Running the CKD Manager Reports

The CKD Manager Practice Reports look at the accuracy of your existing CKD register as well as identifying patients requiring a review and management appropriately.

The first step to identifying and managing your CKD patients, is to run the CKD reports. This section explains how to do this:

1. Log into Vision 3 in the usual way.
2. From the Windows Notification Area, right click Vision+  and select Practice Reports:

   

3. From the Practice Reports menu, select Practice Lists:

   

4. Select CKD Manager:

   

5. A message displays stating 'Do you want to run this practice list now, or schedule it to run in the next 24 hours?':

   

   Select from:

   • Run now - To run the report. The report screen displays with a progress bar.

     Training Tip - To run a report for call and recall invite purposes, you must select Run now.

   • Schedule - To schedule the report in the next 24 hours, the Schedule screen displays, enter a start time in the next 24 hours to run the report:

     Training Tip - This must be set using the 24 hour clock, for example, for 4pm use 16:00.

     

     You can now continue working as usual and the report runs as scheduled. Once a report is complete it displays in the Practice Reports - Last Run screen.

   • Cancel - To exit the confirmation screen.

6. Once the reports have run, the CKD Manager reports display:

   

   Depending on your selection, you have the following options:

   Category

   

   • Print Preview - Select to preview the current report view.

   • Print - Select to print the current report view.

   • CSV File - Select to export to a CSV file.

   • Merge Category - Select to mail merge the category, see Running a Mail Merge from Patient Target Lists for details.

   Indicator

   

   Displays within a Category:

   • Print Preview - Select to preview the current report view.

   • Print - Select to print the current report view.

   • CSV File - Select to export to a CSV file.

   • Merge Indicator - Select to merge the indicator group, see Running a Mail Merge from Patient Target Lists for details.

   • Add Patient Group - Select to save the list of patients as a group in Reporting - Patient Groups, see Saving a List of Patients as a Patient Group for details.

   Individual Patient

   

   Displays within Category - Indicator:

   • Print Preview - Select to preview the current report view.

   • Print - Select to print the current report view.

   • CSV File - Select to export to a CSV file.

   • Open Patient - Select to open the highlighted patient in Consultation Manager.
   • Codeset - Select to add an appropriate clinical term directly into the patient's record.
   • Show Template - Select to launch the CKD Manager template for the patient without having to open Consultation Manager. See Managing your Patients using the CKD Manager Template for details.
   • Show Indicators - Select to launch the patient's Alert screen without having to open Consultation Manager.
   • Indicator Logic - Select to see why the patient is on the cohort list, this opens the pathway in Pathway Developer.