SUS R13 PbR Online Service User Guide
Contents
1. Health amp Social Car hscic Informatio n Ce ntre SUS R13 PbR Online Service User Guide Published 2nd April 2013 We are the trusted source of authoritative data and information relating to health and care www hscic gov uk enquiries hscic gov uk SUS R13 Online Service User Guide v1 1 Contents SUS PbR Online Service This document Ol About the extracts Managed Service Extracts PbR Online Extracts Further information Getting Started eE o o oA A Logging in Smart card login NetPortal login NetPortal screen Navigation Session information and workspace oonononnd DW D Oo Logging out a About The Extracts Managed Service Extracts Available extracts Accessing Managed Service Extracts PbR Online Extracts Available extracts N N N N NN Accessing PbR Online Extracts Configure Extract Screen 8 Extract tab 8 Advanced Options tab 9 Lookup browser 9 Additional Extracts tab 10 Supplementary Extract 10 Error Extract 10 CDS 6 2 Extract 10 Columns tab 11 Output tab 12 Configurations Copyright 2013 Health and Social Care Information Centre All rights reserved 3 SUS R13 Online Service User Guide v1 1 Select configuration 43 Creating configurations 13 Managing configurations 14 Moving configurations 15 Sharing configurations 15 Unsharing configurations 15 Deleting configurations 15 Data Extract 16 Extract name structure 17 Transferring ex2. Best Practice Provider G reJ ee Select Configuration Description Type Configurations that appear in the Select Configuration drop down list can also be edited by moving them from the Visible Configurations pane to the Available Configurations pane Sharing configurations Selecting Share allows an extract configuration to be available to all users from any organisation Users can only share configurations that they have created e Open the Manage Extract Configurations screen by clicking the Manage button on the Configure Extract screen e Select the extract to be shared in the Visible Configurations pane e Click the Share button When a configuration is shared only the columns selected are made available to other users Users accessing the shared configuration can apply their own context and output choices but must save them as a new extract configuration to keep changes SUS R13 Online Service User Guide v1 1 If a user status becomes inactive their shared configurations continue to be available to other users Unsharing configurations Users can only unshare configurations that they have shared e Select the extract to be unshared from the Visible Configurations pane e Click the Unshare button e The configuration will remain in the Visible Configurations pane but will be removed from the Available Configurations pane Deleting configurations A configuration can only
3. Outpatient Supplementary Emergency Medicine Supplementary CDS 6 2 Supplementary APC Error Outpatient Error Emergency Medicine Error When applicable Supplementary Error and CDS 6 2 extracts can be requested alongside the main data extract Accessing PbR Online Extracts PbR Online Extracts are accessed via the appropriate financial year PbR folder on the Applications tab Activity for the 2012 13 or 2013 14 financial years are both accessed via the folder named PbR oo Applications m WEN Manage Schedules 2 Help 2009 2010 PbR 2010 2011 PbR 2011 2012 PbR PbR SUS Extract Mart 2009 SUS Extract Mart 2010 Copyright 2013 Health and Social Care Information Centre All rights reserved 7 SUS R13 Online Service User Guide v1 1 Configure Extract Screen The Configure Extract screen enables configuration of PoR Online Extracts It contains three main tabs Extract including Advanced Options and Additional Extracts tabs Columns and Output Extract tab The Configure Extract screen will always open with the last configuration used for each extract and data type Select Configuration E Configure Extract Webpage Dialog PbR Extracts Select Configuration Columns Output Record Type to Extract APC Spells Data Extract Type Reconciliation o i Financial Period M1 Apr 2012 Reason for Access en ider Code re S ilit or nani sa onof Resi tae Code 0 ion of
4. Residence Code Incoming Trust provid a Organisation SERING HAN ROR HOSPITAL NTYA7 CT SHG BURNTWOOD LICHFIELD AND TAMWORTH PCT aa Bolton Hospitals NHS Trust RMC Additional Extracts Provider Commissioner Browse Clear Last submitted Select Configuration drop down list provides access to extract configurations previously defined by users Manage Opens Manage Extract Configurations window to manage configurations available in the Select Configuration drop down and share configurations with external organisations Reset Resets all configuration changes made in the current session Restore Restores default configuration settings Record Type to Extract Selects the required Record Type for the extract Extract Type Selects the data view for the extract The available options are dependent on the selected Record Type to Extract Financial Period Selects required financial period from pick list Visibility is dependent on which Extract Type has been selected Not present on Best Practice extract as it is a Year to Date extract Reason for Access Users can access records where the entry on the addressing grid matches their organisation code or codes for which they are responsible Please refer to the Reason for Access section later in this document Organisation Allows organisation s to be selected for whom the data is being extracted Help Launches contextual help sc
5. the data extract The list of columns available is presented either as a hierarchical structure or a simple list depending on the type of extract being produced The right hand Output Columns pane contains the list of columns that will be included when the extract is produced Managed Service extract columns are included in this pane by default The Excluded Columns pane contains the data items that will not be included in the extract Data items can be added or removed by selecting the required field and using the transport buttons to configure the extract according to a user s needs Data items can only be ordered within a folder but a whole folders position can be moved Configure Extract Webpage Dialog 2012 2013 PbR Extracts cong Manage Reset Restore Configuration Manage Reset Extract nh Output E gt Excluded Columns An Output Columns a System H System H B Record Identifiers H E Record Identifiers H Record Type H E Record Type PbR Qualified Indicator and Pseu H E PbR Qualified Indicator and Pseu H B Patient Identifiers H E Patient Identifiers H E Patient Pathway ES Patient Pathway E E Birth and Age EE Birth and Age Local Patient Identifier Mother Birth Date Org Code Local Patient Identifi Age At CDS Activity Date Birth Date Mother Patient Type Year of Birth Age at Start of Episode Derivec Birth Year Mother Age At Start of Spell Birth Month Spell Age Birth M
6. www hscic gov uk sus pbrguidance Copyright 2013 Health and Social Care Information Centre All rights reserved 5 SUS R13 Online Service User Guide v1 1 Getting Started Logging in Smart card login e Insert Smartcard into card reader NHS ATTENTION You are attempting to access the NHS Care Records Service Your use of the NHS Care Records Service systems is governed by the terms and conditions stated on the RAOL form that you accepted when your smartcard was issued By entering your Passcode you are confirming your acceptance of these and are bound by them and the Computer Misuse Act 1990 All usage of the NHS Care Records Service is recorded and analysed Action will be taken against any individual attempting inappropriate activity involving the NHS Care Records Service If you are not entitled to use the NHS Care Records Service then you must not attempt to gain access Enter your Smartcard oo E No I do not accept and wish to exit e Enter Passcode and click either the Patient Care or Training accept and proceed button Patient Care is the default option e A Passcode Login Window will open e Select required session role from list List reflects pre assigned user access smartcard permissions Launch Data Access Service After selecting session role the National Health Service Spine Portal web page will open Select Launch Data Access Service from the NHS Applications window NetPortal login A
7. 8 EREREERESEREERES ESE ERES ES EEEES ESTEE ES ESTE ESTE TEE eS oe eee eee eer Sceaneeenesnneenessecsnesneenaesneeenesnseenesseeenesnnenesneeenesneesnessesnnessonnneseesnneseeennesseennesseennesseenaesnensnesnensnesseesnesseennesseunnensenenensesenen0es0000000000000s0000003000000000000020000000000000 0000 0tee eee EEEeEEEECEEEEEECEEEE CECE EE EEEEE ee EEE EE ee EERE Ey ae Dee Eee Ee Eee EE EEE eee eee eee SUS will calculate a derived Organisation _ based on the patient s postcode of residence _ which will be maintained on all incoming records eenueeenesneeenesseoeneneoenecneoenssneeenesneeenenneeenennesenennesenennesenenneseneneeenenneeenennesenennessnennesnnennesnnennesenennesnnennessnennessnennessnennesensnnensnennesnnennessnennesnnennessneneesenenues ee enn 000000 ot EREREERESERTERESER TEES ES PETES ESTES EE SES EE EEE oS oe eee ee eee eres Fete eeneneeeeneneeeneneeeeneneeeeneneeeaneneeeeneneeeenenseeeneneaeeneneeeeneneeeenenseeenenseeeneneeeneneaeenenseeneneeeesneeenenseeeneneeeenenseeenenseensneeeeneneeeneneeensnseeneneeenenseensnseeenenseeensnsesensesesmanterensntsronsateronsatsrnsatsrcssatesessacesesss seep pO See eee eee eee ee ee ee eee eee eee eee eee eee eee eee reer erase The commissioning organisation responsible _ for funding the patient s treatment as assigned _ by the provider submitting the CDS This is usually the Organisation of Responsibility but could also be a specialist commissioning organisation or reflect differe
8. Changes Between Reconciliation and Post Reconciliation and Post Post Reconciliation extracts are split into calendar months based on the financial period of the data A full financial year s data is split across 12 extracts Availability of Record Type To Extract Extract Type Extract Description Emergency Medicine APC Spells APC Episodes Outpatients Critical Care Multi Birth Readmissions Best Practice Ward Stay Data in the Reconciliation extract is a frozen snapshot position representing all data submitted for the associated financial period by the published reconciliation inclusion date This data is sometimes referred to as flex data which formerly carried data for a financial quarter Reconciliation Data in the Post Reconciliation extract is a frozen snapshot position representing all data submitted for the associated financial period by the published reconciliation inclusion date This data is sometimes referred to as freeze data which formerly carried data for a financial quarter Represents the current position of the data for a financial period including all submissions processed at the time that the extract is run The Date Range extract is the same as the Current extract with the difference being that it allows the user to select the required period between two defined dates Post Reconciliation Current Date Range Provides all versions of the data s
9. Search Requested X L Completed X p Application All m Name X Status All Search Reset All 2013 03 04 2013 03 04 l MS_Rec_August 7 A 22 10 26 22 13 04 PbR Output Format 2012 EM Prov RBS Completed 99555 No Es MS_PostRec_July oo SMIFOTOE POR Output Format 2012 APC Sp Prov Completed 621222No Z we RBS a View restricted to 50 extracts at one time Select All Deselect All The date that the extract was requested Includes selection and search function Completed The date that the extract was completed Includes selection and search function Application Indicates source data mart Selection from the drop down box allows filtering on source data mart e g PoR mart Name Extract name Includes selection and search function Status Identifies Completed or Failed extracts Includes filtering function Size Displays extract file size in bytes Transferred Indicates whether download has completed Successful downloads are displayed as Transferred and accompanied by the download date and time Cancelled extracts also display as Transferred and display the attempted transfer date and time P i X View Details g Linked Extracts J Download Through Browser rs Remove Extract Checkbox O Refresh Refresh the display to show changes to the status of an extract Next 50 Extracts Cycles through to next 50 records i Select All Allows user to sele
10. a single use configuration If an extract is likely to be of further use it is possible to save the configuration Select configuration The Select Configuration drop down allows access to previously created and saved user configurations select Configuration Please select w Flease select APC Spells New Data tems APC Sp std RNN Supp and Error OP Std ENN Supp and Error Creating configurations Configurations can be created and shared with other users within the same organisations and across organisations By default users will have access to the configurations saved by any user within the same organisation A saved configuration can only be deleted by its creator Extract Colu g Configure Extract Webpage Dialog 2012 2013 PbR Extracts Select r T Configuration 4 Extract Columns nen Extract Name OS_DateRange_20120401 20120430_EPMain_RLY Format csv Fixed Delimited Enclosing Character Escaping None Delimiter Escaping File Format Windows UNIX Produce Separate Control File Yes No Include Header Yes O No Report Name Record Count CO Date C Parameter Values Include Trailer Yes O No Column Headers Yes No Split size None v Compression Type Zip E Save Configuration Yes No Caption Caption Test 20120329 alphanumeric only Description Description Test 20120329 User created configurations are
11. al G A configuration created by someone external to the organisation and shared for other users to access Description Allows further detail about the configuration to be recorded The Select Configuration Type and Description boxes are information boxes and cannot be edited by the user Add All Moves all configurations from Available Configurations to the Visible Configurations pane Add Selected Moves the selected configuration from the Available Configurations pane to the Visible Configurations pane gt Remove Selected Moves the selected configuration from the Visible Configurations pane to the Available Configurations pane gt Remove All Moves all Visible Configurations to the Available Configurations pane 14 Copyright 2013 Health and Social Care Information Centre All rights reserved Moving configurations Moving a configuration from the Available Configurations pane to the Visible Configurations pane allows it to appear in the Select Configuration list on the Configure Extract Screen e Highlight and Move the required configuration s to the appropriate pane Manage Extract Configurations Web Page Dialog PbR Extracts 10 11 Visible Configurations APC Spells New Data Items APC_Sp_Std RNN Supp and Error Best Practice Provider Best Practice Provider O orap E Se and EE OP_Std_RNN Supp and Error Available Configurations APC Spell Date Range 2010 11 O
12. be deleted by its creator The Delete button is disabled for all configurations other than those created by the user When a configuration is deleted it deletes all links other users have to the configuration and removes it from the Visible and Available Configuration pane Microsoft Internet Explorer CAUTION This configuration is currently being shared Deleting the configuration will prevent other users from using it Are you sure you want to delete the select configuration Cancel Deleting a configuration does not impact extracts executing or pending because the configuration has already been applied at the point of submission e Select the extract to delete in the Visible Configurations pane e Click the Delete button A confirmation message dialog box is displayed asking Are you sure you want to delete the select configuration e Click the OK button Copyright 2013 Health and Social Care Information Centre All rights reserved 15 SUS R13 Online Service User Guide v1 1 My Documents The My Documents tab displays five icons of which only Data Extracts is currently in use Data Extract The Data Extracts screen accessed via the Data Extracts My Documents tab allows users to search for and download an extract To access the Data Extracts screen e Select the My Documents tab e Click the Data Extracts icon to display the Data Extracts screen 4 Data Extracts
13. ct all extracts and then delete by clicking on the Delete button Deselect All Allows user to deselect all extracts Delete Used to delete individual multiple or all extracts depending on user selection 16 Copyright 2013 Health and Social Care Information Centre All rights reserved Extract name structure The Managed Service and PbR Online Service extracts both appear within the Data Extracts list Each extract name is prefixed with MS for Managed service and OS for user defined PbR Online Service extracts by default PbR Online Service extract names can be modified by the user but the Managed Service extract names are fixed and cannot be modified e Example Managed Service extract MS _Rec_June2013_ APC _Ep Prov RLY e Example PbR Online Service extract OS_ Rec_June2013_ SPMain_ RLY The table below details how the extract names are structured based on the Managed Service extract example above MS _ Managed Service prefix lt Whether the view of the data is at Rec reconciliation or post reconciliation The month that the activity within the extract relates to based on June2013 GDS Activity Date e g Appointment Date for OP APC_Ep The CDS type of the data p Whether the user is viewing data rov oe a as the Provider or Commissioner _ RLY The organisation code of the user Transferring extracts To use a data extract file it must be downloaded from SUS Data trans
14. current organisation Browse Opens Lookup Browser to search for Provider s or Commissioner s Clear Clears Provider or Commissioner pane Lookup browser Click the Browse button above the Provider or Commissioner pane opens the Provider or Commissioner Lookup Browser Lookup Browser results limit 1000 Ignore Case Description Starts with a Code Contains Results Current Values ABBEY GISBURNE PARK HOSPITAL NTF01 AINTREE UNIVERSITY HOSPITALS NHS FOUNDA AIREDALE NHS TRUST RCF ALLIANCE MEDICAL NT9 ASHFORD AND ST PETER S HOSPITALS NHS TRI ASHTON LEIGH AND WIGAN PCT 5HG ASTON ACADEMY OF LIFE SCIENCES NTYF2 C J a SUS R13 Online Service User Guide v1 1 The Lookup Browser contains search fields enabling users to search for required values by entering either Organisation Name or Organisation Code or both in the Description and Code boxes Description Search by Organisation Name based on Contains Equals Starts with or Ends with Code Search by Organisation Code based on Contains Equals Starts with or Ends with Ignore Case Checkbox Uncheck Ignore Case checkbox to enable case sensitive search Search Button Starts Search based on selected criteria Results Displays search results Current Values Displays Current Values to be applied to the extract G Transfers selected Result s t
15. e process including grouping spell construction tariff and exclusions is captured in the Error Extract Event level error extracts can be produced in conjunction with APC Episodes Emergency Medicine or Outpatients extract types CDS 6 2 Extract A new CDS 6 2 Extract introduced in SUS R13 contains all additional CDS 6 2 data items with the exception of SPC Days and REHAB Days which have been incorporated within the main extracts using the Spare 1 and Spare 2 data items and ward stay data items which have been added to the ward stay extracts SUS R13 Online Service User Guide v1 1 It is essentially another type of supplementary extract in that it is linked to the main extract and produced in the same way as the Supplementary extracts and uses the same structure for all data types The CDS 6 2 Extract contains all current CDS Types and Schema versions Data items common to CDS 6 1 and CDS 6 2 are populated for all records contained in the main extract For example an APC Episode Extract with 500 CDS 6 2 records and 500 CDS 6 1 records would produce a CDS 6 2 Extract with 1000 records thus enabling clear reconciliation between the main APC Episodes extract and its supplementary CDS 6 2 Extract 10 Copyright 2013 Health and Social Care Information Centre All rights reserved Columns tab The Columns tab of the Configure Extract screen allows the addition removal and limited ordering of the columns to be output in
16. erating system the file is to be used within Windows or UNIX Produce Separate Control File Excludes header and footer from main file and creates separate file containing this information Include Header Adds selected values to extract header Report Name Date Record Count and Parameter Values At least one item must be included if Produce Separate Control File is selected Include Trailer Adds removes trailer details to main extract file not available if Produce Separate Control File is selected Column Headers Adds removes column names to main extract file If Produce Separate Control File has been selected headers will appear in the control file Split Size Select the split size to create multiple files of specified size limit Compression Type Extract files can be compressed to reduce the length of time they take to transfer Select Compression Type of ZIP GZIP or None uncompressed file Save Configuration Selects whether current configuration is to be saved YES NO Caption Enter a name for the configuration that is to be saved This will appear in the Select Configuration list Description Enter a meaningful description for the configuration that is to be saved 12 Copyright 2013 Health and Social Care Information Centre All rights reserved SUS R13 Online Service User Guide v1 1 Configurations The process of setting up an extract to run is effectively the same as creating
17. ferred using secure Hypertext Transfer Protocol http Extracts are downloaded through My Documents e Select My Documents e Select Data Extracts lf Produce Separate Control File has been set to Yes on the Configure Extract Output tab two files will need to be transferred Element Description SUS R13 Online Service User Guide v1 1 If Split Size has been specified allowing the extract to be split into multiple files based on a user specified file size limit these files will also be listed oo ee Data Extracts S Search Requested i J Completed v E Application All v Name v Stat All v Reset All PbR 1213 2012 03 29 2012 03 29 OS_CRPR_April Z 14 32 27 14 33 41 OUPUt 9099 SPMain_RNN SM a Sao PbR 1213 2012 03 29 2012 03 29 OS_CAPR_April 14 31 11 14 33 39 PUPUL 2013_EMMain_RNN REER 2 Sao View files for a data extract Before downloading an extract it can be previewed to ensure that the correct extract has been selected e Click the Download Through Browser icon located to the right of the extract to be transferred to display the following list E i T gt Control File Split 4 e Select the file to be viewed in the list e Click the Open button on the File Download dialog box to view the file e lf the file is the Control File it is automatically opened in MS Excel Close the workbook to return to the Data Extracts page e lf the f
18. fter selecting the Launch Data Access Service option the NetPortal Login screen will open Where users have multiple user role profiles an alternative profile can be selected from the Select user role profile drop down box e Click Login to activate the session 00 6 NetPortal User Login Select user role profile Example Organisation v After Logging in the active NetPortal screen will open NetPortal screen The NetPortal screen is the main screen of the SUS Data Access Service and provides access to all areas of the system log out icons and user information and preference settings Navigation All areas of the portal are navigated using the tabs on the left of the NetPortal screen Help i Online user guide pe Applications Data marts and extract configuration My Documents User created data extracts Schedules Scheduled data extracts status and queue Settings User preferences Session information and workspace Session information and expanded workspace options are accessed using the icons at the top of the NetPortal screen Information User information licence type product versions Expand Workspace Hides navigation panel to maximise work space Logging out E Log Out P Returns user to the login screen and allows a different user role profile to Log Out 9 UE be selected 6 Copyright 2013 Health and Social Care Information Centre All rights rese
19. identified with one of the following e ORG CODE O created by a user in the same organisation e ORG CODE G created by a user in a different organisation global Configurations are created when running an extract and can be saved for use in future The details are captured on the Output Tab of the Configure Extract Screen To save a configuration check the Yes radio button under Save Configuration and complete the configuration Caption and Description details Caption Enter a name for the configuration to be saved This will appear in the Select Configuration list If a Caption is entered that has already been used by another user within the organisation the following message will be displayed This configuration name already exists within your organisation Please enter another name Suggested good practice is to include the organisation code and the initials of the user as part of the configuration name Description Enter a meaningful description for the configuration that is to be saved Internal users will be notified of newly created configurations the next time they access the organisational data Copyright 2013 Health and Social Care Information Centre All rights reserved 13 Managing configurations Click Manage in the Configure Extract screen to display the Manage Extract Configurations Screen Configure Extract Webpage Dialog 2012 2013 PbR Extracts Selec
20. ile is not the Control File the downloaded file opens in a compressed file viewer zip along with a readme ixt file which contains details of the file order in the extract e g File 1 of 3 Copyright 2013 Health and Social Care Information Centre All rights reserved 17 Transfer extracts e Click the Download Through Browser icon amp e Select the file to be downloaded in the displayed list e Click Save on the File Download dialog box to view the file e Browse to the folder where the file is to be saved in the Save As box e Click Save and close the folder e Repeat the process for each of the files in the extract The Transferred column on the Data Extracts screen will display Transferred along with the date and time of the transferral The saved file will open as an Excel workbook Saved files can also be opened with other applications such as Access or Notepad SUS R13 Online Service User Guide v1 1 Linked Data Extracts Linked Data Extracts OS_Rec_April 2012 03 29 2012 03 29 _Rec_Ap 2012_APCError_RNN PbR 1213 14 27 49 14 30 36 Cutpu Output Format Completed 655 No X tn OS Rec April 2012 03 29 2012 03 29 _Rec_Apri 2012_EPSupplementary RNN 14 27 50 14 30 31 PbR 1213 Output Completed 629 No X gt orm Back to Data Extracts In the records displayed in the Data Extracts page if an extract record is linked to other Supplementary Error or CDS 6 2 extracts a Linked Ex
21. manually configure the output file to their particular requirements by changing the extract name format target operating system and structure of the file to be delivered The available options are detailed below A Configure Extract Webpage Dialog 2012 2013 PbR Extracts Select Configuration xj Extract Columns Extract Name OS_DateRange_20120401 20120430_EPMain_RLY Format CSV Fixed Delimited Enclosing Character Escaping None v Delimiter Escaping File Format Windows UNIX Produce Separate Control File Yes No Include Header Yes O No Report Name Record Count C Date C Parameter Values Include Trailer Yes O No Column Headers Yes O No Split size None i Compression Type Zip v Save Configuration Yes No Caption Caption Test 20120329 alphanumeric only Description Description Test 20120329 Extract Name The default name can be changed Standard file naming rules apply e g no special characters Format Select Output file format as Comma Separated Value CSV Fixed Width TXT or user specified delimiter Enclosing Character Escaping Active if CSV output selected Used to select method used to escape quote characters SUS R13 Online Service User Guide v1 1 Delimiter Escaping Active if delimited output is selected Used to select method used to escape delimiting character File Format Specifies the type of op
22. nt local commissioning arrangements such as hosted 6 _ services _ SUS performs a look up against the submitted value Organisation Code Code of _ Commissioner to ensure a valid code has _ been submitted and this validated code is _ used as the Commissioner Code Copyright 2013 Health and Social Care Information Centre All rights reserved 19 SUS R13 Online Service User Guide v1 1 SUS PbR Business Functions A user must have a smartcard with a base e Users must be registered and have a access permission certificate B1500 user profile for each organisation assigned and one of the following three concerned business functions in order to access SUS PbR Data B0164 B1841 B0163 It is not B0163 Access PbR Extracts Clear possible to have a combination of these business functions in the same user role profile URP A separate user profile must be created for each user profile tyoe where multiple format view types are required e User can run pre defined PbR extracts and the data returned will be in clear i e patient identifiable data is visible e User must belong to an organisation commissioning patient care on behalf of N NHS B1500 Base Access Permission e Users in shared services or agency e B1500 Base Access Permission allows organisations representing multiple access to SUS Launch pad organisations can access data for all e All users who register MUST be given organisations for which they are thi
23. o Current Values Pane Shift allows multiple consecutive selections Ctrl allows non consecutive multiple selections B Transfers selected Current Value s back to Results Pane Shift allows multiple consecutive selections Ctrl allows non consecutive multiple selections OK Confirms selection s to be added to Provider Commissioner pane in Configure Extract Screen Cancel Cancels the search without applying any changes Copyright 2013 Health and Social Care Information Centre All rights reserved 9 Additional Extracts tab The Additional Extracts tab allows the selection of Supplementary Error or CDS 6 2 Extracts to be produced alongside the main extract All additional extracts are set to No by default To select an additional extract to be produced click on the drop down box and select Yes Advanced Options Additional Extracts Supplementary Extract Yes Error Extract Wes CDS 6 2 Extract Yes Supplementary Extract Data items that capture potential multiple recorded instances such as multiple secondary diagnoses procedures or ward stays which exceed the allowed limit for the Admitted Patient Care Episodes Outpatients or Emergency Medicine extracts are contained in a Supplementary Extract For example the Admitted Patient Care Episodes extract allows for a maximum of 12 instances of secondary diagnosis being recorded Error Extract Every error that can occur throughout th
24. on Code Category Prime Recipient Code Organisation of Responsibility Code SUS derived value Organisation of Residence Code SUS derived value Organisation of Residence Code Incoming Trust provided value Commissioner Code Description Set by Provider to represent the Organisation to which the record should be sent T ore cce ocr ore rece one rec A Oren E Snore EOE OnE REDO nE DEERE EPEC EO HED EEO REDE DEORE DEDEDE DE DEDDEDEEDEODEEE sseneaesecnseesenseesrcnsesencnsessrensesennsees There may be zero one or more records set by _ the Provider representing other Organisations 1 _ to which the CDS record should be sent ree eT TCT TET TTT T EEE TE TTT 68s eee e cee eee e ene ee een e EE ee EERE EEE ES EEEE EERE ERS The organisation code of the provider sending _ the CDS this is the organisation code not the 2 _ Sender code _ SUS will derive the Organisation responsible _ for the general practice with which a patient is _ registered by checking against the patients _ PDS Record _ The Organisation of Residence as set by the _ Provider which is included on the CDS This would normally be the same as the Prime Recipient but may not be Indicator enan en vets a Sebel eeneschesneecnesseecnesnesnesneecnesneesnesseeeneneeenennessnenneesnenneeenennessnennessnenneesnennesnnennessnenneesnennessnennessnennessnennessnennessnennessnennessnenessnennessnennessnennessnennesnuennese005000 000000000050
25. onth Mother Episode Age Age at Spell End Original H E Other Person Data Age at Record Start H Spell and Admission Age At End of Spell H Post Reconciliation Age at Spell Start Original H Consultant Episode Activity Age at Record End H Contract Identifiers Ana an 7 ao re ee SS gee eae en lt lt Column Count 181 SUS R13 Online Service User Guide v1 1 gt Add All Moves all columns from Excluded Columns pane to Output Columns pane P Add Moves selected column s from Excluded Columns pane to Output Columns pane Shift allows multiple consecutive selections Ctrl allows non consecutive multiple selections Remove All To move all columns from the Output Columns pane to the Excluded Columns pane click on the left pointing Remove All button Remove Moves selected column s from Output Columns pane to Excluded Columns pane Shift allows multiple consecutive selections Ctrl allows non consecutive multiple selections Move Up Move Down Changes the extract order of the selected column in the Output Columns pane Column Count Displays the number of columns manually transferred to the Output Columns pane Copyright 2013 Health and Social Care Information Centre All rights reserved 11 Output tab The output tab determines the format of the extract file The default settings are designed for the majority of users however advanced users can
26. reen History Shows details of previous data extractions Preview Returns the first 100 rows of data in the file format specified on the Output tab Submit Submits extract to Scheduler but does not close the Configure Extract screen OK Submits extract to Scheduler queue and closes the Configure Extract Screen Choosing Submit AND OK will submit the extract twice Cancel Closes the Configure Extract Screen Date From Date To Only visible on Date Range Extract Type Click the Ellipsis button displays calendar Reset button clears selected dates New or Update Only visible on Changes After Post Reconciliation Extract Type Records marked post post reconciliation PPR are flagged either as updates to existing or as new records 8 Copyright 2013 Health and Social Care Information Centre All rights reserved Advanced Options tab The Advanced Options tab allows the data to be filtered by Provider or Commissioner based on a user s specific requirements e Clicking the Browse button above the Provider or Commissioner pane opens the Provider or Commissioner Lookup Browser e Clicking the Clear button clears Provider or Commissioner pane Gara Options Additional Extracts Provider Browse Clear Commissioner Browse Clear Provider Select Provider s valid for data for current organisation Commissioner Select all one or many Commissioners valid for data for
27. rved About The Extracts SUS R13 Online Service User Guide v1 1 Managed Service Extracts Managed Service Extracts are system generated extracts using a predefined list of data items delivered to users at Reconciliation and Post Reconciliation points Users wishing to configure schedule and amend their own tailored extracts should use the PoR Online Service Available extracts Depending on the active user role profile the following extract types are available Admitted Patient Care Spells Admitted Patient Care Episodes Outpatient Emergency Medicine Unspellable Activity APC Open Spells Best Practice Cataracts Readmissions Critical Care APC Episode Ward Stays APC Episode Multi Birth Accessing Managed Service Extracts Managed Service Extracts are accessed via the Data Extracts icon on the My Documents tab Data Extracts PbR Online Extracts PbR Online Extracts are user configurable data extracts that allow users to produce tailored reports based on specified data items for a user defined period Available extracts Managed Service extracts are delivered to users via the Data Extracts option in the My Documents tab Depending on the active user role profile the following extract types are available Admitted Patient Care Outpatient Emergency Medicine Critical Care APC Episodes Ward Stays APC Episodes Multi Birth APC Spells Supplementary APC Episode Supplementary
28. s Business Function as it identifies responsible them as a Data Access Service e Requires a user profile for each Application user on Spine organisation B0164 Access PbR Extracts Pseudonymised e User can run ad hoc queries against the PbR data e Repository view is restricted to the data relevant to the user s organisation using NHS group key pseudonymised data identifiable data replaced with pseudonyms to prevent identification of the patient e Users in shared services or agency organisations who are representing multiple organisations are able to access data for all the organisations for which they are responsible e Users must be registered and have a user profile for each organisation concerned B1841 Access PbR Extracts Spatial Pseudonymised e User can run ad hoc queries against the PbR data e Repository view is restricted to the user s own organisations data using spatial key pseudonymised data identifiable data replaced with pseudonyms to prevent patient identification e Postcode remains clear e Users in shared services or agency organisations who are representing multiple organisations are able to access data for all the organisations for which they are responsible 20 Copyright 2013 Health and Social Care Information Centre All rights reserved SUS R13 Online Service User Guide v1 1 Record Types amp Extract View Table The Reconciliation Post Reconciliation Current
29. t Configuration Please select ee Columns Output g Manage Extract Configurations Webpage Dialog 2012 2013 PbR Extracts Visible Configurations APC_Ep Supp_and_Error RNN O APC_Spells_CRPR RNN O CC_Post_Rec RBQ 0 EM_PPRec_Share RNN O OP_Current_Share RNN O Available Configurations EM_PPRec_Share G OP_Current_Share G Enare unerare Det Select Configuration Description Type Close Visible Configurations Contains the extract configurations displayed in the Select Configuration drop down list Available Configurations Contains extract configurations that can be added to the Visible Configurations list which will appear on the Select Configuration drop down list Share Shares selected configuration with all users It is only possible to share configurations which the individual has created e g configurations which don t have a G or a O suffix Unshare button Allows user to un share a configuration by un sharing the configuration will only be available to internal users Delete button Allows configurations to be deleted a user can only delete their own configurations Deleting an item will automatically unshare it Select Configuration The name for the configuration SUS R13 Online Service User Guide v1 1 Type Self A configuration created by the user Organisation O A configuration created by someone in the same organisation Glob
30. te manage move share unshare and delete user created extract configurations My Documents How to preview and transfer user created data extracts from the portal to the users system Schedules How to view the extract scheduler queue create new schedules amend scheduled jobs and delete jobs submitted to the scheduler queue oo m M ae i Applications Applications E 2009 2010 PoR 2010 20 2011 2012 Por Vy Manage Schedules 2 Help Por HJ suse 0 eG ese 2009 2010 PbR 2010 2011 PbR 2011 2012 PbR PoR SUS Extract Mart 2009 SUS Extract Mart 2010 About the extracts The two types of extracts available through the PbR Online tool are the Managed Service Extracts and the PbR Online Extract The SUS R13 PbR Extract Specification workbook provides comprehensive details of all the extracts available on the system Managed Service Extracts Managed Service Extracts are system generated extracts with pre defined data items made available to users at monthly reconciliation and post reconciliation points PbR Online Extracts The PbR Online Extract is a user configurable extract that allows users to specify required data items date parameters and other extract criteria Further information This document should be used in conjunction with the following guidance documentation SUS R13 PbR Technical Guidance SUS R13 PbR Extract Specification SUS R13 PbR Submission Timetable
31. tract icon is displayed next to the record This icon is an active link and when clicked all linked extract records that were defined in the Configure Extracts dialog are retrieved and displayed on a Linked Data Extracts page It is possible for a main extract to fail and its linked extracts to complete successfully A main extract could complete successfully but one or more linked extracts could fail e Click the Linked Extracts icon E to display the Linked Data Extracts screen The Linked Data Extracts screen contains the same view and download functions as the Data Extract screen Click Back to Data Extracts to return to the main Data Extracts page Schedules Scheduler functionality is in not currently operational Therefore it is not possible for users to schedule any extract reporting 18 Copyright 2013 Health and Social Care Information Centre All rights reserved SUS R13 Online Service User Guide v1 1 Reason for Access Access to individual CDS Records is controlled via a combination of the RBAC controls and the Addressing Grid This operates in a similar way in the SUS Extract Mart SEM it lists all organisations with access to an individual record Users can access records where the entry on the addressing grid matches their organisation code or codes for which they are responsible The addressing grid for any CDS record may include records for each of the following values Organisati
32. tracts 17 View files for a data extract 17 Transfer extracts 18 Linked Data Extracts 18 Schedules 18 Reason for Access SUS PbR Business Functions B1500 Base Access Permission 20 B0164 Access PbR Extracts PSeudonymised 20 B1841 Access PbR Extracts Spatial Pseudonymised 20 B0163 Access PbR Extracts Clear 20 Record Types amp Extract View Table 4 Copyright 2013 Health and Social Care Information Centre All rights reserved SUS R13 Online Service User Guide v1 1 SUS Pb bR Online Service The Secondary Uses Service Payment by Results Online Service is a reporting tool which allows registered users to receive and produce extracts on submitted activity data to assist with contract monitoring performance analysis and healthcare planning System access is dependent on pre defined role based access permissions ensuring the protection of patient identifiable data This document This document provides an overview of the functionality available to SUS PbR Online Service users in the following areas Getting Started Logging in and out of the SUS Data Access Service and navigating the portal Managed Service Extracts Understanding the available system generated Managed Service Extracts and how to access them PbR Online Extracts Understanding user configurable extracts and how to use the basic and advanced extract options to return the required information Configurations How to select crea
33. ubmitted between Reconciliation and Post Reconciliation inclusion dates It is not a net change extract Provides all versions of the data submitted after the Post Reconciliation inclusion date It is not a net change extract Changes Between Reconciliation and Post Reconciliation Post Post Reconciliation Best Practice Extracts Contains Cataract Best Practice pathway related data N N N N N N N N Optional Supplementary including CDS 6 2 extracts and Error Extracts can be produced in conjunction with all Extracts except for Best Practice Extracts Copyright 2013 Health and Social Care Information Centre All rights reserved 21 SUS R13 Online Service User Guide v1 1 Published by the Health and Social Care Information Centre Part of the Government Statistical Service For further information www hscic gov uk 0845 300 6016 enquiries hscic gov uk Copyright 2013 Health and Social Care Information Centre All rights reserved This work remains the sole and exclusive property of the Health and Social Care Information Centre and may only be reproduced where there is explicit reference to the ownership of the Health and Social Care Information Centre This work may be re used by NHS and government organisations without permission
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