Accuro: How CPAR Panels work (Pediatrics)

In the demographic area of the patient chart the basic information that is needed for patient panel identification for CPAR is:

• Full Name
• Date of Birth
• Gender
• Primary Provider
• Confirmation Date
• Alberta Health Care # (PHN)
• Patient Status (Active or Inactive)
• Status Date

Patients must meet the following criteria to be Paneled to a Provider and sent to Alberta Netcare:

1. The patient’s Status is categorized as Active on CII & CPAR Panel. (1)
2. The Patient has a Verification Date. (3)
3. The patient has a Last Visit Date. This is the most recent date the patient visited the Provider, or any other Provider within the same family practice.
4. Note: Accuro checks your entire visit history, without date restrictions, to determine the last visit.
5. The patient is linked to the Provider using the existing Office Provider field (2)

 

Note: The patient’s status must be one that the clinic chooses for CPAR. Accuro has new functionality in “Manage Patient Status” to designate statuses as CPAR recognized. The checkbox in the “Active on CII/CPAR Panel” column should be checked for every status that is CPAR appropriate:

• Navigate to the Patients section.
• Click on the Status History tab.
• Click on the Edit button.
• Enable the checkbox in the Active on CII and CPAR Panel column for every Status that should be considered when adding the Patient to a Panel.
• Click OK to save.

Some useful resources on setting demographic information in your EMR:

The Accuro EMR CII and CPAR Online Guide and 

The Accuro Guide for Patient’s Medical Home

1. Regularly confirm that both you and the patient consider that you are “quarterbacking” their care
2. Record the confirmation in the EMR in the “Patient Data Verified” field with a date
3. Maintain & review the panel list at regular intervals
4. Utilize the panel list to plan care delivery
5. Submit the panel list to CPAR (once registered, QHR uploads automatically on the 12^th of the month)

The notice will include a deceased notification next to the patient’s name if the information is available in the data feed from the AHS facility’s Admission, Discharge Transfer (ADT) system. If the data includes both the patient name and the date of death, both will be displayed: Patient Name (Deceased: YYYY-MM-DD). If the ADT data does not include a date of death, then only the deceased notification will be shown: Patient Name (Deceased). ANP can be checked in the meantime to see if a death has been recorded by the AHS facility. Once the death has been registered with Vital Statistics, the date of death will be shown on the CPAR demographic mismatch report after the next panel submission.

At the clinic mark the patient as deceased in Patient Maintenance by changing the Patient Status so the patient will not load to CPAR in the next monthly upload.