Alberta PDI – Performance Diligence Indicators User Guide – …services.optimedsoftware.com/UpdateNotes/Instructions/... · 2014. 3. 19. · Optimed Software Corporation Feb 15,

Optimed Software Corporation Feb 15, 2010

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Alberta PDI – Performance Diligence Indicators

User Guide – Accuro

Feb 15, 2010.



PDI – Performance Diligence Indicators

Contents

Introduction .............................................................................................................................................. 3

Downloading the Reports “Query” .......................................................................................................... 3

Running the Report Query: Patient Listing by Office Provider - PDI ......................................................... 4

Report Query Screenshots: ....................................................................................................................... 5

Assigning the Office Provider Automatically ............................................................................................ 6

Assigning the Office Provider Automatically ............................................................................................ 6

Important .................................................................................................................................................. 7

Setting the PDI Unverified Flag ................................................................................................................. 7

Verifying the PDI date for a Patient and Removing the PDI Unverified Flag .......................................... 12

Running the PDI Verified Report ............................................................................................................. 13



PDI – Performance Diligence Indicators

Introduction

Alberta, through the government, AMA, and Health Services has requested from clinics a list of patients

for whom the physician is actively serving as the patient’s most responsible primary care physician. In

addition to this, the clinics are asked to document the date that the patient last confirmed that the

physician was their most responsible primary care physician.

Once this list is generated, it is to be compared to an electronic list that Alberta Health and Wellness will

provide.

Accuro clinics can generate this list out of the system electronically.

Accuro has a field in the patient section of the program called “Office Provider”. This is the field that

represents the patient’s most responsible primary care physician.

To generate a patient list per provider, follow these steps:

Downloading the Reports “Query”

1. Click on Reports->Alerts (Query Builder)

2. Click on the Publisher button:

3. Search for the word “PDI”

4. Results will display 2 queries, one called “Patient Listing by Office Provider – PDI” and one called

“PDI Verified - with date”



5. Please select “Patient Listing by Office Provider – PDI”, then Click Download

6. Search for the word “PDI”

7. Please select PDI Verified - with date”, then Click Download - this report will be used later to

send data to AHC

Running the Report Query: Patient Listing by Office Provider - PDI

1. Click on the Reports Menu item

2. Click on Alerts (Query Builder)

3. Select the Report Definition: Patient Listing by Office Provider - PDI

4. Click Run Report

5. Select all 3 of the Match Type check boxes: Unassigned | Assigned | Completed

6. Click Run

7. From the results screen click the “Print All” button to Print, or click the “Export” button to save

in to Excel



This listing is generated based on the Office Provider field in each patient’s demographics. To find

patient’s with no Office Provider in order to update these records, add a rule to the query of Office

Provider= “-None-“ and then run the query to get that listing.

Report Query Screenshots:



Assigning the Office Provider Automatically

For clinics that are not using the “Office Provider” Field in Accuro, the above report generation will

not be accurate as it relies on the Office Provider being selected. Optimed suggests that if your clinic

is not using this field, that is start to be used.

For all the patients in the system that have not had the Office Provider assigned, there is a tool to

auto assign it based on optional rules.

Step 1: Click on Tools then Click on Office Provider Assigment

Step 2: Select the Provider that you wish to assign patients to

Step 3: Select the rules that will bring up a list of patients to assign the Office Provider to. Note

that you may assign patients to office providers one rule at a time or multiple. Clicking Search once

the rule(s) are selected will first show the list, and click Assign to assign the selected office provider

(selection list at top of screen) to those patients as their office provider. Once done, the Report

Query can be re-generated with the new lists.

Rule #1: Selected provider is family physician and has no office provider

[This would apply to clinics who have been using the family physician instead of the office provider

as a way to record the patient’s physician]



Rule #2: Selected provider is family physician and has a different office provider

[This would apply to clinics who have been using the family physician and the office provider as a

way to record the patient’s physician, and feel that the family physician is being used more

accurately]

Rule #3: Selected provider is most commonly seen and patient has no office provider

[This would apply to clinics who have not been recording who each patient’s physician is. This brings

up a list based on who saw the patient the most, unless that patient has an office provider already

assigned]

Rule #4: Selected provider is most commonly seen and patient has a different office provider

[This would apply to clinics who have not been recording who each patient’s physician is reliably.

This brings up a list based on who saw the patient the most, even if that patient already has an

office provider already assigned. Warning: this assignment is dangerous if you are already using

office provider as it will re-assign the patient to the provider they saw the most]

Rule #5: Selected provider is the last seen and patient has no office provider

[This would apply to clinics who have not been recording who each patient’s physician is. This brings

up a list based on who saw the patient last, unless that patient has an office provider already

assigned]

Rule #6: Selected provider is the last seen and patient has a different office provider

[This would apply to clinics who have not been recording who each patient’s physician is reliably.

This brings up a list based on who saw the patient last, even if that patient already has an office

provider already assigned. Warning: this assignment is dangerous if you are already using office

provider as it will re-assign the patient to the provider they saw last]

Important

Important: Assigning office providers is not undo-able. This action is permanent once competed so

if in doubt, contact Optimed for further explanation

Setting the PDI Unverified Flag

Once there is a list of Patients, a Flag can be set to alert Clinic staff that a patient has not been PDI

Verified. To do this, please followsteps 1 through 5 in the section called Running the Report Query.

Once the query results are visible:

1. Click on the first name in the list to hghlight that row



2. Scroll to the bottom of the list and hold down the Shif key, then Click the last entry; this will

select All results in the list

3. Click the Select Action dropdown and select Assign Patient Flag

4. Click PDI Unverified, then Click OK - please be advised that it may take several minutes for all the

Patient Flags to be set



Now that the Patient Flags are set, you need to ensure that your Accuro Preferences are set to

Display Patient Flag.

1. Click on the File Menu in Accuro

2. Click User Preferences

3. Click the Display button

4. Click the Display Tab

5. In the field titled Demographics Statusbar, insert the cursor then use your Right Arrow key to

scroll to the far right of the field

6. Right-Click in the field to open the select menu

7. Click Patient then Click Status from the fly-out menu

8. Click Apply then Click OK

9. Your status bar will now display the new PDI Unverified Flag







Verifying the PDI date for a Patient and Removing the PDI Unverified Flag

When a patient books an appointment, or contacts the clinic prompting staff to load the patient as

the active Patient in Accuro, the staff member will be alerted to the PDI Unverified Flag in the

Demographics Statusbar.

1. Load the Patient into Accuro, then Press the F8 key

2. Click the “+” sign

3. Double-Click the Status cell to Activate the Status dropdown, then Select PDI Verified

4. Double-Click the Date cell to edit the date and Double-Click the Description cell to add a note, if

required - Close the F8 window

5. Now Press the F7 key

6. Highlight PDI Unverified then Click Remove



Running the PDI Verified Report

1. Click on the Reports Menu item

2. Click on Alerts (Query Builder)S

3. Select the Report Definition: PDI Verified - with Date

4. Click Run Report

5. Select all 3 of the Match Type check boxes: Unassigned | Assigned | Completed

6. Click Run

7. From the results screen click the “Print All” button to Print, or click the “Export” button to save

in to Excel

Documents

Alberta PDI – Performance Diligence Indicators User Guide – …services.optimedsoftware.com/UpdateNotes/Instructions/... · 2014. 3. 19. · Optimed Software Corporation Feb 15,