PECS Drill Down

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PECS Drill Down
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Benefits of Using PECS Drill Down

• Quickly and easily drill-down into the RSR
  items, listing the patients with data entered
  that contribute to the total and percentage.
• This listing can then be copied to an Excel
  spreadsheet and used in a Mail Merge with a Word
  document to create patient letters.
• Get unstuck! Improve your outcomes to reach
  target goals.

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Step 1

• In the Reports module, use the drop-down box near
  the top of the screen to Select the Report
  Category select the condition your
  Collaborative team is focusing on.
• Notice that many if not all of the reports are
  listed in red. This means they are reports that
  are pre-loaded into the shipped version of
  PECS. Any reports added by PECS users are
  listed in black.

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Step 2

• Click on the column headers to sort the reports
  clicking once sorts A-Z, and clicking twice sorts
  Z-A. Find the Registry Summary Report for your
  teams condition in the Report Name column, and
  double-click on it to Run it.

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Step 3

• Make no changes run the report on All Patients,
  with the default date ranges

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Step 4

• Click Preview, and then wait for PECS to generate
  the report. Once the report screen appears, drag
  your mouse over the lettered labels, and notice
  that each one is highlighted in yellow when the
  mouse is over it.
• Click on the SM Goal Item on the RSR. (Note
  This item will be bolded, because it is a key
  core measure. Key additional measures are
  italicized.)

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Step 5

• A list of patients who have set Self-Management
  Goals in the past year pops up, labeled
  accordingly at the top
• Click Excluded at the bottom left of the window
  to list patients who DO NOT have Self-Management
  Goals set

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Step 7

• Click on the Copy to Clipboard button. Open a
  new Excel file, and Paste using either Ctrl-V on
  the keyboard, or going to Edit/Paste. This
  copies the list of patients to Excel so it can be
  printed or otherwise used. Save this Excel file
  in a place you will remember with a file name you
  will remember, e.g. the PECS Training folder on
  the desktop with the file name Pts no SM Goal.

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