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Overview of Population View 

 

 

For more information, skip to:

Interpreting Patient Statuses 

Filters available in the population view

 
 
 
The Population View provides a list of all patients who have a proactive monitoring requirement identified within the Abtrace tool. This includes patients who require monitoring for areas such as:
  • QOF requirements
  • Safe prescribing monitoring
  • Local guideline requirements

Interpreting Patient Statuses

For each patient, it will display their overall monitoring status:

  • 🔴 Red – Action overdue
    The patient has one or more monitoring actions that are overdue.
  • 🟠 Orange – Action due soon or available to complete
    The patient has an action that is due soon, or an action that can now be completed (for example, following the start of a new financial year).
  • 🟢 Green – Up to date
    The patient is up to date with all required monitoring actions.




The Days Overdue column provides more detail on when action is required:

  • For orange patients, this shows when the next action will become overdue. This is displayed as a negative number of days (e.g. -30 days means the action will be overdue in 30 days).
  • For red patients, this shows how long the action has already been overdue. This is displayed as a positive number of days (e.g. 30 days means the action has been overdue for 30 days).

Filters available in Population View




Within population view, you can use the filters on the left hand side to view specific monitoring requirements, tasks, statuses, or exclude certain patient groups.

Indication Type: Use this filter to apply a broad category to identify patients with a monitoring requirement related to a medication, condition, register, or other area.

Indication: Use this filter to narrow this down to a specific indication, such as a particular condition, medication, or vaccination (e.g. identifying patients on DOACs).

Task Type: Use this filter to apply a broad category of monitoring tasks, such as blood tests, BMI or Reviews.

Task: Use this filter to narrow this down to a specific monitoring task, such as a particular blood test, review, or monitoring requirement (e.g. FBC or Asthma Control Test).

Status

The Status filter allows you to view patients based on the status of their monitoring requirements:

  • Complete – the required monitoring has been completed.
  • Opportunistic – the monitoring can be completed proactively when the patient next attends the practice.
  • Overdue – the required monitoring has not been completed by the due date.

 The number of patients in each status is displayed next to each option:

 

Refine opportunistic tasks using the Days Overdue filter

  1. Select Groups from the left-hand menu (at the bottom).

  2. Toggle on Days Overdue.

  3. A slider will appear on the left-hand side. Use this slider to adjust how opportunistic you would like the task list to be.

    For example, setting the minimum value to -14 will include patients who are due for their monitoring/review within the next 14 days.

       

Exclusions

The Exclusions filter allows you to remove specific groups of patients from your results.

For example:

  • Housebound patients
  • Care Home patients 
  • Patients having monitoring completed in secondary care

Patients in an exclusion group will not appear in the results, regardless of any other filters applied.


Advanced Searches

Advanced Search allows you to build more complex searches by combining multiple criteria using 'AND' logic.

This means you can identify patients who meet several conditions at the same time, rather than filtering by a single criterion.

For example, you can search for patients who:

  • Have completed their Foot Check but are still overdue their Urine ACR.
  • Have completed their HbA1c this financial year but remain out of target.


Accessing Advanced Search

From the Population View, select Advanced Search in the top left-hand corner.

Step-by-step guide to building your Advanced Search

In this example, we are searching for patients who require a Urine ACR but have completed their Foot Check.

1️⃣ Select your outstanding task first. In this case, we've selected Urine ACR with a status of Opportunistic and Overdue.

2️⃣ Add a second criterion by selecting Foot Check with a status of Complete.

This uses 'AND' logic to show only patients who meet both criteria.

 

What does the Grey dot mean after the NHS number on some patients in Population view?

 

In the Population View, a grey dot appears next to the NHS number for any patient whose record has been accessed by expanding their row and clicking one of the following buttons:

  • Open in Patient View
  • Open in EMIS/SystemOne

This indicates that you have initiated viewing their record directly from the Population View.

The grey dot remains visible for 4 hours, serving as a visual indicator to help you track which patient records have recently been reviewed.

Note: The grey dot will reset once the user logs out, ensuring a fresh view for each session.