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. Before purchasing a system, do research, obtain demonstration versions and talk with experienced users. A person viewing it online may make one printout of the material and may use that printout only for his or her personal, non-commercial reference.