Client Benchmark Report

Client Benchmark Report Screen

Purpose

The Client Benchmark Report screen allows users to retrieve a list and count of clients who have met an immunization benchmark, or a predefined series of benchmarks. The report allows users to assess the clients who are, or are not, up to date on their vaccines based on specific benchmarks. The report may be viewed in ImmTrac2, exported as a text file, exported as a PDF file, or exported as a spreadsheet.

Functionality

Select Client Population *Not available for all users
Select Age or Birth Date Range
Options for Benchmarking
Select Evaluation Date
Select Benchmark

Command Button Functionality
Note

Functionality

Select Client Population - The top section provides the selection of specific populations by organization. The selection defaults to All Clients associated with the user's organization.

NOTE: Most users will not have the client population options because their user role defines the client population to be only those clients in the user's organization.

The bottom section provides the ability to select which clients display in the report, as described in the table below.

Client Population Option	Description
Clients who did NOT meet the benchmark	(Default selection) The population for the report will be limited to clients who did not meet the benchmark(s) defined in the Select Benchmark table at the bottom of the screen.
Clients who DID meet the benchmark	The population for the report will be limited to clients who met the benchmark(s) defined in the Select Benchmark table at the bottom of the screen.
All clients, regardless of whether they met the benchmark or not	The population for the report will include all clients who met, or did not meet the benchmark criteria defined in the Select Benchmark table at the bottom of the screen.

Select Age or Birth Date Range - Provides options to select clients based on age criteria.

Age or Birth Date Range Option	Description
Less than or equal to 72 months old	(Default selection) The population for the report will be limited to clients who are less than or equal to 72 months old as of the evaluation date.
Birth date range	The population for the report will be limited to clients who have a birth date within the specified range, entered as MM/DD/YYYY in the date fields.
Age range	The population for the report will be limited to clients who fall within the selected age range. Enter a numeric value and select Days, Months, or Years from the drop down menu.

Options for Benchmarking - Provides two variations for using the standard benchmark assessment to measure client outcomes, as described in the table below.

Option for Benchmarking	Description
Standard Assessment	(Default selection) Generates the report using the immunization benchmarks in the table at the bottom of the screen.
Assess Clients with Sufficient Refusal History as Covered	Generates the report using the immunization benchmarks in the table, however it will also count clients with sufficient refusal comments as being considered up-to-date.

NOTE: In order for client refusals of vaccine to be calculated correctly on the benchmark report, an appropriate Applies-To date must be entered for refusal comments on the Client Comments demographic tab, found in the client's record.

Select Evaluation Date - (Required.) Allows the user to establish a fixed date against which client's immunization records are evaluated. The report will not include vaccines administered after the evaluation date. Enter the evaluation date criteria in MM/DD/YYYY format or use the calendar icon to choose a date.

Select Benchmark - Under the Age Specific options, users can click an age to highlight the row of benchmarking criteria for generating the report. Alternatively, users can click a specific cell to evaluate for the single age/vaccine benchmark.

Under the Aggregate Outcomes options, users can click a specific cell to evaluate for the specific age/vaccine series combination. The options are described in the tables below.

Age Specific Immunization Benchmark Table
Age	Age at which each Immunization Benchmark will be measured. Click the age to highlight the entire row for assessment.
DTaP	Doses of DTaP received by the specified age, as the basis for measuring the Immunization Benchmark.
HepB	Doses of HepB received by the specified age, as the basis for measuring the Immunization Benchmark.
Hib	Doses of Hib received by the specified age, as the basis for measuring the Immunization Benchmark.
MMR	Doses of MMR received by the specified age, as the basis for measuring the Immunization Benchmark.
Polio	Doses of Polio received by the specified age, as the basis for measuring the Immunization Benchmark.
Pneumo	Doses of Pneumococcal received by the specified age, as the basis for measuring the Immunization Benchmark.
Varicella	Doses of Varicella received by the specified age, as the basis for measuring the Immunization Benchmark.

Aggregate Outcomes Benchmark Table
Age	Age at which each aggregate Immunization Benchmark will be measured.
431	4 DTaP, 3 Polio, and 1 MMR doses received by the specified age, as the basis for measuring the aggregate benchmark.
43133	4 DTaP, 3 Polio, 1 MMR, 3 Hib, and 3 HepB doses received by the specified age, as the basis for measuring the aggregate benchmark.
431331	4 DTaP, 3 Polio, 1 MMR, 3 Hib, 3 HepB, and 1 Varicella doses received by the specified age, as the basis for measuring the aggregate benchmark.

Command Button Functionality

Command Button	Functionality
	Clears the selections made in the Age Specific Immunization Benchmarks and the Aggregate Outcomes Benchmarks tables.
	Generates the Client Benchmark report and displays the Benchmark Report Results screen.
	Returns the user to the previous screen.

Note

ImmTrac2 is set up to accommodate a variety of user types. Each user will have access to certain features in the application based on the role that is assigned. Online help reflects the capabilities available to provider user roles. Other user roles should refer to the user manual for more access features and capability details.