Sent Report: Difference between revisions

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summary of proposed changes in light of data collector feedback; please comment.
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The sent report is an MS Access report generated by the [[CCMDB.mdb]] at the end of [[Sending Patients|sending patients]]. '''Don't confuse it with the [[PDA Status.csv]] which is generated at the same time and where you need to fill in a reason why a discharged patient was not sent. '''
The sent report is an MS Access report generated by the [[CCMDB.mdb]] at the end of [[Sending Patients|sending patients]]. '''The report does '''not''' need to be printed and filed locally or sent to the [[main office]]. '''


== Use and processing ==
== Use and processing ==
Data collectors keep this and use it to find records for patients when Pagasa wants them to look something up. I don't understand how that process works or why this report is helpful. Could someone please add this here? If I know how this is used I might be able to make it more helpful, e.g. by adding more fields. [[User:Ttenbergen|Ttenbergen]] 10:49, 24 September 2009 (CDT)  
Data collectors keep this and use it to find records for patients when Pagasa wants them to look something up. I don't understand how that process works or why this report is helpful. Could someone please add this here? If I know how this is used I might be able to make it more helpful, e.g. by adding more fields. [[User:Ttenbergen|Ttenbergen]] 10:49, 24 September 2009 (CDT)  


'''You don’t need to send a copy of the Sent Report to us. Some of you were sending them in with your batch of green sheets.
== Potential Change Checklist ==
=== data storage ===
* store the following in [[CCMDB_Data.mdb]]:
** batch number
** file name generated as
** send date
** (generated patient count per batch, this would not be stored)
** also, for each patient store patient name, id and batch


== Potential improvements/changes for Send Report ==
=== interface changes ===
{{Potential Change}}
* add new button to front page to open "sent batches"
I observed some of you using this form. If we want to keep using it, we could add the following to the form, rather than having people write it in manually:
* add new sortable form that lists all patients with their info as per above
* batch number
** {{discussion}} can we minimize this? only list initials? possibly only the id? What is actually needed to find patients Pagasa sent? Since I '''still''' don't understand how this helps I don't know what is needed. I still think that, for the most part, Pagasa should be able to provide enough info with any request that none of this would need to be stored locally. Ttenbergen 16:01, 2012 November 19 (EST)
* patient count
* file name generated as
* send date
{{discussion}}
{{discussion}}
* Can you think of other data that would be helpful on this form?  
* Can you think of other data that would be helpful on this form?  


If this endorsed then, Trish, could you please prioritize in [[Change Priorities]]. (was added)
* '''pre-fill the batch number''' in sending with the likely next one, but leave it editable; make it fail gracefully by not pre-populating a number if most recent "number" wasn't a number, e.g. in case of re-sends.  


*I think this should be electronic now rather than paper? Tina/Fred can decide where best saved C or Regional Server.  This could be accessed from a shortcut on desktop.  Only say 20 send report kept.  Really don't need to print out and write on it. Reduce labor and time spend on files.    Nice time to change this process.    It is is helpful for staff to know next batch number to use when sending (by know what the last one was) Also, helps them know which pts were patient sent in the batch. Any ideas how ccmdb.mdb could help with hint for next send batch number.  We still want folks to be able to put own batch number, 38 then 38b when resending..........so don't know what computer can do to help us. thanks[[User:TOstryzniuk|Trish Ostryzniuk]] 12:38, 2012 November 9 (EST)
* since this is stored in ccmdb_data it will be available in backups for main office as needed


== To print/file or not? ==
=== other fields? ===
{{Discussion}}
* Debbie at StB also puts on her report "ward, medicine, SBGH, my initials, and the date I sent." Not sure how this would be used, but it would be easy enough to include. Personally I don't think it adds anything and would only fill space. How would including this help anyone? Ttenbergen 16:01, 2012 November 19 (EST) {{Discussion}}
Some of the sites were using them as a list to keep [[Batch sent number]]s organized and also to know which ones to delete after sending.
How does your site use this? Do you print it out or not? Collectors used to be required to print these out and then put your batch number on top and file it. Does your site still do this? How do you use them the send report? 


===HSC===
The [[PDA Status.csv]]  report is not printed out but allows us to indicate why the patient file was not sent ie:chart in medical records as patient discharged/deceased, awaiting pathology or lab results, etc. This way Pagasa and Julie know the reason for the delay. As far as the send report goes , it allows for faster retrieval of a patient's info using our hard copies kept on file (since the e-file is deleted once sent)as opposed to pulling a chart from Medical Records.--[[User:CMarks|CMarks]] 11:59, 24 August 2010 (CDT)
*Send Report: ?
===OAKS===
[[PDA Status.csv]] -Does not have a printer connected to the laptop. The status report was never printed when there was a printer-for the same reasons cited by Con.
*Sent report; when there was a printer a copy of the sent report was printed (one sent to Pagasa with Tiss sheets and one for records here). I now write out the list of sent records for each batch to keep on record.  OAKS does not collect on paper; so the chart would have to be accessed from medical records to obtain any information.--[[User:Mlaporte|Mlaporte]] 09:07, 25 August 2010 (CDT)
===GRA_Med===
Hi Trish,
*1. [[PDA Status.csv]]- I have never printed this report. I do fill this out as required when there is a patient with a discharge date but I don't send the profile for whatever the reason on the report.
*2. Sent Report- This report I take a copy of and file this in the binder per your instructions. I also use this report in finding data/ who sent the report and where I might find the information that you, Julie or Pagasa may need. I never send this report to HSc. Tara, Jan 14.10
===Vic Med ===
*Hi Trish
*[[PDA Status.csv]]: I do complete this report by adding in the reason the chart is not complete if there is a discharge date. I do not print this report to save or send anywhere.
*Send Report: This is the report I print a copy for the binder you have given us and it is filed in the drawer. I use this report to go through my log and make sure I have completed that. And I also can quickly refer to this when Pagasa calls with a question to reflect the batch. Hope this is the information you require. Wendy Gobert R.N. Jan 14.10
=== CON ===
See [[#OAKS]]
=== STB ===
*Sent Report:  I print a copy of the '''Sent Report''' for my binder for exactly all the reasons listed by the others above. I use it as a quick reference for who I have sent, and when I have sent them. I often have to check this several times a week. If you are going to add more fields, at the top where the form says "Sent Files for Batch______", I also write in my ward, medicine, SBGH, my initials, and the date I sent. [[User:DPageNewton|DPageNewton]] 10:50, 2012 October 29 (EDT)
*I print a copy of the Sent Report as it provides me with a quick reference as to which serial#/file was sent in which batch.[[User:ENagy|ENagy]] 15:20, 2012 October 30 (EDT)
*[[PDA Status.csv]]: ?


  '''Legacy info only below here!
  '''Legacy info only below here!

Revision as of 15:01, 19 November 2012

The sent report is an MS Access report generated by the CCMDB.mdb at the end of sending patients. The report does not need to be printed and filed locally or sent to the main office.

Use and processing

Data collectors keep this and use it to find records for patients when Pagasa wants them to look something up. I don't understand how that process works or why this report is helpful. Could someone please add this here? If I know how this is used I might be able to make it more helpful, e.g. by adding more fields. Ttenbergen 10:49, 24 September 2009 (CDT)

Potential Change Checklist

data storage

  • store the following in CCMDB_Data.mdb:
    • batch number
    • file name generated as
    • send date
    • (generated patient count per batch, this would not be stored)
    • also, for each patient store patient name, id and batch

interface changes

  • add new button to front page to open "sent batches"
  • add new sortable form that lists all patients with their info as per above
    • Template:Discussion can we minimize this? only list initials? possibly only the id? What is actually needed to find patients Pagasa sent? Since I still don't understand how this helps I don't know what is needed. I still think that, for the most part, Pagasa should be able to provide enough info with any request that none of this would need to be stored locally. Ttenbergen 16:01, 2012 November 19 (EST)

Template:Discussion

  • Can you think of other data that would be helpful on this form?
  • pre-fill the batch number in sending with the likely next one, but leave it editable; make it fail gracefully by not pre-populating a number if most recent "number" wasn't a number, e.g. in case of re-sends.
  • since this is stored in ccmdb_data it will be available in backups for main office as needed

other fields?

  • Debbie at StB also puts on her report "ward, medicine, SBGH, my initials, and the date I sent." Not sure how this would be used, but it would be easy enough to include. Personally I don't think it adds anything and would only fill space. How would including this help anyone? Ttenbergen 16:01, 2012 November 19 (EST) Template:Discussion


Legacy info only below here!

Legacy Info

Report used to list the same patients in three columns since we went to the new program. At the time there were some concerns about patients being shown in the program as sent, but not actually being sent. I removed the duplicate data today and made the text bigger instead.

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