PRIMHD Reporting End User Guide
Version
1.4
Date
27 January 2012
Owner
National Collections and
Reporting Group
Status
FINAL
PRIMHD Reporting End User Guide
Version 1.4
Table of contents
1.
2.
Introduction ....................................................................................................... 5
1.1.
Purpose ..............................................................................................................................5
1.2.
Scope ..................................................................................................................................6
1.3.
Minimum System Requirements ......................................................................................6
1.4.
Accessing PRIMHD for the first time ...............................................................................6
1.5.
1.6.
Related documents............................................................................................................7
1.5.1
PRIMHD Data Dictionary .......................................................................................7
1.5.2
PRIMHD Code Set .................................................................................................7
1.5.3
NHI Data Dictionary ...............................................................................................7
Definitions ..........................................................................................................................7
1.7.
Accessing standing order reports or creating ad hoc reports ...................................10
PRIMHD STANDING ORDER REPORTS ........................................................ 11
2.1.
Logging in to InfoView ....................................................................................................11
2.2.
Reports Home Page.........................................................................................................11
2.3.
2.4.
Report Set .........................................................................................................................11
2.3.1
PRIMHD Reporting One ......................................................................................12
2.3.2
PRIMHD Reporting Two ......................................................................................12
2.3.3
PRIMHD Reporting Three ....................................................................................12
2.3.4
PRIMHD Reporting Four ......................................................................................12
2.3.5
PRIMHD Reporting Five ......................................................................................12
2.3.6
PRIMHD Reporting Six ........................................................................................12
2.3.7
KPI .......................................................................................................................12
2.3.8
NGO .....................................................................................................................12
2.3.9
Funder and Planner .............................................................................................13
Refresh Reports ...............................................................................................................13
2.5.
Using the Scheduler ........................................................................................................13
2.6.
Saving and Printing Reports ..........................................................................................17
2.7.
InfoView Help ...................................................................................................................17
2.8.
PRIMHD Phase 2 Reports ...............................................................................................17
2.8.1
Access Standing Order ........................................................................................17
2.8.2
DMS Reconciliation Standing Order ....................................................................17
2.8.3
DHB Ethnicity Report ...........................................................................................18
2.8.4
SISSAL Standing Order .......................................................................................18
2.8.5
MHC Standing Order ...........................................................................................18
2.8.6
DHB Service Profile Standing Order ...................................................................18
2.9. PRIMHD KPI Reports .......................................................................................................19
2.9.1
Report 1 - KPI 1 Total HoNOS Scale (Inpatients) – effect size large ..................19
2.9.2
Report 2 - KPI 2 28 day acute inpatient readmission rate ...................................19
2.9.3
Report 3 - KPI 8 Average length of acute inpatient stay .....................................19
2.9.4
Report 4 - KPI 12 Community treatment days per service user ..........................19
2.9.5
Report 5 - KPI 18 Preadmission community care................................................19
2.9.6
Report 6 - KPI 19 Post-discharge community care .............................................19
2.10. Funder and Planner Reports ..........................................................................................20
2.10.1 Report 1 - Provider Monitoring Report - NGO .....................................................20
2.10.2 Report 2 - Provider Monitoring Report – DHB ....................................................20
2.10.3 Report 3 - Service Use by Client - NGO .............................................................20
2.10.4 Report 4 - Service Use by Client - DHB ..............................................................21
2.10.5 Report 5 - DHB Benchmarking ............................................................................21
2.11. NGO Reports ....................................................................................................................21
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2.11.1
2.11.2
2.11.3
2.11.4
3.
4.
5.
7.
3.1.
Which PRIMHD Business Objects Universe should I use for ad hoc reporting? .....23
3.2.
Universe Comparison......................................................................................................23
3.3.
Queries by Class Type ....................................................................................................24
3.3.1
Activity..................................................................................................................24
3.3.2
Referrals ..............................................................................................................24
3.3.3
Classifications ......................................................................................................24
3.3.4
Legal Status .........................................................................................................24
3.3.5
Outcomes.............................................................................................................25
PRIMHD BOXI Universe Structure ................................................................. 26
4.1.
PRIMHD Universe ............................................................................................................26
4.2.
PRIMHD Consolidated .....................................................................................................27
Logging in to Deski to create Ad Hoc Reports ............................................. 28
Logging in ........................................................................................................................28
Running Ad Hoc reports using the Scheduler ............................................. 30
6.1.
Export to Repository .......................................................................................................30
6.2.
Select report format.........................................................................................................30
6.3.
Select schedule time .......................................................................................................31
6.4.
Select destination ............................................................................................................31
PRIMHD Consolidated Universes .................................................................. 32
7.1.
7.2.
7.3.
7.4.
8.
NGO Report 1 – NGO Demographics .................................................................21
NGO Report 2 – NGO Activity .............................................................................22
NGO Report 3 – NGO Outcomes........................................................................22
NGO Report 4 – NGO Referrals .........................................................................22
PRIMHD AD HOC REPORTS .......................................................................... 23
5.1.
6.
Version 1.4
Activity and Referral details class .................................................................................32
7.1.1
Client Details ........................................................................................................33
7.1.2
Referral Discharge ...............................................................................................33
7.1.3
Activity..................................................................................................................34
Bed Night details class ...................................................................................................36
Classification details class .............................................................................................37
7.3.1
Classification ........................................................................................................38
Legal Status details class ...............................................................................................40
7.4.1
Legal Status Code subclass ................................................................................40
7.4.2
Other subclasses .................................................................................................41
PRIMHD Universes .......................................................................................... 42
8.1.
Client Details class ..........................................................................................................43
8.2.
Referral Discharge class .................................................................................................44
8.3.
Activity class ....................................................................................................................45
8.4.
8.6.
Legal Status class ...........................................................................................................46
8.4.1
Legal Status Code subclass ................................................................................46
Classification class .........................................................................................................47
8.5.1
Classification mapping .........................................................................................47
Collection Occasion class ..............................................................................................48
8.7.
File Version class ............................................................................................................49
8.5.
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9.
Version 1.4
Document Control ........................................................................................... 50
9.1.
Document information ....................................................................................................50
9.2.
Document owner..............................................................................................................50
9.3.
Version control ................................................................................................................50
9.4.
Associated documents ...................................................................................................51
9.5.
Document contributors ...................................................................................................52
10.
Reviewers ........................................................................................................ 53
11.
Approvers ........................................................................................................ 53
Appendix One – Report examples ......................................................................... 54
PRIMHD Phase 2 report example – DHB Ethnicity .................................................................54
PRIMHD KPI Report examples ..................................................................................................55
Funder and Planner report examples ......................................................................................61
NGO report examples ................................................................................................................67
Appendix Two - PRIMHD BOXI User Access Information .................................... 71
External Teams...........................................................................................................................71
District Health Board (DHB) Identifiable ............................................................................71
District Health Board (DHB) Non-Identifiable ....................................................................71
Non-Government Organisation (NGO) Identifiable ...........................................................71
Non-Government Organisation (NGO) Non-Identifiable....................................................72
Shared Support Agency (SSA) ..........................................................................................72
Mental Health Commission (MHC) ....................................................................................72
Te Pou ...............................................................................................................................72
Appendix Three – First time users of Business Objects ..................................... 73
Enabling Deski for the first time ...............................................................................................73
Log in to Deski the first time ..............................................................................................73
Log in to Business Objects InfoView .................................................................................73
Configure Deski for future use ...........................................................................................74
Launching Deski directly ....................................................................................................75
Appendix Four – NGOs who reported to MHINC during the 2007 calendar year76
Appendix Five – Activity Unit Type and Codes ..................................................... 77
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PRIMHD Reporting End User Guide
1.
Version 1.4
Introduction
PRIMHD, (pronounced “primed”), is the Programme for the Integration of Mental Health Data
and is a Ministry of Health single national mental health information collection of service activity
and, for the first time, outcomes data.
The primary objective of PRIMHD is to provide integrated mental health interventions, service
activities and outcomes information for decision support and monitoring of strategy and policy
formation for mental health in New Zealand. Outcomes of this are local benefits around
benchmarking and the ability to use the local data for planning and service improvement.
PRIMHD fills the gaps identified in the current mental health data collections. It creates a
picture of what services are being provided, who is providing the services, and what outcomes
are being achieved for health consumers across New Zealand’s mental health sector.
PRIMHD integrates the existing Mental Health Information National Collection (MHINC) with the
Health of the Nation Outcome Scale (HoNOS) to form a single national data collection for
mental health and addiction. The PRIMHD collection differs from MHINC because it collects
both service activity data (such as the number of community contacts made by providers with
unique consumers) as well as information on outcomes at local, regional and national levels.
All DHBs and a few NGOs began reporting to PRIMHD on 1 July 2008. The start date for data
held in PRIMHD for the majority of NGOs will be staggered over time depending on when each
NGO achieved compliance. As PRIMHD brings together two collections, historical data will be
available from all DHBs and the few NGOs that reported to MHINC. See more information
about this under 4.2 Universe Comparison.
PRIMHD produces reports, based on the data received from District Health Boards (DHBs) and
non-government organisations (NGOs), to enable better quality service planning and decisionmaking by mental health and addiction service providers, at the local, regional and national
levels.
The quality of these reports has been enhanced by the creation of:

A revised national standard of defined and accepted set of data definitions, common code
sets, data validation rules and business rules, which also provide guidelines for privacy,
information capture and use.

A minimum data information standard that shows mental health services, interventions and
outcomes activities from both NGO and DHB perspectives.
NOTE:
Information is collected in PRIMHD about people who access publicly funded
mental health and addiction services (other than primary care services).
Information is not collected about family members who receive support.
1.1. Purpose
The purpose of this document is to provide you with the core information you need to run
PRIMHD reports from the PRIMHD datamart using Business Objects.
This document assumes you:

Have already attended Business Objects training or have a good working knowledge of
Business Objects

Have a Business Objects Deski licence

Need to work with or analyse PRIMHD data

Have the minimum system requirements as stated in section 1.3.
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1.2. Scope
This document includes information on minimum system requirements, terms and definitions,
accessing PRIMHD for the first time, Logging in, accessing published reports, a brief summary
of all Phase 2, KPI, Funder and Planner and NGO reports including the parameters to be used
and guidelines on which universe to use for ad hoc reports.
1.3. Minimum System Requirements
The following specifications are the recommended minimum system requirements to run
ad hoc PRIMHD reports using Business Objects:

For Business Objects you need to be able to access the Health intranet, whether it is a 3
tier DESKI client (which has a desktop client) or just an Infoview user (web based client).
To get the required information confirmed, you may find this link useful:
http://www.health.govt.nz/our-work/health-network/health-network-information-pack or
contact the related people who could provide this information.

For Business Objects XI (Service pack 2 with fixpack 2.5) Client install, you require 2 GHz
Pentium 4 - class processor

For Business Objects XI (Service pack 2 with fixpack 2.5) Client install, you require 2 GB
RAM

For Business Objects XI (web based -Infoview mainly), in a Windows operating system, the
supported browsers are:
Browser
Firefox 2.0
Firefox 3.0
Internet Explorer 6.0 SP2
Internet Explorer 7.0
Internet Explorer 8.0 *
Java Virtual Machine (JVM)
Sun 1.5.0_xx
Sun 1.6.0_02+
Sun 1.5.0_xx
Sun 1.6.0_02+
Sun 1.5.0_xx
Sun 1.6.0_02+
Sun 1.5.0_xx
Sun 1.6.0_02+
Sun 1.5.0_xx
Sun 1.6.0_xx
* Only Compatibility mode is supported
NOTE:
The above information contains the requirements for Business Objects XI only and
not for the Health intranet or the PRIMHD system.
1.4. Accessing PRIMHD for the first time
To obtain access to PRIMHD you need to complete a National Collection Access Request Form
which needs to be approved by your manager and reviewed by the Ministry of Health.
To access this form go to: http://busobjxi.moh.health.nz/MOH.html and click on the Request
New Access or Change of Current Access to Business Objects link.
Please complete the form and fax it to 04 381 5301, attention “Business Objects Support”.
NOTE:
For detail about how to launch the Business Objects Deski application for the first
time, refer to Appendix 3 of this document.
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Version 1.4
1.5. Related documents
The following documents are available to download from the Ministry of Health website.
1.5.1
PRIMHD Data Dictionary
(A link is not yet available to this document)
This document shows the content available in the data mart. It provides context for the
use and interpretation of data based on the rules applied to acquire, transform and
apply business meaning to the data. The dictionary includes:


Data field name, definition, data type and source data mart object reference.
Data usage context.
The intended audience includes health sector analysts, database administrators,
business intelligence and other system designers and report writers.
1.5.2
PRIMHD Code Set
This document defines the common set of codes to be used for each data element of
PRIMHD that requires coding. It is available at:
http://www.health.govt.nz/nz-health-statistics/national-collections-andsurveys/collections/primhd/primhd-standards
1.5.3
NHI Data Dictionary
This document has been included to provide more context around the NHI. It is
available at:
http://www.health.govt.nz/publication/programme-integration-mental-health-dataprimhd-data-dictionary
1.6. Definitions
Item
Definition
Activity
The mental healthcare provided to a healthcare user by a healthcare
team. This includes bednights, contacts, seclusion and leave.
Admission/Admitted
Where a Health Consumer is accepted for treatment by a service,
either by way of an inpatient admission, outpatient services or NGO
services.
Bednight
Bed occupied at midnight.
Benchmarking
A process of evaluating aspects of processes against best practice.
Business Objects
A reporting tool.
Casemix
Casemix is by definition a system that classifies people into groups that
are homogeneous in their use of resources.
The purpose of the New Zealand mental health services case mix
classification is to classify episodes of care based on those factors
which best predict need, and the cost of care.
Class
A Business Objects term referring to one or more data elements
CLIC
Client Information Collection database.
Client
See ‘Health Consumer’.
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Item
Definition
Collection
A national set of information and data, specific to a part of the heath
sector. These collections are available for reporting, management and
operational purposes. Users include DHBs, researchers and Ministry
staff.
CPN
The Healthcare Worker Common Person Number (CPN) is a unique
lifetime identifier for all New Zealand, which takes precedence over all
other identifiers, for workers providing health care services.
DAMHS
Director of Area Mental Health Services.
Data Element
A Business Objects term referring to an atomic piece of data, e.g. first
name, last name, etc.
DHB
District Health Board.
DHBNZ
A sector group that co-ordinates DHB activity at a national level.
DM
Data Management – the Ministry of Health area charged with the
ongoing support and operation of various data collections including
PRIMHD.
Domicile
Where someone lives, or where an organisation is located
Episode of Care
Healthcare services provided during a set time period.
Ethnicity
For details about ethnicity coding please refer to the Ethnicity Data
Protocols for the Health and Disability Sector on the Ministry website:
http://www.health.govt.nz/publication/ethnicity-data-protocols-healthand-disability-sector
Event HCU ID
See “NHI Number”
Facility
A healthcare facility is a place, which may be a permanent, temporary,
or mobile structure that healthcare users attend or are resident in for
the primary purpose of receiving healthcare or disability support
services. This definition excludes supervised hostels, halfway houses,
staff residences, and rest homes where the rest home is the patient’s
usual place of residence.
Health Consumer
A person who accesses publicly funded healthcare. This person may
be referred to elsewhere as a ‘Service User’, ‘Client’, ‘Patient’ or
‘Health Care User’.
Health Practitioner
Index (HPI)
A centrally managed system that is used to collect, maintain and
distribute practitioner, health worker, organisation and facility data.
The Ministry of Health (as the HPI Administrator) manages the HPI.
Health Professional
A person who is registered with an authority established or continued
by section 114 of the Health Practitioners Competence Assurance Act
2003, as a practitioner of a particular health profession.
Healthcare Provider
A person or organisation that provides Health Consumer health care
services.
Healthcare User
(HCU)
See ‘Health Consumer’.
Healthcare Worker
A person not registered with a responsible authority who works within
the health sector.
Health Share Ltd
A Shared Support Agency
HISO
Health Information Standards Organisation
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Item
Definition
HoNOS
Health of the Nation Outcome Scale is a nationally collected clinical
outcome measure. The 12 items that make up the HoNOS include
problems that are commonly present with people who have a severe
mental illness and, when present, are considered important. Some
measure of problem resolution after a consumer has experienced a
period of inpatient care will provide organisations with information
about the effectiveness of inpatient treatment in aiding recovery.
HoNOS - LD
Health of the Nation Outcome Scale for clients with learning
disabilities.
HoNOS - Secure
Health of the Nation Outcome Scale for clients using secure services.
HoNOS65+
Health of the Nation Outcome Scale for clients over 65 years.
HoNOSCA
Health of the Nation Outcome Scale for children and adolescents.
HPI Administrator
The administrative staff who authorise and maintain HPI data about
organisations, and monitor the data quality and consistency in the HPI.
IDO
Ministry of Health’s Information Delivery and Operations Group
KPI Project
A project to deliver a Key Performance Indicator framework for New
Zealand mental health and addiction services
Legal Status
Information that describes a healthcare user’s legal status under the
appropriate section of the Mental Health (Compulsory Assessment and
Treatment) Act 1992, the Alcoholism and Drug Addiction Act 1996, the
Intellectual Disability (Compulsory Care and Rehabilitation) Act or the
Criminal Procedure (mentally impaired) Act 2003.
Master HCU ID
See ‘NHI Number’.
MHINC
Mental Health Information National Collection. This collection predates PRIMHD and contains data up to 30 June 2008.
Ministry
Ministry of Health
National Health
Index (NHI)
National Health Index is a centrally managed system that holds unique
life time identifiers (NHI numbers) for healthcare users. The Ministry of
Health (as the NHI Administrator) manages the NHI.
NDSA
Northern DHB Support Agency. A Shared Support Agency.
NGO
Non Government Organisation.
NHI Number
The primary unique lifetime identifier for all New Zealand that takes
precedence over all other identifiers for consumers of health care
services.
Non-identifiable
A Business Objects universe where no identifiable HCU data is
accessible to the user (e.g. NHI–unencrypted or encrypted, name,
street address, etc).
Organisation
An entity that provides services of interest to, or is involved in, the
business of healthcare service provision. There may be a hierarchical
(parent-child) relationship between organisations.
Organisation ID
A unique identifier for an organisation.
Patient
See ‘Health Consumer’.
PHO
Primary Healthcare Organisation.
Practitioner
See ‘Health Professional’.
PRIMHD
Programme for the Integration of Mental Health Data is a national data
collection that contains mental health activity and outcomes data
starting from 1 July 2008.
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Item
Definition
PRIMHD Online
The online application used by some organisations to enter data into
PRIMHD.
Privacy
The right of an individual to control access to and distribution of,
information about themselves.
Referral
Referral may take several forms, most notably a request for management
of a problem or provision of a service, e.g. a request for an investigation,
intervention or treatment.
The common factor in all referrals is a communication whose intent is
the transfer of care/support, in part or in whole.
Referral Discharge
The relinquishing of Health Consumer care/support in whole or in part
by a healthcare provider or organisation
Referred To
Healthcare Provider
The healthcare team/provider to which a Health Consumer has been
referred for advice or treatment by a referring healthcare provider. The
‘Referred To Healthcare Provider’ may be an individual or facility.
Referring
Healthcare Provider
The healthcare team/provider that is referring the Health Consumer for
advice or treatment. The referring team/provider generally has primary
care responsibilities for the Health Consumer. Typically, the referring
team/provider will be a General Practitioner, but may be a referred to
healthcare team/provider (see Referring Specialist).
Service Provider
Any service that provides mental health and addiction services,
including, but not limited to NGOs, DHB Provider Arms and other
community agencies.
Service User
See ‘Health Consumer’.
SISSAL
South Island Shared Service Agency Ltd. A Shared Support Agency.
Shared Support
Agencies (SSA)
Agencies that provide support services to DHBs.
TAS
Central Region’s Technical Advisory Services (TAS). A Shared
Support Agency.
Team
A team consisting of a person or functionally discrete grouping of
people providing mental health and addiction services within a service
provider.
Universe
A Business Objects Universe is an interface between the database and
the user. It hides the typical database structure from the user.
1.7. Accessing standing order reports or creating ad hoc reports
Information about running standing order reports is in section 2.
Information about creating ad hoc reports is in sections 3 to 8.
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2.
Version 1.4
PRIMHD STANDING ORDER REPORTS
The PRIMHD datamart is updated every morning and should be completed by 9am. You are
not able to make any changes to Standing Order reports other than entering parameters when
the reports are run. Data should be considered provisional until 3 months have lapsed since the
required report period end date.
NOTE:
The Phase 2 Reports were based on MHINC Standing Order reports that were still
current when MHINC finished.
All InfoView reports are designed to be exported only as .xls and .PDF files.
2.1. Logging in to InfoView

Open your Web Browser and navigate to http://busobjxi.moh.health.nz/MOH.html

Go to the Login Option.

Enter Username and Password and click Login.
2.2. Reports Home Page

After logging in, you will be brought to the default start page.
2.3. Report Set

To view a published document, expand the Public Folders then expand the Ministry of
Health folder.

PRIMHD reports are under the PRIMHD folder.
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NOTE:
Version 1.4
You will not necessarily have access to all reports. Please refer to the PRIMHD
BOXI Group Data Access Information document to see which reports you will have
access to.
You will find the reports in the following folders:
2.3.1
PRIMHD Reporting One

2.3.2
PRIMHD Reporting Two

2.3.3
2.3.7
2.3.8
SISSAL Standing Order
PRIMHD Reporting Five

2.3.6
DHB Ethnicity Report
PRIMHD Reporting Four

2.3.5
DMS Reconciliation Standing Order
PRIMHD Reporting Three

2.3.4
Access Standing Order
MHC Standing Order
PRIMHD Reporting Six

DHB Service Profile Standing Order

DMS Reconciliation with macro
KPI

KPI 1 - Total HoNOS Scale (Inpatients): effect size large

KPI 2 - 28 day acute inpatient readmission rate

KPI 8 - Average length of acute inpatient stay

KPI 12 - Community treatment days per service user

KPI 18 - Preadmission community care

KPI 19 - Post-discharge community care
NGO

NGO Report 1 – NGO Demographics

NGO Report 2 – NGO Activity

NGO Report 3 – NGO Outcomes

NGO Report 4 – NGO Referrals
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2.3.9
Version 1.4
Funder and Planner

F&P Report 1 – Provider Monitoring Report – NGO

F&P Report 2 – Provider Monitoring Report – DHB

F&P Report 3 – Service Use By Client – NGO

F&P Report 4 – Service Use By Client – DHB

F&P Report 5 – DHB Benchmarking
2.4. Refresh Reports

Click on Refresh Data on the top right corner.

You will be prompted for report parameters. See below for a list of possible PRIMHD report
parameters. Not all parameters will be required for every report.
2.5. Using the Scheduler

Open the folder containing the report you wish to schedule. Right click on the desired
report and click Schedule.

Select when you would like the report to run.
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
Version 1.4
To enter the parameters you require click on Prompts on the left hand side and then
Modify.
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
Choose where you would like the report to be sent.

Click on Schedule. You will then see a screen indicating the status of the report.
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
To return to this screen at a later time, right click on the report again and choose History.
This will indicate whether the report was run successfully or not.

If you chose to have the report sent to your Inbox, go back to Infoview Home, open your
Inbox and retrieve your report.
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2.6. Saving and Printing Reports

Once a report has been run you must first save it to your computer before you print.

To save: Click on Document in the top left hand corner of the screen.

Select Save to my computer as. This is the recommended option to ensure the report is
saved with all tabs (including the Notes tab which provides key definitions for the report
users to interpret the report).

Select either Excel or PDF.
NOTE:
Save report to my computer as will save only the tab you are currently viewing.
2.7. InfoView Help
Tutorials and other Infoview user guides are available at
http://busobjxi.moh.health.nz/MOH.html.
2.8. PRIMHD Phase 2 Reports
2.8.1
Access Standing Order

Number of clients seen and annual access rates

By DHB of domicile and Organisation of service.
Report parameters: End Date.
This report will be run for the 24 months prior to the end date entered by the user.
2.8.2
DMS Reconciliation Standing Order

Total number of unique clients seen each calendar month

By organisation (including DHBs and NGOs), by prioritised ethnicity and team and
activity.
Report parameters: Start Date and End Date.
This report is intended to be run for a 5 year period. By entering 01/01/1900 for the
start and end date parameters, the report will automatically run for a 5-year period with
the end date being the date on which the user runs the report. However, the user may
wish to enter in their own start and end date.
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NOTE for internal Ministry of Health Users:
DMS Reconciliation with macro is the same as DMS Reconciliation Standing
Order. This is to be run using Desktop Intelligence. However, there is a built in
macro that will save a copy of the report here
\\nzhisfp\nfs_gen\DWH_DMS_Reports
The macro saves an Excel file per organisation with the organisation’s data only.
2.8.3
DHB Ethnicity Report



Summary level data for clients seen at a DHB
Summary level data for clients seen with a domicile code in the DHB region
With an activity start date in the reporting period.
Report parameters: Start Date, End Date and Organisation.
This report is intended to be run quarterly.
2.8.4
SISSAL Standing Order

Summary level data for all inpatient clients with at least one bed night in the
reporting period seen by one of the specified inpatient teams

Summary level data for all non-inpatient clients with an activity start date in the
reporting period, seen by one of the specified community teams (regardless of the
DHB of domicile of the client).
Report parameters: Start Date and End Date.
This report is intended to be run quarterly. The report should always have a start date
of 1 July with activity data being aggregated over time.
2.8.5
MHC Standing Order
 Used to review mental health service use by DHB, age group and ethnicity.
Report parameters: End Date.
This report is intended to be run 6-monthly.
2.8.6
DHB Service Profile Standing Order

Produces one table showing the number of unique clients with an activity record in
the reporting period

Broken down by Ethnicity, DHB of domicile or agency/organisation and region.

The report is based on several key mental health service quality indicators; access
rates, discharge rates, informal discharge rates, Mental Health Act use rates, acute
admission rates, clients admitted 3 or more times in a year, and length of stay.

It uses monthly median data over the one-year period indicated in the profile

The aim is to encourage the use of objective information to assess performance
and guide decisions for quality improvement.
Report parameters: End Date.
This report is intended to be run 6-monthly.
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2.9. PRIMHD KPI Reports
There is an additional tab in each report with additional information about each field.
KPI report parameters: End Date and Organisation.
These reports run for the 12 months (1 year) ending on the end date entered by the user.
2.9.1
Report 1 - KPI 1 Total HoNOS Scale (Inpatients) – effect size large

2.9.2
Report 2 - KPI 2 28 day acute inpatient readmission rate

2.9.3
Average number of treatment days in a three month period of community care
provided by the mental health and addiction service organisation’s community
mental health and addiction services.
Report 5 - KPI 18 Preadmission community care

2.9.6
Average length of stay of overnight referral closures from acute inpatient units
managed by the mental health and addiction service.
Report 4 - KPI 12 Community treatment days per service user

2.9.5
Percentage of overnight referral closures from the mental health and addiction
service organisation’s acute inpatient unit that result in readmission to the
organization’s acute inpatient unit(s) within 28 days of discharge.
Report 3 - KPI 8 Average length of acute inpatient stay

2.9.4
Change in the total HoNOS between inpatient referral start and referral end.
Percentage of overnight admissions to the mental health and addiction service
organisation’s acute inpatient unit(s) in the reference period for which a community
service contact was recorded in the seven days immediately preceding that
admission.
Report 6 - KPI 19 Post-discharge community care

Percentage of overnight discharges to the mental health and addiction service
organisation’s acute inpatient unit(s) for which a community service contact with
client participation was recorded in the seven days immediately following that
discharge.
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2.10. Funder and Planner Reports
The Improving Mental Health Strategy, Te Tahuhu, sets out 10 leading challenges for Mental
Health and Addiction Services. This suite of reports provides information to support two of the
leading challenges: “Responsiveness”, and “Transparency and Trust”.
2.10.1 Report 1 - Provider Monitoring Report - NGO
This report will consist of 4 tables and 4 figures per team:


Tables:
o
o
o
o
Number of bed nights and clients seen
Number of contacts
Contact time
Length of time in service
Figures:
o Occupied bed nights
o Clients seen
o Number of contacts and contact time
o Number of clients seen and contact time
Report parameters: Financial year, Contracting DHB, NGO provider
This report is intended to be run on a monthly basis.
2.10.2 Report 2 - Provider Monitoring Report – DHB
This report will consist of 4 tables and 4 figures per team:


Tables:
o
o
o
o
Number of bed nights and clients seen
Number of contacts
Contact time
Length of time in service
Figures:
o Occupied bed nights
o Clients seen
o Number of contacts and contact time
o Number of clients seen and contact time
Report parameters: Financial year, Team name
This report is intended to be run on a monthly basis.
2.10.3 Report 3 - Service Use by Client - NGO
This report will consist of 1 table:

Number of contacts/bed nights per client
Report parameters: Financial year, Contracting DHB, NGO provider
This report is intended to be run on a quarterly basis.
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2.10.4 Report 4 - Service Use by Client - DHB
This report will consist of 1 table:

Number of contacts/bed nights per client
Report parameters: Financial year, Team name
This report is intended to be run on a quarterly basis.
2.10.5 Report 5 - DHB Benchmarking
This report will consist of 6 tables:






Demographic – Number of clients seen by DHB of domicile, ethnicity, gender and
age group
Diagnosis - Number of Referrals by DHB of domicile, duration of service use
(excluding AOD) and diagnosis
Diagnosis - Number of Referrals by DHB of domicile, duration of AOD service use
and diagnosis
Service Mix – Number of clients seen and bed night/contact hours by DHB of
domicile, type of contact and age group
Spread of Services – Number of clients seen and community face to face hours by
DHB of domicile and type of provider
Number of unique clients seen during the report period (month) as well as in the last
three and six months by service organisation. Number of clients with one, two or
three open referrals. Number of clients readmitted within 30 days of referral
discharge.
Report parameters: Report period (month), DHB of domicile
This report is intended to be run on a monthly basis for “all DHBs”.
2.11. NGO Reports
All 4 reports are intended to be run for a pre-defined period (via Business Objects) both as
scheduled reports, and also as required (on demand). The reports will all be extractable to
Microsoft Excel.
2.11.1 NGO Report 1 – NGO Demographics
This report will consist of 4 tables:

Tables 1 & 2: provide the NGO with a breakdown of the number of clients seen by
their teams by age, ethnicity and sex, with DHB population comparisons

Table 3: provides the NGO with a breakdown of the number of their clients that
have been seen by another NGO and/or DHB, and with contact and ALOS
information
Table 4: provides the NGO with details about average ALOS by Team.

Report parameters: End date and Organisation.
This report is intended to be run for a one year period covering the 4 most recent
financial quarters.
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2.11.2 NGO Report 2 – NGO Activity
This report will consist of 2 tables:


Clients seen by NGO of Service, Team Type and Team Name, showing Bed nights,
Face to Face contacts and Other contacts, including total for each activity type,
percentage against total number of contacts, team totals and percentages.
Clients seen nationally by Team Type showing Bed nights, Face to Face contacts
and Other contacts, including total for each activity type, percentage against total
number of contacts, team totals and percentages.
Report parameters: End date and Organisation.
This report is intended to be run monthly.
2.11.3 NGO Report 3 – NGO Outcomes
This report will consist of 1 table:

Clients referred by Team Type, DHB Team Type, DHB Team Name, Average
Admission HoNOS, Average Discharge HoNOS and Average change in HoNOS
Report parameters: End date and Organisation
This report is intended to be run for a financial quarter ending on the End Date.
2.11.4 NGO Report 4 – NGO Referrals
This report will consist of 2 tables:


Clients with their “Referral From” sources, by NGO of Service, Team Type and
Team Name, including the relevant percentages against the total for the NGO
Clients with their “Referral To” sources, by NGO of Service, Team Type and Team
Name, including the relevant percentages against the total for the NGO
Report parameters: End date and Organisation
This report is intended to be run six-monthly.
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3.
Version 1.4
PRIMHD AD HOC REPORTS
3.1. Which PRIMHD Business Objects Universe should I use for ad hoc
reporting?
There are some key differences between the two sets of universes and the data they contain.
This section gives details to help you decide the best universe to choose for the type of ad hoc
query you are running. Refer to section 4 of this document for a visual representation of both
universes.
The two sets of PRIMHD universes are "PRIMHD Consolidated" and "PRIMHD". For each of
"PRIMHD Consolidated" and "PRIMHD" there are 3 levels of security being "Identifiable (ID)",
"Encrypted" and "Non-Identifiable". The only difference here is that NHI is available in
"Identifiable", the NHI is encrypted in the "Encrypted" and there is no NHI field at all in the "NonIdentifiable" version.
3.2. Universe Comparison
This table summarises the key differences between the two sets of universes:
Key Details
PRIMHD CONSOLIDATED
PRIMHD
Universe Tables
The CONSOLIDATED universe contains
tables made up of data items taken from
a number of the core datamart tables for
ease of reporting.
The PRIMHD universe is based
on the “core” datamart tables.
MHINC and
PRIMHD data
Contains both MHINC and PRIMHD
data.
Contains PRIMHD data only.
Note: Very few NGOs reported to
MHINC. Refer to Appendix Four for
details.
Note: NGOs have staggered start
dates in PRIMHD depending on
when they gained compliance.
Linkages
between
classes
Does not contain linkages between the
different classes. This means it is useful
for queries of one type of data – e.g.
Activity only, Legal Status only etc.
The PRIMHD universe contains
linkages between the different
classes. This means it is useful
for queries where you want to link
different data types together –
e.g. Activity and Classifications,
Referrals and Outcomes, etc.
Outcomes data
Does not contain an Outcomes class
because Outcomes were not part of the
MHINC collection. Use the PRIMHD
universe for all queries on Outcomes.
The PRIMHD universe is the only
universe to contain details on
Outcomes.
Referrals data
Only contains details of Referrals that
have Activity records attached to them.
Contains details of all Referrals –
regardless of whether they have
activity records attached to them.
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3.3. Queries by Class Type
Because of the differences outlined above, it’s a good idea to make sure you’re using the most
appropriate universe for the type of query or report you are running. This section gives some
pointers for choosing the universe to use for different query types.
3.3.1
Activity
3.3.1.1
Use the CONSOLIDATED Universe if:
3.3.1.2
 You need details about activity pre July 2008 (i.e. from MHINC).
 You need details about activity records across a period that spans both
collections.
 You need details specifically about bed nights. The Consolidated universe
contains a Bed Night details class.
 You can get all the details you need in your query from within the Activity
and Referral details class in the universe.
Use the PRIMHD Universe if:
 You can’t get all the details you need in your query from within the Activity
and Referral details class in the CONSOLIDATED universe.
 You need to link Activity data with other data types (e.g. Classifications).
3.3.2
Referrals
3.3.2.1
Use the CONSOLIDATED Universe if:
 You want Referral details along with Activity details and you can get all the
details you need in your query from within the Activity and Referral
details class in the universe.
3.3.2.2
Use the PRIMHD Universe if:
 You need to count the number of Referrals.
 Your query or report is at referral level rather than activity level.
 You want Referral details along with Activity details and you can’t get all
the details you need in your query from within the Activity and Referral
details class in the CONSOLIDATED universe.
 You need to link Referral data with other data types (e.g. Classifications).
3.3.3
Classifications
3.3.3.1
Use the CONSOLIDATED Universe if:
 You can get all the details you need in your query from within the
Classification details class in the universe.
3.3.3.2
Use the PRIMHD Universe if:
 You can’t get all the details you need in your query from within the
Classification details class in the CONSOLIDATED universe.
 You need to link Classifications data with other data types (e.g. Activity).
3.3.4
Legal Status
3.3.4.1
Use the CONSOLIDATED Universe if:
 You can get all the details you need in your query from within the Legal
Status details class in the universe.
3.3.4.2
Use the PRIMHD Universe if:
 You can’t get all the details you need in your query from within the Legal
Status details class in the CONSOLIDATED universe.
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 You need to link Legal Status data with other data types (e.g. Activity,
Clients seen).
3.3.5
Outcomes
3.3.5.1
Use the PRIMHD Universe if:

NOTE:
You need any details relating to Outcomes or Collection Occasions
(including if you need to link Outcomes data with other data types).
The CONSOLIDATED Universe can not be used for any queries
relating to Outcomes.
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4.
Version 1.4
PRIMHD BOXI Universe Structure
4.1. PRIMHD Universe
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4.2. PRIMHD Consolidated
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5.
Version 1.4
Logging in to Deski to create Ad Hoc Reports
5.1. Logging in
NOTE:
For detail about how to launch the Business Objects Deski application for the first
time, refer to Appendix 3 of this document.
1. Open the Business Objects application. Enter your username and password and click Ok.
You will see the following screen.
2. Select Generate a standard report and click Begin.
3. Select Universe and click Next.
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4. Select either PRIMHD Consolidated or PRIMHD Universe and click Finish.
NOTE:
Your list of universes may differ to those above depending on your access.
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6.
Version 1.4
Running Ad Hoc reports using the Scheduler
6.1. Export to Repository

Select Schedule.
6.2. Select report format

On the General Tab, select the preferred format that you would require, for example, Excel.
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6.3. Select schedule time

Select your appropriate Scheduling time
6.4. Select destination

In the Distribution Tab, select Inbox to save the report to your Business Objects Inbox.
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7.
Version 1.4
PRIMHD Consolidated Universes
The PRIMHD Consolidated set of Business Objects Universes are designed to enable end
users to perform simple to moderate queries spanning both MHINC and PRIMHD data
collections.
There are four main classes:




NOTE:
Activity and Referral details
Bed Night details
Classification details
Legal Status details
Each class must be treated separately. You cannot run queries that cross more
than one class due to the way the universes are structured.
If you require queries that span multiple classes, please use the PRIMHD
universes (which contain PRIMHD data only) or contact the Analytical Services
team (data-enquiries@moh.govt.nz) with your requirements.
7.1. Activity and Referral details class
The Activity and Referral details class contains 3 subclasses:



Client Details
Referral Discharge
Activity
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7.1.1
Version 1.4
Client Details
Within the Client Details subclass you will find objects relating to date of birth, age,
gender, ethnicity and client domicile.
For more detail around ethnicity coding please refer to the Ethnicity Data Protocols for
the Health and Disability Sector:
http://www.health.govt.nz/publication/ethnicity-data-protocols-health-and-disabilitysector
NOTE:
7.1.2
Age in Years, Age Group, 5 Year Age Group and 10 Year Age
Group have prompts as to what year you want the age calculated
from. Therefore each year must be run separately as all data relates
back to the one date.
Referral Discharge
The Referral Discharge subclass contains objects relating to the referral including
details of the team who had the referral, details of the organisation who submitted the
data to PRIMHD, as well as referral start and end dates.
NOTE:
Any referrals that do not yet have associated activities will not be
available to query using this universe. Please use the PRIMHD
universes to retrieve this information.
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7.1.3
Version 1.4
Activity
The Activity subclass contains measures and objects relating to the activities (i.e.
services provided). The different measures available are:

Distinct Clients Seen - Count of distinct clients seen with an activity in the
reporting period where the activity type is different from T35 (Did Not Attend).
When using this object you will receive a prompt to enter reporting period start and
end dates
NOTE:
The difference between Distinct Clients Seen and Distinct
Number of HCUs (in the Client Details subclass) is that
Distinct Clients Seen excludes T35 and asks for a data prompt,
whereas Distinct Number of HCUs does not exclude T35 and
is used when reporting on classes other than Activities.
Time prompts associated with Distinct Clients Seen measure
will apply only to that measure and no other measure in your
query. All other time measures will require you to add a date
condition to define the reporting period.

Current Clients - Count of distinct health care users with an activity (excluding
T35) within the past 3 months where the referral end date is null. A prompt will
appear asking the user to enter a reporting period end date.
NOTE:

Number of Activities - Count of activity IDs
NOTE:

3 months is taken from the reporting period end date.
This measure does not have a built in date prompt.
Sum Activity Unit Count – Sums the number of contacts and bed nights. For
example: One contact = 1. One bed night activity lasting seven nights = 7. If a
client had one contact plus one bed night activity lasting seven nights then this
measure would return 8 for this person.
NOTE:
Using sum activity unit count with activity unit type will give you
a sum of contacts / bed nights / seclusion / leave.
All bed nights that occurred within a given reporting period will
be picked up regardless of whether the activity record started
before or ended after the reporting period in question
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Other objects found in this class include activity type, activity setting, details about the
service organisation and activity start and end dates.
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7.2. Bed Night details class
The Bed Night details class contains 3 subclasses:



Bed night client details
Bed night referral discharge
Bed night activity
This class is set up in a similar way to the Activity and Referral details class but is only set up
to look at bed night data. This class will return bed night query results much more quickly than
the Activity and Referral details class due to the way the data is structured.
NOTE:
Bed nights are reported here as bed months. This means that bed night records
are grouped into monthly portions. All bed nights that occurred within a given
month will be picked up regardless of whether the activity record started before or
ended after the month in question.
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7.3. Classification details class
The Classification details class contains 4 subclasses as well as client details:




Classification
Classification team details
Classification Start Date
Classification End Date
Client details in this class are similar to those found in the other 3 classes in this universe.
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7.3.1
Version 1.4
Classification
The Classification subclass contains a measure (which counts classification code IDs)
and objects relating to the classification of mental health conditions or issues (also
referred to as diagnoses).
The Clinical Code field contains the code as submitted to PRIMHD. As this could have
been submitted in one of several systems (e.g. DSM-IV, ICD-10-AM v6) the Clinical
Code System (or Clinical Code System Desc) field should also be included in the
query to make sense of the data extracted.
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7.3.1.1
Classification mapping
A subclass called Classification mapping contains information about the
mapping of classification codes. All classification codes can be extracted in
DSM-IV regardless of the classification system in which they were submitted.
7.3.1.2
Other Classification subclasses
Other subclasses under Classification relate to the team which holds the
clients referral, classification start date and classification end date.
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7.4. Legal Status details class
The Legal Status details class contains 3 subclasses as well as client details:
 Legal Status Code
 Legal Status Start Date
 Legal Status End Date
Client details in this class are similar to those found in the other 3 classes in this universe. The
Legal Status details class also contains a measure (which counts Legal Status code IDs).
NOTE:
7.4.1
An NHI can have multiple Legal Status records associated with it.
Legal Status Code subclass
The Legal Status Code subclass contains information about the Legal Status Code
and applicable Acts and Sections.
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7.4.2
Version 1.4
Other subclasses
Other subclasses under Legal Status details relate to legal status start and end dates.
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8.
Version 1.4
PRIMHD Universes
The PRIMHD set of Business Objects Universes are designed to enable end users to perform
simple to complex queries of PRIMHD data (i.e. mental health activity data post 1/7/2008).
There are seven main classes, each representing a core table in the datamart:







Client Details
Referral Discharge
Activity
Legal Status
Classification
Collection Occasion
File Version
If you require support or are unable to extract the data you require, please contact the Analytical
Services team (data-enquiries@moh.govt.nz).
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8.1. Client Details class
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8.2. Referral Discharge class
This class has a measure called Number of Referrals which allows the user to view all
referrals, not just those with activities against them.
NOTE:
Some ‘open’ referrals have been given referral end codes. If you are analysing
data by referral end code it will be important to specify that the referral also needs
a referral end date
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8.3. Activity class
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8.4. Legal Status class
The Legal Status class contains 3 subclasses as well as client details:
 Legal Status code
 Legal Status start date
 Legal Status end date
Legal Status is linked to a client rather than a referral. Therefore queries using legal status
objects can only be combined with objects from the Client Details and Legal Status classes.
NOTE:
8.4.1
An NHI can have multiple Legal Status records associated with it.
Legal Status Code subclass
The Legal Status Code subclass contains information about the Legal Status Code
and applicable Acts and Sections.
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8.5. Classification class
The Classification class contains a measure (which counts classification code IDs) and objects
relating to the classification of mental health conditions or issues (also referred to as
diagnoses).
The Clinical Code field contains the code as submitted to PRIMHD. As this could have been
submitted in one of several systems (e.g. DSM-IV, ICD-10-AM v6) the Clinical Code System
(or Clinical Code System Desc) field should also be included in the query to make sense of
the data extracted.
8.5.1
Classification mapping
A subclass called Classification mapping contains information about the mapping of
classification codes. All classification codes can be extracted in DSM-IV regardless of
the classification system in which they were submitted.
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8.6. Collection Occasion class
This class contains details about Outcome collections and is not available in the Consolidated
universes.
T10 – T15 subclasses are used for looking at record level collection occasions.
“Sum” and “Avg” scores are designed to be used along with Number of Collection Occasions
where you want to look at data at an aggregated level, for example at a team level.
NOTE:
The validity of outcome collections should be taken into account when analysing
outcomes data. A ‘valid’ HoNOS collection is one where 2 or less outcome items
are coded as ‘7’ or ‘9.’ Including the field Valid HoNOS collections in your query
will filter on valid collections.
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8.7. File Version class
This class contains details about the file specification that was current at the time the data was
submitted to PRIMHD.
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9.
Version 1.4
Document Control
9.1. Document information
Project ID#
3269
Project name
PRIMHD Phase 3
Document type
Report User Guide
Document Title
PRIMHD Reporting User Guide
Prepared by
Xin Ying Phee & Melissa Field
Project manager
Sharan Foga
IDO group
Analytical Services, National Collections and Reporting
Hard file location
Solutions Delivery Group, 133 Molesworth St. Wellington
Lotus Notes location
IDO Projects \ ICA 3269 PRIMHD Phase 3 \ Product File\Analysis and Design \
Business Requirements \ 02. Detailed Level Business Requirements \ Training
Manual \ Product
9.2. Document owner
For further information please contact the document owner:
Name
Melissa Field
Position
Senior Information Analyst
Group
Analytical Services, National Collections and Reporting
Contact details
04 816 3310
Email address
Melissa_Field@moh.govt.nz
9.3. Version control
Reason for Change
Version
Who
Date
Initial draft
Version 0.1
Xin Ying Phee
26/08/10
Updated after group discussion
Version 0.2
Helen Cronin
06/09/10
Updated after further reviews, addition of NGO report details
Version 0.3
Helen Cronin
22/09/10 &
28/10/10
Updated F&P report details
Version 0.4
Melissa Field
29/10/10
Updated and reformatted after internal training workshop,
screen shots of report examples, further explanations,
resequencing of some sections to have a more logical flow,
etc.
Version 1.0
Helen Cronin
10/11/10
Incorporated comments and feedback from External
Reviewers
Version 1.1
Melissa Field
14/12/10
Incorporated comments from Barry Welsh & added in sample
F&P reports
POP06 has been removed from Infoview so will need to
remove references to it (2.3.1, 2.8.1 and appendix 1 and 2)
NGO folder is now there (2.3.8)
F&P folder is now there (2.3.9)
Updated website links to replace moh.govt.nz links with
revised links from health.govt.nz. Links in the following
sections updated: 1.3 (Health Network), 1.5.2 (codeset),
1.5.3 (data dictionary), 1.6 and 7.1.1 (ethnicity).
Version 1.2
Helen Cronin
11/04/11
Version 1.3
Helen Cronin
23/05/11
Version 1.4
Hilary Sharp
27/01/12
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9.4. Associated documents
Document Name
Version
Date
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9.5. Document contributors
Name
Ministry Title
Group
Barry Welsh
Principal Technical Specialist
Improvement and Infrastructure, Business
Services and Improvement, Population Health
Directorate
Francisco
Almeida
System Administrator (Business
Intelligence)
Technology Services, Information Directorate
George
Serbanescu
Systems Analyst
Systems Analysis, Solutions Delivery,
Information Delivery and Operations (IDO),
National Health Board (NHB)
Heidi Browne
Analyst (Information)
Improvement and Infrastructure, Business
Services and Improvement, Population Health
Directorate
Helen Cronin
Project Administrator
National Collections & Reporting (NCR), IDO,
NHB
Hilary Sharp
Senior Data Quality Analyst/Auditor
National Collections, Data Management, NCR,
IDO, NHB
Indira Patel
Report Writer
Business Intelligence and Data Warehousing,
Solutions Delivery, IDO, NHB
James Smithies
Technical Editor
Systems Analysis, Solutions Delivery, IDO, NHB
Jane Perrott
Senior Information Analyst
Lance Buick
Senior Data Warehouse Analyst
Melissa Field
Senior Information Analyst
Analytical Services, NCR, IDO, NHB
Business Intelligence and Data Warehousing,
Solutions Delivery, IDO, NHB
Analytical Services, NCR, IDO, NHB
Sanjyotika Mala
Systems Administrator (Business
Intelligence)
Corporate Business Tools, Technology
Services, IDO, NHB
Pamela Maxted
Training and Education Advisor
Capability, Communications & HR, Corporate
Services Directorate
Robyn Laurie
Training and Education Services
Manager
Capability, Communications & HR, Corporate
Services Directorate
Sharan Foga
PRIMHD Project Manager
NCR, IDO, NHB
Xin Ying Phee
Report Writer
Business Intelligence and Data Warehousing,
Solutions Delivery, IDO, NHB
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10. Reviewers
Name
Title
Analytical Services
Senior Information Analyst, Analytical
Services, NCR, IDO, NHB
Melissa Field
Data Management
Hilary Sharp
Data Warehousing
Indira Patel
Systems
Administration
Sanjyotika Mala
System Analysis
Laiq Syed
Training
Robyn Laurie
Signature
Date
Signature
Date
Senior Data Quality Analyst/Auditor,
National Collections, Data
Management, NCR, IDO, NHB
Report Writer, Business Intelligence
and Data Warehousing, Solutions
Delivery, IDO, NHB
Systems Administrator (Business
Intelligence), Corporate Business
Tools, Technology Services, IDO, NHB
Team Leader, Systems Analysis,
Solutions Delivery, IDO, NHB
Training and Education Services
Manager, Capability, Communications
& HR, Corporate Services Directorate
11. Approvers
Name
Title
Data Warehousing
Team Leader, Business Intelligence
and Data Warehousing, Solutions
Delivery, IDO, NHB
Sanjay Bhikha
Project
Management
Sharan Foga
Technical /
Business
Barry Welsh
PRIMHD Project Manager, NCR, IDO,
NHB
Principal Technical Specialist,
Improvement and Infrastructure,
Business Services and Improvement,
Population Health Directorate
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Appendix One – Report examples
Where possible, sample data has been used. If not possible, identifiable information has been removed.
PRIMHD Phase 2 report example – DHB Ethnicity
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PRIMHD KPI Report examples
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Version 1.4
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Version 1.4
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Version 1.4
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Funder and Planner report examples
F&P Report 1 – Provider Monitoring Report – NGO
Please note that the "Provider Monitoring Report” is separately available for NGO and DHB teams. Only an NGO report example is included here.
Provider Monitoring Report – NGOs
Reporting period: Financial year 2009/10
Report Run Date: 29/04/2011
Contracting DHB
NGO Provider
Team Type
Team Name
Contract ID
Purchase Unit(s)
Activity Unit Type(T1a)
xxxyyy
CONTACT
aaabbb
CONTACT
Number of contacts and total contact time, NGO name, Team name, 2009/10
X axis - Service period, Y axis - Number of contacts, Z axis - Total contact time (hours)
70
120
60
100
50
80
40
60
30
40
20
20
10
0
0
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Number of contacts/attendances
Total contact / attendance time
Number of clients seen and total contact time, NGO name, Team name, 2009/10
X axis - Service period, Y axis - Number of clients seen, Z axis - Total contact time (hours)
January 2012
25
20
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100
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Number of clients seen and total contact time, NGO name, Team name, 2009/10
X axis - Service period, Y axis - Number of clients seen, Z axis - Total contact time (hours)
25
120
100
20
80
15
60
10
40
5
20
0
0
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Unique clients seen
Total contact / attendance time
Table 1b: Contacts/Attendance per month, 2009/10, Team name
Clients details
NHI
January 2012
140
120
DOB
Ethnicity
Contacts per person per month
DHB of domicile
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
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Mar
Apr
May
Jun
Total contacts
per client
PRIMHD Reporting End User Guide
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Occupied bednights, NGO name, Team name, 2009/10
140
120
100
80
60
40
20
0
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
Jan
Feb
Mar
Apr
May
Jun
Clients seen per month, NGO name, Team name, 2009/10
9
8
7
6
5
4
3
2
1
0
Jul
January 2012
Aug
Sep
Oct
Nov
Dec
May
Jun
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Table 1c: Contact time (hours) per month, 2009/10, Team name
Clients details
DOB
NHI
Ethnicity
Contact time (hrs) per person per month
DHB of domicile
Jul
Aug
Sep
Nov
Oct
Dec
Jan
Feb
Mar
Apr
May
Table 1d: Length of time in service, 2009/10, Team name
Clients details
DOB
NHI
….
…
Ethnicity
….
Length of time in service
Date of first
contact/bednight
DHB of domicile
Discharge date
Length of time in
service (days)
Length of time in
service (months)
….
Average length of time in service
200
100
50
20
10
00
100
500
200
50
00
January 2012
Jul
Jul
Jul
Jul
Aug
Aug
Aug
Aug
Sep
Sep
Sep
Sep
Sep
Oct
Oct
Oct
Oct
Oct
Nov
Nov
Nov
Nov
Nov
Dec
Dec
Dec
Jan
Jan
Jan
Feb
Feb
Feb
Feb
Mar
Mar
Mar
Mar
Mar
Apr
Apr
Apr
Apr
Apr
May
May
May
May
Jun
Jun
1000
500
200
00
Jun
Jun
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Length of time in
service (years)
Jun
Total contact
time (hrs) per
client
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F&P Report 4 – Service Use By Client – DHB
Please note that the "Service Use By Client" report is separately available for NGO and DHB teams. Only the DHB report example is included here.
Service Use by Client - DHB Teams
Reporting Period: Financial Year 2009/10
Report Run Date: 29/04/2011
DHB of Service
Purchase Unit Code
Team Type
Team Name
NHI
Date of Birth
Ethnicity
DHB of domicile
Number of contacts or
bednights
Number of contacts or
bednights
Number of contacts or
bednights
Number of contacts or
bednights
Number of contacts or
bednights
Number of contacts or
bednights
Total
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Number of contacts or
bednights
Total contacts / bednights
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F&P Report 5 – DHB Benchmarking (examples of the report tables and graphs)
Comparing DHBs / Benchmarking Report
Reporting Period: Dec 2010
** All DHBs **
Report Run Date: 31/03/2011
Table 1 Clients seen during Dec 2010 by DHB of domicile
0-14
0-14
Male
Age Group
Ethnicity
DHB of Domicile
Auckland DHB
Bay of Plenty DHB
Canterbury DHB
Capital and Coast DHB
0-14
Female
15-19
15-19
Male
15-19
Female
0-14
Total
Total
Total
Male
65+
20-64
20-64
Male
20-64
Female
15-19
Total
65+
65+
65+
Female
20-64
Total
Total
Female
Total
Male
Total
Total
Maori
18
26
44
36
52
88
323
412
735
4
6
10
381
496
877
Pacific
10
19
29
19
43
62
163
316
479
10
7
17
202
385
587
Asian
3
9
12
23
13
36
143
160
303
8
10
18
177
192
369
Other
39
79
118
86
88
174
969
1,230
2,199
183
137
320
1,277
1,534
2,811
Total
70
133
203
164
196
360
1,598
2,118
3,716
205
160
365
2,037
2,607
4,644
Maori
17
30
47
29
28
57
139
144
283
4
2
6
189
204
393
Pacific
0
1
1
0
0
0
4
4
8
0
1
1
4
6
10
Asian
0
1
1
0
0
0
3
4
7
1
0
1
4
5
9
Other
20
38
58
52
37
89
210
241
451
56
42
98
338
358
696
Total
37
70
107
81
65
146
356
393
749
61
45
106
535
573
1,108
Maori
19
37
56
24
37
61
155
226
381
5
5
10
203
305
508
Pacific
2
1
3
4
6
10
24
25
49
0
1
1
30
33
63
Asian
5
4
9
4
5
9
34
29
63
4
1
5
47
39
86
Other
99
172
271
183
124
307
1,153
1,172
2,325
327
211
538
1,762
1,679
3,441
Total
125
214
339
215
172
387
1,366
1,452
2,818
336
218
554
2,042
2,056
4,098
Maori
16
34
50
16
17
33
108
155
263
3
1
4
143
207
350
Pacific
4
9
13
1
5
6
25
53
78
1
0
1
31
67
98
Asian
2
1
3
4
4
8
23
23
46
1
0
1
30
28
58
Other
53
104
157
102
52
154
437
468
905
36
24
60
628
648
1,276
Total
75
148
223
123
78
201
593
699
1,292
41
25
66
832
950
1,782
Capital and Coast DHB
DHB access – Demographics of clients seen Dec 2010
Maori
Pacific
1000
Asian
900
Other
800
700
600
500
400
300
200
100
0
Capital and Coast DHB 0-14
January 2012
Capital and Coast DHB 15-19
Capital and Coast DHB 20-64
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Capital and Coast DHB 65+
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NGO report examples
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Appendix Two - PRIMHD BOXI User Access Information
External Teams
District Health Board (DHB) Identifiable
Assigned Reports
Assigned Universes
DMS Reconciliation Standing Order
PRIMHD Consolidated Non-Identifiable
Access Standing Order
PRIMHD Consolidated Identifiable
KPI 1
PRIMHD Identifiable
KPI 2
KPI 8
KPI 12
KPI 18
KPI 19
F&P Report 1 – Provider Monitoring Report – NGO
F&P Report 2 – Provider Monitoring Report – DHB
F&P Report 3 – Service Use By Client – NGO
F&P Report 4 – Service Use By Client – DHB
F&P Report 5 – DHB Benchmarking
District Health Board (DHB) Non-Identifiable
Assigned Reports
Assigned Universes
DMS Reconciliation Standing Order
PRIMHD Consolidated Non-Identifiable
Access Standing Order
PRIMHD Non-Identifiable
KPI 1
KPI 2
KPI 8
KPI 12
KPI 18
KPI 19
F&P Report 5 – DHB Benchmarking
Non-Government Organisation (NGO) Identifiable
Assigned Reports
Assigned Universes
DMS Reconciliation Standing Order
PRIMHD Consolidated Non-Identifiable
Access Standing Order
PRIMHD Consolidated Identifiable
NGO Report 1 – NGO Demographics
PRIMHD Identifiable
NGO Report 2 – NGO Activity
NGO Report 3 – NGO Outcomes
NGO Report 4 – NGO Referrals
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Non-Government Organisation (NGO) Non-Identifiable
Assigned Reports
Assigned Universes
DMS Reconciliation Standing Order
PRIMHD Consolidated Non-Identifiable
Access Standing Order
PRIMHD Non-Identifiable
NGO Report 1 – NGO Demographics
NGO Report 2 – NGO Activity
NGO Report 3 – NGO Outcomes
NGO Report 4 – NGO Referrals
Shared Support Agency (SSA)
Assigned Reports
Assigned Universes
Access Standing Order
PRIMHD Consolidated Non-Identifiable
SISSAL Standing Order
PRIMHD Non-Identifiable
KPI 1
KPI 2
KPI 8
KPI 12
KPI 18
KPI 19
NGO Report 1 – NGO Demographics
NGO Report 2 – NGO Activity
NGO Report 3 – NGO Outcomes
NGO Report 4 – NGO Referrals
F&P Report 5 – DHB Benchmarking
Mental Health Commission (MHC)
Assigned Reports
Assigned Universes
Access Standing Order
PRIMHD Consolidated Non-Identifiable
MHC Standing Order
PRIMHD Non-Identifiable
Te Pou
Assigned Reports
Assigned Universes
Access Standing Order
PRIMHD Consolidated Non-Identifiable
PRIMHD Non-Identifiable
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Appendix Three – First time users of Business Objects
Enabling Deski for the first time
Log in to Deski the first time

The first time you launch the Business Objects application Desktop Intelligence or
Deski, connection information about the Ministry servers will not be configured
(unless someone has set your computer up for you).

You will see the following on your screen:
Log in to Business Objects InfoView


You will have to access the web read-only version of Business Objects (which is
called InfoView) as follows:
o
Open your Web Browser and navigate to
http://busobjxi.moh.health.nz/MOH.html
o
Go to the Login Option.
o
Enter Username and Password and click Login.
You will see the following on your screen:
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Configure Deski for future use

Click on New then Desktop Intelligence document. That will force the local
computer to copy the appropriate files and configure Deski for future use. Deski will
then start, and the steps can then be followed.

You will see the following on your screen:

Deski will start.
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
Version 1.4
When all the files have been downloaded, you will see the following screen:
Launching Deski directly

The second and any other times you launch Deski, it can be done directly, without
logging in to InfoView first.

You will see the following screen, which is similar to when you logged in to Deski
the first time, except the System and User Name fields will be populated.
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Appendix Four – NGOs who reported to MHINC during the 2007
calendar year
Service Organisation Name
Service Organisation Type
Mahia Mai a Whai Tara
Charitable Trust or Incorporated Society
Pathways Trust Board
Charitable Trust or Incorporated Society
Te Ihi Rangi Trust
Charitable Trust or Incorporated Society
Te Whare Puawai O Te Tangata Trust
Charitable Trust or Incorporated Society
Auckland City Mission Charitable Trust
Non-Governmental Organisation
Bay of Plenty Community Homes Trust
Non-Governmental Organisation
Caroline House Inc
Non-Governmental Organisation
Cheviot Rest Home Ltd
Non-Governmental Organisation
Christchurch City Mission
Non-Governmental Organisation
Claire House Limited
Non-Governmental Organisation
Equip
Non-Governmental Organisation
Forbury House Trust
Non-Governmental Organisation
Healthcare New Zealand
Non-Governmental Organisation
Iris
Non-Governmental Organisation
Like Minds Taranaki
Non-Governmental Organisation
Manaaki Oranga Ltd
Non-Governmental Organisation
Mount View Residential Trust
Non-Governmental Organisation
Northpoint Trust
Non-Governmental Organisation
Nova Trust Board
Non-Governmental Organisation
Ravenscraig Nursing Home
Non-Governmental Organisation
Sarona Community Trust
Non-Governmental Organisation
Te Rau Pani Maori Mental Health Trust
Non-Governmental Organisation
The Salvation Army New Zealand Trust - Wellington
Non-Governmental Organisation
TRANX Incorporated
Non-Governmental Organisation
Tu Tama Wahine O Taranaki
Non-Governmental Organisation
Waiheke Island Supported Homes Trust
Non-Governmental Organisation
Wairarapa Addiction Service Inc
Non-Governmental Organisation
Workwise Trust Board
Non-Governmental Organisation
Manor Park Private Hospital
Private Hospital
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Appendix Five – Activity Unit Type and Codes
Activity Unit
Type
Activity
Type Code
BEDNIGHT
T02
Mental health intensive care inpatient occupied bed days
BEDNIGHT
T03
Mental health acute inpatient occupied bed days
BEDNIGHT
T04
Mental health sub-acute inpatient occupied bed days
BEDNIGHT
T05
Mental health crisis respite care occupied bed days
BEDNIGHT
T11
Mental health maximum secure inpatient occupied bed days
BEDNIGHT
T12
Mental health medium secure inpatient occupied bed days
BEDNIGHT
T13
Mental health minimum secure inpatient occupied bed days
BEDNIGHT
T14
Mental health forensic pre-discharge hostel occupied bed days
BEDNIGHT
T16
Substance abuse detoxification occupied bed days (medical)
BEDNIGHT
T20
Substance abuse residential service occupied bed days
BEDNIGHT
T21
Psychiatric disability rehabilitation occupied bed days
BEDNIGHT
T25
Community mental health residential level 1 occupied bed days
BEDNIGHT
T26
Community mental health residential level 2 occupied bed days
BEDNIGHT
T27
Community mental health residential level 3 occupied bed days
BEDNIGHT
T28
Community mental health residential level 4 occupied bed days
BEDNIGHT
T29
Community mental health residential long-term occupied bed days
BEDNIGHT
T30
Respite care occupied bed days
BEDNIGHT
TCR
Ministry Internal
CONTACT
T01
Mental health crisis attendances
CONTACT
T07
Mental health group programme attendances
CONTACT
T08
Mental health care co-ordination contacts
CONTACT
T09
Early psychosis intervention attendances
CONTACT
T10
Support needs assessment attendances
CONTACT
T15
Court liaison attendances
CONTACT
T17
CONTACT
T18
CONTACT
T19
Substance abuse detoxification attendances (social)
Methadone treatment specialist service attendances (consumers of specialist
services)
Methadone treatment specialist service attendances (consumers of authorised GPs)
CONTACT
T22
Mental health day treatment programme attendances
CONTACT
T23
Mental health day activity programme attendances
CONTACT
T24
Work opportunities programme attendances
CONTACT
T32
Mental health contact with family/whanau
CONTACT
T34
ECT
CONTACT
T35
Did not attend
CONTACT
T36
Whanau/family face to face
CONTACT
T38
Maori specific interventions only
CONTACT
T39
Integrated Maori and clinical interventions
CONTACT
T40
Pacific peoples cultural activity
CONTACT
T41
Other cultural specific activity
CONTACT
T42
Mental health individual treatment attendances: Family not present
CONTACT
T43
Community Support Contacts
CONTACT
T44
Advocacy
CONTACT
T45
Peer Support
LEAVE
T37
On leave
SECLUSION
T33
Seclusion
Activity Type Description
Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version
January 2012
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