Patient Level Reporting Overview

 
Patient Level Reporting
 
Presented By:
Lucía Lapaz, Brittany Ersery & Jim Holsinger
Envision Technology Partners, Inc.
September 2019
 
Agenda
 
Overview
Patient Reports
Forms / Informational Documents
SIMON Forms and Resources
 
2
 
Reports Overview
 
Nearly all reports are rendered as a PDF
Most PDF versions provide totals and subtotals
Some reports generate a character-delimited file for
processing outside of WebIZ
CSV File: opens in Excel, comma delimiter
TXT File: opens in Notepad, pipe delimiter
Some reports generate an Excel workbook
One tab contains Report Criteria
Additional tab(s) contain(s) report output
Reports are grouped into categories
Users are granted access per category
Allows administrators to restrict access to reports containing
PHI (protected health information)
 
3
 
Reports Overview (cont.)
 
Most reports appear in a new window
Make sure your internet browser is not blocking
pop-ups!
Users are assigned a reporting level security
Unrestricted: ALL Providers & Clinics in Registry
Provider Level: Only Providers associated to the user and
Clinics within those Providers
Clinic Level: Only Clinics associated to the user
 
4
 
Common Search Criteria
 
Provider/Clinic
Defaults to the Provider/Clinic selected on 
Home
 screen
Can be changed depending on user security
Date Ranges
Vaccination Date Range
Patient DOB Date Range
 
5
 
Patient Reports
 
6
 
Immunization Administration Chart
 
More detailed version of a patient’s immunization
record
Report output includes:
Clinic Name/Address
Patient ID
Patient Name
Gender
Patient Date of Birth
Mother’s Maiden Name
Patient Address
Patient Contact Information
 
Vaccine Information
Date Given
Administered By
Body Site
Route
Manufacturer
Lot Number
VFC Code
 
7
 
IZ History/Risk/Recommendations
 
Display results of the Recommender, including:
Patient immunization history
Patient precautions / contraindications
Recommended vaccinations for today
Future recommended vaccinations (assuming all
recommended vaccinations for today are administered)
Equivalent to clicking 
Recommend
 button on
Immunizations Home
 screen
 
8
 
Patient Administrative Record
 
More detailed version of the Immunization Record
Report output includes:
Vaccine
Dose Number
Date Given
Age at Vaccination
Administering Clinic
Administered By
Body Site
Route
 
Manufacturer
Lot Number
Dosage
VIS Date
Adverse Reactions
specified
Known Patient Precautions
/ Contraindications
 
9
 
Certificate of Immunization
1.
Use the lookup tool to search for a patient.
2.
Clear the currently selected patient.
3.
Generate the patient’s Immunization Record.
4.
Return to the 
Reports 
home screen.
1
2
3
4
 
10
 
Personal Immunization Record
 
For personal immunization record keeping only.
Not an official Immunization certification to be
used for Childcare or School entry.
 
11
 
Patient Reports
 
Hands-On Exercise
 
12
 
Forms / Informational
Documents
 
13
 
ACIP Immunization Schedules
 
ACIP Child and Adolescent Immunization Schedule
ACIP Adult Immunization Schedule
 
14
 
Clinic Contact Listing
 
Generates a list of all VFC/VTrckS contacts for the
selected Provider/Clinic(s), including:
Name
Telephone
Fax
Email
Available filters:
Clinic Status
VTrckS Status
Available as PDF, Excel, or extract
 
15
 
Product Listing
 
Generates a directory of all vaccine products in the
registry
Available filters:
Manufacturer
Vaccine
Registry Status (Active or Inactive)
VTrckS Status (On Contract or Not on Contract)
Intent (Adult or Pediatric)
Direct Ship (Frozen)
Available as PDF or extract
 
16
 
Vaccine Information Statements (VIS)
 
View (and print) PDF versions of VIS
Option to display ALL vaccines or CHILD vaccines
only
 
17
 
Forms / Informational
Documents
 
Hands-On Exercise
 
18
 
SIMON Forms and
Resources
 
19
 
Editable Reports Category
 
Users with appropriate security can add, edit, or
delete reports as needed
Accepted report formats include:
Downloadable file (such as PDF or .DOCX)
URL (link to external website)
 
20
 
SIMON Forms and
Resources
 
Hands-On Exercise
 
21
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Detailed information on patient level reporting presented by Luca Lapaz, Brittany Ersery, and Jim Holsinger from Envision Technology Partners. The reports are rendered in various formats such as PDF, CSV, and Excel, grouped into categories and accessible based on user security levels. Common search criteria and patient reports are also explained, with examples like Immunization Administration Chart and IZ History/Risk/Recommendations.


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  1. Patient Level Reporting Presented By: Luc a Lapaz, Brittany Ersery & Jim Holsinger Envision Technology Partners, Inc. September 2019

  2. Agenda Overview Patient Reports Forms / Informational Documents SIMON Forms and Resources 2

  3. Reports Overview Nearly all reports are rendered as a PDF Most PDF versions provide totals and subtotals Some reports generate a character-delimited file for processing outside of WebIZ CSV File: opens in Excel, comma delimiter TXT File: opens in Notepad, pipe delimiter Some reports generate an Excel workbook One tab contains Report Criteria Additional tab(s) contain(s) report output Reports are grouped into categories Users are granted access per category Allows administrators to restrict access to reports containing PHI (protected health information) 3

  4. Reports Overview (cont.) Most reports appear in a new window Make sure your internet browser is not blocking pop-ups! Users are assigned a reporting level security Unrestricted: ALL Providers & Clinics in Registry Provider Level: Only Providers associated to the user and Clinics within those Providers Clinic Level: Only Clinics associated to the user 4

  5. Common Search Criteria Provider/Clinic Defaults to the Provider/Clinic selected on Home screen Can be changed depending on user security Date Ranges Vaccination Date Range Patient DOB Date Range 5

  6. Patient Reports 6

  7. Immunization Administration Chart More detailed version of a patient s immunization record Report output includes: Clinic Name/Address Patient ID Patient Name Gender Patient Date of Birth Mother s Maiden Name Patient Address Patient Contact Information Vaccine Information Date Given Administered By Body Site Route Manufacturer Lot Number VFC Code 7

  8. IZ History/Risk/Recommendations Display results of the Recommender, including: Patient immunization history Patient precautions / contraindications Recommended vaccinations for today Future recommended vaccinations (assuming all recommended vaccinations for today are administered) Equivalent to clicking Recommend button on Immunizations Home screen 8

  9. Patient Administrative Record More detailed version of the Immunization Record Report output includes: Vaccine Dose Number Date Given Age at Vaccination Administering Clinic Administered By Body Site Route Manufacturer Lot Number Dosage VIS Date Adverse Reactions specified Known Patient Precautions / Contraindications 9

  10. Certificate of Immunization 1 2 4 3 1. Use the lookup tool to search for a patient. 2. 3. 4. Clear the currently selected patient. Generate the patient s Immunization Record. Return to the Reports home screen. 10

  11. Personal Immunization Record For personal immunization record keeping only. Not an official Immunization certification to be used for Childcare or School entry. 11

  12. Patient Reports Hands-On Exercise 12

  13. Forms / Informational Documents 13

  14. ACIP Immunization Schedules ACIP Child and Adolescent Immunization Schedule ACIP Adult Immunization Schedule 14

  15. Clinic Contact Listing Generates a list of all VFC/VTrckS contacts for the selected Provider/Clinic(s), including: Name Telephone Fax Email Available filters: Clinic Status VTrckS Status Available as PDF, Excel, or extract 15

  16. Product Listing Generates a directory of all vaccine products in the registry Available filters: Manufacturer Vaccine Registry Status (Active or Inactive) VTrckS Status (On Contract or Not on Contract) Intent (Adult or Pediatric) Direct Ship (Frozen) Available as PDF or extract 16

  17. Vaccine Information Statements (VIS) View (and print) PDF versions of VIS Option to display ALL vaccines or CHILD vaccines only 17

  18. Forms / Informational Documents Hands-On Exercise 18

  19. SIMON Forms and Resources 19

  20. Editable Reports Category Users with appropriate security can add, edit, or delete reports as needed Accepted report formats include: Downloadable file (such as PDF or .DOCX) URL (link to external website) 20

  21. SIMON Forms and Resources Hands-On Exercise 21

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