Some information needed for tracking can be imported from computerized billing systems rather than keyed in. Using an automated tracking system will require generating daily appointment forms and updating them during patient visits. Information from updated appointment forms and test results must be entered in patients' computer records. Overdue reports and patient reminders must be generated and used to encourage compliance. Automated systems use tracking rules to determine whether a patient's age, sex, race, and so on.
Most systems allow more than one tracking rule for each preventive service.
Tracking rules for childhood immunizations are the most complicated to establish. A variety of reports can be produced, including lists of patients overdue for certain services, reminder letters and mailing labels. Automated systems can produce statistical reports that sort performance data by procedure, by payer or by physician. Statistical reports can provide useful points of reference in quality improvement initiatives. Make sure the system you purchase will allow you to transfer data to another system, if necessary.