In the TELUS Collaborative Health Record (CHR) you can track and manage patients who are overdue (non-compliant) for preventive care measures. Requirements and criteria vary by province.
For detailed information about preventive care management in your province, including specific tests and vaccinations tracked, and criteria for flagging patients as non-compliant, view the province-specific help topics:
To exclude a patient from a specific test or vaccine, you can do so by using the excluded date and reason in the patient’s chart Preventive Care section. For more information on exclusion criteria, refer to Preventative care exclusion criteria.
You can monitor preventive care compliance in the CHR in two ways:
1. Province-specific Preventive Care Report (Analytics dashboard)
This provides a comprehensive way to monitor and manage patient compliance across your clinic, and is the most effective way to monitor and manage patient compliance. Compliance is determined by pulling information from patient files, lab results, patient data, forms, and injections, using the most recent date.
From the report, you can view compliance percentages for each provider and lists of compliant and non-compliant patients. You can customize the filters to adjust what is considered as up-to-date for each test. The report also indicates the data sources used for each type of measure.
2. Individual patient tracking
During patient visits, when you review and update your patient's preventive care screening compliance, you can track compliance directly from the Summary view of a patient's chart.
The Preventive Care data categories in Patient Data help organize information related to preventive care measures. With this method you can track compliance on several preventive care measures, view alerts for non-compliant items, and update preventive care data in real-time during patient visits. This approach is useful for immediate, patient-specific updates and interventions.
The CHR checks the following compliance criteria in the following order:
Excluded reasons: If a patient has an exclusion reason recorded in their patient chart (in Patient Data > Preventive Care), they are excluded. The exclusion period is determined by the specific reason.
Individual patient alert updates: If a patient's chart contains a specific updated alert interval recorded (in Patient Data > Preventive Care), their compliance is determined by the number of months specified. This overrides standard provincial guidelines.
For example, if a patient has a 12-month FIT test frequency set in their data, they are considered compliant if they completed a FIT test within the last 12 months even though the provincial guideline is 24 months.
Provincial regulations: If neither exclusion reasons nor individual alert updates apply, compliance is determined according to provincial guidelines.
Updated May 20, 2025