Primary Care Survey Reporting Portal Webinar

Primary Care Survey Reporting Portal Webinar

Agenda •Extract process •Invite Review •Survey Preview •Filters •Report options •Report export •Favourite Reports •Domain Reports •Questions

Extract Process Patients visits the doctors Patients details are synced to NES from the practice NES receives the inclusion list from Cemplicity with all the practices / Facilities to take part NES extracts patients with the following requirements: ­ ­ ­ ­ ­

Practice taking part of PES round Selected QED for August round (6th – 12th August) Have complete contact details have ‘ContactPreference’ = YES Additional filters might be applied

Cemplicity receives the extract from NES and imports it to the system ­ Records with missing required fields such as ‘DHB Practice’ will be excluded

Patients with records imported successfully will be sent an invite via email or SMS

Invite Review

Email Invite sent to participants with practice’s details

Survey Preview The following link allows to preview the survey the participants will see.

The name of the practice and signatures are generic in the preview Survey Preview link

Filters The date filter allows you to focus on data within a specific time period.

Other filters allow you to focus on a particular subset of the people you have surveyed (demographics, type of service etc.).

For most users a filter is automatically set to their surgery or facility when the user logs in. This is called the ‘Preset Filter’ and it cannot be removed, such as the PHO or Practice filter Filters are saved as a user moves from one report to another.

Report Options Some of the reports have more than one option to be seen.

Question options allows to isolate specific answers of the report to focus only on the relevant ones.

Reports Export All the charts and tables on the reporting portal are exportable.

In order to do so you’ll need to click the button siting on the top right of the report which will give you the export options

Favourites Reports You can save your favourite reports by clicking the star on the top right corner near your name. Once there you will be able to see the reports that you have previously saved for easy access and save a new one.

Note: date-ranges will be saved along with the reports, therefore you might need to update the dates when looking at the saved report.

Domain Reports Domain reports allow for a high level view of different questions.

All questions are scored and show against the national average.

The link in the question text will take you to the individual report.

Questions?