Using Custom Reports for Quality Control in CAREWare

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Learning Objectives

• Why use custom reports for quality control?
• When to use Canned Reports instead
• Common Report Fields for quality checks
• Common Report Filters for quality checks
• Explanation of Custom Report Run Report and other settings
• Examples for using the Custom Reports for the RSR, ADR, and other quality controls

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Why use custom reports for quality control?

• CAREWare Custom Reports are highly customizable and include finite controls to narrow the scope of data quality checks
• Custom Reports can be saved for long term use. Predefined report lists can be set for specific staff using My Reports.
• Custom Reports can copied to other providers, imported and exported between CAREWare systems, can be included in Form Designer forms, or used as a scheduled export tool
• Custom Reports can analyze custom field data created specifically for this provider or this organization

Guide: Creating Custom Reports, My Reports, Form Designer, Scheduled CSV Report Data Export

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When to use Canned Reports instead

• Use Clinical Encounter Reports to save time reviewing clients missing labs, services, or that have specific test results.
• Use the Financial Report to compare service counts or filter by RSR, ADR, EHE, WICY clients, etc.
• Use Clinical Encounter Reports to get client lists by service category or by a specific lab
• Use Administrative Reports to check for changes to client records by staff
• Use the Referrals Report or Appointments Report to see if services need to be added or to confirm if eligibility should be updated

Guide: Financial Report, Search Change Details

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Common Report Fields for quality checks

1. Run Report Date Spans, Critical Dates, and date subfilters
2. Calculated Objects and quality checks
3. Report Specific Fields
4. Managing headers and organizing fields
5. Common headers for custom reports

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Video Demonstrating Custom Report Fields

Guide: Creating Custom Reports

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Common Report Filters for quality checks

• Active clients - Has any Service, Enrollment Status, Eligibility Status
• Contract information - Visits by Service Category, Category Visits by Funding
• Clinical outcomes - Last Quantitative, Last Qualitative, Lowest/Highest Quantitative Lab Value
• Demographics - WICY, Location (County, State, Zip Code), HIV Status

Guide: Creating a Subfilter

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Video Demonstrating Custom Report Filters

Guide: Custom Report Fields and Filters

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Explanation of Custom Report Run Report and other settings

• Run Report Date Span - Critical dates, report types, and subfilters
• Checkbox options - New Clients, Clients with Services, and Group by Provider
• Data sharing - Cross Provider and checkboxes in provider settings

Guide: Custom Report Run Report

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Video Demonstrating Cross Provider Reports

Guide: Cross-Provider Report Field Permissions, Data Sharing

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Examples for using the Custom Reports for the RSR, ADR, and other quality controls

• Using Custom Reports to resolve completeness or validation issues
• Using Custom Reports to identify clients that should be included
• Using Custom Reports to fill in missing data or import eligibility
• Using Custom Reports to identify cross provider client needs ADR to RSR

Guide: RSR Documents, ADR Documents, Custom Reports for Data Quality

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Video Examples RSR Custom Reports

Guide: Custom Reports for Data Quality

Questions and Discussion

• Which types of reports do you currently use for quality assurance/control
• Does anyone have any custom reports they built, they feel may be useful to share with other providers over the CAREWare Listserv or stored in the jProg Happy Fox FAQ page for download
• For anyone using the Custom Reports, what things you think other users should look or for or pay attention to

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Custom Report Examples: Example Custom Reports from this Presentation

Additional Videos:

• Applying Performance Measures in Custom Reports for Quality Controls
• Applying Custom Controls as Fields and Filters for Custom Reports