The Provider Summary is a quick way to display clinical outcomes on a regular basis to staff using performance measures. The displayed clinical outcomes displayed in the Provider Summary by default are New Clients and Active Clients as an example of how this feature works.

 

 

The default clinical outcomes displayed are in bar graph format showing the provider's new clients (HIV+ clients with a service within the last 4 months) and active clients (HIV+ clients with a service within the last year and a recent service within the last 4 months). These clinical outcomes are generated using performance measures. They display clients that are In the Numerator (clients that meet the measure) and clients that are Not in the Numerator (clients that fail to meet the measure). As displayed above, there is a count of clients for each of these categories. Users can click on the number of clients in the Numerator or not in the Numerator to see the list of clients and navigate to that clients record.

 

In this example, the link for 4 Clients was clicked for the bar for the date 10/18/2023 producing the client list including the four clients that met the measure as of 10/18/2023.

 

 

In the Provider Summary, there are three bars and three dates. That is a result of each performance measure being run as an Aggregate Report. This means the report is run using an As of Date set for today and then a specified number of days prior to that date. The default setting is set for 90 days prior to today's date for each additional report run in the summary. In Central Administration, the configuration of the Default Summary can be adjusted, additional measures can be added or removed, and the type of chart displayed can be changed.

 

To configure the Provider Summary, follow these instructions:

 

1. Log into Central Administration.

2. Click Administrative Options.

3. Click Custom Features.

4. Click Provider Summary.

 

 

5. Click a Summary Name to highlight it.

6. Click Configure Charts.

 

 

7. Click a Description to highlight it.

8. Click Edit.

9. Adjust settings as needed.

10. Click Save.

 

 

This menu is the edit screen for the performance measure EHE01 - Newly enrolled clients in the default provider summary. As seen here, the Days Between Measurements value is set to 90 days. That means that if the measure is recalculated on 12/31/2023, it will show results for 12/31/2023, 10/02/2023, and 07/04/2023. The Title field is the name of the measure displayed in the Provider Summary for users. There are a number of options for adjusting the format displayed for each measure including; the color, font size, italics, bar height, and bar width. These settings can be adjusted for each text field displayed in the provider summary. Changes to the provider summary including changing the days between or adding or removing measures are displayed once CAREWare recalculates the measures for the next day. This process can be completed immediately by manually recalculating the measures.

 

To manually recalculate the Provider Summary, follow these instructions:

 

1. Under Provider Summaries, click a Summary Name to highlight it.

 

 

2. Click Assign Providers.

3. Use the search field to locate the provider the summary needs to be recalculated for.

4. Click the Provider Name to highlight it.

5. Click Recalculate.

 

 

Once the button is clicked, the CAREWare runs the performance measures for that Provider Summary for that provider again.

 

 

Once the results are recalculated, a new Last Evaluated date and time is displayed.

 

 

The amount of time it takes to recalculate the provider summary varies based on the number of clients, number of client records, number of performance measures in the summary, if shared data is included in the performance measures, and other hardware/software factors on the CAREWare server. Once the provider summary is recalculated, the new numbers can be viewed by navigating to the provider.

 

In addition to the default provider summary, that comes with CAREWare, users can create a unique provider summary and assign it to one or more providers.

 

To create a new provider summary, follow these instructions:

 

1. Under Provider Summaries, click New Summary.

 

 

2. Enter a Provider Summary Name.

3. Click Save.

 

 

4. Click Add Pie Chart or Add Bar Graph.

 

Note: This determines the format the performance measure results are displayed in. Once the selection is made, the type of display is only changed by adding the measure again as a different chart. The other chart would have to be deleted. If a pie chart is selected for viral load suppression, it cannot be changed to a bar graph. That summary needs to be deleted and then added again as a bar graph.

 

 

5. Select a Performance Measure.

6. Enter a Title.

7. Complete other properties as needed.

8. Click Save.

9. Click Back.

10. Click the Summary Name to highlight it.

11. Click Assign Providers.

 

 

12. Select a Provider Name.

 

 

13. Click Save.

 

Once the new summary is assigned to the provider, the Default Summary is unassigned from the provider. Only one provider summary can be assigned to a provider at a time.

 

 

As seen here, the As of Date is an older date. The provider summary can be updated to today's date, by recalculating the summary under Assign Providers as described earlier.