Toolbar and Menu Options

Toolbar Options

	Description
	Maintenance Mode	Select to enable Import and Delete options. When active the title bar displays "Clinical Audit [Maintenance]".
	Order by Subject or Source	Changes the grouping of the audits.
/	Toggles full screen results	Hides or displays the Tabs at the bottom of the screen.
	Show Patients	Displays (default) or hides the patient list for an active audit line.

Menu Options

File

• Maintenance Mode - Tick to import or delete audits.
• Exit - Close Clinical Audit.

Status

Active on selection of an audit line.

• Active reminder - Activates an inactive reminder.
• Reminder - Add or Edit reminder text, or remove the tick from Active to inactivate a reminder:
  See Managing Reminders for more information.
• Inactive - Inactivates an audit line.

Searches

• Patient Counts - Displays total patient numbers for each audit line.
• Search Percents - Displays percentages of base population per audit line.
• Options - Display options for viewing searches:

    

  • View Searches:
    • All
    • Reminders only
    • Inactive only
    • Recalls only
    • System only
  • Include Searches:
    • Inactive
    • System
• Inactive Searches - Includes inactive searches, these display a red cross to the left:

  

• System Searches - No longer used.
• Order by Subject / Order by Source - Changes the grouping of the audits view of searches by subject or source.
• Print Preview - Preview a report before printing.
• Print - Prints the current view, audit details print for expanded lines only.
• Export Results - Exports the selected audit in CSV format.
• Import Searches - Imports new audits, only available when Maintenance mode is active.
  

Age Sex

• Show Patients - Ticked by default, displays patients for the active line in the lower left pane, remove the tick to hide the list.

• Counts - Selected by default, select to displays age sex graphs by patient numbers in audit group.

• Percents - Select to display age sex graphs by percentage of base population.

• Percents - Adjusted for Sex Bias - Select to display age sex graphs by percentage within one sex only. For example, this takes all the male patients and shows their percentage by age, as oppose to the proportional representation of the whole group.

• Percents - Adjusted for Age Bias - Select to display age sex graphs by percentage within each age group, so you can see the proportion of male and female patients.

• Percents - Adjusted for Age & Sex Bias - This is active if the base population selected in %Base is different from that on the audit group.

• Previous Base Population - Select the higher level base population for the age sex graphs.

• Next Base Population - Select the next lower level base population for the age sex graphs.

• Export - Export in CSV format.

Prevalence

• Count - Displays the prevalence chart by patient numbers.

• Proportion - Displays patients as a proportion of the base population of the clinical category.

• Percentage - Displays patients as a percentage of the base population for that clinical category.

Incidence

• Show Patients - Ticked by default, displays patients beneath the graph.
• By Year - Display chart by year.
• By Month - Display chart by month (default).

Graph

• Fit to Graph - If you have zoomed into a graph, select to restore normal view.
• Fix Axes - Select to fix the axes of the graph you are viewing. This applies even if you change the criteria of the graph.
• Toggle Style - Select to change between column charts and line graphs.
• Properties - Select to update the way your graph looks, for example, different colours and label styles.
• Print Preview - Select to see how the graph prints.
• Print - Select to print the graph.
• Show Net (Incidence tab only) - Select to switch the display to show either the total (net) change or both the increases and decreases.
• Show Sexes Together, Show Sexes Separately, Show Male Only, Show Female Only (Age Sex tab only) - Select to change how the age sex graph displays.

Patients

• Show Patients - Include patient lists, active by default.

View

• Toolbar - Displays or hides the toolbar.
• Audit source - Displays or hides Audit Source options above the toolbar, this relates to the view of Quality and Outcomes Framework (QOF) audits.
• Status Bar - Displays or hides the status bar.
• Wizard - Displays relevant wizard to choose styles, and other options. Available when the Age Sex or Incidence tab is active.
  See Age Sex Wizard and Incidence Tab for more information.
  
• Audit Line Tooltips - Enables you to view the reminder text when you hover over it.
• Results Only / Show Tabs - Tick Results Only to hide the tabs or Show Tabs to display both.

Right Click Options

Depending on where you right click, the following options are available:

Audit heading / Audit sub heading

• Include in Audit Export - No longer used.
• Exclude from Audit Export - No longer used.
• Export Results - Select to create a CSV file.
  See Exporting Clinical Audit Data for more information.
• Delete Searches - Select to delete audits (available in Maintenance mode only).
  See Delete Searches for more information.

Audit line

• Reminders - Select to Add or Edit Reminder text.
  See Managing Reminders for more information.
• Inactive - Make audit line inactive.
• Show Details - To view the version number and date of an audit.

Patient list - By default the list sorts by patient NHS or CHI number, select:

• No Sort - Select to remove any sorting on the list.
• Sort patients by Surname - Select to sort the patient list by surname (A - Z).
• Sort Patients by Date of Birth - Select to sort the patient list by date of birth (eldest - youngest).
• Reverse Sort - Select to reverse the order of the patient list, for example, if they are sorted by surname (A-Z) select Reverse Sort to sort by surname (Z-A).
• Print this Group - Select to print the patient list.
  See Printing a Patient List for more information.
• Save This Group - Select to save the patient list as a Vision 3 Patient Group:

  

  In Name enter a name for your group and select OK.

  Note - The Description automatically completes with the information from the audit line.
  Training Tip - Remember all Clinical Audits automatically save as Patient Groups.
  See our Patient Groups Help Centre for more information.
• Copy - Select to copy the patient list to your Windows clipboard.
• Open Consultation Mgr - Select to open the selected patient's record in Consultation Manager.
  See Getting Started in Consultation Manager for more information.