Identify patients eligible for an annual 75+ Health Assessment

Recipe Name:	Identify all patients eligible for an annual 75+ Health Assessment
Rationale:	The purpose of this health assessment is to help identify any risk factors exhibited by an elderly patient that may require further health management. In addition to assessing a person’s health status, a health assessment is used to identify a broad range of factors that influence a person’s physical, psychological and social functioning.
Target:	All patients aged over 75 years in the practice
CAT Starting Point:	CAT Open - CAT4 view (all reports) loaded Population Extract Loaded and Extract Pane “Hidden” Filter Pane open and under the ‘General’ tab ‘Active Patients’ (3x <2 years) selected (this step can be  omitted if you want to search for all patients).

Recipe Steps Reports

• Hide Filters
• Select the "MBS Eligibility" tab
• Select the "Health Assessment Eligibility" tab
• Select the column titled "HC 75+ not claimed last 12 mths", and click the Export button in the top right hand corner

This report will show all patients aged over 75 years who haven't had a 75+ Health Assessment billed in the past 12 months. 

Create a prompt to display in Topbar

Remember you need to be in the CAT4 Daily View to be able to create prompts. Other pre-requisites are:

• Topbar is installed
• CAT4 is linked to Topbar via Edit/Preferences/Topbar - check here for details: Linking CAT4 to Topbar
  
  

 To start CAT4 in the Daily View, click on the 'Daily View' icon in the dashboard:

Once you have applied the filter(s) and displayed the patients of interest as described above, you can create a prompt that will be shown to all clinicians using Topbar if a patient meeting the prompt criteria is opened in their clinical system. The full guide is available at CAT PLUS PROMPTS and a short guide on how to create prompts in CAT4 can be found at  Creating a Prompt in CAT4

To start you have to use the drop-down menu at the bottom of the patient details report and select "Prompt at Consult - Topbar" then click on "Go" to give the new prompt a name.

The name you enter is the prompt text displayed in Topbar, so choose a simple but clear name that tells the clinician seeing the prompt what should be done.

To Export Patient List to Microsoft Excel:

1.  Click on the “Export Icon”  at the top of the Patient Reidentification window.

2.  Click on “Excel”

3.   Choose a file name and a location to save to (eg. Create a folder C:/ClinicalAudit/CAT Patient FollowUp)

4.  Click “Save”

The steps above will produce a list of patients with contact details in MS Excel which can then be used to:

1.   Go back through the individual patient records in the GP Clinical Desktop System (CDS) and update known records

2.  Phone patients to update their record

3.  Produce a mail merge to recall patients for follow up