In the CHR, you can exclude patients from specific preventive care measures when they should not receive certain screenings or tests. Exclusions can be applied for various reasons including specific health conditions, ongoing specialist care, or patient choice.
To exclude a patient from a specific test or vaccine, use the Excluded Date and Excluded Reason fields in the patient’s chart Patient Data > Preventive Care section. The exclusion or refusal is applied from the date you specify. For more information on updating these fields, refer to Reviewing and updating a patient's preventive care compliance.
Using the following table, you can view the available exclusion reasons and their exemption period for each test.
📌 Note: If your reasons for exclusion aren't listed, contact your account manager or support to have your specific criteria added to the report.
Test | Excluded Reason |
FIT Test |
|
Colonoscopy |
|
Flex Sigmoidoscopy |
|
Mammogram |
|
Pap Smear |
|
CV Risk Assessment |
|
Bone Densitometry (BMD) |
|
Prostate Specific Antigen (PSA) |
|
Updated May 20, 2025