GP-11.1-01 

Define Search Criteria

Use all/any combination of coded or structured data held within or linked to the Patient Record as Search Criteria.

• Enter future and/or historical dates into Search Criteria e.g. allowing ability to search for future Appointments or Patients born in a certain year 
• Enter Defined time periods to report on (hours, days, weeks, months)
• Allow Users to explicitly indicate that they wish to include deceased and/or Inactive Patients within Search Results where the Patient Record meets Search Criteria. Where the output can include sensitive data for Patients with whom a User has no Legitimate Relationship, the reason selected for accessing these records (as specified in Information Governance standard) shall be applied to all affected Patients in a single step
• Allow Users to enter data as Search Criteria that is deemed to be inactive and possibly prevented from ongoing data entry into a Patient record i.e. search on a previously active term

MUST

Synthetic Patients

Allow Users to explicitly indicate that they wish to include synthetic Patients within search results where the Patient Record meets Search Criteria (default to exclude synthetic records).

Where a patient or data about a synthetic patient is included, this will be clearly indicated in search results.

Reporting by Age/Sex

Ability to generate Patient-based reports on Age/Sex analysis (number of Patients falling within User-definable age/Sex bands)

GP-11.1-02

Save Search Criteria

Save Search Criteria, allocating a User-defined name

• Allow saved search criteria to be re-used/re-run

SNOMED CT Reporting 

All searching and reporting functionality will be specified in the SNOMED CT hierarchy where appropriate. Existing reports will need to provide correct results after the introduction of new content  captured using SNOMED CT, and new reports need to operate correctly over historic data even when specified in SNOMED CT. This will include but is not limited to:

• eMed3
• QOF
• Practice reports
• National audits
• National screening

See Data Standards and SNOMED CT for further information

Temporary/local Clinical Terms Reporting 

Ability to generate a Patient-based report on Temporary/local Clinical Terms as per SNOMED CT (list of Patients who have an active temporary or local term within their Patient Record, by Clinical Term)

See Data Standards for Temporary/local Clinical terms definition.

GP-11.2-01

Generate Search Results 

Generate Search Results by applying a Search Criteria to Patient Records

• Display these results in a list containing a subset of data items from the Patient Record – Practice to define this subset from all structured data items

GP-11.2-02

Save Search Results

Save Search Results, allocating a User-defined name

• Allow saved search results to be re-used/re-accessed

GP-11.2-04

Use Search Results

Use Search Results

• Access/view selected Patient Record
• Produce communication – individual and/or batch

GP-11.3-01

Report Templates

Define, amend and delete report templates. Each template will need to have as a minimum:

• Unique identifier and/or name
• Version

GP-11.3-02

Generate Report

Create/generate a report by applying a locally defined report template to the results of Search Criteria – a report can be a summary view of Search Results or detailed Search Results list.

Users will have the ability to:

• Preview report
• Navigate to Search Results i.e. see individual Patient Records that contribute to report content
• Save report allocating a User-defined name, for future reference
• Re-run report (for same or different date ranges)
• Run a report adhoc 
• Print report
• Schedule the automated running of reports at a specified date/time

GP-11.3-05

Create/Save report from default template 

Modify/customise standard reports and save as own report template

Identify where Patient is included/excluded for each criteria in a report

Ability for Users to identify at what point of the specified report criteria a Patient has been included or excluded (even if they are excluded from the overall report results).

For example, for a report with three specified criteria, indicate for a Patient the reason why they were included or excluded for each criterion.

Identify why Patient is included for each criteria in a report 

Ability for Users to identify the reason why a Patient has been included based on the specified report criteria (e.g. the relevant SNOMED code was recorded).

For example, for a report with three specified criteria, indicate for a Patient the reason why they were included or excluded for each criterion.

Show results using most up to date Patient Record data

For GP-11.3-08, depending on the reporting mechanism, the data used for reporting might not match the data in the Patient Record at the time of running a report. In this case, Users will have the ability to see the results of GP-11.3-08 using the most up to date data from the Patient Record.

Reporting - Export

Export reports to formats which can be opened in:

• Microsoft Excel 
• Microsoft Word 
• PDF

Report Access

The service will allow Users to create reports to be accessed by and used across a group of Users

Sharing of Reports

The service will allow Users to share reports and report criteria within and across external organisations with the ability to anonymise the reports where appropriate.

Provide Analytics

Provide ability to perform analytics or be capable of providing data to other systems that perform analysis.

Practice Reporting - Interrogate data

Have the ability to interrogate data to analyse Patient trends by:

• Viewing a list of Patients who meet defined criteria (GP-11.1-01)
• Drilling down to a Patient level data

Practice Reporting - Interrogate data - Clinician level

Have the ability to interrogate data to analyse professional/clinician trends by:

• Drilling down to an individual Staff Member level AND/OR Health and Care Professional type level
• Health and Care Professional type to be as defined in the Solution (see Healthcare Professional Types)

Practice Reporting - View trends

Have the ability to compare performance by:

• Viewing results for a day, week, month and year
• AND/OR selecting a specific date/time period
• This will include the ability to view historic and future data
• The User can compare data over a time period e.g. the number of DNA’s each day over a week.

Practice Reporting - Individual/combined data items

Identify and analyse trends by reporting on information items individually and in any specified combination

Practice Reporting - Select/sort/filter report information

Have the ability to select, filter and sort the information items included in a report to assist in analysis of data

Access Patient Record

Access a Patient Record where a Patient has been successfully identified, linked, listed or otherwise presented to the user.

Reporting Functions Minimum Availability

Catalogue Solutions to provide the reporting functions applicable to the Catalogue Solution to the Service Recipient between the hours of 8am to 6pm daily.

Provide Reporting Functions

Reporting functions to be provided whenever the Catalogue Solution is available for use by a customer.

Reporting Functions to use up to date data

Data used in reporting to be fully up to date to enable decisions to be made without compromising patient care.