Reports, Enquiries and Extracts Uncovered

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Reports, Enquiries and Extracts Uncovered
For Choose and Book R2.3
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What is a REPORT?

• a predefined list of data
• for a predefined date period
• generated either weekly or monthly on a set day
• for example there is a report in CAB showing how
  future slots are already being utilised or booked
  in to in a provider during the month of May 2005

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Picture of a sample report
An example of a report
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What is an ENQUIRY?

• a set of data
• for a period of time specified by the user
• the data is collected when the enquiry is run
  therefore it is always up to date
• for example there is an enquiry in CAB showing
  which referrals have breached the 2 week wait
  time that you can run for your own specified
  period of time (e.g. from 21st April 15th May)
  and this data is live at the point you run the
  enquiry

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Picture of a sample enquiry
An example of an enquiry
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What is an EXTRACT?

• a set of data in CSV format, compressed into a
  .zip file
• generated automatically every month for a set
  period of time, (much like a report)
• that can be downloaded and extracted into your
  local database
• for example there is an extract in CAB of those
  UBRNs that have not been fulfilled (bookings
  completed) for BMS staff to send reminder letters
  to

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Benefits of Reports, Enquiries and Extracts

• Provide information to inform management
  decisions
• Provide information for monitoring activity
  within your organisation
• Provide information for monitoring activity of
  trusts in your SHA area
• Provide information for tracking patients

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Which reports, enquiries and extracts can I
access?

• The Business Function you use to log in to CAB
  determines which reports, enquiries and extracts
  the end user can access
• e.g. Referring Clinician will have access to a
  different set of reports, enquiries and extracts
  from the Information Analyst SHA etc.

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Information Analyst Roles

• There are 4 different Information Analyst
  business functions in CAB
• Information Analyst Service Provider (SP)
• Information Analyst Commissioning Organisation
• Information Analyst SHA
• Information Analyst BMS
• Each of these different Information Analyst
  business functions can access a different set of
  reports, enquiries and extracts

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Accessing Reports, Enquiries and Extracts

• The end user manuals for all the business
  functions in CAB explain the steps for each role
  to access whichever reports or enquiries or
  extracts their role allows
• The end user manuals are downloadable from
  http//www.chooseandbook.nhs.uk/staff/training/

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Finding information about reports, enquiries and
extracts

• The following slides list what reports, enquiries
  and extracts are available to each business
  function within CAB
• A more detailed document is available for
  downloading from http//www.chooseandbook.nhs.uk/d
  ocuments/reports_and_enquiries_user_manual.pdf

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REPORTS
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How to access a Report

• Log in to Choose and Book with your Smartcard
• Click on your homepage
• Click to reveal the reports available
  to your role
• Select the report you wish to view
• Click on of the date for the report you
  wish to view

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You can now view and print off the report you
have selected
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Referring roles REPORTS(referring clinician,
referring clinician admin, referring admin)
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Provider roles REPORTS(service provider
clinician, service provider admin, information
analyst provider)
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Commissioning roles REPORTS(Commissioner)
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Commissioning roles REPORTS(Information
Analyst Commissioning Organisation)
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SHA roles REPORTS(Information analyst SHA)
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BMS roles REPORTS(BMS admin, Information
analyst BMS)
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ENQUIRIES
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How to access an Enquiry

• Log in to Choose and Book with your Smartcard
• Click on your homepage
• Click to reveal the enquiries
  available to your role
• Enter the Start Date and End Date for the enquiry
  you wish to run (NB you must keep it within a
  range of 28 days maximum)
• You can filter the contents of the enquiry
  further by selecting from the picklist available
• Click Search

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You can now view and print off the enquiry you
have selected
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Referring roles ENQUIRIES(referring clinician,
referring clinician admin, referring admin)
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Provider roles ENQUIRIES(service provider
clinician, service provider admin, information
analyst provider)
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More Provider roles ENQUIRIES(Service Definer)
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EXTRACTS

• NB Information Analysts can access and download
  extracts, and the organisation for whom you are
  set up as an Information Analyst will determine
  the data included in your extract

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How to access an Extract

• Log in to Choose and Book with your Smartcard
• Click on your homepage
• Click to reveal the extracts
  available to your role
• Select the extract you wish to view
• Click on CSV of the date for the extract you want
  to download
• Click on Open to see a WinZip box.
• Double click on the file of data you
  wish to open/extract.
• You will now see the extract of report data.
• Save it to your computer.

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EXTRACTS available(Information analysts)
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BMS roles EXTRACTS(Information analyst BMS)
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For more information

• http//www.chooseandbook.nhs.uk/documents/reports_
  and_enquiries_user_manual.pdf
• Frequently Asked Questions (FAQs) at
  http//nww.chooseandbook.nhs.uk/faqs/index.php
• Dowload the Information Analyst and
  Reports/Enquiries Manuals from http//www.choosean
  dbook.nhs.uk/staff/implementation/toolkit/deployme
  nt/functionality/index_html/view
• Dowload the end user manuals showing how to
  access reports, enquiries and extracts from
  http//www.chooseandbook.nhs.uk/staff/training/
• CABTechnicalDeploymentTeam_at_cfh.nhs.uk