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Preventive care management overview

Updated today

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:

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.

Updated May 8, 2025

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