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NCIR Reports

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... to generate mailing reports, address labels, or client listing for clients ... Name, First Name, Relation, and either a phone # or complete address is required ... – PowerPoint PPT presentation

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Title: NCIR Reports


1
NCIR Reports
  • Now What Do I Do?

2
The Reports to Review
Assessment Report
Request Reminder
3
Questions to Answer for Each Report
  • What is this report?
  • How do I run it?
  • How will this help my practice?

4
What will keep the reports function from working
to your advantage?
  • If children are not entered into the NCIR
  • If historical immunizations are not entered
    properly
  • If the Notices box is not selected

5
Assessment Reports
  • Gives you an assessment of the clients current
    immunization history within 4 different age
    categories.
  • lt12 months
  • 12-23 months
  • 24-35 months
  • 36-72 months
  • Numbers only report- no client specific
    information

6
What information do you need to run the report?
Evaluation Date used to set the age range for
the clients in the report.Client Population
options are available based on what type of
provider is requesting the assessment.
7
Private Providers will see...

Health Departments will see...
8
How Do I Run an Assessment Report
Choose your client population
Select your evaluation date
Remember!!Only click Generate once
Click Generate when done
Choose assessment report
9
Status Report!!!
Stage 1
If Status is Complete click on report name
10
Go to File/ Save As and save the report.
Remember to pick a name youll remember
11
How Will This Assessment Report Help Me?
  • Numbers only report- helps you see your
    immunization rates right away
  • Keep track of your clients immunization
    status. Are they up to date? Do they need to come
    back in?
  • Show the number of clients that could have
    been brought up to date with additional
    immunizations.
  • Assessment of missed opportunities.

12
Request Reminder
  • Serves to generate mailing reports, address
    labels, or client listing for clients in their
    organization.
  • Unlike the Assessment report, Request Reminder
    will show client specific information.

13
Things to Remember
  • Update Responsible Person information
  • No more than 4 responsible people
  • Check the Notices box
  • Delete unnecessary notices

14
How Do I run the Request Reminder Report?
Private Providers
Which one are you?
Health Departments
Click on the Request Reminder link under the
Reports section
15
Private Providers
Choose your vaccine group
1.
Type in your birth date range
2.
3.
Click Generate when done
16
1.
2.
Health Depts
3.
17
Stage 1 Click Refresh
Status Updates
Stage 2 Its thinking!!!
Stage 3 Its Finished!!
18
Request Reminder Breakdown- Pt. 1
19
Request Reminder Breakdown- PT. 2
20
How Will the Reminder Recall Report Help Me?
  • Going to help you determine which clients are
    not up to date with their immunizations.
  • Provide a fast way to run a report with all
    the contact information for those clients that
    need to come back in.
  • Improve the immunization rates because you
    will be able to keep your clients up to date.

21
Let's Put It Together
How can the Assessment Report and the Reminder
Recall Function help me increase my immunization
assessment rates?
22
Start with Assessment
1.
2.
3.
23
Page 1
4 age categories
Up to Date Status
Key for what up to date means
24
Page 2
Benchmark age grid
At 9 months old the client should have 3 Dtap,
2Hep B, 2 Hib, 2 Polio, 2 Prevnar
Actual assessment at the benchmark months
At 9 mo old, 6 out of 61 clients in that age
group had the 3 necessary Dtap shots
25
Page 3
Only 1 child is within the lt12 mo age group
In the less than 12 month age group, 1 client
needed 1 vaccine in order to be up to date
Shows those clients behind in the ACIP childhood
immunization schedule
26
Page 4
89.5 of the clients in the age group 36-72
months got a late start
Key for what Late Start and Drop Off means
Chart and Key for missing HepB doses
27
Page 5
Shows missed opportunities broken down by age
group. missed opportunity is defined by the
last time a live immunization was entered
17 out of the 18 total clients in this age group
(94.44) were not up to date and 10 of them
(58.8) were considered to have had a missed
opportunity.
So, how do I find these kids?
28
Click on Use All Vaccine Groups
Enter the birth date range from the assessment
report
Click Generate when done
Finish with Reminder Recall
29
Stage 1 Click Refresh
Status Updates
Stage 2 Completed Click on report in blue
30
RR Part 1
Click on Omitted Clients
Click Refresh
When your report is ready click on Omitted
Clients
31
Omitted Clients
  • What do I do with the Omitted Clients?
  • Print the omitted client list
  • Go back to Manage Client
  • Add the responsible person information

32
Things to Remember
Every time you change a listing factor the
Reminder Recall must be run again
Before you run the Reminder Recall again, lets
look at the next query, which is the client query
listing, to see if you can update more
information in the clients record
33
When you click the back button from the omitted
clients, you will come back to the status page

Click report name in blue
Click here
Click here
Type in the name of the report
RR Part 2
34
What can you do with the Client Query Listing?
  • Use it to look up chart or EMR copies of
    immunization records to ensure that all
    historical doses are entered
  • If you want to fix those records- you can go back
    through Manage client and add those historical
    doses

35
More on the Client Query Listing and Omitted
Clients
The client query listing is the best way to find
those clients for a certain age group in the
assessment report.
  • From here you have two option
  • Take the omitted list and the client query list
    and clean up those records as much as possible
  • Take notice of those that are omitted, and the
    clients in the client query listing and go back
    later and fix them

How do I fix the Omitted Clients???
36

Click Find
Go back to Manage Client
Take the first client on your omitted clients
list and plug them into the search screen
37
Last Name, First Name, Relation, and either a
phone or complete address is required
Click here
38
Go back to Reminder Recall
Enter the birth date range
Click Generate
39
Click on report name
Click on Omitted Clients
40
Before
After
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You can use the back button here
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What Now?
For additional assistance understanding each of
these reports please email Beth Quinn at
beth.quinn_at_ncmail.net or call at 919-707-5580
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