Beta through February 2025

The dialysis survey report provides a list of patients who meet filter options set for appointment date range and designated problem list items. Patients meeting the filter criteria are returned in a the Diabetic Survey Report data with their most recent date appointment and then general demographic data including the patient's next (future) appointment detail and details on the patient's status (On or Off) drug classes ACE, ARB, SGLT2, MRA, and GLP1. Where the patient does have an active prescription for one of these drugs we provide the brief medication details.

Report Output Example: 

Medication Details - Understanding How Medication Queries Work in the Report:

The dialysis survey report searches for specific medications in a patient's prescription records using predefined drug names. These names often include wildcard characters like %, which allow for more flexible matching. However, the system only returns ON for medications that are either in a Current or New status in the patient's medication history. As you look through the list of medications included in the query for this report (noted below), here’s how it works:

Single Medication Match (e.g., Benazepril%): The system will search for any prescription that contains "Benazepril" in the name, but only if the prescription is either Current or New. This could match any formulation of the medication, such as Benazepril by itself or a combination like Benazepril Hydrochlorothiazide. Essentially, it will find anything that starts with "Benazepril" and display the status for the related drug class as ON.

Combination Medication Match (e.g., Amlodipine%Benazepril%): In this case, the system is looking for a specific combination of two medications, Amlodipine and Benazepril. It will only return ON if the patient has a prescription that includes both drug names, and if that prescription is either Current or New (status code 2 or 5).  Not all drugs are configured to return combination drug names - you will need to look at the Specified Drug name list below and where you see the wildcard indicator % in the center of a drug name then the search is checking for that combination.

What the Results Mean:

If a patient has a Current or New prescription that includes Benazepril as part of their treatment, the system will return "ON" under the ACE Inhibitor category if the prescription name includes "Benazepril%" (such as Benazepril or Benazepril Hydrochlorothiazide).

If the patient is prescribed a combination drug like Amlodipine Benazepril, it will only return "ON" if the prescription is Current or New, and if both components are found in the prescription name (Amlodipine%Benazepril%).

If the patient is not prescribed any of the specified drugs or the prescription status is other the Current or New then the drug class would return an "off" in the drug class column for that patient.

By using these wildcard characters and prescription status filters, the system captures both individual and combination medications against the patient’s medication history and returns ON when they are prescribed and in the status of Current or New.
 

Drug classes/specified drug name searched (% allows trailing characters):

If you need a drug added to the list you would need to reach out to our support team for an enhancement to this report.

Report Output Example: 

Running the Dialysis Survey Report requires carefully considering the filter options to produce the level of detail you need the report to contain. If you need to learn how to add this new report to your Connect Report menu then go to this Add a Connect Report link. You will find the report Dialysis Survey Report under the Patient header.

Filters and Fields Defined:

• Required: Appointment Date Filter: Set an appointment date range - expectation is that this is a monthly survey report run to determine status of incoming patients. Users are cautioned not to run the date range for too lengthy a time as it could cause the report to time out depending on practice patient volume.
  
  The appointments returned per identified patient are filtered in descending date order (based on the date range and filter options input by the user) and then we return details for the top row (first) appointment listed per patient (prioritizing Provider over Resource appointments). The date and time of the patient's most recent appointment, formatted as MM/DD/YYYY HH. 
 
• Required: Filter Setting for DM, CKD, and PU as "Problem Required" or "Problem Not Required"- when set to required then the report looks patients that DO HAVE an active problem list item where the specified Problem List item type meets this criteria:
  • DM is any Problem List item with E08 or E10 or E11 
  • CKD is any Problem List item where the associated Diagnosis Code starts with N18
  • PU is any Problem item where the associated Diagnosis Code starts with R80  
    
    If you set DM, CKD, or PU as "Problem Required" then the patient must meet that criteria to pull into the report, all other patients are ignored. If you don't regularly use the Problem List and want to see more patients on the report then you can opt not to require and of the Problem List filter items.
    
    
• Once patients are identified for the report, we will return general demographic data and next appointment detail, and then this report identifies patient with an On or Off status for the following drug classes: ACE, ARB, SGLT2, MRA, and GLP1 based on the hard coded drug name values listed below. That means IF the drug does not meet our search criteria below then we are not searching for it and it won't be included on this report. It is possible for a patient to return no prescription data if you have not prescription data entered for the patient. Where the patient does have an active prescription for one of these drug classes/specified drug name searches then we provide the brief medication details. 

Drug classes/specified drug name searched (% allows trailing characters):

If you need a drug added to the list you would need to reach out to our support team for an enhancement to this report.

Report Output Example: