. Report Parameters: System Run Date: 20150807 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Physician , Nurse Practitioner




Test Description: Confirms supply report by specified provider type with filled and unfilled counts. Report Parameters: System Run Date: 20150807 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Nurse Practitioner




Test Description: Confirms reporting end dates and unit calculations. Report Parameters: System Run Date: 20150125 Report View: Provider


DAS-2-001


Detail: Date Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider(s): Ralph Smith, Fred Bebo, Davis Yards


Test Description: Confirms reporting end dates and unit calculations with the provider view and hourly detail. Report Parameters: System Run Date: 20150125 Report View: Provider Detail: Hourly Reporting Period: 20150112 - 20150120 Operational Hours: 08:00 - 17:00 Clinic(s): Day, Night Provider(s): Ralph Smith, Fred Bebo, Davis Yards


DAS-2-001 DAS-2-002 DAS-2-003 DAS-2-004 DAS-2-005 DAS-2-006 DAS-2-007 DAS-2-008


Test Description: Confirms reporting end dates and unit calculations with the provider type view and date detail. Report Parameters: System Run Date: 20150125 Report View: Provider Type Detail: Date Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider Types(s): Physician, Nurse Practitioner


DAS-2-009 DAS-2-010 DAS-2-011


Test Description: Confirms reporting end dates and unit calculations with the provider type view and date detail. Confirming the ability to select one provider type. Report Parameters: System Run Date: 20150125 Report View: Provider Type Detail: Date Reporting Period: 20150112 - 20150120 Clinic(s): Day, Night Provider Types(s): Nurse Practitioner


DAS-2-009 DAS-2-010 DAS-2-011



Test Description: Confirms delay to third day next available appointment calculations using the provider type. Report Parameters: System Run Date: 20150807 Report View: Provider Type Start Date: 20150810 Start Time: 09:00 Clinic(s): Jets, Sharks Provider Type(s): Physician, Nurse Practitioner


DEL-2-001 DEL-2-002 DEL-2-003


Test Description: Confirms delay to third day next available appointment calculations using the provider type. Confirms the ability to select one provider type. Report Parameters: System Run Date: 20150807 Report View: Provider Type Start Date: 20150810 Start Time: 09:00 Clinic(s): Jets, Sharks Provider Type(s): Nurse Practitioner


DEL-2-001 DEL-2-002 DEL-2-003


Test Description: Confirms the Activity report calculation by Provider. Report Parameters: System Run Date: 20150830 Report View: Provider Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider(s): Tom Shack, George Yellow, Lando Dee


ACT-2-001 ACT-2-002 ACT-2-003



Test Description: Confirms the Activity report calculation by Provider Type. Report Parameters: System Run Date: 20150830 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Physician, Nurse Practitioner


ACT-2-001 ACT-2-002 ACT-2-003


Test Description: Confirms the Activity report calculation by Provider Type and the ability to select one provider type. Report Parameters: System Run Date: 20150830 Report View: Provider Type Reporting Period: 20150810-20150821 Clinic(s): Dark, Light Provider Types(s): Nurse Practitioner


ACT-2-001 ACT-2-002 ACT-2-003

TC-DEF-2-001 Load relevant addendum data.

Test Description: Confirms Deflections by Provider View. Report Parameters: System Run Date: 20150125 Report View: Provider Reporting Period: 20150112 - 20150120 Clinic(s): Cliff, Collins Provider(s): Kenny Parton, Mya Pras, Damian Brown

Refer to: Section 3.2.5 - Expected Results - Phase 2 - Deflections

DEF-2-001 DEF-2-004 DEF-2-005 DEF-2-006 DEF-2-007 DEF-2-008 DEF-2-009


TC-DEF-2-002 Load relevant addendum data.

Test Description: Confirms Deflections by Provide Type View. Report Parameters: System Run Date: 20150125 Report View: Provider Type Reporting Period: 20150112 - 20150120 Clinic(s): Cliff, Collins Provider Type(s): Nurse Practitioner, Physician

Refer to: Section 3.2.5 - Expected Results - Phase 2 - Deflections

DEF-2-001 DEF-2-004 DEF-2-010 DEF-2-011 DEF-2-012 DEF-2-013 DEF-2-014

TC-NSC-2-001 Load relevant addendum data.

Test Description: Confirms the No Show and Cancellation report run using the Provider view. Report Parameters: System Run Date: 20150119 Report View: Provider Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets

Refer to: Section 3.2.6 - Expected Results - Phase 2 - No Show and Cancellation

GEN-2-006 NSC-2-001 NSC-2-003 NSC-2-004 NSC-2-005 NSC-2-006 NSC-2-007 NSC-2-008


Test Description: Confirms the No Show and Cancellation report run using the Day of the Week view. Report Parameters: System Run Date: 20150119 Report View: Day of the Week Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets


GEN-2-006 NSC-2-001 NSC-2-003 NSC-2-009 NSC-2-010 NSC-2-012 NSC-2-013


2.5.3 Phase 3



TC-GEN-3-002 Demonstrate the ability to create a care team. A care team is created GEN-3-001 GEN-3-003 GEN-3-004 GEN-3-005 GEN-3-006


Test Description: Confirms the No Show and Cancellation report run using the Provider view and Summary detail. Report Parameters: System Run Date: 20150119 Report View: Provider Detail Level: Summary Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets


NSC-3-001 NSC-3-002 NSC-3-007 NSC-3-008 NSC-3-009 NSC-3-010


Test Description: Confirms the No Show and Cancellation report run using the Day of the Week view. Report Parameters: System Run Date: 20150119 Report View: Day of the Week Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets


NSC-3-001 NSC-3-002 NSC-3-011 NSC-3-012 NSC-3-013 NSC-3-014 NSC-3-015 NSC-3-016


Test Description: Confirms the No Show and Cancellation report run using the Provider view and Detailed detail. Report Parameters: System Run Date: 20150119 Report View: Provider


NSC-3-001 NSC-3-002 NSC-3-017 NSC-3-018 NSC-3-019 NSC-3-020 NSC-3-021


Detail Level: Detail Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Provider(s): Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets

NSC-3-022


Test Description: Confirms the No Show and Cancellation report run using the Care Team view. Report Parameters: System Run Date: 20150119 Report View: Care Team Reporting Period: 20150105 - 20150117 Clinic(s): Bedrock, Orbit Care Team(s): Teen Clinic, Westside


NSC-3-001 NSC-3-002 NSC-3-023 NSC-3-024 NSC-3-025 NSC-3-026 NSC-3-027 NSC-3-028

TC-NSC-3-005 Demonstrate the ability to define and automatically record late cancellations.

Can record a late cancellation. NSC-3-004 NSC-3-005 NSC-3-006

TC-PVR-3-001 Load relevant addendum data.

Test Description: Confirms patient visit rate by the provider view for patients satisfying the attached relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Attached Patient Information: None

Refer to: Section 3.3.2 - Expected Results - Phase 3 - Patient Visit Rate

PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017


Test Description: Confirms patient visit rate by the provider view for patients satisfying the enrolled relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529


PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007


Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Enrolled Patient Information: None

PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017


Test Description: Confirms patient visit rate by the provider view for patients satisfying either the enrolled or the attached relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both Patient Information: None


PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017


Test Description: Confirms patient visit rate by the provider view for patients satisfying either the enrolled or the attached relationship. Individually displaying all patient information. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both


PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014


Patient Information: All

PVR-3-015 PVR-3-016 PVR-3-017 PVR-3-022 PVR-3-023 PVR-3-024 PVR-3-025 PVR-3-026 PVR-3-027


Test Description: Confirms patient visit rate by the provider view for patients satisfying either the enrolled or the attached relationship. Individually displaying specified patient information. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both Patient Information: AT Conform - 452128963, AO Conform - 527542319


PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-014 PVR-3-015 PVR-3-016 PVR-3-017 PVR-3-022 PVR-3-023 PVR-3-024 PVR-3-025 PVR-3-026 PVR-3-027


Test Description: Confirms patient visit rate by the care team view for patients satisfying either the enrolled or the attached relationship. No patient information will be displayed. Report Parameters: System Run Date: 20150529 Report View: Care Team


PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009


Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Care Team(s): Teen, Westside Relationship: Both Patient Information: None

PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-018 PVR-3-019 PVR-3-020 PVR-3-021


Test Description: Confirms patient visit rate by the care team view for patients satisfying either the enrolled or the attached relationship. Individually displaying all patient information. Report Parameters: System Run Date: 20150529 Report View: Care Team Reporting Period: 20141021 - 20150521 Clinic(s): Winnipeg, Manitoba Care Team(s): Teen, Westside Relationship: Both Patient Information: All


PVR-3-001 PVR-3-002 PVR-3-003 PVR-3-004 PVR-3-006 PVR-3-007 PVR-3-008 PVR-3-009 PVR-3-010 PVR-3-011 PVR-3-012 PVR-3-013 PVR-3-018 PVR-3-019 PVR-3-020 PVR-3-021 PVR-3-022 PVR-3-023 PVR-3-024 PVR-3-025 PVR-3-026 PVR-3-027

TC-CON-3-001 Load relevant addendum data.

Test Description: Confirms continuity by the provider view for patients satisfying the attached relationship. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious

Refer to: Section 3.3.3 - Expected Results - Phase 3 - Continuity

CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-005 CON-3-006 CON-3-007 CON-3-008 CON-3-009


Block, Ralph Meek Relationship: Attached

CON-3-010


Test Description: Confirms continuity by the provider view for patients satisfying the enrolled relationship. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Enrolled


CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-005 CON-3-006 CON-3-007 CON-3-008 CON-3-009 CON-3-010


Test Description: Confirms continuity by the provider view for patients satisfying either the enrolled or the attached relationship. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Provider(s): Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek Relationship: Both


CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-005 CON-3-006 CON-3-007 CON-3-008 CON-3-009 CON-3-010


Test Description: Confirms continuity by the care team view for patients satisfying either the enrolled or the attached relationship. Report Parameters: System Run Date: 20150529 Report View: Care Team Reporting Period: 20140521 - 20150521 Clinic(s): Winnipeg, Manitoba Care Team(s): Teen, Westside Relationship: Both


CON-3-001 CON-3-002 CON-3-003 CON-3-004 CON-3-011 CON-3-012 CON-3-013 CON-3-014 CON-3-015


TC-OCT-3-001 Load relevant addendum data.

Test Description: Confirms octane by the provider view for the appointment types: New Consult, Referral. Report Parameters: System Run Date: 20150529 Report View: Provider Reporting Period: 20141021 - 20150521 Clinic(s): Redwood Clinic, Greenhouse Clinic Provider(s): Marla Lynch, Jack Durden, Tyler Durden Appointment Type(s): New Consult, Referral

Refer to: Section 3.3.4 - Expected Results - Phase 3 - Octane

OCT-3-002 OCT-3-003 OCT-3-004 OCT-3-005 OCT-3-006 OCT-3-007 OCT-3-008 OCT-3-009 OCT-3-010 OCT-3-011

TC-OCT-3-002 Load relevant addendum data.

Test Description: Confirms octane by the provider type view for the appointment types: New Consult, Referral. Report Parameters: System Run Date: 20150529 Report View: Provider Type Reporting Period: 20141021 - 20150521 Clinic(s): Redwood Clinic, Greenhouse Clinic Provider Type(s): Physician, Nurse Practitioner Appointment Type(s): New Consult, Referral

Refer to: Section 3.3.4 - Expected Results - Phase 3 - Octane

OCT-3-002 OCT-3-003 OCT-3-004 OCT-3-005 OCT-3-006 OCT-3-012 OCT-3-013 OCT-3-014 OCT-3-015 OCT-3-016


3 Expected Results

3.1 Phase 1

3.1.1 Panel

Panel Size

Run Parameters: 20140425- 20150125, Moon, Sun, Bobby Joe, Enrolled

Clinic Provider Name # of Unique Patients

Moon Clinic Bobby Joe 4

Moon Clinic Total 4

Moon Clinic Provider Avg. 4

Sun Clinic Bobby Joe 1

Sun Clinic Total 1

Sun Clinic Provider Avg. 1

Report Total 5

All Clinics Provider Avg. 5

Run Date: 20150505 Confidential Page 1

FIGURE 1: TC-PS-1-001

Panel Size

Run Parameters: 20140425- 20150125, Moon, Bobby Joe, Attached


Moon Clinic Margo Rocket 5

Moon Clinic Total 5

Moon Clinic Provider Avg. 5

Report Total 5





Panel Size

Run Parameters: 20140425- 20150125, Moon, Sun, Bobby Joe, Margo Rocket, Sven Cubicle, Both


Moon Clinic Bobby Joe 4

Margo Rocket 5

Sven Cubicle 5

Moon Clinic Total 9

Moon Clinic Provider Avg. 4.67

Sun Clinic Bobby Joe 1

Sun Clinic Total 1

Sun Clinic Provider Avg. 1

Report Total 9





3.1.2 Supply

Supply by Provider

Report Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee

Clinic Provider Name Unit Duration Total Slots

Dark Clinic Tom Shack 15 215

George Yellow 10 309

Lando Dee 30 119.5

Dark Clinic Total 643.5

Light Clinic Tom Shack 5 621

Light Clinic Total 621

Report Total 1264.5


FIGURE 4: TC-SUP-1-002

Supply by Provider


Clinic Provider Name Unit Duration Total Slots

Dark Clinic Tom Shack 15 117

George Yellow 10 130.5

Lando Dee 30 58


Light Clinic Tom Shack 5 339


Report Total 644.5




3.1.3 Demand As Scheduled

Demand as Scheduled - Date

Report Parameters 20150112 - 20150120, Day, Night, Ralph Smith, Fred Bebo, Davis Yards

Clinic

Provider Name Demand

Day Clinic

Ralph Smith 21

Fred Bebo 31

Davis Yards 26

Day Clinic Total 78

Night Clinic

Ralph Smith 12

Night Clinic Total 12

Report Total 90

Run Date: 20150125 Confidential

Page 1

FIGURE 6: TC-DAS-1-001

3.1.4 Delay

Delay by Provider

Report Parameters 20150810, 09:00, Jets, Sharks, Velma Morton, Riff Morton, Tony Wyzek, Maria Nunez

Clinic Provider Name Unit Duration Delay - Short

Delay - Long

Jets Clinic Velma Morton 15 4 11

Riff Morton 10 7 10

Tony Wyzek 30 0 9

Jets Clinic Average 18.33 3.67 10

Sharks Clinic Maria Nunez 5 0 0

Shark Clinic

Average 5 0 0

Report Average 15 2.75 7.5


FIGURE 7: TC-DEL-1-001


3.1.5 Activity

Activity

Run Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee

Clinic Provider Name Activity

Dark Clinic Tom Shack 17

George Yellow 14

Lando Dee 5.67


Light Clinic Tom Shack 21


Report Total 57.67


FIGURE 8: TC-ACT-1-001


3.2 Phase 2

3.2.1 Supply

Supply by Provider


Clinic Provider Name Unit Duration Unfilled Slots Filled Total Slots

Dark Clinic Tom Shack 15 185 30 215

George Yellow 10 293 16 309

Lando Dee 30 112.83 6.67 119.5

Dark Clinic Total 590.83 52.67 643.5

Light Clinic Tom Shack 5 603 18 621

Light Clinic Total 603 18 621

Report Total 1193.83 70.67 1264.5



Supply by Provider Type

Report Parameters 20150810-20150821, Dark, Light, Physician , Nurse Practitioner

Clinic Provider Type Avg. Duration Unfilled Slots Filled Total Slots

Dark Clinic Physician 15 185 30 215

Nurse Practitioner 20 405.83 22.67 428.5


Light Clinic Physician 5 603 18 621


Report Total 1193.83 70.67 1264.5




Supply by Provider Type

Report Parameters 20150810-20150821, Dark, Light, Nurse Practitioner

Clinic Provider Type Avg. Duration Unfilled Slots Filled Total Slots

Dark Clinic Nurse Practitioner 20 405.83 22.67 428.5


Light Clinic Nurse Practitioner 0 0 0 0


Report Total 405.83 22.67 1264.5



3.2.2 Demand As Scheduled

Demand as Scheduled by Provider View and Date Detail

Report Parameters 20150112 - 20150120, Day, Night, Ralph Smith, Fred Bebo, Davis Yards

Clinic Provider Name Demand

Day Clinic Ralph Smith 21

Fred Bebo 31

Davis Yards 26

Day Clinic Total 78

Night Clinic Ralph Smith 12


Report Total 90




Demand as Scheduled by Provider View and Hourly Detail

Report Parameters 20150112-20150120,8:00-17:00, Day, Night, Ralph Smith, Fred Bebo, David Yards

Mon Tue Wed Thu Fri Sat Sun Mon Tue

Clinic Provider Name 20150112 20150113 20150114 20150115 20150116 20150117 20150118 20150119 20150120 Hourly Total

Day Clinic Ralph Smith

800 0 0 0 0 0 0 0 0 0 0

900 4 0 0 0 0 0 0 0 0 4

1000 0 0 0 0 0 0 0 0 0 0

1100 0 0 0 2 0 0 0 0 0 2

1200 0 0 0 0 0 0 0 0 0 0

1300 0 0 0 0 0 0 0 0 0 0

1400 0 0 0 0 0 0 0 1 0 1

1500 0 0 0 0 0 0 0 0 0 0

1600 0 0 0 2 5 0 0 0 0 7

1700 0 0 0 0 0 0 0 1 0 1

Ralph Smith Total 4 0 0 4 5 0 0 2 0 15

Fred Bebo

800 0 0 0 0 0 0 0 0 0 0

900 5 0 0 0 0 0 0 0 0 5

1000 0 0 0 0 0 0 0 0 0 0

1100 0 0 0 0 6 0 0 0 0 6

1200 0 0 0 0 0 0 0 0 0 0

1300 0 0 0 0 0 0 0 5 0 5


1400 3 6 0 6 0 0 0 0 0 15

1500 0 0 0 0 0 0 0 0 0 0

1600 0 0 0 0 0 0 0 0 0 0

1700 0 0 0 0 0 0 0 0 0 0

Fred Bebo Total 8 6 0 6 6 0 0 5 0 31

Davis Yards

800 0 0 0 0 0 0 0 1 0 1

900 0 3 0 0 0 0 0 0 0 3

1000 0 0 0 0 0 0 0 0 0 0

1100 0 0 0 0 0 0 0 0 0 0

1200 0 0 0 0 0 0 0 1 0 1

1300 0 0 3 3 4 0 0 0 0 10

1400 0 0 0 0 0 0 0 0 0 0

1500 0 0 0 2 3 0 0 0 0 5

1600 0 3 0 0 0 0 0 0 0 3

1700 0 0 0 0 0 0 0 0 0 0

Davis Yards Total 0 6 3 5 7 0 0 2 0 23

Day Clinic Total 12 12 3 15 18 0 0 9 0 69

Night Clinic Ralph Smith

800 0 0 0 0 0 0 0 0 0 0

900 0 0 0 0 0 0 0 4 0 4

1000 0 0 2 0 0 0 0 0 0 2

1100 0 0 3 0 0 0 0 0 0 3



1200 1 0 0 0 0 0 0 0 0 1

1300 0 0 0 0 0 0 0 0 0 0

1400 0 0 0 0 2 0 0 0 0 2

1500 0 0 0 0 0 0 0 0 0 0

1600 0 0 0 0 0 0 0 0 0 0

1700 0 0 0 0 0 0 0 0 0 0

Ralph Smith Total 1 0 5 0 2 0 0 4 0 12

Night Clinic Total 1 0 5 0 2 0 0 4 0 12

Report Total 13 12 8 15 20 0 0 13 0 81



Demand as Scheduled by Provider Type and Date Detail

Report Parameters 20150112 - 20150120, Day, Night, Physician, Nurse Practitioner

Clinic Provider Type Demand

Day Clinic Physician 21

Nurse Practitioner 57

Day Clinic Total 78

Night Clinic Physician 12


Report Total 90



Demand as Scheduled by Provider Type and Date Detail

Report Parameters 20150112 - 20150120, Day, Night, Nurse Practitioner

Clinic Provider Type Demand

Day Clinic Nurse Practitioner 57

Day Clinic Total 57

Night Clinic


Report Total 57




3.2.3 Delay

Delay by Provider Type

Report Parameters 20150810, 09:00, Jets, Sharks, Physician, Nurse Practitioner

Clinic Provider Name Unit Duration Delay - Short Delay - Long

Jets Clinic Physician 15 4 11

Nurse Practitioner 20 3.5 9.5

Jets Clinic Average 18.33 3.67 10

Sharks Clinic Physician 5 0 0

Shark Clinic Average 5 0 0




Delay by Provider Type

Report Parameters 20150810, 09:00, Jets, Sharks, Nurse Practitioner

Clinic Provider Name Unit Duration Delay - Short Delay - Long

Jets Clinic Nurse Practitioner 20 3.5 9.5

Jets Clinic Average 20 3.5 9.5

Sharks Clinic

Shark Clinic Average 0 0 0





3.2.4 Activity

Activity by Provider

Run Parameters 20150810-20150821, Dark, Light, Tom Shack, George Yellow, Lando Dee


Dark Clinic Tom Shack 17

George Yellow 14

Lando Dee 5.67


Light Clinic Tom Shack 21


Report Total 57.67



Activity by Provider Type

Run Parameters 20150810-20150821, Dark, Light, Physician, Nurse Practitioner


Dark Clinic Physician 17

Nurse Practitioner 19.67


Light Clinic Physician 21


Report Total 57.67




Activity by Provider Type

Run Parameters 20150810-20150821, Dark, Light, Nurse Practitioner


Dark Clinic Nurse Practitioner 19.67


Light Clinic


Report Total 19.67



3.2.5 Deflections

Deflections by Provider View

Report Parameters 20150112 - 20150120, Clinic: Cliff, Collins, Kenny Parton, Mya Pras, Damian Brown

Clinic Provider Name Provider Type Deflections

Cliff Clinic Kenny Parton Physician 11

Mya Pras Nurse Practitioner 10

Damian Brown Nurse Practitioner 13

Cliff Clinic Total 34

Cliff Clinic Provider Avg. 11.33

Collins Clinic Kenny Parton Physician 6

Collins Clinic Total 6

Collins Clinic Provider Avg. 6

Report Total 40



FIGURE 21: TC-DEF-2-001


Deflections by Provider Type View

Report Parameters 20150112-20150120, Clinic: Cliff, Collins, Nurse Practitioner, Physician

Clinic Provider Type Total

Deflections

Provider Type Clinic Avg.

Provider Type

Report Avg.

Cliff Clinic Physician 11 11.3 10

Nurse Practitioner 23 11.3 10

Cliff Clinic Total 34

Collins Clinic Physician 6 6 10

Collins Clinic Total 6

Report Total 40


FIGURE 22: TC-DEF-2-002


3.2.6 No Show & Cancellation

No Show & Cancellation by Provider View

Report Parameters 20150105 - 20150117, Bedrock, Orbit, Wilma Stone, Pebbles Stone, Barney Rubes, Jane Jets

Clinic Provider Name No Shows Reg. Cancels

Bedrock Clinic Wilma Stone 6 3

Provider Rate: 37.5% 18.8%

Barney Rubes 0 0


Pebbles Stone 1 1


Bedrock Clinic Total: 7 4

Orbit Clinic Jane Jets 0 1


Wilma Stone 0 1


Orbit Clinic Total: 0 2

Report Total: 7 6


FIGURE 23: TC-NSC-2-001


No Show & Cancellation by Day of the Week View


Clinic Date Day of the Week No Shows Reg. Cancels

Bedrock Clinic 20150105 Monday 0 0

20150106 Tuesday 0 0

20150107 Wednesday 0 0

20150108 Thursday 0 0

20150109 Friday 0 0

20150110 Saturday 0 0

20150111 Sunday 0 1

20150112 Monday 2 2

20150113 Tuesday 1 0


20150115 Thursday 2 0

20150116 Friday 1 0

20150117 Saturday 1 0

Bedrock Clinic Total 7 4

Orbit Clinic 20150105 Monday 0 0

20150106 Tuesday 0 0


20150108 Thursday 0 0

20150109 Friday 0 0

20150110 Saturday 0 0

20150111 Sunday 0 0

20150112 Monday 0 0

20150113 Tuesday 0 1


20150115 Thursday 0 1

20150116 Friday 0 0

20150117 Saturday 0 0

Orbit Clinic Total 0 2

Report Total 7 6




3.3 Phase 3

3.3.1 No Show and Cancellation

No Show & Cancellation by Provider View and Summary Detail


Clinic Provider Name No Shows Late Cancel Reg. Cancels

Bedrock Clinic Wilma Stone 6 4 3

Provider Rate: 37.5% 25.0% 18.8%

Barney Rubes 0 1 0

Provider Rate: 0.0% 25.0% 0.0%

Pebbles Stone 1 1 1

Provider Rate: 20.0% 20.0% 20.0%

Bedrock Clinic Total: 7 6 4

Orbit Clinic Jane Jets 0 1 1

Provider Rate: 0.0% 50.0% 50.0%

Wilma Stone 0 0 1

Provider Rate: 0.0% 0.0% 100.0%

Orbit Clinic Total: 0 1 2

Report Total: 7 7 6




No Show & Cancellation by Day of the Week View


Clinic Date Day of the Week

No Shows

Late Cancels

Reg. Cancels

Clinic Totals

Bedrock Clinic 20150105 Monday 0 1 0 1

20150106 Tuesday 0 0 0 0

20150107 Wednesday 0 0 0 0

20150108 Thursday 0 0 0 0

20150109 Friday 0 0 0 0

20150110 Saturday 0 0 0 0

20150111 Sunday 0 0 1 1

20150112 Monday 2 2 2 6

20150113 Tuesday 1 0 0 1

20150114 Wednesday 0 1 1 2

20150115 Thursday 2 1 0 3

20150116 Friday 1 1 0 2

20150117 Saturday 1 0 0 1

Bedrock Clinic Total 7 6 4 17

Orbit Clinic 20150105 Monday 0 0 0 0

20150106 Tuesday 0 0 0 0

20150107 Wednesday 0 0 0 0

20150108 Thursday 0 0 0 0

20150109 Friday 0 0 0 0

20150110 Saturday 0 0 0 0

20150111 Sunday 0 0 0 0

20150112 Monday 0 0 0 0

20150113 Tuesday 0 1 1 2

20150114 Wednesday 0 0 0 0

20150115 Thursday 0 0 1 1

20150116 Friday 0 0 0 0

20150117 Saturday 0 0 0 0

Orbit Clinic Total 0 1 2 3

Report Total 7 7 6 20




No Show & Cancellation by Provider View and Detailed Detail


Clinic Provider Name

No Shows

Late Cancel

Reg. Cancels

Bedrock Clinic Wilma Stone Patient

AA Conform - 438804327 1 1 0

AB Conform - 574149148 0 1 0

AC Conform - 272219371 0 1 0

AD Conform - 854223445 1 0 0

AE Conform - 370614574 1 0 0

AF Conform - 514593530 0 0 1

AG Conform - 733984512 0 0 1

AH Conform - 988949083 0 1 0

AI Conform - 660222598 1 0 0

AJ Conform - 946933477 0 0 1

AK Conform - 946933477 2 0 0

Provider Totals: 6 4 3

Provider Rates: 37.5% 25.0% 18.8%

Barney Rubes Patient

AM Conform - 123204236 0 1 0


Provider Rates: 0.0% 25.0% 0.0%

Pebbles Stone Patient

AN Conform - 418936754 1 0 0

AO Conform - 527542319 0 1 0

AR Conform - 345105486 0 0 1


Provider Rates: 20.0% 20.0% 20.0%



Orbit Clinic Jane Jets Patient

AP Conform - 629867227 0 1 1



Wilma Stone Patient

AF Conform - 514593530 0 0 1




Report Total: 7 7 6




No Show & Cancellation by Care Team View

Report Parameters 20150105 - 20150117, Bedrock, Orbit, Teen, Westside

Clinic Care Team No Shows Late Cancel Reg. Cancels

Bedrock Clinic Teen 7 5 4

Care Team Rate: 33.3% 23.8% 19.0%

Westside 0 2 1

Care Team Rate: 0.0% 33.3% 16.7%


Orbit Clinic Westside 0 2 1

Care Team Rate: 0.0% 33.3% 16.7%


Report Total: 7 9 6




3.3.2 Patient Visit Rate

Patient Visit Rate by Provider View

Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Attached, None

Clinic Provider Name 12 Month Provider Avg.

Provider Avg.

Variance From Clinic Avg.

Winnipeg Brandon Smith 2.00 1.00 -0.56

Ray Stanz 2.44 1.57 0.01

Antonious Block 3.00 2.00 0.44

Winnipeg Clinic Avg. 2.45 1.56


Provider Avg.


Manitoba Brandon Smith 0.00 0.00 -2.00

Ralph Meek 3.00 2.00 0.00

Manitoba Clinic Avg. 3.00 2.00

Report Avg. 2.5 1.6


FIGURE 29: TC-PVR-3-001



Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Enrolled, None


Provider Avg.


Winnipeg Brandon Smith 2.50 1.66 0.03

Ray Stanz 0.00 0.00 -1.63

Antonious Block 2.50 1.50 -0.13



Provider Avg.


Manitoba Brandon Smith 2.00 2.00 0.67

Ralph Meek 1.00 1.00 -0.33


Report Avg. 2.13 1.55





Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both, None


Provider Avg.


Winnipeg Brandon Smith 2.44 1.57 -0.02

Ray Stanz 2.44 1.57 -0.02

Antonious Block 2.67 1.67 0.08



Provider Avg.


Manitoba Brandon Smith 2.00 2.00 0.50

Ralph Meek 1.50 1.33 -0.17







Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both, All


12 Month Pt. Visit Rate

Pt. Visit Rate

Variance From Provider Avg.

Winnipeg Brandon Smith Patient

AA Conform - 438804327 3.00

AC Conform - 272219371 2.00 1.00 -0.57

AD Conform - 854223445 1.00

AE Conform - 370614574 5.00 3.00 1.43

AF Conform - 514593530 3.00 2.00 0.43

AG Conform - 733984512 3.00 1.00 -0.57

AH Conform - 988949083 1.00 1.00 -0.57

AI Conform - 660222598 2.00 2.00 0.43

AT Conform - 452128963 2.00 1.00 -0.57

Provider Average 2.44 1.57

Ray Stanz Patient

AB Conform - 574149148 2 1.00 -0.57

AJ Conform - 946933477 1

AL Conform - 666019372 5 2.00 0.43

AM Conform - 123204236 1

AN Conform - 418936754 3 1.00 -0.57

AO Conform - 527542319 5 3.00 1.43

AP Conform - 629867227 3 2.00 0.43

AQ Conform - 514852104 1 1.00 -0.57

AR Conform - 345105486 1 1.00 -0.57


Antonious Block Patient

AD Conform - 854223445 4.00 2.00 0.33


AG Conform - 733984512 3.00 2.00 0.33

AL Conform - 666019372 1.00 1.00 -0.67





Pt. Visit Rate


Manitoba Brandon Smith Patient

AU Conform - 670871591 1.00

AV Conform - 142557103 3.00 2.00 0.00


Ralph Meek Patient

AE Conform - 370614574 3.00 2.00 0.67

AO Conform - 527542319 1.00 -1.33

AS Conform - 854125998 1.00 1.00 -0.33

AT Conform - 452128963 1.00 1.00 -0.33








Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both, AT Conform - 452128963, AO Conform - 527542319



Pt. Visit Rate


Winnipeg Brandon Smith Patient

AT Conform - 452128963 2.00 1.00 0.00


Ray Stanz Patient

AO Conform - 527542319 5.00 3.00 0.00


Antonious Block Patient





Pt. Visit Rate


Manitoba Brandon Smith Patient


Ralph Meek Patient

AO Conform - 527542319 1.00

AT Conform - 452128963 1.00 1.00 0.00







Patient Visit Rate by Care Team

Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Teen, Westside, Both, None

Clinic Care Team

12 Month Care Team Avg.

Care Team Avg.


Winnipeg Teen 3.80 2.44 0.05

Westside 3.17 2.33 -0.06


Clinic Care Team

12 Month Care Team Avg.

Care Team Avg.


Manitoba Westside 3.17 2.33 0.00





Patient Visit Rate by Care Team

Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Teen, Westside, Both, All

Clinic Care Team

12 Month Care Team Pt. Visit Rate

Care Team Pt. Visit Rate

Variance From Care Team Avg.

Winnipeg Teen Patient

AA Conform - 438804327 4.00

AC Conform - 272219371 3.00 2.00 -0.44

AD Conform - 854223445 7.00 3.00 0.56

AE Conform - 370614574 5.00 3.00 0.56

AF Conform - 514593530 3.00 2.00 -0.44

AG Conform - 733984512 8.00 5.00 2.56

AH Conform - 988949083 1.00 1.00 -1.44


AI Conform - 660222598 4.00 4.00 1.56

AL Conform - 666019372 1.00 1.00 -1.44

AT Conform - 452128963 2.00 1.00 -1.44

Care Team Avg. 3.80 2.44

Westside Patient

AB Conform - 574149148 2.00 1.00 -1.33

AE Conform - 370614574 3.00 2.00 -0.33

AJ Conform - 946933477 4.00

AL Conform - 666019372 5.00 2.00 -0.33

AM Conform - 123204236 1.00

AN Conform - 418936754 3.00 1.00 -1.33

AO Conform - 527542319 9.00 6.00 3.67

AP Conform - 629867227 3.00 2.00 -0.33

AQ Conform - 514852104 1.00 1.00 -1.33

AR Conform - 345105486 3.00 3.00 0.67

AS Conform - 854125998 3.00 3.00 0.67

AT Conform - 452128963 1.00



Clinic Care Team

12 Month Care Team Pt. Visit Rate

Care Team Pt. Visit Rate

Variance From Care Team Avg.

Manitoba Westside Patient

AB Conform - 574149148 2.00 1.00 -1.33

AE Conform - 370614574 3.00 2.00 -0.33

AJ Conform - 946933477 4.00

AL Conform - 666019372 5.00 2.00 -0.33

AM Conform - 123204236 1.00

AN Conform - 418936754 3.00 1.00 -1.33

AO Conform - 527542319 9.00 6.00 3.67

AP Conform - 629867227 3.00 2.00 -0.33


AQ Conform - 514852104 1.00 1.00 -1.33

AR Conform - 345105486 3.00 3.00 0.67

AS Conform - 854125998 3.00 3.00 0.67

AT Conform - 452128963 1.00






3.3.3 Continuity

Continuity by Provider View

Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Attached

Clinic Provider Name Visits to the Provider All Visits Continuity

Winnipeg Brandon Smith 2 2 100%

Ray Stanz 22 37 59%

Antonious Block 3 12 25%

Winnipeg Clinic Avg. 9.00 17.00 53%


Manitoba Brandon Smith 0 0

Ralph Meek 3 5 60%

Manitoba Clinic Avg. 1.50 2.50 60%

Report Avg. 6.00 11.20 54%


FIGURE 36: TC-CON-3-001



Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Enrolled



Ray Stanz 0 0




Manitoba Brandon Smith 4 6 67%

Ralph Meek 3 6 50%


Report Avg. 7.40 17.80 42%





Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Brandon Smith, Ray Stanz, Antonious Block, Ralph Meek, Both



Ray Stanz 22 37 59%




Manitoba Brandon Smith 4 6 67%

Ralph Meek 6 11 55%


Report Avg. 13.40 29.00 46%




Continuity by Care Team View

Run Parameters: 20141021 - 20150521, Winnipeg, Manitoba, Teen, Westside, Both

Clinic Care Team Visits to the Care Team All Visits Continuity

Winnipeg Teen 48 67 72%

Westside 44 64 69%


Clinic Care Team Visits to the Care Team All Visits Continuity

Manitoba Westside 44 64 69%


Report Avg. 46.00 65.50 70%



3.3.4 Octane

Octane by Provider View

Run Parameters: 20141021 - 20150521, Redwood Clinic, Greenhouse Clinic, Marla Lynch, Jack Durden, Tyler Durden, New Consult, Referral

Clinic Provider Name New Patient Consults Total Appts. Octane

Redwood Clinic Marla Lynch 1 4 25%

Jack Durden 3 3 100%

Tyler Durden 0 2 0%

Redwood Clinic Total: 4 9 44%

Clinic Provider Name New Patient Consults Total Appts. Octane

Manitoba Marla Lynch 2 5 40%

Greenhouse Clinic Total: 2 5 40%

Report Total: 6 14 43%


FIGURE 40: TC-OCT-3-001


Octane by Provider Type View

Run Parameters: 20141021 - 20150521, Redwood Clinic, Greenhouse Clinic, Physician, Nurse Practitioner, New Consult, Referral

Clinic Provider Type Name New Patient Consults Total Appts. Octane

Redwood Clinic Physician 1 4 25%

Nurse Practitioner 3 5 60%

Redwood Clinic Total: 4 9 44%

Clinic Provider Type Name New Patient Consults Total Appts. Octane

Manitoba Physician 2 5 40%

Greenhouse Clinic Total: 2 5 40%

Report Total: 6 14 43%


FIGURE 41: TC-OCT-3-002


4 Appendix A: Release Notes

Version 1.1 December 10, 2015

Added clarification to the requirements being assessed and the related method (Section 2)

Version 1.3.2 August 3, 2018

Updated the Assessment Guide version to reference the current specification (i.e. 1.3) and current iteration of the Assessment Guide (i.e. 1.3.2)

Removed “Related Documents” date reference

Updated discrepancy in test case TC-PS-1-003

Version 1.4 March 31, 2020

Updated document theme to new organizational visual identity

Updated Manitoba eHealth to Shared Health to align with new organizational structure, including changes to the EMR Certification contact email address

Removed Objectives as the information is communicated in the Access, Capacity and Workload Reporting Specification

Removed previous Section 1.3 Intended Audience

Updated Related Documents:

o Added Manitoba EMR Certification - Baseline EMR Requirements Specification

o Added Access, Capacity and Workload Reporting Assessment Addendum

Removed Clinic Setup and Patient Test Data. This information will be included in an addendum which can be requested.

Removed previous placeholder test cases as they were not formally assessed. Placeholder test cases included:

o TC-GEN-1-001, TC-GEN-2-001 and TC-GEN-3-001

Added table references to all tables

Added figure references to all figures

Removed “Test Case Reference” columns from the Assessment Scenarios (Formerly the Test Case Scenarios)