🎞️ View video tutorial: Using the Prevention Compliance analytics dashboard

Using the Prevention Compliance analytics dashboard, you can view the clinic-wide number and percentage of compliant patients for each preventive care measure.

📌 Note: Total Patients represents the number of patients qualifying for a specific preventive care test or vaccine, based on a set of criteria (age, gender, etc.). To view the criteria for each preventive care measure, see Preventive Care Management overview.

By default, the dashboard displays analytics for all patient's who have a primary provider selected in their demographics. However, you can filter the dashboard to display analytics for patients:

  • With selected primary providers

  • Of a specific age range or gender

  • Who have a specific status tag applied to their chart.

Steps

1. On the CHR main menu, click Analytics.

2. In the right pane, in the Dashboards search field, start typing "Prevention" or "Compliance", and then select Prevention Compliance.

📌 Note: Don't see the Prevention Compliance 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.

💡 Filtering tips:

  • To view a complete list of filter options, click More • 7

  • To add multiple filtering criteria for a single filter type, beside the filter, click +

Filter

Description

Primary Physician

Allows you to include/exclude patients with selected provider(s) set as their primary practitioner.

By default, is not null (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 provider(s) to include.

Appointment Status

Allows you to include/exclude patients who have previous or future appointments with a specific appointment status.

For example, you can filter the list to display patients with Booked or Confirmed appointments (i.e. upcoming appointments).

Notification Method

Allows you to include/exclude patients with a specific notification method selected in their demographics.

Email

Allows you to include/exclude patients who either have or don't have an email address recorded.

Cell

Allows you to include/exclude only patients who either have or don't have a cell number recorded.

Gender

Allows you to include/exclude patients of a specific gender.

Age

Allows you to include/exclude patients of a specific age or age range.

Status Tags

Allows you to include/exclude patients with a specific status tag applied to their chart.

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

For each measure, a list of providers and their associated number and percentage of compliant patients displays. The clinic-wide total also displays.

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