🎞️ View video tutorial: Using the Preventive Care Noncompliant analytics dashboard

Using the Preventive Care Noncompliant analytics dashboard, you can produce a clinic-wide list of patients overdue (noncompliant) for each preventive care measure. Each patient's basic demographic and contact information is included, allowing you to proactively reach out to noncompliant patients.

📌 Note: The patients identified as noncompliant for each preventive care test or vaccine is based on a set of criteria. To view the criteria for each preventive care measure, see Preventive care management (Ontario).

By default, the dashboard displays analytics for Family Health Organization (FHO) enrolled patients for all providers in your clinic (see Flagging patients as FHO, FHG or FHN enrolled (Ontario).) However, you can filter the dashboard to display noncompliant patients:

  • For selected providers

  • Enrolled in alternative programs (FHG, FHN)

  • Able to receive notifications through email or SMS

  • With a certain provincial health number type (for example, OHIP)

Steps

1. On the CHR main menu, click Analytics.

2. In the Dashboards search field, start typing Compliance, and then select Preventive Care Noncompliant.

📌 Note: Don't see the Preventive Care Noncompliant dashboard? No problem, just ask our support team to upload it for you.

3. Using the following table, at the top of the window, set filters for the data to display.

Field

Description

Primary Practitioner

Lists noncompliant patients with one of the selected providers set as their primary practitioner.

By default, is any value (i.e. all providers) is selected. To include noncompliant patients only for select providers, click the field, and then select the providers to include.

Family Provider

Lists noncompliant patients with one of the selected providers set as their family providers.

By default, is any value (i.e. all providers) is selected. To include noncompliant patients for only select providers, click the field, and then select the providers to include.

Enrollment Status

Lists noncompliant patients enrolled in the Family Health Organization (FHO), Family Health Group (FHG) or Family Health Network (FHN) program(s).


By default, FHO Enrolled is selected. To include noncompliant patients enrolled in other programs, click the field and then add filters for the associated program(s).

To include all noncompliant patients, no mater their enrollment status, remove the FHO Enrolled filter.

Notify By

Lists noncompliant patients with a specified notify by status.

By default, is both or email or SMS is selected. To include all noncompliant patients, no mater their notify by status, click the field and then remove the is both or email or SMS filter.

Email

Lists noncompliant patients with a specified email status.

By default, is not blank and does not contain donot email is selected. To include all noncompliant patients, no mater their email status, click the field and then remove the is not blank and does not contain donot email filter.

Identification Type

Lists noncompliant patients with a select provincial health number type (for example, OHIP).

By default, is any value is selected. To include only patients with a certain identification type (for example, if you want to include only Ontario patients), click the field, and then select the identification types.

4. At the top of the window, click the Load icon.

The dashboard displays a list of noncompliant patients for each preventive care measure.

6. To view a patient's record, in the Patient Link column, click the patient number, and then click Patient Chart.

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