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Assessment Report Screen |
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Purpose |
The assessment report screen is used to create an assessment of patients current immunization history within four different age categories. An evaluation date is used to determine the cohort for each age category, and Patient Population options are available based upon what type of provider is requesting the assessment.
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Functionality |
Creating the Assessment
Select a Patient Population option. Different options will be available to you based upon the type of organization you are with. For example county organizations will see the County options. All of the options whether available or not are described below:
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Select Patient Population Option |
Description |
Available Admin Role |
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Patients Associated with Selected Site |
Selecting this option will return only patients who have been immunized at the selected site. |
Yes |
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All Patients Associated with Provider |
Selecting this option will return only patients who are active within the organization. |
Yes |
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All Patients Residing in County |
Selecting this option will return all patients residing in the displayed county. This report will not exclude patients based on if a patient is active within your organization or not. This option is only available to county providers. |
No |
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All patients residing in County and all patients associated with Provider. |
Selecting this option will return a combination of the two previous options. It will return all patients active within your organization or residing within the county displayed. This option is only available to county providers. |
No |
Select a Age or Birth Date Range option. All of the options are described below:
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Select Age or Birth Date Range Option |
Description |
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Less than or equal to 72 months old |
The population will be limited to patients who are less than or equal to 72 months old as of the evaluation date. |
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Birth date range |
The population will be limited to patients who have a birth date in this range. |
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Age Range |
The population will be limited to patients within this age range as of the evaluation date. |
Select a Option for Benchmarking. All of the options are described below:
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Options for Benchmarking Option |
Description |
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Standard Assessment |
The standard assessment report will be generated. |
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Assess Patients with Sufficient Refusal History as Covered |
The standard assessment report will be generated however will count patients with sufficient refusal comments as being considered up-to-date. |
Enter your evaluation date criteria in MM/DD/YYYY format or use the calendar icon to choose the date.
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Select Evaluation Date |
Description |
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Date Field |
The evaluation date that the Assessment Report uses to determine the cohort for the report. The evaluation date also limits immunizations considered for the report. No immunizations given after the evaluation date are included in the evaluation. |
Click on the Generate button to begin processing the assessment. If no patients are eligible for the assessment the following message will appear at the top of the screen: "NO PATIENTS MEET CRITERIA".
If there are eligible patients you will be directed to the Assessment Report Status screen where you can follow the progress of your report and view the report once it is finished.
Note:
Refusals of Vaccine: In order for patient refusals of vaccine to be calculated correctly on assessment reports, an appropriate Applies-To-Date must be entered for refusal comments on the Patient Comments tab.