🎞️ View video tutorial: Using the Prevention Compliance analytics dashboard
Using the Preventive Care Compliance analytics dashboard, you can view the clinic-wide number and percentage of compliant patients for each preventive care measure.
📌 Notes:
The information provided is our standard configuration. Your dashboard name, reports and criteria (age, gender, etc.) may differ. Use the information in your CHR as your primary reference. You can find the specific criteria in the analytics tiles. The workflow for tracking preventive care remains the same.
Total Patients represents the number of patients qualifying for a specific preventive care test or vaccine, based on a set of criteria. To view the criteria for each preventive care measure, refer to Preventive care management (Alberta and British Columbia).
If you need to add the Preventive Care Compliance dashboard to your CHR, contact the TELUS Health support team through the support chat.
Steps
From the main menu, click Analytics.
In the Dashboards search field, start typing Preventive Care Compliance, and select the dashboard.
Set your filters (refer to Filtering analytics dashboards). Use the following table for reference.
Filter | Description |
Primary Practitioner | Allows you to include/exclude patients with selected providers set as their primary practitioner. By default, is not null and is not blank (i.e. all patients with a primary provider) is selected. To view analytics for only select providers: a) Click the field and then, in the list, select is. b) Select the providers to include. 
|
Notification Method | Allows you to include/exclude patients with a specific notification method selected in their demographics. |
Sex | Allows you to include/exclude patients of a specific gender. |
Allows you to include/exclude patients who either have or don't have an email address recorded. | |
Cell | Allows you to include/exclude patients who either have or don't have a cell number recorded. |
Status Tags | Allows you to include/exclude patients with a specific status tag applied to their chart. |
Patient Status | Allows you to include/exclude patients with a specific status. For example, you can exclude patients who are deceased. |
More | The dashboard comes pre-configured with default criteria (age, gender, etc.) for each test and vaccine. However, if needed you can change the criteria.
📌 Note: If you change the criteria, the default criteria remains in the tile heading for reference only. |
4. In the top-right corner, click the Load icon. For more information, refer to Viewing analytics dashboards.
Each preventive care measure is broken down into two tiles. The tile on the left displays a list of providers and their associated number and percentage of compliant patients. The clinic-wide total is also displayed.
The Patient Report tile on the right displays a list of all compliant patients, and information such as their basic demographic information and months since the preventive care measure was updated.
Updated March 11, 2025