⚠️ Important: This is currently a beta feature. It will be available once the beta period is complete.
If your Collaborative Health Record (CHR) is set up for preventive care tracking, from the Summary view of a patient's chart, you can track compliance on several preventive care measures. If the patient is due (i.e. non-compliant) for a preventive care test or vaccine, the item is flagged with a coloured background. The alerts are based on province-specific guidelines.
In the CHR, you use Preventive Care data categories in Patient Data to streamline and organize information related to preventive care measures. These categories maintain a record of a patient's preventive care history and is currently the primary source or preventive compliance reporting.
When you send patients for tests, receive test results, or administer or record vaccines, you manually update the corresponding item with the test or vaccine date and any other relevant information in the Preventive Care area of the patient chart. This way, the patient is no longer flagged as requiring the test or vaccine.
⚠️Important: When adding patient files related to preventive care measures to the patient chart, select the standard file name of that preventive care measure from the list and set the date to when the test was performed.
In the future, any patient files starting with these file names will be automatically captured in preventive care reporting.
Steps
1. From the summary view of the patient’s chart, in the Patient Data section, expand the Preventive Care section. A list of preventive care tests and vaccines appears.
💡 Tip: If you don’t see the Preventive Care section and all the preventive care tests and vaccines, click the gear icon next to Patient Data and add the Properties. For more information, refer to Customizing the patient summary view.
2. To update a preventive care test or vaccine, click the patient data property, for example, FIT Test.
3. Using the following table, update the items:
📌 Note: The fields available differ for each preventive care measure.
Field | Preventive care tests and vaccines | Description |
Date | All | Record the date when the test or vaccine was performed. |
Date Ordered
| All except Influenza, Pneumovax, Bone Mineral Density, Prostate-specific antigen | If the test or vaccine has been ordered for the patient but not yet administered, record the date the test was ordered. |
Updated Alert Interval (months)
| All except Influenza and Pneumovax | To set a customized compliance timeframe that differs from provincial guidelines, type the number of months.
For example, you may want a patient to undergo a pap smear every 12 months after an abnormal result instead of the provincial standard.
📌Notes:
|
Excluded Date | All except Influenza and Pneumovax | If the patient is excluded from the specified test, select the start date from when you want to exclude the test.
For example, if you choose an Excluded Reason that indicates it is a 1 year exemption, the patient is excluded for 1 year from this date. |
Excluded Reason
| All except Influenza and Pneumovax
| From the list, select the reason the patient is excluded. The available reasons are based on the specific preventive care measures.
📌Note: To exclude a patient from an influenza or pneumovax vaccine, use the Refused date and Refused reason fields. |
Comments
| All | Type any additional comments relevant to the preventive care measures. |
Date Notified
| Only Influenza and Pneumovax | If you notified the patient that they're due for this vaccination, but they haven't yet received the vaccine, record the notification date. |
Refused Date
| Only Influenza and Pneumovax | If the patient refused the vaccination, record the date of refusal. |
Refused Reason
| Only Influenza and Pneumovax | If a patient refused the vaccination, record the reason for refusal. |
Type of Scan
| Only Bone Densitometry | Select Hip DX, Lumbar Spine DXA, or Femoral Neck DXA from the list. |
4. Click Save.
Created: February 9, 2024