Patient lists for series completion Helping ensure patients receive all doses in a vaccine series When providers have patients who have been prescribed a vaccine with multiple doses in a series, they may encounter situations where patients may be delayed in receiving or have not received the subsequent doses in the series, due to varying reasons and, therefore, not complete their recommended dosing regimen. To help ensure patients receive all the required doses, it is paramount for providers to have the patient return for the remaining dose(s). Benefits of Patient List Reports for vaccine series completion Patient lists, called Patient List Reports in e-mds, are a useful tool to identify patients who have a gap-in-care according to clinical guidelines. They may help improve quality health care, such as by increasing vaccination rates. Patient Lists can also be helpful in identifying patients who have not completed all required doses in a vaccination series. Considerations: The number of patients appearing on a Patient List Report may be impacted by the clinical data available in the EHR; for example, if a vaccination was administered by another provider or in the pharmacy, it may not have been recorded in the EHR and patients will be included in the Patient List Report showing they need additional doses This Guide provides a highlevel overview of how to create Patient List Reports for vaccine series completion within e-mds. This overview is designed to provide guidance for you, your practice electronic health record (EHR) champion, or IT staff. The patient list criteria should consider active patients only (not deceased or inactive as determined by the practice) User privileges to configure and run Patient List Reports may be limited to select users with specific security privileges or subject to practice business policies If you have further technical questions, consult your internal or external EHR support resources. Please note that this Guide was created based upon e-mds version 8.0. Features and their locations may change as new software versions are released. This Guide is meant to serve as overview information only, and should not replace detailed instructions provided to you by your internal or external EHR support resources. 1
Create a Patient List Report for series completion of an immunization The ability to generate a list of patients who are due, or overdue, for a test or procedure is a powerful preventive health care tool. Proactively identifying patients can have an impact to the quality of patient care, patient compliance, and improvement of patient outcomes. E-MDs provides multiple tools to track patient compliance, and one frequently used tracking method is to generate patient lists. Immunization series completion is a common use of these patient lists. In e-mds, it is possible to generate a Patient List Report to identify a list of patients who need additional immunizations to complete a series. Create a Patient List Report for an immunization using Clinical : Note that this method requires that Clinical have been set up for Product 1st and 2nd dose schedules. Detailed information about creating these clinical rules can be found in the document titled Creating an alert for GSK. In the Chart module, click on Reports in the main menu and select Registry Processor from the list displayed The Registry Processor window will open New Edit Delete Copy Search Run Help Exit Product Report Name Patients needing influenza vaccine 2
Click New In the next screen, enter Report Name and Description Put checks next to and in the Report Parameters list on the left In Report Exclusion criteria select, to include Exempt, Deceased and Inactive Patients In the Reminders Properties, uncheck This is a Clinical Reminder Report to prevent the report from being set as a Clinical Reminder Click Next >>> Report Parameters Product - Patients due for 2nd dose Facilities and Providers Registry Processor Report Exclusion Exempt Patients Deceased Patients Inactive Patients Reminders Properties This is a Clinical Reminder Report Exclude patients that have been notified for this reminder in the last 30 Days Save << Previous Next >> Cancel In the screen set the appropriate demographic criteria: Patient Search by Name = Patients Birth Sex = Age from 18 to 110 Race = Patient Search by Name Patients Registry Processor - Birth Sex Male Female Birth Month Date of Birth Dynamic From To From To 8/16/2017 8/16/2017 Ethnicity Andalusian Argentinean Austrian Balearic Islander Bolivian Canal Zone Zip Abkhazian Achinese Acoli Adangme Afar Afrihili Active Portal Account No Active Portal Account Age From To 18 110 Race American Indian or Alaska Native Asian Black or African American Declined Cell Phone Cell Phone Only Home Phone Home Phone Only Office Phone Office Phone Only Patient(s) that have an email address documented day(s) month(s) year(s) Save << Previous>> Next >> Cancel 3
Click Next>>> In the screen, set the Search By field to Rule Name In the Rule Name section, choose Product 1st dose from the dropdown list In the Rule Status field, select Addressed from the dropdown Select Add to List to add the first Rule to the report To add the second rule, select Product 2nd dose due 6 months after 1st dose from the Rule Name dropdown Select Not Addressed (overdue) in the Rule Status field Select Add to List to add the second Rule to the report Registry Processor - Search by Rule Name Rule Description Rule Name Product - 2nd dose due 6 mon Rule Description Rule Status Not Addressed (Overdue) And Or Add to List Clear Filter List Rule Name Product - 1st dose Rule Description Status Addressed And/or Product - 2nd dose due 6 m Not Addressed Select SAVE to save the Report 4
Create a Patient List Report for an Immunization using An alternative method to run the report is to use in the Registry Processor. look for CPT codes that have been added to the patient chart as an indicator that the patient has had the vaccine. In the Registry Processor window, click New In the next screen enter Report Name and Description Put checks next to and in the Report Parameters list on the left In Report Exclusion criteria, select, to include Exempt, Deceased and Inactive Patients In the Reminders Properties, uncheck This is a Clinical Reminder Report to prevent the report from being set as a Clinical Reminder Registry Processor Product - Patient List Report Parameters Report Exclusion Facilities and Providers Exempt Patients Deceased Patients Inactive Patients Reminders Properties This is a Clinical Reminder Report Exclude patients that have been notified for this reminder in the last 5
Click Next >>> In the screen, set the appropriate demographic criteria Patient Search by Name = Patients Birth Sex = Age from 18 to 110 Race = Registry Processor - Patient Search by Name Patients Birth Sex Male Female Age From To 18 110 day(s) month(s) year(s) Birth Month From To From To Ethnicity Andalusian Argentinean Austrian Balearic Islander Bolivian Canal Zone Date of Birth 8/16/2017 8/16/2017 Abkhazian Achinese Acoli Adangme Afar Afrihili Dynamic Race American Indian or Alaska Native Asian Black or African American Declined Cell Phone Cell Phone Only Home Phone Home Phone Only Office Phone Office Phone Only Zip Active Portal Account No Active Portal Account Patient(s) that have an email address documented Save << Previous>> Next >> Cancel Click Next >>> 6
In the screen select to Search by Description Select contains in the Procedure section Type Product in the text box Procedures Registry Processor - Diagnosis Click the Add to List button to add the description to the Procedures Filter List Search by Code Description Procedure starts with contains And Or Filter List Add to List performed not performed Clear in the last Days Select Save to save the report Code/Description Product Diagnosis Type Diagnosis 1 Diagnosis 2 Diagnosed InLast And/Or Remove from List Running the Report Navigate to the Registry Processor emds Registry Processor Search for and select the desired report New Edit Delete Copy Search Run Help Exit Select Run in the top toolbar. Product The Rule based report will list all patients that have not had the second dose of Product Report Name Product - patients due for 2nd dose of Product Product Patient List Report Descrip The optional Order based report identifies all patients who have had at least one dose of Product. Patients with multiple doses will be listed twice. It may be necessary to print the list or export it to a spreadsheet for further analysis to determine those patients who require a second dose Select the File menu to Save As or Print the report. The report can also be exported to alternate formats, such as a spreadsheet, by using the Export button 2017 GSK group of companies or its licensor. rights reserved. Printed in USA. November 2017 7