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SUS R9 User Guide Issue 1 - Health & Social Care Information Centre

1. 35 10 1 TO DEFINE A COLUMN OR ROW SUBSET ta pb a eee 35 10 2 TOREMOVE SUBSETTINQO 3 5 halal us etes 36 10 3 TOREAPPLY A SUBSET siorino e tuner usate eoe 36 10 4 TO REORDER COLUMNS OR ROWS USING SUBSETTING 36 LU WORK WITH POP UP MENUS SOR fT enun 37 11 1 TO PERFORM A SIMPLE SORT OF COLUMNS OR ROWS WITHIN NETINFORM ANALYSIS 37 11 2 TO PERFORM AN ADVANCED SORT WITHIN NETINFORM 5 8 2 37 11 3 TOIREMOVEA SORT gui duda mar pao A aM MEM MV EMI 39 12 WORK WITH POP UP MENUS FILTER wcities LI rid ce eria e i do ned eu caasa ee 40 12 14 TO PERFORM A SIMPLE FILTER WITHIN NETINFORM ANALYSIS csse 40 12 1 1 Tochange Me Mier vnm DIM 40 122 TO USE AN ADVANCED FILTER WITHIN NETINFORM ANALYSIS cesses 41 12 2 1 CONMOILI OMS 42 12 22 0 ota ostio eite ob 42 1252 RU E DIN 42 British Telecommunications plc 2011 Page 6 of 126 Uncontrolled if printed 12169
2. 046 1 907 581 247 008 823047 I 2004 02 830 044 283 485 1 801 93 810 8 788 805 T33 8TT LONDON 2003 04 935 057 2004 05 885 995 T8 381 Figure 11 Example of Dimensions and Nesting Netlnform reports are based on OLAP cubes which are multidimensional and give the additional functionality of being able to slice the data up This is formally known as slicer axis Slicer or through dimensions are controlled by the Context bar The slicer axis alters the displayed results e g displays numbers or percentage whilst table axes are the displayed labels for the columns and rows Many report layouts can be produced through the use of the Context bar You are therefore able to tailor your reports to meet your requirements British Telecommunications plc 201 1 Page 28 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 1 Click any of the Dimensions in the context bar The Dimension Navigator dialog box opens E Dimension Navigator Web Page Dialog 4 x Period All Periods Providers England Commissioners England Current Context Bar E All Periods HS UNK Et 2002 03 Tree Control Listing Members 9 Mar 03 Define how the Q Feb 03 Q Jan 03 Dimension is 2002 Q2 applied 2002 Q1 amp 3 2002 Base Dimension 2001 02 are dimensions Ge 2004 05 set as standard E 2003004 xd within the report Base Dimension
3. eae alta estu tua io cca eee eee 21 6 2 TOOLBAR c 21 6 2 1 TRE aC TNT 21 6 2 2 The Dynamic Toolbars ete ch ot icto ceu PER pae ort 22 6 2 3 The Report Toolbar ados EU ES 22 6 2 4 The Report Settings Toolbar m cups Meer dim es a eee 22 6 3 NAVIGATION BAR T H 23 6 4 TEC ONTEX T BAR CC 23 British Telecommunications plc 2011 Page 5 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 6 5 APPLICATION VV ORK AREA Iosue esce Heb cu aaa vd Mum cd eM iu DI MN DL RM TID ON EE 23 6 6 24 6 6 1 To Access Applications and run Reports 24 6 6 2 Reports and ATalySes pa bulo 24 6 6 3 Identifying the Analysis types 24 6 6 4 Comparison of Analysis types pidas cote tatc asa coo l a fanc e 24 6 6 5 NeltlntormiAnalySes PARE e IU 25 6 6 6 MISYURIU TR NOTET sued 25 6 7 TOACCESS THE SUS TOOLKIT HREP caes estas pe
4. 55 15 6 TOOVERLAY A CUSTOM DIMENSION 555 detener dis io eua d 55 15 7 TO APPLY AN OVERLAY UNION WITH CUSTOM DIMENSIONS 7 7 4 444002000000202021212222000044 56 15 8 TO APPLY CUSTOM DIMENSIONS WITHIN A CHART 48 57 15 9 TO REMOVE OR ALTER STATIC CUSTOM 1 9 57 WORK WITH POP UP MENUS _ 58 16 1 TOSDBATRSEPORI BASED CALCULATION dni ts ER ti Dents 58 16 2 TOREMOVECAECUEATIONS sce 5 59 16 3 TO ADD CUSTOM CALCULATIONS USING THE CALCULATED LABEL TO THE ANALYSIS 59 WORK WITH POP UP MENUS ACTIONS 22222224 63 17 1 IDENTIFYING DATA THROUGH ACTIONS a REN Sume MES Vc vea 63 17 1 1 To create a New Action 20 40 0010 63 17 2 TO CREATE AN ACTION RULE FOR A TABLE 63 17 3 TO CREATE A SINGLE RULE FOR A COLUMN OR 111 64 17 4 TO CREATE MULTIPLE RULES FOR COLUMNS OR 66 Che BD ANUACIONG E NM
5. 44 4402022 16 4 3 YOUR SMARTCARD IS BLOCKED de Dai usn d UE ee 16 4 4 THE USER CREDENTIALS PRESENTED ARE NOT 16 4 5 NO CERTIFICATE WAS FOUND TO PERFORM 0028 16 4 6 YOUR SMARTCARD IS ABOUT TO EXPIRE DO YOU WISH TO RENEW IT 17 4 7 YOUR SMARTCARD IS ABOUT TO EXPIRE YOU MUST RENEW 17 4 8 YOUR SMARTCARD HAS EXPIRED PLEASE CONTACT YOUR REGISTRATION AUTHORITY MANAGER IRA bau IE Sa d CE MM IS icd rere 17 4 9 ONE OR MORE OF YOUR PASSCODES IS ABOUT TO EXPIRE DO YOU WISH TO UPDATE THEM Pio p PREIS 17 4 10 ONE OR MORE OF YOUR PASSCODES IS ABOUT TO EXPIRE YOU MUST UPDATE THEM NOW 17 4 11 ONE OR MORE OF YOUR PASSCODES HAVE EXPIRED PLEASE CONTACT YOUR REGISTRATION AUTHORITY MANAGER RA d tette shaded tapete vata E 18 4 12 AN UNEXPECTED ERROR OCCURRED DURING THE AUTHORISATION 6 85 2 18 4 13 CONNECTION TO THE SERVER OR HTTP REQUEST TO THE SERVER 18 5 GETTING STARTED eR 19 5 1 LL cea Estee UU 20 6 NAVIGATE THE SUS TOOLNK IT a 21 6 1 SC PEENEAYOUT
6. agp EU 4 386 067 AHAM Swap LU por TEST gcc ali si 280 575 10 761 472 i 10 925 AIHAMA 18 880 825 1 587 973 B 7 398 708 1 124 004 T2224 i 1 997 581 247 008 14 021 FRO Set up Figure 78 Nesting Swap Process Page 74 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 19 1 4 To Move Below 1 After right clicking the required Context Member move the cursor below the chosen column heading to see the Move Below caption 2 Right click to place the selected Context Member below the selected column heading Move Below Msc Medical pesci 5 LONDON to essa ere ee aS Bowe Below Esc d AE AAAG ATM 220 012 208 400 0 781 472 4 5r3 978 ncn tn 19 562 T 398 708 no tg 4 0 4TET DS1 98 828 2 955 030 Unkrniwirn Inknowen 14921 FeO Megion Set up Figure 79 Nesting Move Below Process 19 1 5 To Move Above 1 After right clicking the required Context Member move the cursor above the chosen column heading to see the Move Above caption 2 Right click to place the selected Context Member above the selected column heading EM CU Move Above a esee ANS 10 781 472 10 252 854
7. EIS aeri need NHS Use Only Displays all nodes at the third level of the hierarchy BARNET PCT 5A9 CAMDEN AND ISLINGTON CARE TRUST CAMDEN PCT 5K7 ENFIELD PCT 5C1 HARINGEY PCT 5C9 ISLINGTON PCT 5 8 BARKING AND DAGENHAM PCT 5C2 fa da Second Level Third Level g dh Parent All Ancestors Cancel Displays all nodes above the current node England Displays the parent of the current node England Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 14 2 To use a Simple Features Hierarchic Display within a Netlnform Analysis Click a Column Row Heading to display the Pop up menu Click the Hierarchic Options label Click the Simple Features tab to define your own basic hierarchy 1232 Click the Fixed Hierarchy Display radio button to turn off hierarchic display options i e it includes all members of a single member level This then enables the SHOW drop down 9 Use the SHOW drop down to select how you want to fix the hierarchy Choosing Selected Level enables the Level drop down Click and select the LEVEL drop down to fix the Dimension level to display Click the Contextual Hierarchy Display radio button if the hierarchy is to be based on the label you selected 8 Click the Ancestors checkbox if ancestors are required in your output and select an option from the drop down list 9 Click the Descendants c
8. Interne http 81 187 175 76 11080 Ardentia Cassius jsp modelessFrameset Internet Figure 26 Sorting with Netlnform examples of the Advanced Features tab Click the Sort checkbox to apply the advanced sort From the RETRIEVE field select the data to be returned Select the Order of the sort This will only be applied if the RETRIEVE field is set to All 9 Select which COLUMN ROW the sort order should use The currently selected column row radio button is set as default 10 The CAPTION field is read only and only available when you have chosen SELECTED column row 11 The UNIQUE ID field is read only and only available when you have chosen SELECTED column row 12 Click the OK button to complete British Telecommunications plc 2011 Page 38 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 11 3 To remove a Sort Click a Column Row Heading to display the Pop up menu 2 Deselect the Sort a Column Row checkbox British Telecommunications plc 201 1 Page 39 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 12 Work with Pop up Menus Filter 12 1 To perform a Simple Filter within a Netlnform Analysis When viewing large amounts of data it is often useful to filter the data in a way that allows you to prioritise or qualify the information you are looking at The toolkit provides a range of features to support the filtering of row and column data
9. 106 25 1 TOALTER APPLICATION PREFERENCES 5 2 DUNS ERR T YR E YR ESO Ra 106 25 2 TO ALTER NETPORTAL APPLICATION PREFERENCES 4 4 0000444 106 25 3 TOALTER NETINFORM APPLICATION PREFERENCES 999 107 25 44 TODEFINEPDF TEMPLATE STYLES 107 26 SERVICE TRACKING AND DATA QUALITY REPORTING 22 2 1 22 1 108 26 21 TO VIEW SUBMITTED INTERCHANGE coches to tot dte 108 26 2 TOVIEW A DATA QUALITY REPORT raso 109 26 2 1 To select appropriate data VIG W ee ania elena 109 2022 To return to the DOR HOT cene ou 109 26 3 TO ACCEPT OR REJECT AN 2 inea pa no PR ada e E COP PRa Y RR 109 2f PAYMENTS BY RESULTS dorus 111 27 1 TO UNDERSTAND HOW SUS SUPPORTS rente ierra 111 27 1 1 Healthcare Resource 111 21 1 2 The osbltal SBell cati un ee pisi adi elegans len
10. LEM dE 67 1720 idi Een acces aea in 67 17 7 TO ENABLE OR DISABLE ACTIONS 68 17 8 TO DEFINE 55 cie da Pe du c 68 17 8 1 5421676 TO 68 17 8 2 MORLIS CIOSG 69 17 9 DELETE POP UP MENU LINK ACTIONS c cccccccccsccccceccessssseseessnaaeeaeeeeeeeecececeeceseessesssssaaes 69 WORK WITH REPORT SETTINGS best da qe E SOR QUE eei QU bx vna Er o ql ode eue 70 16 1 SAVE REPORT SETTINGS odisti e Lee vds 70 19 2 TOLCOAD REPORT SETTINGS Bodl ex aea ema vada 71 16 3 TOORGANISE REPORT SETTINGS cec ber eU 71 British Telecommunications plc 2011 Page 7 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 19 INES TDA UA ot 72 19 1 TOCREATEA NESTED LEVEL icut mordere ein T3 19 1 1 EO MOV 74 19 12 SOMOVOJOIO Gusucs uid eap 74 iS ed 74 19 124
11. Attendance Category AND SOCIAL OFFICE CLUSTER REGIONAL A z R HEALTH LONDON NORTH SOUTH Attendance Disposal lt Dp ication CL First Investigation Work Area J Incident Location Type LI Patient Group T v I Expected 2 5360 10880 36 0 6 0 1900 320 126 0 10580 22600 20 5000 1380 20 136 0 266 0 1 022 0 4268 0 40 1 2740 1500 20 450 0 186 0 2 108 0 v gt Log Out Navigation Bar Figure 4 The Screen Layout 6 2 Toolbars The toolbar area contains both static and dynamic toolbars The static toolbar is displayed at all times to the left hand side The dynamic toolbars to the right hand side are only displayed when you are viewing a report and can be displayed or hidden as required EJ PoF WiPri 8 Style otatic Dynamic Toolbar Toolbar Figure 5 Static and Dynamic Toolbars 6 2 1 The Static Toolbar The following buttons appear on the static toolbar rr View information about the current Information connection and the software version Expand Workspace Hide the toolbar and application menu area and maximise the screen Click again to Restore Workspace return to original state lt i Back Display previously viewed page British Telecommunications plc 2011 Page 21 of 126 Uncontrolled if printed 12169 6 2 2 6 2 3 6 2 4 Issue 1 NHS Use Only July 2011 The Dynamic Toolbars In
12. 14 021 Feo AI FALDA And Chas Amd ES I MICH ACH ER 10 282 264 OUTIL T aw POD Figure 80 Nesting Move Above Process 19 2 To remove a Nested Level 1 Right click on a required nested row or column heading The mouse symbol will now appear with a box containing the context bar text attached This text box will stay with the mouse as you move around British Telecommunications plc 2011 Page 75 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Figure 81 Removing a Nested Level 2 Move the mouse towards the context bar Tool tips indicating the available positioning options will display as you move your mouse around the context bar The options are Move Before Move After and Swap Right click to return to drop the context when the required positioning option is displayed British Telecommunications plc 2011 Page 76 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 20 Generate a PDF Document As well as printing through your browser you are able to create printable documents by using PDF creation Warning RBAC and Generated PDF Documents Created documents are added to your personal documents however if you have multiple job roles you will have a separate My Documents tab within each allocated role When you are performing a particular role y
13. Source Dimension AI Dimensions e All Dimensions aooi Static Dimension Name Type Save in Folder User AlDimensions e User Group Selection Area System cut Paste Clear Clipboard Member Display Construction c we Names Area Exit Edit Mode on Save Save Z B Figure 37 Custom Dimension Maintenance dialog 2 Select your Source Dimension from the two drop down boxes as the basis for your custom dimension Custom Dimension Maintenance Source Dimension The 1 drop down lists the a folders already defined for the selected base dimension Figure 38 Base Dimensions Folders Custom Dimension Maintenance The 2 drop down lists the 20 Dimension Aui Dimensions custom dimensions in the selected folder with the base dimension Commissioners B Figure 39 Available Dimensions The displayed list of dimensions will have a single letter code denoting their origin as follows e B Base dimension S System defined custom dimension U User defined custom dimension 9 Select dimension to display and navigate a members list in a tree structure British Telecommunications plc 2011 Page 51 of 126 Uncontrolled if printed 12169 10 11 Issue 1 NHS Use Only July 2011 England LONDON iba s England LONDON H NORTH CENTRAL LONDON SHA H NOF H E NOF HE sola Eng
14. are extract constructions that you can add to your Visible Configurations and then appear in your Select Configuration drop down list provides the configuration name states the type of extract configuration Self is your own configuration created and save pre SUS R7 Uncontrolled if printed 12169 22 4 1 22 4 2 Issue 1 NHS Use Only July 2011 Organisation O configurations created by you or other users within your organisation since the SUS R7 release Global G are configurations created by anyone and shared Description is a note area that may describe what the configuration does it may provide further details as to who created it and a summary of the extracts usage To Move Configurations The right hand Available Configurations pane contains a list of predefined extract constructions that are available Moving an extract into the left hand Visible Configurations pane will mean that it will appear in your Select Configuration drop down list e Highlight the required configuration in the appropriate pane and click the appropriate move button Move all Available Configurations to the Visible Configurations pane Move the selected Available Configurations to the Visible Configurations pane Move the selected Visible Configurations to the Available Configurations pane Move all Visible Configurations to the Available Configurations pane To Share a Configuratio
15. Click the OK button to apply To remove Hierarchy Display Options Click the Column Heading to display the Pop up menu Deselect the Hierarchic Options checkbox You may be presented with a warning message as follows Microsoft Internet Explorer E x dimCommissioner Hierarchy size of 313 It may take some time retrieving data Are you sure you want to turn off the Hierarchy Display option Click Ok to turn off Hierarchy Display option otherwise click Cancel Cancel Figure 34 Hierarchy Display Options Warning Message Respond as appropriate British Telecommunications plc 201 1 Page 48 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 15 Work with Pop up Menus Custom Dimensions Through the use of Custom Dimensions you are able to customise and analyse particular dimension members of interest to you Examples would include a custom dimension that allows the comparison of data for a number of teaching hospitals or a number of specific PCTs across a cluster Static Dimensions Custom Dimensions that are based on a fixed subset of members are known as Static Dimensions The values included in Static Dimensions are constant and not altered by the report context Static Dimensions are applied from the Custom label on the Pop up menu System or User Defined Dimensions Static Dimensions can be either System or User defined As a standard user you are on
16. Data Extracts 4 go View Details Linked Extract L HTTP Transfer Remove Extract Use this icon to Use this icon if an Use the HTTP Use this icon to see the settings extract record is linked icon to remove a single applied when to other Supplementary download a file extract from the the extract was and or Error extracts to your PC list run The Linked Extract icon will be displayed next to the record if available Figure 103 Viewing Extracts Icons 3 Click the View Details icon to open the view details page British Telecommunications plc 2011 Page 96 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The view details page will list the following information Name The unique name of the extract Title The caption of the extract The extract name displayed in an application s table of content Analysis The Business Query name which was the basis for the extract Datasource The datasource from which the extract was taken Schema The schema used when the extract was run Context Parameters Parameters The parameters available for configuration when the extract was run Value The values selected for the available parameters when the extract was configured P Y ag Scheduled Extract Details Nam DateRangeAEMain1011 version 1 Analysi DateRangeAEMain1011 version 1 itl Date Range AE Main 1011 Datasource PbRRdbmsGeneral Ardentia User hema Completed Context Parameter
17. 1 Click the Set As Default button to set the PDF style as your default if required 2 Click the Generate button when you are happy with the layout and the content of your PDF British Telecommunications plc 201 1 Page 81 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 21 Document Management All documents that you create are stored within your own personal document area This is called My Documents You can view the documents that you have produced or are in the process of generating These can be printed saved or deleted They can also be published to your subscribed interest groups and if able you can view other users documents I Warning RBAC and Generated PDF Documents Created documents are added to your personal documents however if you have multiple job roles you will have a separate My Documents tab within each allocated role When you are performing a particular role you will not see the documents stored within My Documents for your other roles This means that a generated document will only be visible in the job role to which the document was created Within multiple job roles you may need to log off and login again to access documents that are stored within specific roles 21 1 To access your Personal Documents Click the My Documents tab to the left of the Navigation Bar Zi Click the Personal Documents icon in the Application Menu to display a list of your Personal Documents Not
18. 12169 Issue 1 NHS Use Only July 2011 Note You are notified when opening the Configure Extract dialog if a new Configuration is available Microsoft Internet Explorer A Mew configurations are available For this extract To view select Ehe Manage button Figure 95 New configurations available message 28 Click the Preview button to test an extract before it is submitted to the scheduler to check that it has been configured correctly and that it is returning data as expected It will return the first fifty rows of data in the file format specified on the Output tab of the Configure Extract dialog You will be prompted to either save or open the generated file once the results have been processed 29 Click the OK or the Submit button Note If this is the only extract you want to run clicking the OK button will exit from the dialog when the extract is run However clicking the Submit button will keep the dialog box open enabling you to change the context of the extract before resubmitting it This will display the Extract Initiation message Microsoft Internet Explorer Extract has been initiated Please check Data Extracts under the Documents tab Figure 96 Configure Extracts Extract Initiated 30 Click the OK button British Telecommunications plc 2011 Page 90 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 4 To Manage Predefined Extract Configurat
19. LS1 4BT British Telecommunications plc 2011 Page 2 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Document Control This document is available in two forms controlled and uncontrolled The controlled variant is maintained electronically and accessed by authorised persons of BT Spine Training Uncontrolled variants are all other electronic and printed copies 12169 SUS R9 SUS Data Access Service User Guide Document Details Author Marjorie Morgan Courseware Designer and Developer Owner Max McLellan Head of Training Document Reviewer s C Document Approver s For formal issue Max McLellan Head of Training 06 07 2011 Document Information BT Spine Product Description Reference TRN120 Template Document Number 4668 British Telecommunications plc 2011 Page 3 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Change History Author Editor Details of Change brief detailed summary of all updates changes Issue 1 Draft A March Marjorie Morgan R9 Updates 2011 Issue Draft B April 2011 Marjorie Morgan CFH Updates Issue Draft C April 2011 Marjorie Morgan Internal Updates Issue 1 July 2011 Pradeep BT Approved Sahasrabudhe Issue 1 July 2011 Pradeep NHS CFH Approved Sahasrabudhe The latest approved version of this document supersedes all other versions upon receipt of the latest approved version all other
20. Select INCLUDE HEADER and additional options required to include in the extract header Options are Report Name Date Record Count and Parameter Values British Telecommunications plc 2011 Page 88 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 21 Select INCLUDE TRAILER as part of the produced extract 22 Select COLUMN HEADERS to include column headers in the extract 23 Set the SPLIT SIZE for the extract if required Large extracts can be split into multiple files when the size specified in this field is exceeded If the split size is set to 10MB and an extract of 20MB was being run two extract files of 10MB each would be produced 24 Select a COMPRESSION TYPE Extract files can be compressed to reduce the length of time they take to transfer If a file Split Size has been defined the compression will take place following the splitting process 25 Select Yes to save the configuration options specified if you want to retain the settings for future extracts For one off extracts leave as No 26 Enter a name in the SAVE CONFIGURATION CAPTION field Configuration names can only use letters numbers and the period underscore and hyphen characters If you try to use the same configuration name as another an error message is displayed The name must be meaningful and distinctive the system will check the names uniqueness 2f Enter further information in the SAVE CONFIGURATION DESCR
21. TO MOVE tua hod eed dec abra bs 75 USE MEM 75 19 2 A NESTED LEVEL ena to recita 75 20 GENERATE PDF DOCUMENT rco en Eua ea deca eU an aono o Casta vx CE Mata ur 77 201 WOsE Dit oh VUES tuos canda Undead inmitten mud 78 20 1 1 To format the 78 20 1 2 To format the Header and 79 20 1 3 To format the Footer additional 80 2014 Lodornmat the aedium dedo ec sh E gen de a eet 80 20 1 5 Tosave and create a nennen nn 81 21 DOCUMENT MANAGEMENT eua Pe Fe e Tea uua 82 21 1 TOACCESS YOUR PERSONAE DOCUMENTS emo Un utet tue 82 21 2 TOVIEWA PERSONAL DOCUMENT 82 21 9 TOSAVEA PERSONAE DOCUMENT COPY s oat php ei 83 214 TODELETE A PERSONAL DOCUMENT acad pn pets on Qe tae cet se Recta Bets do 83 21 52
22. The Medical Specialty data is now broken down by period years In the illustration the Period All Period dimension no longer exists on the Context Bar A single row header is visible and two column headers are now visible A horizontal scroll bar is displayed as not all data in this report is visible on It is generally accepted that nesting data for more than three levels produces a very complex table and is therefore not recommended To create a Nested Level Right click on a required context bar item The mouse symbol will now appear with a box containing the context bar text attached to the bottom This text box will stay with the mouse as you move around AllFernod All Attendance AH Ferd Figure 74 Representation of Selecting a Context Bar option Move the mouse over column or row headings within the table and right click to nest when the required nesting option is displayed When nesting a context bar item there are five positioning options available Each position is relevant to a row column or the context bar as shown in the table below Row Column Context Bar Move After v v Move Before Y Y Swap x 7 Move Below Move Above v Figure 75 Table of Nesting Options British Telecommunications plc 201 1 Page 73 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 19 1 1 To Move After 1 After right clicking the required C
23. You are able to specify multiple filter conditions using standard logical operators AND OR that allow you to divide up or filter out values in the table data Filtering effectively subsets or filter out values from the table that meet the user s conditions Each filter condition is an expression that consists of two sides a Left Hand Side LHS and a Right Hand Side RHS with an operator gt lt lt gt gt lt etc The LHS and RHS identifies a target column and a value to test against e g field gt 8000 AND field 800000 Whether or not you are filtering rows or columns depends on which label you clicked on to bring up the Pop up menu e Clicking a column label will apply the filter to the rows that appear down the page Clicking a row label will filter the columns that appear across the page 1 Select the Column Row Heading you wish to filter to display the Pop up menu 2 Select the Filter a Column Row label The Filter Options dialog box is displayed with the Simple Features tab displayed by default Filter Options Features Advanced Features Selected Row SOUTH WEST LONDON SHA selected Row gt Value 1 000 Figure 27 Filtering Options Simple Features The filter illustrated in the figure above produces results where the values for the South West London SHA the selected row are greater than 1000 12 1 1 To change the filter 1 Select what to Filter Against eit
24. 13 14 15 16 17 18 Issue 1 NHS Use Only July 2011 WORK WITH POP UP MENUS NULL DATA 43 13 1 REMOVE BLANK ROWS AND COLUMNS WITHIN A NETINFORM 9 43 MO PLORZEROS AND NULLS v osten ead ON tup dei uobis acea On bua di Ae 43 WORK WITH POP UP MENUS HIERARCHIC 2 2 22 44 14 1 TO USE A COMMON SETTINGS HIERARCHIC DISPLAY WITHIN NETINFORM ANALYSIS 44 14 2 TOUSE A SIMPLE FEATURES HIERARCHIC DISPLAY WITHIN A NETINFORM ANALYSIS 46 14 3 TO USE AN ADVANCED FEATURES HIERARCHIC DISPLAY WITHIN NETINFORM ANALYSIS 47 144 TO REMOVE HIERARCHY DISPLAY OPTIONS c cccccccccscecceecesessseseessaaeeceeeceeeeceeeeeeceseessessessaaees 48 WORK WITH POP UP MENUS CUSTOM 49 15 1 MANAGE STATIC CUSTOM DIMENSIONS ve vti ta cae 49 15 2 TO CREATE A STATIC CUSTOM DIMENSION dia Do a a eod Ea PR atc e o loc 51 15 3 UNDERSTAND THE PROCESS OF USING A STATIC CUSTOM 53 15 4 To REPLACE WITH A CUSTOM DIMENSION suisses enitn Pince Tx ELO 54 15 5 TO SET A HOME CUSTOM DIMENSION
25. Analysis Reports often consist of a combination of the following elements 1 ror Hide Toolbars o NHS APC Coverage by Specialty and Commissioner gt Applications Period All Periods Provider England Commissioner England Context H 2006 2007 PoR 5 2007 2008 PoR All CDS Types All Patient Classifications LL 2008 2009 PoR Number Number IHI 2009 2010 PoR Frame 2010 2011 POR Coverage by Specialty and Commissioner Chart 3 Control HLI 2011 2012 PoR C Audit Tests 9 1 Data Quality Reporting eDaRS 5 gt Accident and Emergency I Chart Coverage 0 s SZ a A DIRECTORATE EASTERN LONDON NORTH SOUTH SOUTHERN rame IL Arrival Mode OF HEALTH REGIONAL CLUSTER EAST EAST CLUSTER SOUTH Ui y AND SOCIAL OFFICE 2 Attendance Category EASTERN HEALTH LONDON NORTH J Attendance Disposal lt LL First Investigation Frame 2 Control cte s 2 i 2 260 0 20 500 0 138 0 20 136 0 266 0 1 022 0 42680 40 1 2740 150 0 20 450 0 186 0 2 105 0 Table wo P Frame Navigation Bar Application Work Area Figure 10 Analysis Elements Frames contain the data that is returned by the report and the Frame Control bars allow you to manipulate that data 7 1 1 Chart Frame Charts are a graphical representation of the results that are returned by runni
26. C Custom Dimensions Custom Dimensions are https portal training national ncrs nhs uk http suswebserver s1 sus trair rustedstes 7 d mens ons created for the report Figure 12 Example of Dimension Navigator dialog box 2 Click a Dimension Selector at the top of the dialog to change the Tree Control if required 9 Click within the hierarchy a Plus or Minus to open or close the members listed 4 Click the Folder or Selection button to select the member name listed This will change the labels of the context bar to reflect the selection made Dimension Navigator Web Page Dialog x Financial Period All Financial Periods Position Changes Post Freeze Date HRG All HRG Codes dimFlexFreezeDummy Q Position at Flex Date Q Position at Freeze Date Changes between Flex Freeze Date Q Changes Post Freeze Date i Base Dimension Custom Dimensions ttp 81 187 175 76 11080 Ardentia Cassius jsp modelessFrameset jsp ur Internet Figure 13 Dimension Navigator dialog box Other Member 5 Click the Apply button to complete British Telecommunications plc 201 1 Page 29 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 7 1 4 2 To Search for a Specific Dimension Value To find a specific dimension you can use the search facility rather than navigating through the tree control 1 Click the Search button 2 Type the dimension you are searching for 3 Click
27. Document Purpose The purpose of this user guide is to provide functional step by step instructions supplying the necessary guidance to perform all analysis user functions efficiently and effectively within the SUS Toolkit The SUS toolkit is made up of various sections called e NetPortal e Netlnform NetQuery e NetPublish e NetAlert This user guide will refer to the combination of these elements as the SUS Toolkit 1 1 Disclaimer All data and names used within this training material are for illustrative purposes only and bear no relationship to actual persons or organisations nor do they constitute correct or complete statements of fact any and all similarities being purely coincidental This material was created using pre release software as a result minor differences may exist between the screen images used and those present in the released version BT is not responsible for the link to nor the content or validity of internet sites referenced in this material British Telecommunications plc 201 1 Page 11 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 2 Computer Build Warranted Environments Warning You must ensure that your computer is set up built to one of the specific warranted environments as stated below A warranted environment is a client environment that supports BT software In reality what this means is if your PC meets this minimum standard the software service supplied
28. Figure 31 Hierarchical Display 4 levels Hierarchic display options dictate how a dimension is displayed within a Report The Hierarchic display options are accessed from the Pop up menu Click a Column Row Heading to display the Pop up menu 2 Click the Hierarchic Options label At the top of the dialog box you will see what Dimension and Current member are active The illustration below shows that the currently active dimension is Commissioners and the Current Member is Commissioners amp England Cassius Developer Web Page Dialog E X Hierarchy Display Options Dimension Commissioners Current Member Commissioners amp England Common Settings Simple Features Advanced Features Figure 32 Hierarchy Display Active Dimension Current Member The icons displayed within the dialog box are explained overleaf The examples relate to the above settings Click any of the Common Settings Deselect the Include Current Member in Hierarchy option if the Current Member is not required in the output 5 Click the OK button to apply British Telecommunications plc 201 1 Page 44 of 126 Uncontrolled if printed Issue 1 July 2011 12169 Displays all nodes at the second level of the hierarchy Displays all nodes at the first level of the hierarchy NORTH CENTRAL LONDON SHA NORTH EAST LONDON SHA LONDON NORTH WEST LONDON SHA MIDLANDS NORTH SOUTH EAST LONDON SHA SOUTH WE
29. Frame Control Bars Frame control bars are similar to Windows style toolbars and resize controls They control the content of the individual frame and not the whole screen window As you move around the screen Tooltips will reveal button descriptions Context Bars The content of a Netlnform report can be changed based on a set of dynamic controls that affect which data is displayed at any one time When working with analyses you are able to sort or filter the displayed data This will enable you to format the results to illustrate a point or restrict the information displayed The items within the context bar are known as dimensions These dimensions can either be swapped with dimensions already in the report added to or nested within a report To use the Context Bars within a Netlnform Analysis Reports have columns the down axis and rows the across axis each of which is classed as a single dimension You can make use of the context bar to adjust the layout and add data items in your report and make the output multi dimensional single Dimension Down Axis AB Specialties Mental Obstetrics And D Specialties Health Gynaecology Single EN Di mension 2001 02 204 341 13 145 249 1 210 218 2 70 485 2002 03 48 559 217 18 324 951 1 587 838 4455 184 cross ans Axi S England 2003 04 49 889 710 18 880 825 1 587 973 4 018 402 2004 05 3 339 985 1 124 804 257 r5
30. July 2011 5 Click the Apply button to commit the change The table displayed will change to show the result of applying the selected dimension as an Overlay in that the selected dimension is highlighted in red If dimensions have been applied as both Home and Overlay then two colours are used to highlight the headers o Hj Medical Mental Obstetrics And a Specialties Health Gynaecology BARNET PCT 5A3 CAMDEN AND ISLINGTON CARE TRU ST TAF CAMDEN PCT 5K7 ENFIELD PCT 5C1 HARINGEY PCT 5C3 ISLINGTON PCT 5 8 Figure 48 Home and Overlay Static Custom Dimensions Ok j When an Overlay has been applied an image is displayed in the top left corner of the table The direction of the arrow signifies if the custom dimension has been applied to a row or column If dimensions have been applied as both Home and Overlay then two symbols are displayed 15 7 To apply an Overlay Union with Custom Dimensions In order to add another dimension with extra members to a report set it as an Overlay Union dimension 1 Click a Column Row Heading to open the Pop up menu 2 Click the Overlay label Note Custom takes you to the same place 3 Select the Custom Dimension to be applied Sample PCTs North Mids South 4 Click the Overlay Union button Custom Dimensions arnaes CT NC London SHA U APPLIED Figure 49 Overlay Union Static Custom Dimensions 5 Click the Apply button to co
31. NHS Use Only July 2011 Or Select the appropriate Select checkboxes for the contexts to apply the action against 6 Select the appropriate Cascade checkbox if the action is to be applied to data further down the hierarchy Click the Conditions tab to create a rule Click the Highlight Colour button and select the colour of your choice from the Colour Picker Highlight Colour 9 Set your condition 10 Click the Create button to save the action 11 Click the Apply button to use the action 17 3 To create a single rule for a column or row 1 Select the header for the row or column that the rule is to be applied to 2 Select Actions from the Pop up menu 3 Click the Create New button NetAlert Actions Web Page Dialog Edit Rule Conditions Ali Admission Use Current Context Context Select Cascade dimProvider All Providers M dimHRis All HRG Codes dimFinancialPeriod Q1 Jun 2006 dimFlexFreezeDummsy Position at Flex Date https partal national ners nhs uk http Jsuswebserver s1 sus livea n 63 Trusted sites Figure 64 Edit Rule Common tab 4 Enter the rule name in the NAME field The name should relate to the rule being created 5 Select the Use Current Context checkbox if the action is to be applied to the context currently defined for the report Or Select the appropriate SELECT checkboxes for the contexts to apply the action against British Te
32. NORTH 10 862 364 1 064 630 3 150 325 34 745 1 082 565 511 733 SOUTH 7 396 706 880 034 1 896 814 2 724 688 11 990 651 2 429 130 Unknown 14 021 790 1 506 033 4 020 591 BE 1 277 487 18 457 912 1 442 582 Region Figure 71 Nesting Standard View Key points to note about the illustration the Period All Period dimension exists on the Context Bar Both a single row and single column header are visible The scroll bars are not displayed as all data in this report is visible on screen Outpatients Quality by Commissioner Providers England Commissioners England Display Type Number All Attendance All Data Status All Records z Quality by Commissioner P Obstetrics Radiology Surgical Specialties And Specialties Unknown Gynaecology m A 6 220 878 1 840 905 116 597 680 47 7 159 022 328 658 Period 2001 02 283 485 1 801 92 810 E95 54 432 480 127 15 794 DUM 2 544 264 72 477 733 677 62 940 301 258 2951078 121 111 2003 04 2 138 497 177 192 925 057 43 907 205 687 2 428 165 165 660 2004 05 264 426 9 223 78 261 9 155 19 097 289 640 26 092 N K 12 All 10 761 472 954 486 2 880 262 144 722 719 072 15 286 027 266 652 Period 2001 02 1 084 543 57 987 312 804 10 862 87 701 1 647 251 47 845 2002 03 4 573 978 485 859 1 220 509 72 141 313 912 8 574 996 141 696 Figure 72 Nesting Period Nested row The illustration above shows the result of nesting the Peri
33. NetQuery Table Pop up Netlnform Table Pop up Hide 3 Column Serta Column Filter a Column Format a Column Maximum Rows AI Rows New Column Subset Define first Sorta Row f Filter a Row Remowe Blank Rows Iw Hierarchic Display Custom Report Based Overlay Home Calculated Report Based Actions Figure 17 Comparison of NetQuery and Netlnform Pop up menus The Pop up that appears is dependent upon the location clicked within the report table The table in Figure 18 illustrates the various Pop ups that may appear for Netlnform reports Note aware that not all options are available in every Pop up British Telecommunications plc 201 1 Page 32 of 126 Uncontrolled if printed 12169 1 Il9o2 V British Telecommunications plc 201 1 Issue 1 July 2011 Rows Subset Define first Sorta Row M Filter a Row Remove Blank Rows Hierarchic Display Custom Report Based Overlay Home Calculated Report Based Actions Sorta Row Filter a Row Remove Blank Rows Hierarchic Display Custom Report Based Overlay Home Calculated Report Based Actions Drill Through 32 Actions For Cell Actions For Row Actions For Column NHS Use Only Columns Subset Children Drill a Subset Sort a Column Filter a Col
34. R Max R Median R Min R Mode Excluding Empty R Mode Including Empty R Standard Deviation R Figure 52 Selecting a Function Select a required function Click the Move Right button Repeat steps 3 to 4 for all required functions gt ME ex 2S Use any of the following buttons to alter the function output n Moves selected function up the order list Moves selected function down the order list Reverses the order of the selected functions Cuts the selected function from the list into the clipboard Pastes the cut function above the highlighted function Deletes the content of the clipboard British Telecommunications plc 2011 Page 58 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 T Click the OK button to complete The chosen functions will appear in the order specified highlighted with a yellow background Medical Mental iil Specialties Health Gynaecology LONDON 8 230 878 280 884 1 840 905 MIDLANDS 10 781 472 554 488 2 880 282 NORTH 10 862 364 1 064 630 3 150 325 SOUTH 880 034 1 898 814 Le 14 021 790 1 506 023 4 030 591 Region 9 854 802 00 933 175 40 2 759 779 49 14 021 790 00 1 508 033 00 4 030 591 00 6 230 078 00 250 024 00 1 840 905 00 Figure 53 Example Report Based Calculations on a table 16 2 To remove Calculations 1 Click a Column Row Heading to display the Pop up menu 2 Deselect the Calculated checkbox Drill
35. The Standard NHS Contract for Acute Services states 6 14 NHS Operating Framework 2009 10 confirmed that providers should focus improving the quality of their data submission through SUS so that it becomes the standard repository for activity and performance monitoring reconciliation and payments Providers should deliver initially coded datasets on a weekly basis from April 2009 This continues to be the requirement Reconciliation Point This is the date when the Reconciliation Report extract is issued The Standard NHS Contract for Acute Services defines First reconciliation point means date when the PbH activity is available to the commissioner to facilitate reconciliation between provider and commissioner Reconciliation Period This is the period during which commissioners and providers discuss and reconcile the previous months PbR activity It starts at the Reconciliation Point and ends with the Post Reconciliation Submission inclusion Date Post Reconciliation Submission Date Also known as the Post Reconciliation This is the last date that data can Inclusion Date it is the 21 to 24 of the be submitted to be included in the next month varies Post Reconciliation Report Red Area After the Post Reconciliation Point new or revised data can be submitted to SUS and will be reflected in the current SUS PbR view but the Reconciliation data and the Post Reconciliation data will
36. addition to the static toolbar there are four dynamic toolbars only one of which can be displayed at a time The four dynamic toolbars are v Report Toolbar default displayed toolbar when a report is accessed E Menu Links Provides links to all other reports in the current application Linked Reports Provides links to other reports that have particular bearing to the currently displayed report v Report Settings 2 Provides links to further settings for the currently viewed report The Report Toolbar A PDF Style View Report Prints the current Freezes the column Allows you to Associated Help report and row headers for alter the a table in a report appearance Freezes the column and of tables row header for a table inla included report the report Turn the current E mail a URL link for Hide Reveal report into a PDF the current report all report document including context control bars settings to another network user Figure 6 Dynamic Toolbars The Report Toolbar The Report Settings Toolbar 1 Click the Report Settings button to switch to this toolbar l Load j Load Master E Save As 4 Organise Select a set of predefined Control the option and option and context settings context settings that have to apply to the current been created for a report report Reload the report with all menu option Save the current option and context set
37. all members of a single member level and enables the SHOW field Use the SHOW drop down to select how you want to fix the hierarchy Choosing Selected Level enables the LEVEL drop down Use the LEVEL field to fix the dimension level to display Click the Contextual Hierarchy Display radio button if the hierarchy is to be based on the label you selected Click the Ancestors drop down if required in your output and choose an option from the drop down list Choosing Selected Level enables the LEVEL drop down Choosing Levels Away enables the LEVELS AWAY drop down Select the required number of Levels Away from above the selected member British Telecommunications plc 201 1 Page 47 of 126 Uncontrolled if printed 12169 11 12 13 14 15 16 17 14 4 3 Issue 1 NHS Use Only July 2011 Select the required Level A list of dimension level names is displayed Click the Descendants drop down if descendants are required in your output and choose an option from the drop down list Choosing Selected Level enables the LEVEL drop down Choosing Levels Away enables the LEVELS AWAY drop down Select the required number of Levels Away from below the selected member Select the required Level A list of dimension level names is displayed Click the Show Current Member checkbox to include the current member Click the Show Siblings checkbox to include the current selections siblings
38. also displayed when you have exceeded the invalid login attempts Contact your Registration Authority Personnel to have the Smartcard reset and unlocked 4 4 The user credentials presented are not valid This message appears if you try to authenticate with a Smartcard that is not valid For example someone n cm permanently leaving the NHS would have their card revoked bids If they tried to access the Spine using the revoked card they would be denied access Contact your Registration Authority Personnel to investigate the Smartcard 4 5 No certificate was found to perform authentication certificates to allow authentication No certificate was found to perform authentication Contact your Registration Authority Personnel to investigate the Smartcard and see if the certificates were written correctly British Telecommunications plc 201 1 Page 16 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 4 6 Your Smartcard is about to expire Do you wish to renew it now This message indicates that you are able to renew your certificate s without meeting an RA and you are within the expiry notification period Your Smartcard is about to expire Do you wish to renew it now If you select Yes you will be presented with the Self Service Portal 4 7 Your Smartcard is about to expire You must renew now This message indicates that you are able to renew your certificate s without meet
39. for non extra day beyond elective spell for elective spell for the long stay the HRG the HRG trimpoint Payment standardised at chapter level A calculation needs to work out the tariff for the spell HRG for PbR that reflects the care given to Joe The formula to calculate the PbR Spell tariff is To do this the tariff and duration of HRG code LAO9B within the HRG Tariff table is looked up and added to any additional tariff for any extra days and with Joe s case there are no extra days British Telecommunications plc 2011 Page 116 of 126 Uncontrolled if printed 12169 27 4 1 Issue 1 NHS Use Only July 2011 So the calculation is e HRG Tariff of 1174 1 938 Plus E Long Stay Payment of 205 x 0 days 0 Equals e Giving a total of 1174 1 938 For further examples of PbR calculations please refer and look at the SUS eLearning modules Market Forces Factor The Market Forces Factor MFF is an index of the relative differences in unavoidable costs faced by NHS organisations The unavoidable costs included in the MFF relate to Staff e L and e Buildings The MFF index used for payment purposes in PbR is known as the MFF Payment Index and it has a minimum value of 1 0 Each NHS provider has its own MFF value The national tariff is calculated net of the unavoidable cost differences estimated by the MFF Providers receive payment for activity at the national tariff plus a separate payment to compensa
40. has a mandatory outpatient procedure HRG tariff and applies it Where it does not SUS PbR determines whether the TFC has a relevant mandatory outpatient attendance tariff based on HRG4 sub chapter WF In 2011 12 the DH are introducing a distinction between HRGs that are excluded across all settings and HRGs that are excluded for admitted patient care but where the activity may still generate an outpatient attendance tariff For example the HRG for lung volume studies DZ45Z is excluded from admitted patient care and does not have an outpatient procedure tariff but may generate an outpatient attendance TFC tariff The list of mandatory outpatient procedure HRG tariffs were chosen initially because they have no fewer than 5 000 procedures nationally and no fewer than 20 providers submitting data in 2008 09 reference costs and then amended following clinical advice The outpatient based procedure tariff is always paid instead of the TFC based attendance tariff If more than one of these procedures is undertaken in a single outpatient attendance the HRG will be based on the same logic as used in admitted patient care i e based on the procedure that is ranked highest in the procedure hierarchy and only one outpatient procedure HRG tariff will be chargeable 27 7 1 Example Mandatory tariff in 2011 12 Helen attends an outpatient appointment for a patch test to identify and confirm what is causing her skin allergy Patch tests are one o
41. left of the folder When you click to select an application a list of reports contained within the application is displayed in the Application Work Area 6 6 1 To Access Applications and run Reports 1 Click the Applications tab on the Navigation Bar 2 Ardentia NetPortal Windows Internet Explorer 4 ai http idylanfardentialportalfisplindex isp spir Ww abr ardentia NetPortal E Applications 7 2006 2007 PbR EC 2007 2008 PbR EC 2008 2009 PbR EC 2009 2010 PbR D 2010 2011 PbR 2011 2012 PbR Sm Audit Tests HE Data Quality Reporting Figure 8 The Application Menu 2 Click the folder structure to navigate and locate the application containing the required report you wish to view The results of the report within a selected application will be displayed in the Application Work Area Click a report run it and view within the Application Work Area 6 6 2 Reports and Analyses Each report consists of either a relational data source analysis NetQuery or an OLAP Online Analytical Processing data source Netlnform analysis 6 6 3 Identifying the Analysis types The functionality of a NetQuery analysis and a Netlnform analysis is slightly different To the right hand side of the Frame Table Control Bar there is an icon which indicates which type of analysis you are using 6 6 4 Comparison of Analysis types NetQuery Creation of Queries zl T NetIn
42. nfiguratiariss ConFPrd 51 Conhg used C Cument APC Data Extract 0 AE Lala 13 palla Extract entis Dala iguratinn iquration Liascription palla Extract An example APC Spells Extract for Rv Full by SGF 50 SEH Created by Steve Tamton Wdenbisdi ep modelesslrameset Po tle san se OE Er SC After Sharing Figure 99 Sharing a Configuration When you share an extract it appears in the Available Configurations pane with a G after its name as well as remain in the Visible Configurations pane Note When you share a configuration only the column selections are made available to other users in essence the configuration behaves like a template with the user applying their own context and output choices he user can also opt to save their selections as an extract configuration If the name is not unique you will be prompted to enter a different name You can then click the Test button to check for name uniqueness Configure Web Page Dialog configuration already exists within your organisation Please enter another name Configuration http brian 93 4rdentia Cassius isp modelessFrameset jsp7title Configure Figure 100 Configure name already exists Click the Apply button Note If you update your shared configuration any extracts that are already scheduled will be executed with the context and column selections that were original
43. printed 12169 Issue 1 NHS Use Only July 2011 27 7 Outpatient Tariff Application HRG4 allows the capture of procedures in an outpatient setting For 2011 12 there are now 53 mandatory Outpatient procedure HRG tariffs covering over 5 000 procedures nationally Available at http www dh gov uk pbr All other outpatient procedure HRGs that are not on this list are reimbursed using mandatory outpatient attendance tariffs where relevant Where this is the case SUS PbR will create both the outpatient procedure HRG and an additional SUS derived HRG reflecting the outpatient attendance HRG In 2011 12 the DH have increased the number mandatory outpatient procedure HRG tariffs for high volume procedures undertaken in an outpatient setting Where an outpatient procedure HRG is not mandatory the costs and activity have been rebundled into the relevant outpatient attendance Treatment Function Codes TFCs This is described in the Step by step guide to the calculation of the 2011 12 tariff Where patient data has been grouped to a non admitted attendance HRG HRG4 sub chapter WF SUS PbR determines whether the TFC has a mandatory tariff and applies the appropriate outpatient attendance tariff If the TFC does not have a mandatory tariff the price is for local negotiation between commissioners and providers Where patient data has been grouped to an outpatient procedure HRG i e not from HRG4 sub chapter WF SUS PbR determines whether the HRG
44. report settings British Telecommunications plc 201 1 Page 70 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 18 2 To Load Report Settings The following enables you to load settings for a report that you have previously defined or that have been defined as system settings by another user 1 Click the Report Settings button to display this toolbar Click the Load button on the toolbar Select the settings that you want to apply to the report in the list Descriptions of the highlighted settings if defined will automatically be displayed in the DESCRIPTION field 4 Select what options to load a Both the analysis options and the context settings that have been defined b The analysis options only Or C The context settings only 5 Click the OK button to apply the selected report settings When applied the name of the Report Settings is shown in brackets to the right of the Report Title To view the report in its natural state that is without any settings applied click the Load Master button from the toolbar 18 3 To Organise Report Settings 1 Click the Report Settings button to display this toolbar 2 Click the 99 Organise button on the toolbar to arrange the settings defined for a report 9 Select one of the settings listed by clicking it a Click the Delete button to remove the settings b Click the Rename button to specify a new name for the settings Click
45. the OK button The returned results will be those that contain the dimension searched for 4 Click a returned value to set the dimension selector value 7 2 To Drill through data using Dynamic Controls within a Netlnform Analysis Each report includes a set of dynamic controls that can be used to manipulate the data returned by the report and the charts This involves clicking buttons on toolbars selecting options from hierarchical menus or Pop up menus In addition Dynamic selectors appear when the mouse is at a particular location on the screen Dynamic selectors appear over the data allowing data to be selected via Drill up and Drill down functions As you move your mouse around the contents of a report Tool tips appear indicating various actions that can be completed or the data value of the cell you are over Medical Specialties Specialties 4 055 069 1 945 323 Midlands 1 788 571 215 795 Horth 966 750 458 421 South TTo FOS 355 358 Figure 14 Example of Parent and Child structure 513 040 232 805 Within a table indentation signifies that a subset of the parent data is being displayed this is known as child level data Figure 13 illustrates the parent data set as England and the child data sets as London Midlands North and South 7 2 1 Drill Controls Tables When the mouse is moved to the right hand side of a label a navigation control is displayed This control provides the ability to drill up or down wi
46. this requirement the following are utilised 27 2 Reconciliation Point previously Flex The date that the Reconciliation Report is produced following the final submission of the Commissioning Data Sets CDS for the month to SUS Post Reconciliation Point previously Freeze The date that the Post Reconciliation Report is produced following the final submission of changes of CDS data for the month Reconciliation Period The period between the Reconciliation Point and Post Reconciliation Submission dates approx 3 weeks During this time data can be amended and resubmitted to allow providers and commissioners to agree on the activity that will qualify for payment To locate the extracts on PbR data PbR Extracts are available from the Applications tab within which will be located 2006 2007 PbR folder for payments based on HRG v3 5 2008 2009 PbR folder for payments based on HRG v3 5 2009 2010 PbR folder for payments based on HRG4 HRG v3 2 for A amp E 2010 2011 PbR folder for payments based on HRG4 HRG v3 2 for A amp E 2011 2012 PbR folder for payments based on HRG4 British Telecommunications plc 2011 Page 112 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Fr Applications HHJ 2006 2007 EC 2007 2008 PbR ec 2008 2009 PbR EC 2008 2010 PbR Oo 2010 2011 PbR C3 20112012 PbR Figure 113 Applications tab Sample PbR folders There are a variety of ex
47. would like to receive your time limited One Time Passcode Select One Time Passcode delivery channel Email r bell nhs net SMS 07702 12345 Select either the Email or SMS radio button Click the OK button Enter the received One Time Passcode in the ONE TIME PASSCODE field OneTimePasscode 7 Select an appropriate choice from the Reason for Needing Fallback Smartcard You can choose Forgotten Lost Stolen or Broken card Warning If the card has been Lost or Stolen you must inform your RA Personnel who will block the Smartcard Click the OK button The fallback card will be identified Click the OK button to continue Enter new Passcode in the NEw PASSCODE field Enter the Passcode again in the CONFIRM PASSCODE field Click the Unlock button An Unlock Card operation completed message will be displayed Click the Continue button NHS Connecting for Health 18 Finally a confirmation message is displayed to confirm you have successfully assigned a Fallback Smartcard and when it is valid until Click the OK button UNASSIGN A FALLBACK SMARTCARD 1 2 Launch the provided URL in a browser window Insert the locked Smartcard into the card reader Click on the Manage Cards tab Click the OK button to unassign the Smartcard Click the OK button to recognise that you need to hand the card back to its Custodian UNLOCK YOU
48. 084 830 3 150 325 1 082 585 15 358 592 511 733 SOUTH 25 450 135 7 398 706 880 034 1 888 814 724 088 11 990 851 2 428 130 Unknown s 40 883 087 14 021 790 1 508 033 4 030 581 6 892 1277 487 18 457 912 1 442 582 Region Figure 21 Sub setting Starting Point The SUS Toolkit provides you with the ability to define a dynamic subset for either rows or columns This is achieved by simply selecting specific row and column headings Note All subsetting options can be applied to charts by switching to data view manipulating the table and returning to the chart view oome charts may reference specific row and column values By subsetting the data used as a basis for the chart you may unintentionally conceal data used as the basis for a chart This may result in a blank chart or message indicating that the current chart cannot be drawn of the chart will occur when the subset is removed 1 Press and hold the Ctrl key on the keyboard Define subset mode is now active 2 Select each column row to be included in the subset by clicking its header Ensure that the Ctrl key continues to be pressed whilst doing so Each selected column row header will be highlighted to indicate that the column is to be included in the subset 3 When you have finished selecting the columns rows required release the Ctrl key 4 Single click a column row header to open the Pop up menu Radio logy Subs
49. 1 view the Control File for the Data 99 22 60 To Transfer the Extra h uiui ee ad aie 99 227 TOVIEWLINKEDEXTBACIS N 100 23 gt THE SUSEXTRACT MART utu debet uc ox On sue oa ee Un Dub ve trustee 101 British Telecommunications plc 201 1 Page 8 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 294 THE DATA CHANGE dua xii dn ui cipi 101 232 ssHHEDESENCRYPTION ESEPORBTSS odo itu 102 24 THE REPORT SCHEDULER a eau Cru eus Fave 103 241 TOMEW THE SCHEDULER ST ATU Spins scsi send oq ceto ua ued vu Rer 103 24 1 1 To Refresh the Scheduler Status 103 24 2 TO VIEW THE SCHEDULE JOB tea t oot 103 24 3 CREATE A NEW SCHEDULE ONE TIME ONLY 4 104 244 TOAMENDA SCHEDULED JOB 105 245 TO DELETE A SCHEDULED JOB ie ibn m pta etum m ete P M 105 24 5 1 To Delete more than one Scheduled 105 24 5 2 To Delete all Scheduled 105 25 USER PREFERENCES
50. 1 4 Freeze and Spell Status Ha 1 Deagnases Block 1 TM Single arrows move the selected columns to the Excluded Output columns Investigations Block HD Investigations Block Double arrows move all columns to the Excluded Output columns EM Department 5i C3 EM Department US Bledsoe Pisces Be B zalig ib Dua History Preview Last submitted 2011 01 24 11 45 44 olumn Count ra C aic reo ro dede and ap T em rd aur e Eiri EB i T ol m rent re plane stra bcr Figure 92 Configure Extracts The Column tab The right hand Output Columns pane contains the list of columns that will be included when the extract is produced Moving a column into the left hand Excluded Columns pane will mean that it is not included in the output Beneath the Output Columns pane a Column Count updates as columns are added or removed from the list You must have at least one column present in the Output Columns pane to submit an extract 8 To remove a column from the Output Columns pane highlight the required column and click the Move Left Remove button The selected Column will be placed in the Excluded Columns pane 9 To add a column to the Output Columns pane highlight the column in the column pane and click the Move Right Add button The selected Column will be placed in the Output Columns pane at the bottom of the list 10 To change the order tha
51. 1 Click Yes when prompted to renew your Passcode s The Self Service Portal opens 2 Select the Manage Passcodes tab Issue 23 6th July 2011 NHS Connecting for Health Self Service Portal NHS dee xe O The Passcode Status panel will state which Passcodes require renewal Passcode Status Your Account Recovery passcode is in Notify period and will expire in 28 days Reset Passcodes New Account Recovery Passcode Blank Passcc Confirm New Account Recovery um Passcode New Verification Passcode Blank Passct Confirm New Verification Passcode 000 New Smartcard 000 Confirm New Smartcard Passcode 00 Current Smartcard Passcode 3 Enter and reconfirm new Passcodes against those that require updating 4 Enter your current Smartcard Passcode against the CURRENT SMARTCARD PASSCODE field to confirm your identity 5 Click the Update button to complete A message will be displayed on screen saying Your Smartcard is being verified Please wait Finally a confirmation message is displayed and will ask you to authenticate to the Spine Portal Passcode Updation Status Passcode s updated successfully Please reauthenticate to access Spine Applications Warning You can choose the Blank i Password checkbox for both the Account Recovery and Verific
52. 11 X PbRFinancial Extracts APC Spells Data 16 52 53 16 52 54 090 Date Range HRG Completed 3767 No 5 hwo Financial Extracts Spells Data 2008 09 11 2008 09 11 7 16 52 53 16 52 54 09 10 Date Range Tariff Completed 3766 No t PbR Financial Extracts Spells Data 2008 09 11 2008 09 11 p 16 52 53 16 52 54 09 10 Date Range Error Completed 3766 No tug Back To Data Extracts Figure 106 Viewing Extracts Linked Extracts All linked extract records that were defined in the Configure Extracts dialog box are returned and displayed in a list Manipulate these records as required using the provided icons 2 Click the Back to Data Extracts button to return to the main Data Extracts list British Telecommunications plc 201 1 Page 100 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 23 The SUS Extract Mart The SUS Extracts Mart contains two reports which offer additional functionality The reports are Data Change Report E De Encryption Report 23 1 The Data Change Report The Data Change Report folder provides access to the Tracking Report which presents details of data that has changed and when it altered When you run the report the Report Parameter Selection dialog box opens for you to define the following options Select the Data Change Report folder Select the Tracking Report Set parameters for the report Select the Co
53. 3 MS Internet Sun JRE Enterprise SP2 32 bit Explorer 6 0 SP1 5 0 4 0 Enterprise DC1b 2 Windows 2003 MS Internet Sun JRE Enterprise SP2 32 bit Explorer 6 0 SP1 5 0 Terminal Server Software Citrix Presentation Server Citrix Presentation Server 4 5 Enterprise Status Existing Existing British Telecommunications plc 2011 Uncontrolled if printed Page 13 of 126 12169 Issue 1 NHS Use Only July 2011 3 The Spine Portal The function of the Spine Portal is to provide a single secure point of entry to a number of applications being provided as part of the NHS Care Records Service All BT developed applications are accessible through a web browser and the availability of each application depends upon your job role and its associated permissions Note The screen images were captured from GemAuthenticate Client v5 2 1 3 1 To Log on to the Spine Portal 1 Insert your Smartcard into the card reader The system will check the credentials of the Smartcard and then request you to enter your Passcode ATTENTION You are attempting to access the NHS Care Records Service and associated systems Your use of the NHS Care Records Service systems is governed by the terms and conditions you accepted when your Smartcard was issued or have since accepted By entering your Passcode you confirm your acceptance of the terms and conditions and that you are bound by both them and the Computer Misuse Act 1990 All usage of the NHS Care
54. 4 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 19 Add an Interest Group as required to the distribution list 20 Click the Save button 24 4 To amend a Scheduled Job d Click the Maintain Scheduled Report Settings icon to the right of the row for the scheduled job that you want to amend 2 Amend any or all of the information as outlined below Schedule Name Shows the name of the job in the schedules page Name The name of the report that is created by the scheduler Whether the schedule can be viewed in the User System schedules list by anyone or by the user who created it Schedule The date time and frequency for the report User and User The names of the users user groups and interest Interest Groups group that receive the report once it has been run 3 Click the Modify button 24 5 To Delete a Scheduled Job You can delete a job that is currently running or is scheduled to run at a later date 1 Click the Delete icon at the end of the row for the scheduled job that you want to delete 24 5 1 To Delete more than one Scheduled Job 1 Click the checkboxes at the start of the rows for the scheduled jobs that you want to delete 2 Click the Delete Selected button on the toolbar 24 5 2 To Delete all Scheduled Jobs 1 Click the Select All button on the toolbar 2 Click the Delete Selected button British Telecommunications plc 201 1 Page 105 of 126 Uncon
55. 84 258 68 352 204 5 078 755 LONDON 16 617 028 8 230 678 260 694 1 840 905 880 474 7 159 022 328 658 MIDLANDS 31 212 693 10 761 472 954 438 2 880 262 719 072 15 386 027 366 652 NORTH 32 164 954 10 862 264 1 064 620 3 150 325 1 082 565 15 358 592 511 733 SOUTH 25 450 135 7 396 706 880 034 1 896 814 724 688 11 990 651 2 429 130 40 882 087 14 021 790 1 506 033 4 020 591 1 277 487 18 457 912 1 442 582 Region Figure 63 User Defined Calculated function applied British Telecommunications plc 2011 Page 62 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 17 Work with Pop up Menus Actions 17 1 Identifying data through Actions The SUS Toolkit has the functionality to shade data cells based upon its values This functionality known as Actions is very similar to the Microsoft Excel Conditional Formatting feature and is often referred to as Traffic Lighting It is possible to define a set of rules that influence the colour of cells returned from a query lt is used to highlight where values e Exceed or meet a particular value e Fall within or out of a particular range of values e Are less than a particular value In addition functionality exists to allow the linking of either reports or web intranet addresses from within Pop up menus when you select conditionally formatted cells These links are referred to as Actions and are constructed through rules Some Actions are de
56. Connecting for Health 12169 SUS H9 SUS Data Access Service User Guide Documen t Reference 12169 Issue Date July 2011 Version Issue 1 Document Status NHS CFH Approved Y 2 S QU o 5 Q Q I Supported by e 12169 Issue 1 NHS Use Only July 2011 Copyright British Telecommunications plc 2011 Registered Office 81 Newgate Street London EC1A 7 Confidentiality All information in this document is provided in confidence for the sole purpose of adjudication of the document and shall not be used for any other purpose and shall not be published or disclosed wholly or in part to any other party without BT s prior permission in writing and shall be held in safe custody These obligations shall not apply to information which is published or becomes known legitimately from some source other than BT Many of the product service and company names referred to in this document are trademarks or registered trademarks They are all hereby acknowledged All data and names used within this training material are for illustrative purposes only and bear no relationship to actual persons or organisations nor do they constitute correct or complete statements of fact any and all similarities being purely coincidental Distribution Organisation for Distribution Organisation Project Organisation Address Spine Programme Management Office BT 1 Sovereign Street Leeds
57. Details button to return to the Documentation Information dialog 6 Click the Back To My Documents button to return to the list of documents 21 3 To save a Personal Document Copy 1 Click the My Documents tab to the left of the Navigation Bar 2 Click the Personal Documents icon to display your document list 3 Click the View button to the right of a document to open An information screen will display showing the name of the document with any accompanying notes 4 Click the Save Item button to save a copy of the document report 21 4 To Delete a Personal Document 1 Click the My Documents tab to the left of the Navigation Bar 2 Click the Personal Documents icon to display your document list Click the Delete button to the right of the document to remove Or Click multiple checkboxes in the select column to remove more than one document and click the Delete button 21 5 To View a Published Document 1 Click the My Documents tab to the left of the Navigation Bar 2 Click the Scheduled Documents icon in the Application Menu to view a list of the accessible published documents 3 Click the View button to the right of a document to open British Telecommunications plc 2011 Page 83 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 21 6 To Save a Published Document Copy 1 Click the My Documents tab to the left of the Navigation Bar 2 Click the Scheduled Documents icon to display a docume
58. Extracts Commissioner Browse Clear Provider Browse Clear Last submitted 2011 01 24 11 33 41 Figure 97 Configure Extract dialog box 4 Click the Manage button British Telecommunications plc 201 1 Page 91 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The Configure dialog box is shown y Manage Extract Configurations Webpage Dialog 2011 2012 PbR Extracts Visible Configurations APC Spells RM2 0 My Outpatients Data RM2 0 MyEMconfiguration RM2 O Siar Jose Select Configuration Type Available Configurations 2 Current APC Data Extract RM2 O My Configuration 2 G My Configuration one G My Configuration two G Description Figure 98 Manage Extract Configurations dialog box Visible Configurations Share button Unshare button Delete button Available Configurations Select Configuration Type British Telecommunications plc 2011 Page 92 of 126 are those extract constructions that you want to display in your Select Configuration drop down list select Configuration My Outpatients Data Please select Calur MY APC Spells Extract Outpatients Data hWeAeEContiguration Extract sets the selected configuration available to all users makes the shared by you configuration return for your use only enables you to delete a configuration you created
59. IPTION field Split size w Compression Type ip Save Configuration Yes 0 Caption MyEMconfiguration alphanumeric only Description EM Configuration for RM filtered by 5CG including Supllementary and Error extracts Created by Marje Morgan v Last submited 2011 01 24 11 45 44 ttp lla Arena Cassius jsp modelessFrameset jspztitle Configure Extract amp urlToLoad JArdentia Cassius jsp CaptureExtractor Local intranet EC Figure 94 Save Configuration The next time you choose to run the extract the saved configuration will be available for selection from the Select Configuration list at the top of the dialog box Note When you submit an extract additional information is recorded your Organisation code associated to your Access Profile to control how your extract data is output clear or encrypted text and generated based on the activities within your Access Profile This also allows other users who belong to the same Organisation and same RBAC settings as the extract to have access to the generated extract file s when they access the My Documents Data Extracts option Configurations created by individuals other than you are indicated with a suffix as follows O Created by users within the same Organisation as you G Global created by users within a different Organisation to you British Telecommunications plc 201 1 Page 89 of 126 Uncontrolled if printed
60. N SHA http 8 1 187 175 76 11080 Ardentia Cassius jsp modelessFrameset Internet Figure 29 Filtering Options Advanced Features tab 4 Ensure the Filter checkbox is Ticked to apply the advanced filter The read only Filter Builder area is populated with a default value based on any applied Simple filter British Telecommunications plc 201 1 Page 41 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The Delete button is used to remove a highlighted condition from the Filter Builder area The Add Filter button is used to insert a new filter condition into the Filter Builder area 12 2 1 To edit conditions 5 Use the COLUMN ROW field to edit select what to use as the left side of the additional condition Select an operator from the drop down list to edit select the operator Use the COMPARATOR field to edit select what to use as the right side of the additional condition Type in a value if either Position or Value was selected in the COMPARATOR field 12 2 2 To add a filter condition 9 10 12 3 ile 2 Click the Add Filter button Follow the above steps to add further conditions Click the OK button to set the filter To remove a Filter Click the Column Row Heading to display the Pop up menu Deselect the Filter a Column Row checkbox British Telecommunications plc 201 1 Page 42 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 13 Wo
61. PCTs within the group for comparison To highlight additional PCTs two static custom dimensions are needed One contains only Enfield PCT and the other contains only Haringey PCT They are called Enfield PCT U and Haringey PCT U One will be applied as Home and one will Overlay the displayed data Additionally they wish to compare the Enfield PCT against three other PCTs from around England South Gloucestershire East Leeds and Solihull To make this comparison a static dimension is necessary that contains the stated other PCTs This dimension is called Sample PCTs North Mids South U and will be applied as an Overlay Union appending to the displayed data British Telecommunications plc 201 1 Page 53 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The starting point in this scenario illustrated in the next figure is to create the four Static Custom Dimensions 2 Custom Dimensions Static Microsoft Internet Explorer f BD x Custom Dimensions Dimension Commissioners Folders All Dimensions Custom Dimensions Enfield PCT U Haringey PCT U NC London SHA U Sample PCTs North Mids South U Figure 42 Newly Created Static Dimension 15 4 To Replace with a Custom Dimension Click a Column Row Heading to open the Pop up menu Click the Custom label Select the Custom Dimension to be applied NC London SHA Click the Replace button o mw xt The sele
62. R SMARTCARD 1 11 12 13 14 15 16 17 Launch the provided URL in a browser window Insert the locked Smartcard into the card reader Click on the Manage Cards tab Enter your UUID in the USER s UNIQUE IDENTIFIER field Enter your surname in the FAMILY NAME field Enter your Account Recovery Passcode where prompted Click the OK button You are then asked how you would like to receive your time limited One Time Passcode Select either the Email or SMS radio button Click the OK button Enter the received One Time Passcode in the ONE TiME PASSCODE field Click the Unlock Card button Your card will be identified Click the OK button Enter a new Passcode in the NEw PASSCODE field Enter the Passcode again in the CONFIRM PASSCODE field Click the Unlock button An Unlock Card operation completed message will be displayed Click the Continue button Click the OK button Issue 2 6th July 2011 Document Status NHS CFH Approved British Telecommunications plc 2011 12169 SUS R9 SUS Data Access Service User Guide Issue 2 NHS Use Only NHS CFH Approved 6th July 2011 Notes British Telecommunications plc 201 1 Page 126 of 126 Uncontrolled if printed
63. Records Service is recorded and analysed and action may be taken against any individual attempting inappropriate activity Yes I accept and wish to proceed for sopa ope aad d the purpose of Patient Care Yes I accept and wish to proceed for EET the purpose of Training No I do not accept and wish to exit Figure 1 Log on to the Spine Portal Passcode required 2 Enter your Passcode 3 If you have more than one job role click the session role hyperlink you wish to use Kevin Gardens Please select your session role Anytown PCT Associate Specialist Hospital Practitioner Anytown PCT Add l Clinical Services Associate Practitioner Associa Figure 2 Log on to the Spine Portal Select your session role Note If you only have one job role the job role selection screen will not appear The following message overleaf will be displayed to confirm your name organisation and job role This will disappear after a few seconds British Telecommunications plc 2011 Page 14 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Kevin Gardens You are logged on as Anytown PCT Admin amp Clerical Admin Registration Authority Manager Figure 3 Log on to the Spine Portal You are logged on as You are now logged on to the Spine Portal Open the Portal through any desktop shortcuts 3 2 To Log off the Spine Portal To log off the system you simply remove your Smartcard fr
64. ST LONDON SHA SOUTH BEDFORDSHIRE AND HERTFORDSHIRE SHA BIRMINGHAM AND THE BLACK COUNTRY SHA ESSEX SHA Unknown Region LEICESTERSHIRE NORTHAMPTON SHIRE AND RUTLAND SHA Displays all the nodes at the bottom level of the hierarchy these are the Leaves of the tree structure Note If a data structure has a limited number of levels Leaves may produce a result similar to other choices E Cassius Developer Web Page Dialog Qisplay Options Common Settings Simple Features Leaves First Level BARNET PCT 5A9 CAMDEN AND ISLINGTON CARE TRUST TAF CAMDEN PCT 5K7 Children All Descendants ENFIELD PCT 5C1 HARINGEY PCT 5C9 ISLINGTON 5 8 BARKING AND DAGENHAM 5C2 Include Current Member in This is the Default Setting with a in Include Current Member in Hierarchy checkbox Displays all nodes It displays the underneath the current current member node and its children England LONDON NORTH CENTRAL LONDON SHA England LONDON MIDLANDS BARNET PCT 5A3 CAMDEN AND ISLINGTON CARE NORTH TRUST TAF SOUTH Unknown Region Y in Include Current Member in Hierarchy Removes current member from the display thus only showing children British Telecommunications plc 2011 Page 45 of 126 Dimension ComNjissioners Current Member Commissioners amp England dvanced Features
65. Save to store the current custom dimension definition If Exit Edit Mode on Save is checked you will be returned to the previous dialog box British Telecommunications plc 201 1 Page 52 of 126 Uncontrolled if printed 12169 12 13 14 15 15 3 Issue 1 NHS Use Only July 2011 Click Save As to store the current custom dimension definition with a new name Type in a new name and click the OK button to complete If not checked click the Exit Edit Mode on Save checkbox to save the custom dimension by default rather than having to click the Save button Click the OK button to apply Custom Dimensions Static Microsoft Internet Explorer Custom Dimensions Dimension Commissioners Folders All Dimensions Fetch Members Delete Custom Dimensions NC London SHA U Figure 41 Newly Created Static Dimension To understand the process of using a Static Custom Dimension In order to understand the process of using a Static Custom Dimension a scenario will be used to explain the concepts A An individual wants to look and compare data for the six PCTs within the North Central London SHA To complete this comparison a static custom dimension is required that contains All PCTs in the North Central London SHA It is called NC London SHA U and will Replace the existing displayed data They wish to highlight the Enfield and Haringey
66. TOWIEW A PUBLISHED DOCUMENT occ bet neta Sacre 83 21 6 TOSAVEATPUBLISHED DOCUMENT eti tre Maret ex it e qu 84 21 7 TO DELETE A PUBLISHED DOCUMENT ciiin intero a 84 21 8 MARK PUBLISHED DOCUMENTS AS 84 22 TO RUNA DATA EXTRAG T i ue bag arida aa aa indented 85 22 1 TOSET UP THE EXTRACT TAB oyani 86 222 TO SETUP THE COLUMNS TAB esos dioi S orient estote Coe 87 22 3 POGERUP THe OUTPUT TAB 88 224 TO MANAGE PREDEFINED EXTRACT 5 91 22 4 1 TO Configurations 352555 a etn dS aeo veda us ee FER nrbe 93 22 4 2 Share a Configuration 93 22 4 3 To Unshare a Configuration 2 22 eie 95 2244 ToBDel te a Configuration ioi d Pod rademiestex bestellte ud 95 22 5 TOVEWADATAEXIRACT equ chats 96 22 5 1 Search for Data 98 225 TO TRANSFERADATA EXTRACT e SO dt 99 22 6
67. a Subset Define first Sorta Row ig Filter a Row Remove Blank Rows Hierarchic Display Custom Report Based Overlay Home Nacions Report Based ctions Figure 54 Removing Report Based Calculations 16 3 To add custom Calculations using the Calculated label to the analysis In addition to the set of common statistical functions available within the SUS PbR toolkit for selection you are able to create your own user defined functions For example it may be useful to create a user function to calculate the figures for Surgical Specialties as a percentage of All Specialties Medical Mental Obstetrics And Other Radiology and Surgical Specialties Health Gynaecology Pathology Specialties LONDON 6 230 678 200 694 1 840 905 116 597 80 474 7 159 022 328 858 MIDLANDS 10 761 472 954 486 2 880 262 144 722 719 072 15 386 027 366 652 NORTH 10 862 264 1 064 620 3 150 325 134 745 1 082 565 15 358 592 511 733 SOUTH 7 396 706 880 034 1 896 814 132 112 724 688 11 990 651 2 429 130 Unknown 14 021 790 1 508 023 4 030 591 148 892 1 277 487 18 457 912 1 442 582 Region Figure 55 Sample Data 1 Click a Column Row Heading to display the Pop up menu 2 Select the Calculated label British Telecommunications plc 201 1 Page 59 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The Calculated Set Selection dialog box is displayed E Calculated Set Selecti
68. able depending on whether or not Help was attached when the report or extract was developed by clicking any of the following buttons The Help View Report Associated Help button the Report Toolbar will provide any linked assistance regarding the report you are working with this may include metadata information A Help Help button within a dialog box will provide assistance regarding the active action you are undertaking The 1 Help Help button at the top of a list of reports will provide further information about that group of reports extracts This button will only display in a folder if an online help file has been configured for the displayed folder The help for the report or extract is displayed in the Help Viewer British Telecommunications plc 201 1 Page 25 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Onc umen Help infecmationdoc j gs Default Help page displayed here Figure 9 The Help Viewer The Help Viewer displays help associated with the report or extract or groups of reports extracts with any other documents or hyperlinks that have been uploaded by an Administrator Select a document or link to view the help contents Click the P Download button to store a local copy of the help file British Telecommunications plc 2011 Page 26 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 7 Work with Analyses 7 1 Elements of an
69. act ConFPrd G MyEMconfiguratio EU a E 3 Are you sure you want bo delete the select configuration Cancel Sie Select Canfiquratian Description Figure 101 Delete configuration 3 Click the OK button British Telecommunications plc 2011 Page 95 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 5 To View a Data Extract 1 Click the My Documents tab to the left of Navigation Bar 2 Click the tz Data Extracts icon to display a list of previously run data extracts The extracts will be listed with additional information Requested Date that the extract was requested Completed Date that the extract was completed Application The source mart Name The extract name Status The status of the extract Executing Completed or Failed Size Extract file size in bytes Transferred Whether the extract has been successfully transferred Joo S 17 w MA 4 Data Extracts Search T tp PE 11 Output Format T ompleted t e Dele Extracts aan pet et PER 1011 Output Format gt Completed 26142 No ts 1011 Aca Rud Completed VW 20100119 201 1 POROSI MS Rec May an extract nas 2008 Prov RNN Completed 18686 lt go been f Transferred downloaded Enn Mart and Emergency completed EE 2 t go 12 26 01 Figure 102 Viewing Extracts
70. ader or Footer tab 2 Click the m Or E icons to open close sections 3 Click the appropriate radio button to turn the header footer on or off in the General section Further options Select the font from the drop down list Click the colour button and select the font colour from the colour picker 4 Click the appropriate radio button to turn the header footer Report Title on or off 5 Click the left align centre align or right align button to position the title The selected option will be highlighted by a red border Further options Select the font from the drop down list Click the E colour button and select the font colour from the colour picker 6 To select a Logo to include in the header footer click the Browse button select the required logo and click the Select button to confirm T Click left align centre align or right align button to position the logo The selected option will be highlighted by a red border British Telecommunications plc 2011 Page 79 of 126 Uncontrolled if printed 12169 20 1 3 20 1 4 Issue 1 NHS Use Only July 2011 To format the Footer additional options Due to the footers position you have the ability to specify how page numbering should be displayed 1 Click the appropriate radio button to turn Page Numbers on or off 2 Click the left align centre align or right align button to position the page numbers in the footer The selected option will be highligh
71. all be shown in SUS PbR extracts 27 5 Tariff Structures Local Pricing and Non Mandatory tariffs There are three principle pricing structures which providers and commissioners work to Mandatory tariffs Non mandatory tariffs Local tariffs SUS PbR functionality allows some local tariff arrangements to optionally be applied within SUS PbR for APC OP and A amp E where no mandatory tariff exists This is termed local pricing The aim of this is to improve the coverage of the SUS PbR system across acute services reduce the reliance of NHS organisations on local systems and ensure that outputs from SUS PbR are as useful as possible to local NHS organisations 27 5 1 Mandatory tariffs National Mandatory Tariffs are the tariffs published by the Department of Health HRG v4 is the currency underpinning the PbR tariff in 2011 12 Not all of the service areas covered by the HRG v4 design will have a National Tariff in 2011 12 This is due to a number of reasons such as the quality of costing and activity data available which could underpin a National Tariff 27 5 2 Non mandatory tariffs A limited number of non mandatory prices for 2011 12 are published to support the achievement of specific policy aims These prices are non mandatory in 2011 12 and so can be varied negotiated to reflect local circumstances 27 5 3 Local tariffs Local tariffs are arrangements between a provider and commissioner about activity that falls o
72. allback Smartcard e Unlocking a Smartcard Warning Fallback authentication will only be available to users who have set an Account Recovery Passcode ASSIGN A FALLBACK SMARTCARD Once you have visited your local custodian and collected a Fallback Smartcard and URL web address complete the following steps 1 Launch the provided URL in a browser window Smart Card Service Centre Smart Card Service Centre The Lnd ee you r Leah toed unn Pee ed piu h wl rapa nur tached eres ani cour dz punt T uu E HIT Vu BF rur fima ee 6 jag es 2 Insert the Fallback Smartcard into the card reader ST V Q I Please insert your NHS Smartcard into the card reader Note If you are prompted to enter your passcode when you insert your Smartcard into the card reader please select the No option Click on the Manage Cards tab The Smartcard certificate is valid until Sat Oct 17 15 12 05 GMT 2009 0 Users Unique identifier FamyName 0 Account Recovery Passcode 7 Enter your UUID in the USER S UNIQUE IDENTIFIER field Enter your surname in the FAMILY NAME field Enter your Account Recovery Passcode where prompted Click the OK button You are then asked how you
73. art the computer If this has not resolved the message contact your help desk to check service availability British Telecommunications plc 201 1 Page 18 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 5 Getting Started The applications and reports that are available via the SUS Toolkit are only accessible to you after you have identified yourself to the system by logging in You will log in through the NHS CRS Spine Portal 1 Log on to the Spine Portal Click the Launch Data Access Service hyperlink from the Portal Answer the following questions to navigate through the potential login screens Do you have more than one job role e NetPortal m User Login Select user role profile RA Manager Solihull PCT gt RA Manager Solihull PCT _ SUS Analyst Redditch PCT Commissioner Redditch PCT Provider Redditeh PCT ine You must select the required role for using the Toolkit The welcome screen appears Using the previous diagram If you have one job role you will log straight in to the SUS toolkit from the Spine Portal however with multiple job roles and or schemas you will complete steps 4 and 5 4 Select the job role and note within which specified organisation to use in this SUS session Note schema list is linked to the job role 5 Click the Login button British Telecommunications plc 201 1 Page 19 of 126 Uncontrolled if p
74. ation Passcodes If you make this choice you cannot use their associated service A blank Account Recovery Passcode means that Fallback Authentication is not possible and the Verification Passcode being blank impacts your Choose and Book assistance Document Status NHS CFH Approved British Telecommunications plc 2010 Y o Q I NHS Connecting for Health 12169 SUS H9 Fallback Authentication INTRODUCTION A Fallback Smartcard is a temporary card held by local custodians and lent to users when their omartcard is not available Before a Fallback Smartcard can be used it has to be assigned to the user This is done by accessing the omartcard Service Centre SCSC which is a secure web based application For security reasons the system will generate a One Time Passcode and send it either by email or SMS text The Fallback Smartcard will take on all the attributes of your original card and the system will continue to audit your usage of the Spine If the temporary card is because your Smartcard is lost damaged or stolen you will need to contact your local RA personnel for a new Smartcard If you have forgotten your Smartcard the system will suspend your original card until the Fallback Smartcard expires or you return it The Smartcard Service Centre has three major functions e Assigning a Fallback Smartcard e Returning un assigning a F
75. awareness of adherence to Information Governance guidelines Select the De Encryption Report folder 2 Select the De Encryption Report The Report Parameter Selection dialog box opens for completion Enter the Generated Record ID or group of record IDs for which you want to view clear text versions of encrypted data 4 Click the OK button to run the report The report is displayed with the following information Generated Record ID Patient Preferred Name Address Lines 1 5 Patient Surname Patient Postcode Date of Birth Mother Patient Usual Address NHS Number Mother Patient Date of Birth Address Lines 1 5 Mother Hospital Spell Provider Number Postcode Mother NHS Number Usual Address Mother Patient Name Lines 1 5 British Telecommunications plc 201 1 Page 102 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 24 The Report Scheduler The Schedules tab on the Navigation Bar allows you to access scheduler configuration options You are able to Configure the Scheduler for a one time only report View the current status of the Scheduler manage the jobs in the scheduler View the jobs currently in the scheduler 24 1 To View the Scheduler Status im Click the Schedules tab to the left of the Navigation bar 2 Click the 72 Scheduler Status button The following will be listed with additional information Active Threads Displays the number of threads that are activ
76. bels or member names will appear greyed out If you attempt to access a greyed out item you will see the following message Your selection contains no data Click the OK button to proceed or the Cancel button to make a different selection Microsoft Internet Explorer Figure 20 Dependent Selectors Warning Message You can select OK to continue as you may be looking for combinations where there is no data or Cancel to select a different dimension British Telecommunications plc 2011 Page 34 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 10 Work with Pop up Menus Subset 10 1 To define a Column or Row Subset When viewing the results of an analysis in a table you may find that you are only interested in a range of values or columns as opposed to the entire set of results In the example below you may only be interested in a subset of the information returned by the analysis For example you may only be interested in data for Medical Specialties Obstetrics And Gynaecology and Surgical Specialties All Medical Mental Surgical Specialties Specialties Health cca dis pe Gynaecology England 148 327 897 48 273 010 4 885 877 13 788 897 4 484 256 68 552 204 5 078 755 LONDON 18 817 028 8 230 878 280 894 1 840 805 880 474 7 159 022 328 B58 MIDLANDS 31 212 893 10 781 472 B54 456 2 880 282 713 072 15 386 027 366 652 NORTH 32 184 954 10 882 384 1
77. by BT will function fully and correctly Warranted environments meet minimum standards with respect to the following key components Operating systems Browsers e Java virtual machines JVMs In order to run the software to support the SUS release your PC must meet the minimum specification which is Operating systems Windows XP e Browsers Internet Explorer v6 0 Java Runtime Environment JRE v1 5 Note There are two types of impacted sub systems Sub systems that include client side software components for example EDT e Sub systems that expose browser based user interfaces for example BOE SUS as Business Objects and Cassius SUS as Data Access Service Ardentia interface It is the responsibility of your local IT department to ensure your PC meets the minimum standard If you have any queries or questions regarding warranted environments please refer to your local IT department British Telecommunications plc 201 1 Page 12 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 2 1 Baseline set of warranted environments information The following information specifies the baseline set of warranted environments for the SUS release to assist you or your local IT department to ensure your PC meets the minimum standard 2 1 1 Workstation Client environments for Cassius The following table specifies the baseline set of workstation client environments that SUS shall support for Cassius Ref ID Operati
78. c 201 1 Page 108 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Interchanges submitted by the selected organisation 31 01 2006 10 59 08 POTS LOADED 31 01 2006 10 43 09 POTS LOADED S9999999996629 31 01 2006 10 38 42 POTS_LOADED Figure 111 Sample List of Interchanges T Click the DQR button to view the Data Quality Reports Home page for an interchange 26 2 To view a Data Quality Report 1 Navigate to the Submitted Interchange to view its DQR Reports 2 Click the DQR button The Data Quality Reports Home Page is displayed Data Quality Reports rr 1 Published Reports Data Avadabla Data CREDE Data Figure 112 Data Quality Home Page 3 Click a Published Report to view or click Help to view field validation definitions 26 2 1 To select appropriate data view The report will be displayed and you may have the ability to alter the reporting parameters Set any parameters if available Click the Go button 26 2 2 To return to the DQR Home 6 Click the Back button Or Click in to the Application menu and navigate away 26 3 To Accept or Reject an Interchange 1 Click the Applications tab on the Navigation Bar 2 Click the Service Tracking Reports folder The contents of the Service Tracking Reports folder will be displayed in the Application Work Area 9 Click the Tracking Repor
79. cted custom dimension name will change to colour coding that will be displayed in the report Custom Dimensions Enfield PCT U Haringey PCT U NC London SHA APPUED sample PCTs North Mids South U Figure 43 Replace Static Custom Dimension 5 Click the Apply button to commit the change The table displayed will change to show the result of replacing the original dimension with the one selected Medical Mental Obstetrics And Radiology Surgical Specialties Health Gynaecology Specialties BARNET PCT 5A9 104 623 461 396 CAMDEN AND ISLINGTON CARE TRU ST CAMDEN PCT 5K7 32 106 72 028 211 456 ENFIELD PCT 5C1 04 527 59 239 266 578 HARINGEY PCT 327 154 852 7 350 990 5C3 ISLINGTON PCT a 3 7 604 05 40 68 5K8 109 60 240 689 Figure 44 Static Custom Dimension applied to rows F 2 When a custom dimension has been applied through using Replace image is displayed in the top left corner of the table The direction of the arrow signifies if the custom dimension has been applied to a row or column British Telecommunications plc 201 1 Page 54 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 15 5 To set a Home Custom Dimension In order to highlight a dimension within the existing dimension headings you set that as the Home dimension Click a Column Row Heading to open the Pop up menu 2 C
80. d be coloured orange To apply colour formatting in such a way 3 rules would need to be created Each rule would be defined as stated previously in the To create a single rule for a column or row section following steps 1 to 18 The figure below is a representation of what you would see if three rules were created they would list with their Name displayed It is advisable to provide each rule with an appropriate name to make it easier to identify which rule to select when editing British Telecommunications plc 2011 Page 66 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 E MetAlert Actions Web Page Dialog Select Rule to Edit Available rules https j partal national ners nhs uk http J suswebserver s1 sus livea n 6 Trusted sites Figure 67 Select Rule to Edit screen 3 rules 17 5 To edit an Action Run the report containing actions to be edited Click an individual cell a row or column header or the entire table Select the Actions label option Click the 4 Edit Rule button for the rule to be edited Edit the rule definition through the Edit Rule dialog Click Update to save changes p s d 17 6 To delete an Action Run the report that contains the action to be deleted Click an individual cell a row or column header or the entire table Select the Actions label option from the Pop up menu that is displayed gt WN gt Click the Delete Rule button as
81. e Total Threads Number of Threads that can be active Shows the number of jobs in the Queue Size queue The maximum number of jobs that can Maximum Queue Size be in the queue Indicates the number of queries Queries Processed processed by the scheduler Indicates the average amount of time Average Time per Query in seconds that the scheduler has taken to process each query Displays the date and time of the last Last Status Refreshed refresh of the scheduler status 24 1 1 To Refresh the Scheduler Status 1 Click the Refresh Scheduler Statistics button to the right of the Last otatus Refresh row Note This option was not implemented due to concerns regarding queue and space issues relating to high volumes of unnecessary and forgotten reports The Scheduler Status tab will never contain any schedules to view 24 2 To view the Schedule Job 1 Click the Schedules tab to the left of the Navigation bar 2 Click the ay Schedules icon on the Navigation Bar The following will be listed with additional information British Telecommunications plc 201 1 Page 103 of 126 Uncontrolled if printed 12169 24 3 ae g 10 11 12 13 14 15 16 17 18 Issue 1 NHS Use Only July 2011 Schedule Name the name of the report that is scheduled to Shows how often the schedule will run Next Due Dara PM the date on which the report is due to be This is the name of the person who created the
82. e It defaults to this when you click my documents These documents are the PDF files that you are producing or have previously generated They are listed displaying date time of request the reports name and status 2007 01 08 p APCOBO SummaryProvider Completed 17 02 27 5 PbROBU7 CDSSummry Completed 9 Figure 87 Personal Documents List example The document s status can be one of four types at any given time Queued Pending Running or Completed Only the status of Completed enables you to view the report 3 Click the Personal Documents icon to refresh the status against your document list 21 2 To view a Personal Document Click the My Documents tab to the left of the Navigation Bar 2 Click the Personal Documents icon to display your document list 3 Click the View button to the right of a document to open An information screen will display showing the name of the document with any accompanying notes British Telecommunications plc 2011 Page 82 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Name OPAReportTrend Date Received 2004 12 23 14 33 30 0 Type Of Document Generated PDF Accompanying Text Note gt 5 Figure 88 My Documents Viewing Document Information 4 Click the View Item button to display the document in the Application Work Area The chosen report displays with one button 5 Click the Back to the Object
83. e SORT AGAINST field allows you to specify whether to sort against the Current Context of the report or the currently selected column row British Telecommunications plc 2011 Page 37 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Common Settings 34 111 Advanced Features C Sort Ascending C Sort Descending C Top Bottom 7 Percent Sort against selected row Figure 25 Sorting with Netlnform Percent Rows When using Top or Bottom you can define the values returned as being a specific percentage of the total or a defined number of rows 9 Click the Advanced Features tab to define complex settings Be aware that the tab content will alter dependent on the settings chosen If the Sort checkbox is unchecked the tab will be blank Cassius Developer web 0000 Sort Options Sort Column Selected Member All Admission Methods Activity Common Settings Simple Features ae Features E Cassius Developer Web Page Dialog Sort Sort Options Retrieve Sort Column Selected Member Elective Activity Aui Order Common Settings Simple Features 4 2 0112 Ascending On SELECTED Column Sort Previously Defined Column Currently Selected Column Retrieve Caption Bottom 7 Percent All Admission Methods Bottom Unique ID dimAPCAdmissionMethod All Admission Methods On CURRENT Column
84. e will manage any predefined configurations if they exist you are only able to manage configurations that you have created Reset will reset and remove any configuration changes made in the current session Restore will restore the settings for the current configuration to your original factory settings 5 Apply settings within the Extract tab British Telecommunications plc 201 1 Page 85 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 1 To set up the Extract tab The displayed fields are dependent on the data extract that is being run The example below is based on running a 2011 2012 PbR Extract Possum Lapi a E ausi n ngon dini pert mp re maT cada in D Figure 90 Configure Extracts Example Apply settings using the Extract tab select the parameters that you want to use to filter the data that is included in the extract The settings you can apply are determined by the data that the extract displays Click any provided drop Columns Output down lists Record Type to Extract Emergency Medicine Data v RECORD TO EXTRACT Extract Type Date Range b ExTRACT From Date 0104 2011 Reset To Date El January 2011 Use the button where required to open dialog boxes and complete any fi e d S Organisation Reason for Access Prime Recipie
85. en Type User Default Settings if set GIF Previously Loaded Settings in current session Flash When automatically loading user defined report settings apply EON Analysis Options And Context Prioritise Tables Over Charts 9 Analysis Options Only Generate Charts Only When Visible Context Only Selection Saved With Settings Dimension Navigation Fi Hide Empty Nodes When manually loading user defined report settings pre select Analysis Options And Context Analysis Options Only Individually Context Only In Briefing Books Selection Saved With Settings Hide Control Bars When Reports Are Displayed When generating a PDF document default behaviour should be View Document When It Is Ready Figure 108 Netlnform User Preferences 2 Click the radio buttons or checkboxes for each section to set your own personal preferences 3 Click Save to commit changes The preferences that you specify will apply for the duration of the current session Once you have logged out the settings will revert to the original defaults 25 4 To define PDF Template Styles Click the Settings tab on the Navigation Bar Click the 25 PDF Styles button Click the Self radio button to set the template to remain on your system Click the Apply Selection button Configure the Page options Click the Header tab and configure the Header options Click the Footer tab and configure Footer opti
86. et Cancel De Select Column Figure 22 Subset Pop up menu 5 Click Subset to apply your selections and complete subsetting The table will now only display the columns rows selected British Telecommunications plc 2011 Page 35 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 10 2 To remove Subsetting 1 Deselect the Subset checkbox on the Pop up menu Or Click the Reset Table icon on the toolbar 10 3 To reapply a Subset Once a subset has been applied and removed it can be reapplied by using the Pop up menu and selecting Subset If no subset has been defined the Pop up menu informs the user that a subset needs defining Subset Not Defined Subset Defined Drill Drill Subset Define first Subset Sorta Row Sorta Row Filter a Rav Filter a Rows Remowe Blank Rows m Remove Blank Rows Hierarchic Display Custom Report Based Custom Report Based Overlay Overlay Home Home Calculated Report Based Calculated Report Based Actions Actions Figure 23 Reapplying a Subset 10 4 To reorder Columns or Rows using Subsetting When defining a subset the order of selecting rows or columns defines the order in which the data is displayed in a table Subsetting can therefore be used to reorder a table Note Applying subsetting only lasts for the current session afterwards the report will reset to its original settin
87. f the outpatient procedures for which there is a mandatory tariff in 2011 12 This generates the outpatient procedure HRG of JC09Z Patch Tests which attracts a tariff of 102 British Telecommunications plc 2011 Page 120 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 28 Appendix One Quick Reference Guides Quick Reference Guides are provided for you to use as handy compact reference tools Use as individual pages within this User Guide or divide out and keep separate on your desk The Quick Reference Guides enclosed relate to using the Spine Portal and maintenance of your Smartcard e oelf Certification and Passcodes Renewal Fallback Authentication British Telecommunications plc 201 1 Page 121 of 126 Uncontrolled if printed Y o Q I 5 Connecting for Health 12169 SUS H9 Self Certification and Passcodes Renewal SMARTCARD CERTIFICATE RENEWAL Two certificates were written to your Smartcard when it was created These certificates need to be renewed every two years As with your Passcodes these certificates are checked every time you log on to the Spine Portal If your certificates are about to expire and fall within the notification period the screen will display a message stating that your Smartcard is going to expire and offers you the option to renew it now Yes or later No If you choose to renew later y
88. fault rules that exist as part of the defined report You can remove or overwrite these as required and also define your own 17 1 1 To create a New Action 1 Open the report to create actions for 2 Open a Pop up by selecting either Drill Through 2 880 262 Actions For Table s LONDON 18 817 028 Actions For Cell Actions For Row Actions For Column MIDLANDS 41 212 893 27 1AA GRA Table 897 Drill g 028 53 Subset Define first Sorta Column fa f Filter a Column Remove Blank Columns Drill f Subset Define first serta Row f Filter a Row 57 w Remove Blank Rows 893 954 124 v Hierarchic Display v Hierarchic Display Custom Report Based Custom Report Based Overlay Overlay Home Home Calculated Report Based Calculated Report Based v Actions Actions Row Header Column Header 17 2 To create an Action Rule for a table 1 Select the top left corner of the table to open the table Pop up 2 Select Actions for Table 9 Click the Create New button 4 Enter the rule name in the NAME field The name should relate to the rule being created 5 Select the Use Current Context checkbox if the action is to be applied to the context currently defined for the report British Telecommunications plc 2011 Page 63 of 126 Uncontrolled if printed 12169 Issue 1
89. form Ability to Drill Up and Down through data E Apply Overlays British Telecommunications plc 2011 Page 24 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Netlnform Traffic Lighting Remove blank rows columns E mail Personalised report to user Greater personalisation of reports 6 6 5 Netlnform Analyses Throughout this toolkit you will come across the following terms They are explained below OLAP OLAP Online Analytical Processing allows you to investigate and picture the data in interactive environment It is capable of returning complex searches and hierarchical results instantly Multidimensional OLAP cubes are multi dimensional this allows you to analyse data across multiple axes 6 6 6 NetQuery Analyses These are based upon Relational databases and do not provide the same level of functionality or manipulation of data NetQuerys allow the generation of user queries 6 7 To access the SUS Toolkit Help 1 Click the Help tab on the Navigation Bar 2 Click the folder structure to navigate to the required help folder to view 3 Use the Contents or Search options 4 Click on Contents to open a folder structure and navigate through a hierarchy to the required help topic 5 Click on Search and navigate through the alphabet to the required help topic 6 7 1 SUS Report Help Context sensitive Help about the reports and extracts to which you have access may be avail
90. gs British Telecommunications plc 2011 Page 36 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 11 Work with Pop up Menus Sort 11 1 To perform a Simple Sort of Columns or Rows within a Netlnform Analysis Columns or Rows can be sorted in ascending or descending order using a selected column row Click the column row label to sort 2 Click the Ascending or Descending icon to specify the sort order to apply Sort a Column QE Ascending Sorta Column Descending 11 2 To perform an Advanced Sort within a Netlnform Analysis 1 Click a Column Heading to display the Pop up menu 2 Click the Sort a Column label to see the three tabs available E Common Settings e Simple Features Advanced Features 3 Click the Common Settings tab and select any setting to apply Common Settings simple Features Advanced Features Sort Ascendini Sort n Top 1 Bottom 1 Sorts the Sorts the selected Sorts the selected Sorts the selected selected column column column and column and numerically in numerically in displays the top 10 displays the ascending order descending order visible data items bottom 10 visible 1 2 3 4 and 4 3 2 1 and sorted in data items sorted displays all displays all visible descending order ascending order visible data data 10 9 8 1 1 2 3 4 10 Figure 24 Sorting with Netlnform Common Settings 4 Click the Simple Features tab to set further options Th
91. h and Social Care The software and documentation relating to HRGs be found on the NHS Information Centre website http www ic nhs uk casemix Prior to 2010 11 HRG3 5 was used as the currency for tariff application HRG3 5 contained a concept of Dominant HRG which was the used to classify the spell as a whole HRG4 replaced the concept of the dominant HRG with spell level HRG which considers all the activity on all of the episodes within the spell Warning 2010 11 Data will use 2010 11 Processing Rules It is not possible to run historic data against new rules British Telecommunications plc 201 1 Page 111 of 126 Uncontrolled if printed 12169 27 1 2 27 1 3 Issue 1 NHS Use Only July 2011 The Hospital Spell The duration of a patient s hospital stay is a provider spell An FCE is the time of continuous stay of a patient under the care of one Consultant If the Consultant discharges a patient from their care to another Consultant this would represent another FCE A hospital Provider Spell can comprise a number of FCEs PbR Spells are a subset of Provider Spells with some of their component FCEs being excluded There will be only one PbR Spell within any given Provider Spell Reconciliation and Post Reconciliation Points Reconciliation Period Both providers and commissioners need to be able to view and check that the PbR data in SUS is using the most up to date and accurate CDS data To meet
92. heckbox if descendants are required in your output and select an option from the drop down list 10 Click the Show Current Member checkbox to include the current member 11 Click the Show Siblings checkbox to include the current member s siblings 12 Click the OK button to apply British Telecommunications plc 201 1 Page 46 of 126 Uncontrolled if printed 12169 14 3 10 Issue 1 NHS Use Only July 2011 To use an Advanced Features Hierarchic Display within a Netlnform Analysis Click a Column Row Heading to display the Pop up menu Click the Hierarchic Options label Click the Advanced Features tab to define your own complex hierarchy E Cassius Developer Web Page Dialog Hierarchy Display Options Dimension Specialties Current Member Specialties All Specialties Common Settings Simple Features 2 1 Use Hierarchy Display Options C Fixed Hierarchy Display i e all members or all at a level Show All Members All Contextual Hierarchy Display i e relative to current member Ancestors Levels Away Level No Ancestors All Descendants Levels away Level Children Figure 33 Hierarchy Display Options Advanced Features Click the Use Hierarchy Display Options checkbox to turn on off hierarchic display options Click the Fixed Hierarchy Display radio button it is only enabled when you have deselected the Use Hierarchy Display Options i e it includes
93. her the selected column row or the report s context selected Select an operator from the Condition drop down list as required Select the area to apply the filter to Comparator British Telecommunications plc 201 1 Page 40 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Value 1000 Comparator drop down field This is either a number value to match the Choose Value or Display Position criteria or column row position Figure 28 Value Display Position drop down field Value All values that match the criteria Display Position Within the selected column row defined by number columns left to right or rows top to bottom Enter a VALUE into the field Click the OK button to complete the process and apply the filter 12 2 To use an Advanced Filter within a Netlnform Analysis 1 Select the Column Row Heading you wish to filter to display the Pop up menu 2 Select the Filter a Column Row label The Filter Options dialog box is displayed with the Simple Features tab displayed by default 3 Click the Advanced Features tab to create a more complex filter Filter Options Simple Features Features Filter SELECTED Row gt VALUE 1000 COLUMN Row field COMPARATOR AND SELECTED now gt v field Previously Defined Row Currently Selected Row OPERATOR field Caption SOUTH WEST LONDON SHA Unique ID Commissioners Fld St Ha SOUTH WEST LONDO
94. ill Up or Drill Down control The relevant buttons appear depending on the current position within the hierarchy Note When you have drilled down as far as you can for the selected dimension you are at the bottom of the hierarchy The values displayed are classed as the leaf nodes British Telecommunications plc 201 1 Page 31 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 8 Work with Pop up Menus Through the use of Pop up menus you are able to change the core data used as the structure for a table chart within the report e Click the centre of a cell or header to activate a Pop up in a table Or Click either the border or centre of a chart to activate a Pop up in a chart Dall 7 laj al Fl ter 8 Row keme Blank bas Checkboxes m Cugtgr Reper RS Overlay Here Calgulsted hepert based Astlang Figure 16 Pop up Menu Labels and Checkboxes When a label in the Pop up menu is clicked a dialog box is displayed enabling the selection of further options The options that appear in a Pop up depend on the choice of dimension member or label Click the Pop up menu label text to go into the chosen option 2 Click the checkbox next to the label to deselect and remove settings The availability of Pop up menus and the options that they offer depends on the report type that is being viewed
95. ine a Pop up Menu Link Action on page 68 Click in the ENTRY field to the left of the comparator drop down list to define the left side of the expression Either type a value directly into this field Or Select one from the MEMBER field and click the Add button below the list Select a Comparator from the drop down list Click in the ENTRY field to the right of the comparator field to activate Either type a value directly into this field Or Select one from the MEMBER field and click the Add button below the list British Telecommunications plc 2011 Page 65 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 16 Click the AND OR operators to separate the expressions 17 Click the Validate button to ensure that the created rule works It is important you validate the rule as invalid rules cannot be saved 18 Click the Create button to save the action and contained rules The rule is listed in the Select Rule to Edit screen E NetAlert Actions Web Page Dialog Select Rule to Edit Available rules Figure 66 Select Rule to Edit screen 1 rule 19 Click the Apply button to use the action 17 4 To create multiple rules for columns or rows You may wish to display figures that meet different criteria s in differing colours For example figures over the value of 3 000 000 could be coloured green figures under the value of 500 000 could be red and figures between 1 000 000 and 2 000 000 coul
96. ing an RA and you have to complete this action now you have reached the end of the expiry notification period Your Smartcard is about to expire You must renew now When you select OK you will be presented with the Self Service Portal 4 8 Your Smartcard has expired Please contact your Registration Authority Manager RA notification period and are unable to use your Smartcard You must contact your RA Manager to re enable access Your Smartcard has expired Please contact your Registration Authority Manager RA 4 9 One or more of your Passcodes is about to expire Do you wish to update them now about to run out This could be your Account Recovery Verification and or Smartcard Passcode One or more of your Passcodes is about to expire Do you wish to update them now If you select Yes you will be presented with the Self Service Portal 4 10 One or more of your Passcodes is about to expire You must update them now This message indicates that at least one of your Passcodes is about to expire and you have to alter it them now One or more of your Passcodes is about to expire You must update them now When you select OK you will be presented with the Self Service Portal British Telecommunications plc 201 1 Page 17 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 4 11 One or more of your Passcodes have expired Please contact your Registrat
97. ion Authority Manager RA Lu This message indicates that at least one of your Passcodes has expired You must contact your RA Manager to re enable the Passcode s One or more of your Passcodes have expired Please contact your Registration Authority Manager RA 4 12 An unexpected error occurred during the authorisation process At any time when logging on to the Spine Portal or during general system usage you may encounter the An unexpected error occurred during the authorisation process error message Follow the instructions shown and click the hyperlink to Return to Portal Page you may need to log on again 4 13 Connection to the server or http request to the server failed When logging on to the Spine Portal you may encounter the Connection to the server or http request to the server failed error message To resolve the message carry out the following steps 1 Click the OK button and try logging on again If the message reappears you will need to remove your Smartcard then close and restart GemAuthenticate 2 Close GemAuthenticate by right clicking the GemAuthenticate Icon in the system tray at the bottom right of the screen og out i i About 3 Click Quit from the menu EN Restart GemAuthenticate by following the path below Start Programs Gemplus GemAuthenticate GemAuthenticate Client Try logging on again If the message reappears you need to save all work and rest
98. ions After having saved an extract configuration you are able to manage its availability to other users through the Manage button on the Configure Extract screen Prior to the SUS R7 Release you could only save the extract configurations for your own personal use as saved extracts Now all existing and new extracts are visible to users within your own organisation by default Any extracts that are classed as shared are available to all users i e not organisation specific 1 Click the Applications tab 2 Expand the required Data Extract folder Open the 2011 2012 folder according to the year required Click the SUS Extracts Mart Folder 2010 according to the year required Click t2 2011 12 PbR Extracts according to the year required Continue from step 4 below 3 Click the name of the extract that you wish to view The Configure Extract dialog box is shown 2 Configure Extract Webpage Dialog 2011 2012 PbR Extracts Select Configuration No configurations saved v a Columns Output Record Type to Extract Emergency Medicine Data Extract Type Date Range 74 From Date 01 04 2011 El Reset To Date Reset Reason for Access Prime Recipient Code Provider Code PCT of Responsibility Code SUS derived value PCT of Residence Code SUS derived value Organisation South Manchester Hospitals NHS Trust RM2 Copy Recipient No v B Find Options Additional
99. ions plc 201 1 Page 98 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 6 To Transfer a Data Extract In order to make use of a data extract file it needs to be transferred from the extract list to a storage location folder on your PC The method of doing this is by use of the HTTP Transfer icon The SUS PbR system transfers data using HTTPS HTTPS Web browsers will encrypt text automatically when connected to a secure server evidenced by an address beginning with https The server decrypts the text upon its arrival but as the information travels between computers interception of the transmission will not be fruitful to anyone listening in They would only see unreadable gibberish 22 6 1 To view the Control File for the Data Extract 1 Click the HTTP Transfer icon to the right of the extract to transfer 2 Click the Control File entry from the displayed list to commence the download of the Control File 4 3 Click the Open button on the File Download dialog box This allows you to open and view the control file contents or End if you wished to save the file you would select the Save option The Control File is displayed in MS Excel When you have finished reviewing the header details close the spreadsheet to return to the Data Extracts page 22 6 2 To Transfer the Extract 4 Click the HTTP Transfer icon again 5 Click the Split 1 entry to commence the download of Split 1 Follow
100. land sol LONDON NORTH CENTRAL LONDON SHA 2 BARNET PCT 5A9 23 CAMDEN AND ISLINGTON CARE TRUST CAMDEN PCT 5K7 ENFIELD PCT 5C1 J HARINGEY PCT 5 9 ISLINGTON 5K8 Figure 40 Available Dimension Members Navigate and select the member button or folder icon for the members to include in your static dimension Selected members will be added to the selected members list on the right hand side of the screen Note The member selection order defines the initial order within the right hand list This can be adjusted Enter a name for your new static dimension in the STATIC DIMENSION NAME field Select an appropriate destination folder from the Save in Folder drop down list Select the dimension Type for your custom dimension User User Group or System If you are a standard user the User radio button will have been set as default Manipulate the Selected Member List into the order required n Moves selected members up the member list Moves selected members down the member list Reverses the order of the selected members Cuts the selected members from the list into the clipboard Pastes the cut members above the highlighted member Deletes the content of the clipboard Click the Unique Names radio button if you wish to change the default selection of Caption for Member Display Use the Rename button if you wish to alter the name of the currently selected dimension Click
101. lecommunications plc 2011 Page 64 of 126 Uncontrolled if printed 12169 10 11 12 13 14 15 https portal national ners nhs uk http suswebserver st sus livea n Trusted sites Issue 1 NHS Use Only July 2011 Select the appropriate Cascade checkbox if the action is to be applied to data further down the hierarchy Click the Conditions tab to define the rule The Conditions tab defaults to apply the rule to the area of the report you initially selected for example Entire column or Entire row Click the Change button if required to specify an alternative area of the report that the rule you are defining applies to R MetAlert Actions Web Page Dialog Edit Rule Common Highlight All Admission Methods where Highlight Colour e T Entry field left Member field Member All Admission Methods Activit n Add button Comparator drop down lt dimAPCAdmissionMethod All 5 Entry field right Admission Methods Add condition button Rule Expression buttons Figure 65 Edit Rule Conditions tab Click the Highlight Colour button to activate the dus colour picker and select the colour to be used to highlight the cells that meet the defined criteria Click the Action button to define additional options that will be available from the Pop up menu displayed when a user clicks on a cell highlighted by the rule See To def
102. lick the Home label Note Custom takes you to the same place Select the Custom Dimension to be applied Enfield PCT Click the Home button Custom Dimensions NC London SHA JU APPLIED sample PCTs North Mids South U Figure 45 Replace and Home Static Custom Dimensions Click the Apply button to commit the change The table displayed will change to show the result of applying the selected dimension as Home the selected dimension is highlighted in light blue Medical Mental Obstetrics And Surgical Specialties Health Gynaecology iiem Specialties Unknown BARNET PCT 5A9 CAMDEN AND ISLINGTON CARE TRU ST CAMDEN PCT 5 7 72 028 ENFIELD PCT 5C1 59 239 HARINGEY PCT 5 ISLINGTON PCT 5K8 154 852 109 804 Figure 46 Replaced and Home Static Custom applied to rows 15 6 To Overlay a Custom Dimension In order to highlight a second dimension within the existing dimension headings you set an Overlay dimension Click a Column Row Heading to open the Pop up menu 2 Click the Overlay label Note Custom takes you to the same place 3i Select the Custom Dimension to be applied Haringey PCT Click the Overlay button Custom Dimensions NC London SHA APPLIED sample PCTs North Mids South U Figure 47 Overlay Static Custom Dimensions British Telecommunications plc 2011 Page 55 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only
103. ly able to create User defined dimensions System defined dimensions are created and amended for you by developers and cannot be altered by standard users 15 1 To manage Static Custom Dimensions 1 Click a table or chart label to open the Pop up menu Drill Subset Define first Sorta Row Filter a Row Remove Blank Rows Hierarchic Display Custom Report Based Overlaj Home Calculated Report Based Actions Figure 35 Creating Static Custom Dimensions 2 Click Custom The Custom Dimension Static dialog box appears This allows you to create maintain delete select and manage your static dimensions E Custom Dimensions Static Microsoft Internet Explorer provided by 055 Custom Dimensions 10 x Dimension COMMISSIONER Folders All Dimensions Y Fetch Members New Jelet Custom Dimensions Figure 36 Example of a Custom Static Dimension dialog box British Telecommunications plc 201 1 Page 49 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The Dialog Box explained Provides a drop down list of folders containing Folders custom dimensions for the selected dimension member Refreshes the Custom Dimensions list and Fetch Members shows those available Creates a new folder for storing your custom dimensions This option is only available to developers Removes the selected custom dimension folder Thi
104. ly applied and any when other users reload the extract their selections will show as per the last extract submission until they opt to apply the shared configuration again Page 94 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 4 3 To Unshare a Configuration You can only use the Unshare button with configurations that you have shared When you unshared a configuration it removes all links other users have to your configuration and sets it back for your use only 1 Select the extract to unshare in the Visible Configurations pane 2 Click the Unshare button The configuration will remain in the Visible Configurations pane and be removed from the Available Configurations pane 22 4 4 To Delete a Configuration You can only use the Delete button with configurations that you have created The button will be disabled for configurations other than your own When you delete a configuration it deletes all links other users have to your configuration and removes it from the displayed pane s It does not impact extracts that are executing or pending as the configuration was applied at the point of extract submission not running 1 Select the extract to delete in the Visible Configurations pane 2 Click the Delete button A confirmation message displays Manage Extract Configurations Web Page Dialog 2011 12 PbR Extracts visible Configurations Available Configurations Y APC Spells Extr
105. managers Note PbR does NOT provide a contract monitoring service 27 1 To understand how SUS supports PbR The introduction of PbR marked a significant change for the NHS SUS supports Department of Health DH PbR policy by applying the national rules and guidance to records relating to the care of patients activity data Activity data for in SUS comes from the Commissioning Data Sets CDS submissions from providers of NHS care This data is used to derive PbR values such as PbR Spells and to assign Healthcare Resource Groups HRG PbR applies to e Admitted Patient Care APC E Outpatient Care OP e Accident amp Emergency A amp E also known as Emergency Medicine EM in PbR policy Each record processed by SUS PbR is a Finished Consultant Episode FCE and in APC multiple FCEs can be combined for a single patient admission to form a spell 27 1 1 Healthcare Resource Groups Healthcare Resource Groups HRGs are standard groupings of clinically similar treatments which use common levels of healthcare resource In their most basic form HRGs are groups of International Classification of Diseases 10 Revision ICD 10 diagnoses and Office of Population Censuses and Surveys OPCS procedure and intervention codes that have similar resource implications HRG v4 which supersedes HRG v3 5 for APC and OP activity has been developed and is maintained by the Casemix Service at the NHS Information Centre for Healt
106. mmission Data Set CDS vU Type type s as required 4 Click the OK button to run the report The report is displayed with the following information Organisation that the data belongs to ID of the interchange under which the data Interchange ID was submitted Date of Interchange Date that the interchange was processed Applied by the system Organisation that supplied the interchange CDS Type The CDS type into which the data record is categorised The number of records that have changed Records Count during the period being reported on for the selected organisation s A DQR button will be displayed if a data quality report exists for a particular record Click the DQR button to drill through to the DQR report British Telecommunications plc 201 1 Page 101 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 23 2 The De Encryption Report The De Encryption Report folder provides access to the De Encryption report which supplies clear text versions of encrypted data for a specified record or group of records Before running a De Encryption report you will need to know the Generated Record ID of the record s to be de encrypted I Warning RBAC and access to the De Encrypted Report With the defined role and RBAC activities you will be able to access the De encrypted Report De encryption of data is only available to users with appropriate access rights Access to de encrypted data assumes
107. mmit the change The table displayed will change to show the result of applying the selected dimension as an Overlay Union in that the selected dimension is added to the report and is highlighted in red If dimensions have been applied as both Home and Overlay Union then two colours are used to highlight the headers British Telecommunications plc 201 1 Page 56 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Medical Obstetrics And Surgical atj Specialties Gynaecology Specialties BARNET 5 412 461 296 27 843 CAMDEN AND ISLINGTON CARE TRUST 1 6 CAMDEN 5K7 232 106 72 028 20 7 211 456 5 030 ENFIELD PCT 5C1 204 527 59 239 57 957 266 578 2 895 HARINGEY PCT 5C9 327 998 154 852 7 11 350 990 7 541 ISLINGTON PCT 5 8 247 243 109 604 05 240 669 4 052 SOUTH GLOUCESTERSHIRE 135 292 5 2 29 925 2 027 254 212 145 108 5A3 EAST LEEDS 5 119 494 326 25 158 3 05 119 759 11 985 SOLIHULL PCT 5D1 170 324 323 36 324 2 235 098 96 Figure 50 Static Custom Dimensions Applied to rows 2 When an Overlay Union has been applied an image is displayed in the top left corner of the table The direction of the arrow signifies if the custom dimension has been applied to a row or column 15 8 To apply Custom Dimensions within a Chart 1 Select the chart 2 Select the Data View button to view the underlying table Perform the
108. n The Share button when selected sets the extract configuration as being available to all users Your configurations are available to all users within your organisation by default and can only be shared with other organisations by positive action clicking the Share button You should note however that configurations produced by an SHA user cannot be viewed by users within child organisations until they are positively shared Also should you become an inactive user your shared configurations will continue to be available to other users 1 Select the extract to share in the Visible Configurations pane 2 Click the Share button British Telecommunications plc 201 1 Page 93 of 126 Uncontrolled if printed 12169 British Telecommunications plc 2011 Manage Extract Configurations Web Page Dialog Issue 1 July 2011 2011 12 PbR Extracts Available Configurations ConFPrd G My Outpatients Data Config user1 G Current APC Data Extract a MY AE Data G sta Select Configuration Description MY APC Spells Extract An example APC Spells Extract for RM2 Type Full Output filtered by 5CF 5CG 5CH EN Created by Steve Tainton Se http smeagol Ardentia Cassius jsp modelessFrameset jsp title2Manage 20Extrack 3 Local intranet Before Sharing NHS Use Only piraci Conliguralions Web Page Malog Extracts Aoailabilis Ci
109. ng either a relational query NetQuery or an OLAP analysis Netlnform Please be aware that a chart is not always a reflection of the data displayed in the Table Frame as it has its own underlying data table that can differ from the data displayed in the Table Frame The chart displayed is not a static image as you can move your mouse over the graph and be provided with details regarding the underlying data A chart is controlled using the chart frame control bar and interactive Pop up menus Netlnform charts have additional dynamic controls Tool tips display labels and values as you pass your mouse over the chart Clicking labels and other areas of the chart display Pop up menus 7 1 2 Table Frame Tables contain the results that are returned by running either a relational query NetQuery or an OLAP analysis Netlnform the table is a grid of values Tables can be controlled using the associated Frame Control bar as well as interactive Pop up menus and dynamic controls these are accessed by moving the mouse over the data in the table A number of interactive features are available when you click the row and column headers or move the mouse over rows columns and cell values Clicking either a column or a row header displays a Pop up menu that enables you to apply changes to the context of the table British Telecommunications plc 2011 Page 27 of 126 Uncontrolled if printed 12169 7 1 4 1 Issue 1 NHS Use Only July 2011
110. ng System Browser JVM Status DC1 13 Windows 2000 SP4 MS Internet Explorer 6 0 SP1 Sun JRE 5 0 Existing DC1 14 Windows XP Pro SP2 32 bit MS Internet Explorer 6 0 SP1 Sun JRE 5 0 Existing DC1 19 Windows 2000 SP4 32 bit MS Internet Explorer 6 0 SP1 Sun JRE 6 0 New DC1 20 Windows XP Pro SP2 32 bit MS Internet Explorer 7 0 Sun JRE 6 0 New 2 1 2 Workstation Client environments for BOE The following table specifies the baseline set of workstation client environments that SUS shall support for BOE Ref ID Operating System Browser JVM Status DC1 13 Windows 2000 SP4 MS Internet Explorer 6 0 SP1 Sun JRE 5 0 Existing DC1 14 Windows XP Pro SP2 32 bit MS Internet Explorer 6 0 SP1 Sun JRE 5 0 Existing DC1 19 Windows 2000 SP4 32 bit MS Internet Explorer 6 0 SP1 Sun JRE 6 0 New DC1 20 Windows XP Pro SP2 32 bit MS Internet Explorer 7 0 Sun JRE 6 0 New 2 1 3 Workstation Client environments for EDT The following table specifies the baseline set of workstation client environments that SUS shall support for EDT Ref ID Operating System Browser JVM Status DC1 13 Windows 2000 SP4 n a Sun JRE 5 0 Existing DC1 14 Windows XP Pro SP2 32 bit n a Sun JRE 5 0 Existing Solaris 10 Sparc n a Sun JRE 5 0 2 1 4 Workstation Client environments for Citrix The following table specifies the total set of Thin Client Citrix environments that SUS supports for Service Management purposes Ref ID Terminal Server OS Browser JVM DC1b 1 Windows 200
111. ngs for future use 1 Click the Generate Document button 2 Click the Edit tab Format the Page Header Footer and or Body areas Document Options Web Page Dialog Generate Report Title APC Coverage by Specialty and Commissioner v View report when finished 90n Ooff FS ot MO 10 v Helvetica Set As Default Figure 83 PDF The Edit tab 20 1 1 To format the Page fcm Header Footer Body Page Size Ad QA3 Orientation 9 Portrait Landscape Figure 84 PDF Page options Click the appropriate radio button to set the Page Size 2 Click the appropriate radio button to set the Orientation British Telecommunications plc 2011 Page 78 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 20 1 2 To format the Header and Footer As the options available are nearly the same the steps listed can be applied when using the Header or Footer tab Page Poo Footer Body Page Header Body Header 9 On Off Footer On Off Report Title Font B 10 v Helvetica visible On Off Report Title a ej visible O On Off Font Foa 10 v HeWetica w ain SAG J Page Numbers Image Visible 9 On O Off ign S 104 Align Align Bale sgri Ld odo Align ziv Figure 85 Generating a PDF Header and Footer options 1 Click the He
112. not change British Telecommunications plc 201 1 Page 114 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 27 4 An example of a PbR calculation PbR is linked to Casemix adjusted activity When calculating the HRG on which the actual payment is based there needs to be an understanding of the steps involved in the patient s care The patient is unwell and goes to find out what is wrong The patient is referred for investigation and treatment for example by their GP to an NHS Hospital Trust The patient undergoes treatment in the Trust Patient information may be recorded on a variety of provider Patient Administration Systems Data can be extracted from these to feed into the CDS The CDS data is submitted to SUS and relevant information is fed into SUS PbR The data is processed within SUS PbR so that the HRGs are generated and PbR rules applied Using the following example you can see how the HRG and tariff is calculated for a PbR Spell with a single FCE Joe is 74 years old and suffers from diabetes he also needs to receive periodic planned treatment for renal disease There are no other complications to increase Joe s length of stay in hospital or for additional FCEs within this Hospital Provider Spell For further examples of PbR calculations please refer and look at the SUS eLearning modules as these cover the following scenarios A patient with a single whose length of s
113. nt Co Provider Code PCT of Responsibilit of Residence C South Manchester No REASON FOR ACCESS DATE FIELDS Copy Recipiefit Set further options using EU Additional Extracts the sub tabs ADVANCED OPTIONS FROM DATE and END DATE only display when Date Range is selected ADDITIONAL EXTRACTS Figure 91 Configure Extracts Example PbR Extract 10 11 Click the Columns tab Apply settings within the Columns tab British Telecommunications plc 2011 Page 86 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 2 To set up the Columns tab The Columns tab enables you to add remove and order the columns that will be displayed in the extract By default all columns are included in the output columns but for PbR nn nn some columns are pre configured to be excluded for certain extract types The lists may be a hierarchical structure or simple list depending on the definition of the extract ie Centipure Extract Wabpapns 2011 2012 PBR Extracts Move Up and Move Down gt ueluded Columns A AUN oum System System 1 Record Identifiers a Record Identifiers 13 Record Type Qualthed Indicator and 4 ja dco TANTI Move Right Add 3 Palam Pathan 8 3 Beth and Age and S40 Other Person Data L3 Allendance Characteristics Move Left Remove Contact and Commissions 123 GP amd Referer 8
114. nt list 3 Click the View button to the right of a document to open An information screen will display showing the name of the document with any accompanying notes 4 Click the Save Item button to save a copy of the document report 21 7 To Delete a Published Document Click the My Documents tab to the left of the Navigation Bar 2 Click the Scheduled Documents icon to display a document list 3 Click the Delete button to the right of the document to remove Or Click multiple checkboxes in the select column to remove more than one document and click the Delete button 21 8 To Mark Published Documents as Read Unread Published documents are indicated as being Read or Unread this helps you track which documents you have viewed All documents added to your published list are initially assigned an Unread status When viewed the document is automatically updated to Read 1 Navigate to the document list Click one or more checkboxes in the select column to choose document s Click the Mark as Read button Or Click the Mark as Unread button British Telecommunications plc 201 1 Page 84 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 To run a Data Extract Organisations frequently perform their own analysis of data using software of their choosing In order to do this data needs to be exported in a format suitable for that purpose The Data Extract tool provides a means for you t
115. o generate an export file in a format of your choosing The file can be configured to specifically contain data that meets your organisations requirements Before running an extract you configure how your extract will run and what data it will output You may also want to opt to use a predefined configuration then adapt it to meet your own requirements speeding up the process of running an extract 1 Click the Applications tab 2 Expand the required Data Extract folder l Open the 2011 2012 PbR folder according to the year required Click the SUS Extracts Mart Folder 2010 according to the year required Click 42 2011 12 PbR Extracts according to the year required Continue from step 4 below 3 Click the name of the extract that you wish to view The Configure Extract dialog box is shown It has three configurable tabs for the extract you are creating these are Extract Columns and Output Also a predefined Select Configuration drop down option is displayed 4 Click the Select Configuration drop down option if you wish to use a predefined set up a Configure Extract Webpage Dialog 2011 2012 PbR Extracts Select Configuration Please select v Please select APC Spells RM2 O My Outpatients Data RM2 O MyEMconfiguration RM2 O Extract Columns Output Figure 89 Select Configuration drop down Additional Select Configuration buttons Manag
116. od All Periods dimension to the right of the clusters row header It shows the geographical data broken down by period years Notice in the illustration the Period All Period dimension no longer exists on the Context Bar Two row headers are now visible and a single column header is visible A vertical scroll bar is displayed as not all data in this report is visible on screen British Telecommunications plc 2011 Page 72 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Outpatients Quality by Commissioner Providers England Commissioners England Display Type Number All Attendance All Data Status All Records Quality by Commissioner Table Medical Specialties All Period 2001 02 2002 03 2003 04 2004 05 All Period 2001 02 2002 03 LONDON 283 485 2 544 264 264 42 200 094 1 801 1 084 543 4 573 978 4 832 656 262 359 954 486 57 987 485 859 MIDLANDS 10 761 472 NORTH 10 862 304 974 518 4 797 531 4 781 014 308 500 1 064 630 59 141 458 418 SOUTH 7 396 706 2 955 030 880 034 103 969 383 234 896 926 3 283 520 261 159 nl 14 021 790 1 454 148 Region nr 2 1 508 023 987 318 186 851 644 925 28 160 9 905 777 Figure 73 Nesting Period Nested column The illustration above shows the result of nesting the Period All Periods dimension below the column header
117. om the card reader Removal of the Smartcard will log you out of the Spine its applications and the Spine Portal Warning Simply removing your Smartcard may close any open Browser A windows without warning and unsaved data may be lost This may include Browser sessions that have been launched from outside of the Spine Portal This depends on local configuration of your system British Telecommunications plc 2011 Page 15 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 4 To understand Smartcard and Portal Messages Listed below are the potential Smartcard and Spine Portal problem messages that may be displayed 4 1 There is no Smartcard reader available This message will appear at start up if your Smartcard reader has become detached from your computer This message can also indicate that the Smartcard reader drivers have not been installed There is no smart card reader available Reconnect your reader and restart your machine 4 2 This Passcode is not valid You have n remaining tries You have three attempts to enter your Passcode Click the OK button and enter the correct Passcode 2 rem aining tries After three failed attempts your Smartcard will be locked blocked 4 3 Your Smartcard is blocked If you attempt to access the system with a locked blocked Smartcard you will be shown an error message Your Smart Card is blocked This screen is
118. ommissioners and providers the opportunity to audit and reconcile their financial position based on the PbR reports prior to the financial period being closed Both providers and commissioners need to be able to view the PbR data and identify any PbR exclusions To meet this requirement and enable providers and commissioners discuss and reconcile PbR activity SUS PbR produces extracts at Reconciliation Point previously Post Reconciliation Point Reconciliation and Post Reconciliation dates are set annually by the Department of Health The following illustrates the positioning of the various PbR Reconciliation Dates British Telecommunications plc 201 1 Page 113 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 ar pr ay une y LH M03 31 03 01 04 30704 Ln 105 31 105 01 06 30706 01107 31707 Month 12 Month 1 Month 2 Month 3 Month 4 PBR Activity Period Month 1 PER Activity Period Month 2 Figure 114 Illustration of how Reconciliation Dates work Activity Month PBR Activity This is the calendar month in which the PbR activity has taken Period Month 1 place Submission Period This period is from month end to the Reconciliation Submission Date Reconciliation Submission Date Also known as the Reconciliation Inclusion Date it is the 21 to 24 of the month varies This is the last date that data can be submitted to be included in the Reconciliation Report
119. on Web Page Dialog All Attendance All Data Status Maintain Members Specialties Internet 2 Figure 56 Calculated Set Selection dialog box 3 Click the Maintain Members button to open the Calculated Members Maintenance dialog box All available functions are listed at the left of the dialog box Calculated Members Maintenance Web Page Dialog Expression Builder Source Dimension Specialties Calculated Members Format String Member newCalcMember Average ewCalcMe Description Count Excluding Empty Count Including Empty Like Type Scope lt global specialties Specialties in vcbOPDORSValue Mode Excluding Empty Mode Including Empty Percentage Standard Deviation Sum Variance JJ 20 20 20 20 2U 2U 2U 20 a3 Advanced Options M Show Calculated Members http 81 187 175 76 11080 Ardentia Cassius jsp CassiusCustomCalcMaintain jsp DimUID 5BSpecialties 5D Sreport eDQRSOPQu Internet 2 Figure 57 Calculated Members Maintenance dialog box 4 Click the New button to create a new user defined function and enter a name in the dialog box The name you give should be meaningful as it is used to identify the function within the function list 5 Click the New button to move to the next stage in the process You are returned to the previous dialog box and are able to construct a function The dialog box is s
120. on best practice tariffs Please see section 6 of the PbR guidance available at www dh gov uk pbr o Cataracts with payment for best practice based on a single price covering the entire patient pathway in secondary care o Fragility hip fracture and acute stroke care with payment for best practice paying spells at base tariff with an additional payment contingent on complying with best practice o Gall bladder removal cholecystectomy with payment for best practice paid to Incentivise cholecystectomy procedures in a daycase setting The Best Practice Tariff package for 2011 12 is a combination of new service areas and further development of the existing Best Practice Tariff logic and includes e 12 additional procedures across 5 sub specialties breast surgery gynaecology orthopaedics urology and hernia repair extending the daycase model Interventional Radiology an based Best Practice Tariff to encourage the provision of innovative procedures by making them more visible in the payment system e Total primary hip and knee replacements introducing a Best Value Tariff to incentives in the clinical pathways of patients undergoing these procedures e Transient Ischaemic Attack or mini stroke a tariff for timely and effective outpatient systems for treating patients with TIA to complement the existing acute stroke Best Practice tariff British Telecommunications plc 201 1 Page 119 of 126 Uncontrolled if
121. ons Click the Body tab and configure the Body options Click the Save button O SS e ug British Telecommunications plc 2011 Page 107 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 26 Service Tracking and Data Quality Reporting 26 1 To view Submitted Interchanges 1 Click the Applications tab on the Navigation Bar ZA Click the Service Tracking Reports folder The contents of the Service Tracking Reports folder will be displayed in the Application Work Area y Service Tracking Reports Yag Manage Schedules 77 Help About Service Tracking Recipient Detail Report Recipient Summary Report Z Sender Report C t Tracking Report Sender Figure 109 Service Tracking Reports 3 Click the Tracking Report Sender report You will be presented with two drop down boxes requiring input Period Last Month H Sender Organisation 5 BOROUGHS PARTNERSHIP NHS E Interchanges submitted by the selected organisation Please select the appropriate context Figure 110 Tracking Report Sender report settings Click the PERIOD drop down field and select the time span you require Click the SENDER ORGANISATION drop down field and select the required organisation to analyse 6 Click the OK button A list of interchanges submitted by the selected organisation and for the chosen time period will be displayed British Telecommunications pl
122. ontext Member move the cursor to the right of the chosen row heading to see the Move After caption Right click to place the selected Context Member after the selected row gu cia ai ni Fall am Peaod UH HT 283 455 E heading Move After i MICH ARE S 7 n LOW KO PIHKAN 2 644 224 138 497 ZU JU All Set up Result 12 Ses Bes 7 3909 708 Unkmenwn 14 027 782 Figure 76 Nesting Move After Process 19 1 2 To Move Before 1 After right clicking the required Context Member move the cursor to the left of a row heading to see the Move Before caption Right click to place the selected Context Member before the selected row heading parciales LOW KYN Move Before Mae Seah ce ania esi 10 70147 MIL HE NC Ert 283 485 F 1 ACH 10 SSS 284 limine nen 18 921 782 igion Set up Figure 77 Nesting Move Before Process 19 1 3 To Swap 1 British Telecommunications plc 2011 After right clicking the required Context Member move the cursor to the centre of either a row or column heading to see the Swap caption Right click to replace the current row or column heading with the selected Context Member NEN gu Leu ae na
123. ou are returned to the opine Portal home page and can continue working within the Spine applications If you select Yes you will be taken to the Self Service Portal and the home page is displayed Warning Once the Certificates have expired you have to contact your local RA personnel who will issue you a new Smartcard You are able to self renew your certificates twice after that the system will advise you to contact your local RA personnel To Renew your Smartcard You have logged on to the Spine Portal and have been requested to renew your Smartcard 1 Click Yes when prompted to renew your Smartcard The Self Service Portal opens 2 Select the Renew Smartcard tab You will be presented with Update My Card workflow Self Service Portal Mere Welcome to the Card Update Service 3 Enter your Smartcard Passcode to confirm your identity and the first certificate update 4 Click the button 2 E ST V Q I The screen will display a message stating that it is Applying update 1 of 2 Creating Card and Writing Certificates warnings appear one after another You are advised that the card is being updated and please wait When the first certificate has been renewed a confirmation is returned Updates Queued Successfully Updated Card Updates remaining 1 The system will renew the second certificate in the same way and dis
124. ou will not see the documents stored within My Documents for your other roles This means that a generated document will only be visible in the job role to which the document was created Within multiple job roles you may need to log off and login again to access documents that are stored within specific roles 1 Open the report that you want to create as a PDF file Click the Generate Document Create PDF button on the toolbar A default Report Title is created You can edit this and all other settings using the functionality contained in the Edit tab The context of the report to print can also be amended In the following sections are more detailed explanations of the settings available to you Edit Report Title Outpatient Attendances Trend Ww iew repart when finished Figure 82 Generating a PDF 4 Click Generate button to complete Note If you do not wish to view the report immediately when generated remove the tick from the View report when finished checkbox All PDF documents that you create are added to your personal documents ready for viewing or e mailing You also have the ability to create your own templates to personalise your outputs British Telecommunications plc 2011 Page 77 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 20 1 To Edit PDF Styles You can use edit styles to define the layout and content of the PDF with the added ability of saving the setti
125. play the Update My Card operation completed message 5 Click the Continue button to confirm the update You will then be advised to close your browser and login again Warning If the second certificate is not renewed you could have problems accessing the NHS Records Service PASSCODE S RENEWAL When you were registered to use the Spine you were requested to enter three Passcodes e Account Recovery Passcode This is used to authenticate a user when requesting assistance from either the RA personnel or the Spine Helpdesk e Verification Passcode This is used to identify a user when requesting assistance from the Choose and Book Helpdesk e Smartcard Passcode The combination of Smartcard and Passcode ensures that access to the NHS Care Records Service NHS CRS is controlled and secure These Passcodes are automatically checked every time you log on to the Spine Portal After a period of time you will be notified to renew one two or all three of the Passcodes If when you log on to the Spine one of your Passcodes falls within the thirty days notification period the screen will display a message giving you the option to renew it now Yes or later No If you choose to renew later you are returned to the Spine Portal home page and can continue working within the Spine applications To Renew your Passcode s You have logged on to the Spine Portal and have been requested to renew your Passcode s
126. plit in to two with the Dimension List on the left and the Expression Builder on the right Source Dimension S Calculated Members Maintenance Custom Dimensions All Dimensions Specialties B gt Specialties B 4 All Specialties Medical Specialties H E Mental Health H E Obstetrics And Gynaecology 43 Other Radiology and Pathology Surgical Specialties Unknown British Telecommunications plc 201 1 Page 60 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Figure 58 Source Dimension List 6 Make use of the Source Dimension list to navigate and select appropriate members for inclusion within the new user defined function Expression Builder E Surgical Specialities as of All Specialities Scope Specialties Type U Figure 59 Calculated Member Maintenance Expression Builder 7 The user defined function is constructed within the expression builder by selecting appropriate dimension members and operators from the buttons provided To provide a function to calculate Surgical Specialty as a percentage of All Specialties the expression in Figure 59 was created Expression Builder n Surgical Specialities as of All Specialities Scope Specialties Type U Specialties Fld Group amp amp Surgical Specialties Specialties All Specialties 100 Enter a number below and then press the enter key H
127. preted by applications such as Excel Figure 933 Configure Extracts The Output Tab This is resolved by selecting an appropriate option None no modification is made to the output data Standard if a quote is found within the data for CSV output then they are escaped using the standard backslash format or Excel if a quote is found within the data for CSV output they are escaped using the method of adding a second double quote to the output 17 Select DELIMITER ESCAPING and set as required If the output of an extract is requested as delimited then each field is separated by a selected delimiter e g or character is common However if the delimiter also exists in the data of fields within the output then there is no way of distinguishing between a true delimiter and a delimiter within the data This is resolved by selecting an appropriate option None no modification is made to the output data Standard delimiter characters in the data for delimited output format are escaped using the standard backslash format this does not apply to CSV selections or Excel if a field contains a delimiter in the data for delimited output format then the field is enclosed within quotes this does not apply to CSV selections 18 Select FILE FORMAT to specify what type of system the file is to be used on 19 Select PRODUCE SEPARATE CONTROL FILE to separate the headers and data of a standard data extract into two files 20
128. printed 12169 Issue 1 NHS Use Only July 2011 18 Work with Report Settings The SUS Toolkit provides a way for you to save options selected from Pop up menus and context settings that you have applied to a report These settings can be reapplied the next time you run the report or made available to other users for them to apply to the report when they run it 18 1 To Save Report Settings If you have applied particular analysis options or context settings to a report you can save these settings by clicking the toolbar button 1 Click the Report Settings button to display this toolbar 2 Click the 7 Save As button 3 Complete the fields in the Save Report Settings dialog box Save Report Settings Web Page Die x Save Report Settings Name me Description Setting Type User C System Select what is to be applied by default when these settings are loaded Analysis Options and Context C Analysis Options Only C Context Only E Figure 70 Save Report Settings dialog Box NAME Enter a name that will help you identify the settings again DESCRIPTION Enter a description for the settings that you are saving SETTING TYPE User Restricts the settings to be used by yourself System Shares the settings to be used by all users who can access the current report DEFAULT SETTINGS Select what default settings are applied when the report is loaded 4 Click the OK button to save the current
129. rences 2 Click the Yes radio button for Go straight to published documents on log in if you want to set your scheduled documents list as the page that is automatically displayed each time you start SUS 3 Click the Yes radio button for Receive warning of new documents on log in and during a session if you want a warning to be displayed when new documents are published to an interest group that you subscribe to 4 Click the Yes radio button for View Previous Report Versions if you want to be able to view the version histories for reports British Telecommunications plc 2011 Page 106 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 9 Click the Browse button for Initial page to specify a particular report that will be displayed by default when you log in to SUS 6 Navigate to the report that you want to make the default in the tree view Left Hand Side Select the report that you want to use as the default Right Hand Side Click the OK button Click the Save button next to the update prompt to save your changes 25 3 To alter Netinform Application Preferences 1 Click the Netlnform User Preferences icon to display the toolkit application preferences regarding how SUS reports are viewed and constructed Viewing Preference Context Settings Tables Automatically Change Context If Hierarchy Levels Are Non Selectable Charts Al When viewing a report load 9 Master Report Settings t
130. report Whether the report can be viewed by all those with developer access or only by the report owner The name of the User or Group to whom the report User Group will be sent Status Active Failed Completed To Create a New Schedule one time only report Click the Create New Schedule button Enter a name in the SCHEDULE NAME field Click the Select Report button Using the navigation tree route to the report that you want to select Click the OK button The REPORT NAME field will be automatically populated with the name of the report that you have just selected Click the Set Context button to set context parameters Click the Run in background radio button Or Click the Normal priority radio button to determine if the report is run in the fore background Click the Define Schedule button to set the date time and frequency that the report is to be run Click the button next to the DATE field Select the date and the time that the report is to be run Select Once Only as the frequency of the report Click the OK button Click the Add User icon to add additional users to the distribution list Enter either the user s User ID or Caption to perform a search for the additional user Click the Go button Click the radio button to the left of user name to add from Search Results Click the OK button Add a User Group as required to the distribution list British Telecommunications plc 201 1 Page 10
131. rinted 12169 Issue 1 NHS Use Only July 2011 5 1 To Logout of the SUS Toolkit Note that when you logout of the SUS Toolkit you will still remain logged on to the Spine Portal If you have one job role and one schema you will return to the Spine Portal If you have multiple job roles and or schemas you will be returned to one of the user login screens allowing you to perform a different role within SUS without having to re authenticate Click the Log Out key at the foot of the Navigation Bar Log Out P British Telecommunications plc 201 1 Page 20 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 6 Navigate the SUS Toolkit 6 1 Screen Layout The screen layout is divided into four areas por Prim Brix Toolbars i NHS APC Coverage by Specialty and Commissioner gt Applications Period All Periods Provider England Commissioner England L 2006 2007 PoR Context 3 C 2007 2008 PoR All Specialties All HRGs All CDS Types All Admission Methods All Patient Classifications 2008 2009 PbR Number HI 2009 2010 PoR 2011 90 2010 2011 PoR lii Coverage by Specialty and Commissioner Chart SH 2011 2012 PoR Audit Tests e H Data Quality Reporting edars 23 Accident and Emergency HE coversge em a A DIRECTORATE EASTERN LONDON SOUTH SOUTHERN Arrival Mode OF HEALTH REGIONAL CLUSTER 5 EAST CLUSTER
132. rk with Pop up Menus Null data 13 1 To remove Blank Rows and Columns within a Netlnform Analysis You can filter out blank rows and columns from the output 1 Click a Column Row Heading to display the Pop up menu 2 Click the Remove Blank Columns Rows label Or Select the Remove Blank Columns Rows checkbox 13 2 To Plot Zeros and Nulls Charts can be based on various subsets of the available data You may find that for any one analysis there are a number of charts each of which provides different interpretations of the data It is possible that data charted includes null blank values and or zero values The decision to display these values is controlled by the use of the Pop up menu and the Plot Zeros and Plot Nulls options 1 Click within the Chart to display the Pop up menu fw Plot Mulls Plot Zeros Figure 30 Plot Nulls and Zeros Chart Pop up Menu 2 Click the Plot Nulls Zeros label or checkbox British Telecommunications plc 2011 Page 43 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 14 Work with Pop up Menus Hierarchic Display 14 1 To use a Common Settings Hierarchic Display within a Netlnform Analysis Dimensions are hierarchical sets of related data items Depending on the chosen dimension there may be many levels to the dimension which when displayed will show different combinations of the data England LONDON NORTH CENTRAL LONDON SHA BARNET PCT
133. s lu Extract Type Date Range Record Type to Extract Accident amp Emergency Data Organisation South Manchester Hospitals NHS Trust RM2 Reason for Access Provider Code From Date 2010 04 01 To Date 2011 03 31 Provider All Commissioner Bradford South amp West PCT 5CG Figure 104 Viewing the Extracts Details 4 Click the Back button to return to the list of extracts British Telecommunications plc 201 1 Page 97 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 5 1 To Search for a Data Extract You can limit the displayed list of previously run data extracts by using the Search facility 1 Click the My Documents tab to the left of Navigation Bar 2 Click the Data Extracts icon to display a list of previously run data extracts 2 Click the Search option above the displayed list of extracts The search criteria panel displays 4 Data Extracts gt Search ersonal zuments DE Data Extracts E Search Personal Documents Requested Completed Scheduled Documents Application All Status All Data Extracts Figure 105 Data Extracts Search criteria panel 4 Set your required search criteria using the appropriate drop down fields and use the B button where required to open dialog boxes and complete any fields 5 Click the Search button to perform your search British Telecommunicat
134. s 112 27 1 9 Reconciliation and Post Reconciliation Points Reconciliation Period 112 27 2 TOLOCATE THE EXTRACTS ON PBR esed sesso sesta danses nca 112 27 3 TOUNDERSTAND HOW RECONCILIATION DATES WORK 222 794 113 27 4 ANEXAMPLE OF A PBR CALCULATION visess ciscccessseccesecascseseesevecescacessseeeecensbacesseeeeeeoncesadessbeveeciis 115 27 4 1 Market Forces 117 27 5 TARIFF STRUCTURES LOCAL PRICING NON MANDATORY 118 27 5 1 Mandatory E ee ene DOSE 118 27 5 2 Non mandatory 118 212920 LOCANA S es 118 27 0 bM eet codon tape 119 27 f OUTPATIENT TARIFF APPLICATION 120 27 7 1 Example Mandatory tariff in 2011 12 120 28 APPENDIX ONE QUICK REFERENCE 5 121 British Telecommunications plc 201 1 Page 9 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 British Telecommunications plc 201 1 Page 10 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 1
135. s option is only available to developers Custom Dimensions This area displays a list of the custom dimensions held in the selected folder Replace Substitutes the current report dimension with P the static custom of your choice Highlights specific members and colour codes the header so you can see those of specific relevance to you Delete Overlay Adds the members of your selected custom dimension to the table The members are appended and highlighted with colour coded headers Overlay Union Use if you wish to identify members from a custom dimension as a home dimension member Often a custom dimension that is selected as the Home custom dimension will contain a single member e g your home organisation Displays the custom dimension maintenance dialog box Displays the custom dimension maintenance dialog box with selected dimension details to edit Provides the ability to alter the custom dimension name Apply Sets all changes and edits Clear Removes all the applied highlights custom dimensions within the dialog box British Telecommunications plc 201 1 Page 50 of 126 Uncontrolled if printed Rename 12169 Issue 1 NHS Use Only July 2011 15 2 To create a Static Custom Dimension 1 Click the New button which will give you a blank maintenance screen Dimension Maintenance Microsoft Internet Explorer provided by 05 15 5 Custom Dimension Maintenance Custom Dimension
136. same processes as for tables 3 Select the Chart View button to view the chart based upon your changes 15 9 To remove or alter Static Custom Dimensions Drill 1 Subset Define first Sota Row 4 Filter a Row Remove Blank Rows Hierarchic Display iw Custom Report Based Overlay Home Calculated Report Based Actions Figure 51 Pop up menu showing Custom Dimension applied 1 Activate the Pop up menu 2 Deselect one or all of the Custom Overlay or Home checkboxes to clear static custom dimensions 3 To alter the custom dimension settings click the Custom Overlay or Home labels British Telecommunications plc 201 1 Page 57 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 16 Work with Pop up Menus Calculations Reports often benefit from having calculated values added to rows or columns in order to clarify the result A set of common statistical functions exist within the SUS PbR toolkit for selection from a Pop up The set of available functions are Average Mode excluding empty Count excluding empty e Mode including empty Count including empty Standard deviation Max Sum Median Variance 16 1 To add a Report Based Calculation 1 Click a Column Row Heading to display the Pop up menu 2 Click the Report Based calculations label E Calculated Member List Web Page Dialog Calculated Members Count Excluding Empty R Count Including Empty
137. sociated with the action that requires deletion 5 Confirm the deletion British Telecommunications plc 2011 Page 6 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 17 7 To enable or disable Actions When actions have been created they can be controlled by the use of the Cell Actions button on the Frame Control bar This button toggles the display of a defined action Cell Actions Figure 68 Enable Disable Action Display 1 Click the Cell Actions button to disable actions that have been defined for the report frame Cell colour formatting and additional options on the Pop up menu generated by the action will be removed 2 Click the Cell Actions button again to toggle and re apply the actions 17 8 To define a Pop up Menu Link Action he Actions button can be used to define additional Pop up menu options available when you click on a cell highlighted by a traffic light rule Examples are links to other reports or a specific Web or Intranet location 1 Click the Actions button on the Simple or Advanced pages of the Edit Rule dialog box The Actions dialog box is displayed allowing the user to define a link action 2 Type a name in the ENTER NAME field for the new menu link action being defined This is the name that will be displayed in the Pop up menu for the data cell 3 Click the radio button to specify if the action will display a report or link to a URL Cell Pop up wi
138. sts utate ras uuu ccs Meets A 25 6 7 1 SUS Reporbhelpss s aui tee a 25 7 WORK WITITANAEYSES idis du eta 27 T 1 ELEMENT S OF AN ANALY SIS s oe idet tae Boe etes b Coda iet ae 27 7 1 1 Chart M M 27 7 1 2 eters 27 7 1 3 28 7 1 4 COMLEXU 28 7 1 4 1 To use the Context Bars within a Netlnform Analysis 28 7 1 4 2 To Search for a Specific Dimension 30 7 2 TO DRILL THROUGH DATA USING DYNAMIC CONTROLS WITHIN NETINFORM ANALYSIS 30 7 2 1 icr ET 30 8 WORK WITH POP UP MENUS iin ace oie 32 9 WORK WITH POP UP MENUS DRILL 2 3 iiec innere 34 9 1 TO DRILL THROUGH DATA USING THE POP UP MENU cccccseeeecceeeaeeeeeeeseeeeceeeesueeeeeesaeeseeeseaaaees 34 9 2 DEPENDENT SEEEGTORS tait taa rss eddie Dc Le cda bud 34 10 WORK WITH POP UP MENUS 50
139. t Sender report You will be presented with two drop down boxes requiring input British Telecommunications plc 201 1 Page 109 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Click the PERIOD drop down field and select the time span you require Click the SENDER ORGANISATION drop down field and select the required organisation to analyse A list of interchanges submitted by the selected organisation and for the chosen time period will be displayed 6 Click the DQR button to view the Data Quality Reports Home page for an interchange Note For Interchanges with a Processing Status of Authorised no Accept or Reject buttons are displayed on the Data Quality Reports Home Page 7 Click the Accept button to progress the interchange Or Click the Reject button to stop the progression of the interchange British Telecommunications plc 2011 Page 110 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 27 Payments by Results The aim of Payment by Results PbR is to provide a transparent rules based system for paying trusts It rewards efficiency supports patient choice and diversity and encourages activity for sustainable waiting time reductions Payment are linked to activity and adjusted for Casemix Importantly this system ensures a fair and consistent basis for hospital funding rather than being reliant principally on historic budgets and the negotiating skills of individual
140. t the columns will appear in the extract highlight the column that you want to move in the Output Columns pane 11 Click the Up or Down button depending whether you want to move the column up or down the order 12 Click the Output tab 13 Apply settings within the Output tab British Telecommunications plc 2011 Page 87 of 126 Uncontrolled if printed 12169 22 3 Issue 1 July 2011 To set up the Output tab NHS Use Only The output tab is used to define the format of the extract file the options are those points listed below points 14 onwards based on previous selections made in the Extract tab The EXTRACT NAME may be populated 14 Edit the EXTRACT NAME if required no spaces are allowed in the name 15 Select FORMAT a Comma 2022722 Separated Values CSV contains the values in a table as a series of text lines organised so that each column value is separated by a comma from the a next column s value and each on row starts on a new line If you DRM eer ee choose the Delimited option you at must specify the delimiter that Produce Sapanta Conn Fle Yes you want to use clude Header 16 Select ENCLOSING CHARACTER ESCAPING and set as required cde Taie When a CSV output is Cim Bad requested the output fields are enclosed in quotes Mei separated by commas If a quote character is present within the data then the format of the output columns can be misinter
141. tay in hospital is within the normal range for that HRG A patient with a single FCE whose length of stay in hospital is outside the normal range for that HRG A patient with a number of FCEs whose length of stay in hospital is outside the normal range for that HRG A patient who visits A amp E then is discharged following investigation A patient who attends an outpatient clinic following a surgical procedure British Telecommunications plc 201 1 Page 115 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 The renal treatment that Joe requires is described as General Renal Disorders 19 years and over with intermediate cc over 19 years old and with intermediate complications or co morbidities This has the HRG code of LAO9B Unplanned care e g Planned care emergency Elective Non Elective Per day Non long stay Combined iol A elective payment HRG name us pnl TH long for days trim at ri tariff trimpoint trimpoint days days General Renal Disorders 19 years 3 470 36 3 344 33 214 and over with Major CC General Renal Disorders 19 years 1 938 10 1 831 and over with Intermediate CC General Renal Disorders 19 years 721 7 1 351 and over without CC The national The national non elective long stay elective long stay trimpoint for the trimpoint for the HRG HRG The tariff for each The tariff for The tariff
142. te them for the unavoidable cost differences they face based on their MFF payment value In total income per HRG to a provider is the national tariff price multiplied by their MFF payment value 2011 12 the MFF payment associated with activity within the scope of PbR for Mandatory tariff will be paid directly by the responsible commissioner for both contract and non contract activity and is capped at 2 as in previous years Organisations merging on 1 April 2011 will have a new MFF payment index from this date Those that merge during the financial year will have a new MFF from 1 April 2012 For further information about the MFF please see the MFF and PbR technical guidance issued on the PbR website at www dh gov uk pbr For example HomeCounty Hospital NHS Trust has a MFF of 1 096131 A patient of Anytown PCT has undergone an elective daycase procedure at HomeCounty Hospital that has produced an HRG as follows CZ01Y Minor Mouth Procedures 19 years and over without CC which has a Combined Daycase Elective tariff of 436 British Telecommunications plc 2011 Page 117 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Anytown will have to HomeCounty Hospital e Combined Daycase Elective tariff x MFF Total 436 x 1 096131 478 SUS calculates the tariff value in whole pounds in accordance with DH policy The National Tariff value the MFF applicable and the tariff including MFF will
143. ted by a red border 3 Enter any text that you want to appear in the Footer Text section To format the Body Page Header Footer General He page per item m Y Chart Table Data On Off Header Colour BI l Font wj Heetica Column Orientation gt Horizontal Vertical Content rn IE Helvetica Figure 86 Generating a PDF Body options 1 Click the Body tab 2 Click the appropriate radio button to set if you want each data table and chart included in a report to be placed on a different page of the PDF in the General section 3 Click the appropriate radio button to include the data table that the chart is generated from 4 Set the Table Header options Click the colour button and select the background Table Header Colour Select the font from the drop down list e Click the Ej colour button and select the Font Colour from the colour picker e Click the appropriate radio button to set the Column Orientation i e whether the table headers are printed vertically or horizontally 5 Set the Table Content options e Click the colour button and select the background Table Body Colour British Telecommunications plc 201 1 Page 80 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 20 1 5 To save and create a PDF
144. th Link Actions Drill Through 1 840 805 Actions For Cell Actions For Row Actions For Column Quality by Commissioner Web Link 1 Figure 69 Example of how the links to reports and URL appear on the Pop up Menu 17 8 1 If Report is chosen 1 Click the Browse button Select the report to show from the displayed tree structure Click the OK button The selected report is displayed in the field underneath this button British Telecommunications plc 201 1 Page 68 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 4 Click the Apply Context checkbox to pass any context settings that have been applied to the current report through to the report that you are linking to by this menu option 5 Click the Add button Only users with the correct access rights will be able to view the report 17 8 2 If URL is chosen Click the URL button Enter the URL in the field to the left of Browse Click the Add button Click the Up Down buttons to move the added action to a specific position within the list Repeat these steps to add further links pe 2922102 s P Click the Done button to save the defined menu link action Click the Create or Update button to complete 17 9 To Delete Pop up Menu Link Actions 1 Open the Actions dialog 2 Select the action to delete Click the Delete button to remove the link British Telecommunications plc 201 1 Page 69 of 126 Uncontrolled if
145. the Default button to make the highlighted settings the default that is the settings that are automatically applied when the report is first displayed If the highlighted set of settings is defined as the default click the No Default button to remove the default property 4 Click the OK button British Telecommunications plc 201 1 Page 71 of 126 Uncontrolled if printed 12169 19 Issue 1 NHS Use Only July 2011 Nest Data When analysing data it is often useful to modify the way the results are displayed A typical example would be to look at the breakdown of results over a number of years per cluster as opposed to a standard all encompassing cluster only view This can be achieved in the SUS Toolkit by making use of functionality referred to as Nesting Nesting allows you to take dimensions from the Context Bar and place them as required within a table as either additional rows or columns A standard table is made up of columns and rows and may look like the one illustrated below Outpatients Quality by Commissioner Period All Period Providers England Commissioners England Display Type Number All Attendance All Data Status All Records 5 Quality by Commissioner Table Medical Mental Obstetrics And Radiology and Surgical Specialties Health Gynaecology Pathology Specialties LONDON 6 230 678 260 694 1 840 905 116 597 80 474 7 159 022 328 658 MIDLANDS 10 761 472 954486 2 880 262 144 722 719 072 366 652
146. thin the selected member or activate the context bar selection dialog Charts Moving the mouse around the graph will also activate the navigation control Current and Year to Date Current Penod leer to Date All 25 000 es Specialties NN LONDON 18 817 028 15 000 3 728 844 10 0004 w NORTH EAST LONDON SHA NORTH WEST LONDON 3 121 827 SOUTH EAST LONDON SHA 2 074 544 T Child Heal C S 4 Mental Health Obstetrics Ophtialmology Surg SOUTH WEST LONDON SHA 3 417 534 Figure 15 Dynamic Selectors Chart and Table examples British Telecommunications plc 201 1 Page 30 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 This is a powerful and useful feature in which you can investigate higher and lower levels of the data a This control will drill down into the data to show greater detail of the selected dataset P Drill Up This control changes the view to display the parent data of the selected Drill Down o 26 data member It also displays data for the parent s siblings Navigation Anchor This control displays the Context Bar Selection window for the currently highlighted member From here you can change the settings for the context in use 1 Move the mouse over a table chart The drill up down control will appear and disappear To keep it visible ensure the mouse is over a label or chart segment 2 Click the Dr
147. this process for each split file 6 Click Open on the File Download dialog box This allows you to open and view the Split 1 file contents or if you wished to save the file you would select the Save option As the downloaded file has been compressed the file opens in a compressed file viewer i e Winzip from which you can select the file to view 7 Select the readme txt file to open view its content The file contains a note indicating which file this is in the extract such as File 1 of 1 or File 2 of 4 Close the file Select the CSV file to open and view its content The file opens as an MS Excel spreadsheet and displays the extracted data as requested Note When you download an extract the time and date of transfer is recorded in 2 the Transferred column 20 Peted 19008 against the extract name Transferred T Y Completed 48105 2010 01 26 gt lt t3 wo 12 26 01 British Telecommunications plc 2011 Page 99 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 22 7 To view Linked Extracts In the records displayed in the Data Extracts screen if any extract record is linked or other Supplementary and or Error Extracts a Linked Extract icon will be displayed 1 Click the Linked Extracts icon to the right of the extract to view linked extracts Completed 3767 Mo ej C Cassius 4 1 001 amp Linked Data Extracts 2008 09 11 2008 09
148. tings removed Current context settings settings are unchanged Figure 7 Dynamic Toolbars Reports Settings Toolbar British Telecommunications plc 2011 Page 22 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 2 Click the Report Bar button to return to the Report toolbar 6 3 The Navigation Bar The Navigation Bar is divided into several tabs which enables you to access Help Applications Stored documents the Report Scheduler and User Settings The Navigation Bar displays folders containing the reports you are able to access when you are in the Application Tab When using other tabs such as User Settings large icons are displayed which offer further functionality 6 4 The Context Bar The Context Bar enables you to alter the data within a report 6 5 Application Work Area This is the main body of the screen where everything happens it holds applications and reports You may be able to manipulate the report data by using the context settings report options if available Forms and dialogs are also shown here British Telecommunications plc 201 1 Page 23 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 6 6 Running Applications Applications are logical groupings of dynamic reports and extracts Applications are displayed in the form of a hierarchical menu in the Navigation Bar This structure can be expanded and collapsed by clicking the appropriate plus or minus to the
149. tracts available within the SUS Toolkit SUS PbR users will have access to PbR extracts based on their organisation and User Role Profile activities this information is taken from their Smartcard when they log into SUS To enable providers to improve the quality of their submitted data SUS produces a range of error extracts which can be selected from the Additional Extracts Tab when creating the main extract see section 22 1 Before the post reconciliation date it is vital that each CDS record is complete and accurate When an FCE is processed by the SUS HRG Grouper the appropriate HRG is assigned An undefined 07012 will be derived if the required information is incorrectly invalid for grouping As UZ01Z has a tariff of 0 no income will be generated for this HRG Organisations with high levels of UZ01Z HRGs will find that there are financial implications The financial position after the Post Reconciliation date for the period may be an important consideration to ensure that the provider is being funded appropriately It is possible to produce an Extract to identify the following Position at Reconciliation date e Position at Post Reconciliation date e Changes between Reconciliation and Post Reconciliation date e Changes after Post Reconciliation date Current position at any point in time Date Range For further information refer to section 22 1 27 3 To understand how Reconciliation Dates work SUS gives c
150. trolled if printed 12169 Issue 1 July 2011 NHS Use Only 25 User Preferences The features and functionality available to you is dependant upon the role that you have been assigned However you can define several aspects of how the applications and reports look and perform There are two types of user preferences Application preferences Where you can specify settings that affect the way a particular application acts Report settings You can alter the way individual reports are displayed 25 1 To alter Application Preferences Application preferences are set up per application The preferences that you specify will apply for the duration of your session and reset to default settings upon logging out 1 Click the Settings tab to the left of Navigation Bar Icons for each application that you can set preferences for will be displayed 2 Click an icon to display the preferences for that application 25 2 To alter NetPortal Application Preferences 1 Click the NetPortal User Preferences icon to display the toolkit application preferences regarding how SUS opens and provides warnings v 1 NetPortal User Preferences Go straight to published documents on log in hap warning of new documents on log in and during a 9 Yes No joo View Previous Report Versions 22 Yes C No i Initial page PDF Styles e Netlnform Utilities Figure 107 NetPortal User Prefe
151. umber 100 Calculated Memb Dimension Memb Parameter statement Exit Edit Mode on Save Figure 60 Expression Builder with Expression 8 Click the Save button to complete the creation process and add the new user defined function to the list British Telecommunications plc 2011 Page 61 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 For further information regarding this dialog box refer to the Ardentia PDF User Guide Microsoft Internet Explorer X a Saved Calculated Member Figure 61 Save Confirmation dialog 9 Click the OK button to continue The Calculated Members list is displayed and now includes the new user defined function Source Dimension Specialties Calculated Members surgical Specialities as of A Dim Average Count Excluding Empty Count Including Empty Like Mode Excluding Empty Mode Including Empty Percentage standard Deviation AAA 4 43 43 43 40 AAA AAS Edit New Rename Delete Figure 62 Calculated Members List with new member 10 Click the Exit button to close the dialog box 11 Click the Apply or Cancel button to close the remaining dialog box The function is applied as previously discussed using the Pop up menu and Report Based calculations option All Medical Mental Obstetrics And Surgical Specialties Specialties Health Gynaecology Specialties England 146 327 897 49 273 010 4 665 877 13 798 897 4 4
152. umn Remove Blank Columns Custom Report Based Overlay Home Calculated Actions Report Based Subset Sorta Column Filter a Column Remove Blank Columns Custom Overlay Home Calculated Actions Figure 18 Sample Netlnform Pop up menus by location Page 33 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 9 Work with Pop up Menus Drill 9 1 To Drill through data using the Pop up menu Through the Pop up menu you are able to explore the reports data in more detail by using the Drill up and Drill down buttons This functionality is also available using the Dynamic Drill Controls see page 30 Drill SubsetDe p Sort a Rov mr Drill buttons Filtera Re subsetDez Remove E Sorta Row Filter a Ro Remove E Drill Im Subset Define first Sorta Row 7 Filter a Row Remove Blank Rows Figure 19 Pop up Menu Drill options 1 Click the centre of the Column Row Heading you wish to Drill in order to open the Pop up 2 Click either the Drill up 4 or Drill down buttons to explore Note availability of the Drill up and Drill down buttons is dependent upon your position within the data hierarchy 9 2 Dependent Selectors Dependent Selectors is a toolkit feature designed to warn you when drilling down to where there is no data for the currently selected context The folder la
153. utside of the scope of the National Mandatory Tariffs Previously functionality was introduced which allows local prices that have been agreed between providers and commissioners to be applied within SUS PbR In SUS PbR the principle is that a hierarchy of the pricing structures will be applied with a mandatory price taking precedence over both local and non mandatory whilst a local price will take precedence over a non mandatory price as Mandatory illustrated British Telecommunications plc 2011 Page 118 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 27 6 Best Practice Tariffs In 2010 11 the Department of Health provided Best Practice Tariffs BPTs in four high volume areas with the aim of reimbursing providers for improving the quality of care What are Best Practice Tariffs Move away from average cost per episode spell Setting price and or structure to Enable and adequately fund and No one size fits all best gt incentivise clinical and cost effectiveness practice Tariff Price Structure pO Price per pathway Combining prices Conditional Redesigning payments HRGs Warning This user guide and e learning material should be read The four high volume areas listed below were all characterised by significant unexplained variation in practice and clear consensus of what clinical best practice constituted alongside the PbR guidance
154. versions should be destroyed unless specifically stated that previous version s are to remain extant If any doubt please contact the document Author British Telecommunications plc 201 1 Page 4 of 126 Uncontrolled if printed 12169 Issue 1 NHS Use Only July 2011 Table of Contents 1 DOCUMENT PURPOSE don aua Eo Eva Roc eU RUNE 11 1 1 Bie rc 11 2 COMPUTER BUILD WARRANTED ENVIRONMENTS 12 2 1 BASELINE SET OF WARRANTED ENVIRONMENTS 1 1 1 1 13 2 1 1 Workstation Client environments for 13 2 1 2 Workstation Client environments for 13 2 1 3 Workstation Client environments for 13 2 1 4 Workstation Client environments for 13 3 SPINE PORTAL eR 14 3 1 TO LOGON TO THE SPINE PORTAL 14 3 2 OFF THE SPINE PORTAL iden MN be 15 4 TO UNDERSTAND SMARTCARD AND PORTAL 55 65 2 2 22 16 4 1 THERE IS NO SMARTCARD READER AVAILABLE eines cene inui nnnm s n ERR D nx 16 4 2 THIS PASSCODE IS NOT VALID YOU HAVE REMAINING TRIES

SUS R9 User Guide Issue 1 - Health & Social Care Information Centre

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SUS R9 User Guide Issue 1 - Health &amp; Social Care Information Centre

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SUS R9 User Guide Issue 1 - Health & Social Care Information Centre