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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 2 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 3 of 77 PRIMHD Reporting End User Guide 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 4 of 77 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 5 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 6 of 77 PRIMHD Reporting End User Guide 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’. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 7 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 8 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 9 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 10 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 11 of 77 PRIMHD Reporting End User Guide 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 12 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 13 of 77 PRIMHD Reporting End User Guide Version 1.4 To enter the parameters you require click on Prompts on the left hand side and then Modify. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 14 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 15 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 16 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 17 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 18 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 19 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 20 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 21 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 22 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 23 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 24 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 25 of 77 PRIMHD Reporting End User Guide 4. Version 1.4 PRIMHD BOXI Universe Structure 4.1. PRIMHD Universe January 2012 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 26 of 77 PRIMHD Reporting End User Guide Version 1.4 4.2. PRIMHD Consolidated January 2012 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 27 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 28 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 29 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 30 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 31 of 77 PRIMHD Reporting End User Guide 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 32 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 33 of 77 PRIMHD Reporting End User Guide 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 34 of 77 PRIMHD Reporting End User Guide Version 1.4 Other objects found in this class include activity type, activity setting, details about the service organisation and activity start and end dates. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 35 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 36 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 37 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 38 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 39 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 40 of 77 PRIMHD Reporting End User Guide 7.4.2 Version 1.4 Other subclasses Other subclasses under Legal Status details relate to legal status start and end dates. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 41 of 77 PRIMHD Reporting End User Guide 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). Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 42 of 77 PRIMHD Reporting End User Guide Version 1.4 8.1. Client Details class Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 43 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 44 of 77 PRIMHD Reporting End User Guide Version 1.4 8.3. Activity class Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 45 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 46 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 47 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 48 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 49 of 77 PRIMHD Reporting End User Guide 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 50 of 77 PRIMHD Reporting End User Guide Version 1.4 9.4. Associated documents Document Name Version Date Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 51 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 52 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 53 of 77 PRIMHD Reporting End User Guide Version 1.4 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 January 2012 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 54 of 77 PRIMHD Reporting End User Guide Version 1.4 PRIMHD KPI Report examples January 2012 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 55 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 56 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 57 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 58 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 59 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 60 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 61 of 77 120 100 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 62 of 77 Mar Apr May Jun Total contacts per client PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 63 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 64 of 77 Length of time in service (years) Jun Total contact time (hrs) per client PRIMHD Reporting End User Guide Version 1.4 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 January 2012 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 65 of 77 Number of contacts or bednights Total contacts / bednights PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 66 of 77 Capital and Coast DHB 65+ PRIMHD Reporting End User Guide Version 1.4 NGO report examples January 2012 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 67 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 68 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 69 of 77 PRIMHD Reporting End User Guide January 2012 Version 1.4 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version Page 70 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 71 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 72 of 77 PRIMHD Reporting End User Guide Version 1.4 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: Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 73 of 77 PRIMHD Reporting End User Guide Version 1.4 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 74 of 77 PRIMHD Reporting End User Guide 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. Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 75 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Printed copy is not guaranteed to be current. Refer to the electronic source for the latest version January 2012 Page 76 of 77 PRIMHD Reporting End User Guide Version 1.4 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 Page 77 of 77