Practice search rules
Practice search rules are searches that run automatically each night and flag patients that match the rule parameters.
When flagged by a rule, patients appear in the WorkDesk for both providers and front-end staff, within the # Rule Matches Found... area (see Viewing and managing patient rule matches). From there, providers and front-end staff can perform an action for the patient, such as scheduling a follow-up, add a problem, or bill for incentive billng. Patients are automatically “un-flagged” as soon as they no longer match a rule’s parameters.
Note: You can also exclude patients from appearing in the search results and being flagged by a rule by using an exemption within practice search rules. You can exempt patients from rules for a defined period of time.
You can create your own practice search rules (see Creating practice search rules) or use and modify one of the pre-defined search rules.
Pre-defined practice search rules for complex care and CDM
Wolf EMR comes with a large set of pre-defined rules for practice search. These rules are useful for managing patients for chronic disease management and for patients on care plans. You can modify these rules to match your clinic's workflows.
Arthritis rule
| Name | Code | Parameters | Purpose |
|---|---|---|---|
| Arthritis Register | ART1 | Problem (Specific) = Rheumatoid Arthritis | Maintain a current register of all rheumatoid arthritis patients within the practice. |
Asthma rules
| Name | Code | Parameters | Purpose |
|---|---|---|---|
| Asthma Register | AST1 | Problem (Specific) = Asthma | Maintain a current register of all asthma patients within the practice. |
| Asthma - No Action Plan | AST2 |
Problem (Specific) = Asthma Exclude Match: Document where Keyword="Asthma Action Plan" in the past 2 years. |
Asthma patients should have a written asthma action plan updated regularly. |
Cardiac risk rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| Cardiac Risk >10% Age <70 - no ASA | CR1 | Patient <70 yrs with >10% CHD Risk recommend ASA 81 mg OD |
Examination Findings Cardiac Risk - Value >10% Exclude Match: Drug Family = ASA |
ASA is recommended to those patients under 70 yrs with >10% risk CHD. |
| Cardiac Risk >10% - no Statin | CR2 | Patient with >10% CHD Risk recommend Statin |
Examination Findings Cardiac Risk - Value >10% Exclude Match: Drug Family = HMGCoa |
Statins are recommended for patients with >10% risk CHD. |
Congestive heart failure rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| CHF Register | CHF1 | Problem (Specific) = Congestive Heart Failure (CHF) | Maintain a current register of all CHF patients within the practice. | |
| CHF No Echocardiogram | CHF2 | CHF patient with no echocardiogram on file x 2 years |
Problem (Specific) = Congestive Heart Failure (CHF) Exclude Match: Document where Keyword="Echocardiogram" in the past 2 years. |
CHF patients are monitored with regular echocardiograms to assess cardiac function and guide medication management. |
| CHF - No Ace/ARB | CHF3 | CHF patient not currently on an ACE/ARB |
Problem (Specific) = Congestive Heart Failure (CHF) Exclude Match: Medication Type = Anti-Hypertensive: ACE or Medication Type = Anti-Hypertensive: ARB |
|
| CHF - No weight on file x 6 months. | CHF4 | CHF patient with no weight on file x 6 months |
Problem (Specific) = Congestive Heart Failure (CHF) Exclude Match: Examination Findings Weight x 6 Months. |
Baseline weights and patient daily weights are an important part of CHF management. |
| CHF no cardiac risk x 1 year | CHF5 | CHF patient with no cardiac risk on file x 1 year |
Problem (Specific) = Congestive Heart Failure (CHF) Exclude Match: Examination Findings Cardiac Risk in past year |
Aggressive management of CV risk factors is recommended to reduce the risk of ischemic heart disease. |
| CHF Suboptimal LDL | CHF6 | CHF patient - suboptimal LDL > 2.0 |
Problem (Specific) = Congestive Heart Failure (CHF) Last Lab of Type LDL > 2.0 |
Current guidelines indicate that patients at high risk for Coronary Heart Disease (CHD) should have LDL cholesterol <2.0. CHF patients are by definition considered high risk for CHD. |
COPD rule
| Name | Code | Parameters | Purpose |
|---|---|---|---|
| COPD Register | COPD1 | Problem (Specific) = COPD | Maintain a current register of all COPD patients within the practice. |
CAD rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| CAD Register | CAD1 | Problem (Specific) = Coronary Artery Disease. | Maintain a current register of all CAD patients within the practice. | |
| CAD Suboptimal LDL | CAD2 | CAD patient - suboptimal LDL > 2.0 |
Problem (Specific) = Coronary Artery Disease Last Lab of Type LDL > 2.0 |
Current guidelines indicate that patients at high risk for CAD should have LDL cholesterol <2.0. |
| CAD Suboptimal HDL | CAD21 | CAD patient - suboptimal HDL <1.0 |
Problem (Specific) = Coronary Artery Disease Last Lab of Type HDL < 1.0 |
Higher levels of HDL Cholesterol decrease cardiac risk. Low levels <1.0 increase cardiac risk. |
| CAD Suboptimal Triglycerides | CAD23 | CAD patient - suboptimal Triglycerides >2.0 |
Problem (Specific) = Coronary Artery Disease Last Lab of Type Triglycerides >2.0 |
Higher levels of triglycerides (>2.0) increase cardiac risk. |
| CAD Suboptimal Lipid Ratio | CAD24 | CAD patient - suboptimal Lipid Ratio <4.0 |
Problem (Specific) = Coronary Artery Disease Last Lab of Type Lipid Ratio < 4.0 |
Higher Lipid Ratios (>4.0) increase cardiac risk. |
| CAD not on ASA | CAD3 | CAD patient not on ASA |
Problem (Specific) = Coronary Artery Disease Exclude Match: Medication of Type ASA |
|
| CAD Systolic BP >140 | CAD4 | DM patient suboptimal systolic BP >140 in past yea |
Problem (Specific) = Coronary Artery Disease Examination Findings Systolic BP Greater than 140 in past yea |
Recommended BP for CAD patients is < 140/90 |
| CAD Diastolic BP >90 | CAD41 | DM patient suboptimal Diastolic BP >90 in past year |
Problem (Specific) = Coronary Artery Disease Examination Findings Diastolic BP Greater than 90 in past year |
Recommended BP for CAD patients is < 140/90 |
| CAD no BMI x past year. | CAD51 | CAD patient with no BMI on file x 1 year |
Problem (Specific) = Coronary Artery Disease Exclude Match: Examination Findings BMI in past year |
BMI >27 indicates obesity. Obesity is a major risk of CAD. |
| CAD no waist circumference x past year. | CAD6 | CAD patient with no waist circumference x 1 year |
Problem (Specific) = Coronary Artery Disease Exclude Match: Examination Findings Waist Circ. in past year |
Waist circumference is an indicator of abdominal obesity which is a major risk for CAD. High risk >102 cm for non-asian men and > 88 cm for non-asian women. Increased risk 94-101 cm in non-asian men and 80-87 cm in non-asian women. High risk >90 cm for asian men and > 80 cm for asian women. |
| CAD no cardiac risk x 1 year. | CAD7 | CAD patient with no cardiac risk on file x 1 year |
Problem (Specific) = Coronary Artery Disease Exclude Match: Examination Findings Cardiac Risk in past year |
Dementia rule
| Name | Code | Parameters | Purpose |
|---|---|---|---|
| Dementia Register | DEM1 | Problem (Specific) = Dementia | Maintain a current register of all dementia patients within the practice. |
Depression rules
| Name | Code | Parameters | Purpose |
|---|---|---|---|
| Depression Register | DEP1 | Problem (Specific) = Depression | Maintain a current register of all depression patients within the practice. |
Diabetes rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| Diabetic Register | DM1 | Problem (Specific) = Diabetes Mellitus Type I or Type II | Maintain a current register of all diabetic patients within the practice. | |
| Diabetic No HbA1c x 6 months | DM2 | DM patient - no HbA1c x 6 months |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Any Lab Result of Type Hemoglobin A1c in last 6 months. |
HbA1c (Hemoglobin A1C) provides an indication of the level of blood glucose control over the past 2-3 months. The closer the HbA1c to 5% the better the diabetic control. Patients that have not had a HbA1c in the past 6 months are not been followed adequately. (www.nlm.nih.gov/medlineplus/ency/article/003640.htm) |
| Diabetic HbA1c > 8% | DM3 | DM patient - suboptimal control - last HbA1c > 8% |
Problem (Specific) = Diabetes Mellitus Type I or Type II Last Lab of Type Hemoglobin A1c >8% |
Diabetic patients with HbA1c's >8% are by definition poorly controlled and require special follow-up. |
| Diabetic Suboptimal LDL | DM4 | DM patient - suboptimal LDL > 2.0 |
Problem (Specific) = Diabetes Mellitus Type I or Type II Last Lab of Type LDL > 2.0 |
Current guidelines indicate that patients at high risk for Coronary Heart Disease (CHD) should have LDL cholesterol <2.0. Diabetic patients are by definition considered high risk for CHD. |
| Diabetic Suboptimal HDL | DM41 | DM patient - suboptimal HDL <1.0 |
Problem (Specific) = Diabetes Mellitus Type I or Type II Last Lab of Type HDL < 1.0 |
Higher levels of HDL Cholesterol decrease cardiac risk. Low levels <1.0 increase cardiac risk. |
| Diabetic Suboptimal Triglycerides | DM42 | DM patient - suboptimal Triglycerides >2.0 |
Problem (Specific) = Diabetes Mellitus Type I or Type II Last Lab of Type Triglycerides >2.0 |
Higher levels of triglycerides (>2.0) increase cardiac risk. |
| Diabetic Suboptimal Lipid Ratio | DM43 | DM patient - suboptimal Lipid Ratio <4.0 |
Problem (Specific) = Diabetes Mellitus Type I or Type II Last Lab of Type Lipid Ratio < 4.0 |
Higher Lipid Ratios (>4.0) increase cardiac risk. |
| Diabetic Renal Failure | DM5 | DM patient - eGFR <60 |
Problem (Specific) = Diabetes Mellitus Type I or Type II Last Lab of Type Calculated GFR < 60 |
Renal failure is a serious complication of DM. |
| Diabetic No Microalbumin x 1 year | DM6 | DM patient - no Microalbumin x 1 year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Any Lab Result of Type Microalbumin in the last year. |
Microalbumin is a urine test that tests for the protein albumin. Normal kidneys do not excrete any protein in the urine. The presence of albumin in diabetics indicates microvascular damage to the kidneys. This damage can lead to Chronic Kidney Disease. It is also a marker for how the patient's diabetes is affecting other organs as well as nerves and extremities. |
| Diabetic not on ACE/ARB | DM7 | DM patient not on ACE/ARB |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Medication of Type Anti-Hypertensive: ACE and Anti-Hypertensive: ARB |
ACE Inhibitors (ACE) and Angiotensin II Receptor Blockers (ARB) are indicated for all diabetics to prevent the progression of kidney disease. |
| Diabetic Systolic BP >130 | DM8 | DM patient suboptimal systolic BP >130 in past year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Examination Findings Systolic BP Greater than 130 in past year |
Recommended BP for Diabetic patients is < 130/80 |
| Diabetic Diastolic BP >80 | DM9 | DM patient suboptimal Diastolic BP >80 in past year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Examination Findings Diastolic BP Greater than 80 in past year |
Recommended BP for Diabetic patients is < 130/80 |
| Diabetic BMI > 27 | DM9 | DM patient with BMI >27 past year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Examination Findings BMI Greater than 27 in past year |
BMI >27 indicates obesity. Obesity is a major cause of DM. Lifestyle treatment of obesity results in better diabetic control. |
| Diabetic no BMI x past year | DM91 | DM patient with no BMI on file x 1 year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Examination Findings BMI in past year |
Obesity is a major cause of DM. BMI is a marker of obesity (>27). Lifestyle treatment of obesity results in better diabetic control. |
| Diabetic no waist circumference x past year | DM92 | DM patient with no waist circumference x 1 year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Examination Findings Waist Circ. in past year |
Waist circumference is the best predictor of Type II DM and is an indicator of abdominal obesity which is a major risk/cause for DM. High risk >102 cm for non-asian men and > 88 cm for non-asian women. Increased risk 94-101 cm in non-asian men and 80-87 cm in non-asian women. High risk >90 cm for asian men and > 80 cm for asian women. |
| Diabetic no 10g monofilament x past year | DM92 | DM patient with no 10g monofilament x 1 year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Examination Findings 10g monofilament in past year |
Diabetic neuropathy is a major complication of DM and 10g monofilament test is a good diagnostic screening exam. |
| Diabetic no cardiac risk x 1 year | DM93 | DM patient with no cardiac risk on file x 1 year |
Problem (Specific) = Diabetes Mellitus Type I or Type II Exclude Match: Examination Findings Cardiac Risk in past year |
DM is a major risk factor for Coronary Heart Disease. Diabetics should have regular cardiac risk assessments with management of risk factors to reduce cardiac risk. |
Hepatitis rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| Hepatitis B Register | HEP1 | Problem (Specific) = Hep B | Maintain a current register of all Hep B patients within the practice. | |
| Hepatitis C Register | HEP2 | Problem (Specific) = Hep C | Maintain a current register of all Hep C patients within the practice. | |
| Hepatitis B/C - No Hep A Vaccination | HEP3 | Hep B/C Patient with no Hep A Vaccination on file |
Problem (Specific) = Hep B or Hep C Exclude Match: Vaccination = Hep A, Hep A/B Combination |
|
| Hepatitis C - No Hep B Vaccination | HEP4 | Hep C Patient with no Hep B Vaccination on file |
Problem (Specific) = Hep C Exclude Match: Vaccination = Hep B, Hep A/B Combination |
Hypertensions rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| HTN Register | HTN1 | Problem (Specific) = Hypertension | Maintain a current register of all Hypertensive patients within the practice. | |
| HTN Suboptimal LDL | HTN2 | HTN patient - suboptimal LDL > 2.5 |
Problem (Specific) = Hypertension Last Lab of Type LDL > 2.0 |
Current guidelines indicate that patients at high risk for Coronary Heart Disease (CHD) should have LDL cholesterol <2.0. CHF patients are by definition considered high risk for CHD. |
| Hypertensive Suboptimal HDL | HTN21 | HTN patient - suboptimal HDL <1.0 |
Problem (Specific) = Hypertension Last Lab of Type HDL < 1.0 |
Higher levels of HDL Cholesterol decrease cardiac risk. Low levels <1.0 increase cardiac risk. |
| Hypertensive Suboptimal Triglycerides | HTN22 | HTN patient - suboptimal Triglycerides >2.0 |
Problem (Specific) = Hypertension Last Lab of Type Triglycerides >2.0 |
Higher levels of triglycerides (>2.0) increase cardiac risk. |
| Hypertensive Suboptimal Lipid Ratio | HTN23 | HTN patient - suboptimal Lipid Ratio <4.0 |
Problem (Specific) = Hypertension Last Lab of Type Lipid Ratio < 4.0 |
Higher Lipid Ratios (>4.0) increase cardiac risk. |
| Hypertension no cardiac risk x 1 year | HTN3 | HTN patient with no cardiac risk on file x 1 year |
Problem (Specific) = Hypertension Exclude Match: Examination Findings Cardiac Risk in past year. |
Aggressive management of CV risk factors is recommended to reduce the risk of ischemic heart disease. |
Prevention rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| BP Process | PRV1 | All patients >25 years with no BP x 2 years |
All Active Patients >25 yrs. Exclude Match: BP Systolic within past 2 years. |
Maintain a current register of all CHF patients within the practice. |
| BP Outcome | PRV11 | All patients >25 yrs with recorded BP >140 past 12 months | All Active Patients >25 yrs BP Systolic >140 within past 12 months | CHF patients are monitored with regular echocardiograms to assess cardiac function and guide medication management. |
| Influenza-Age | PRV2 | Patient > 65 yrs with no flu shot on file this season |
All Active Patients >65 yrs Exclude Match: Vaccination = Influenza Since Oct 1 current year |
Influenza vaccinations are recommended for patients over the age of 65 years. |
| Inlfuenza-Condition | PRV21 | Patient with chronic condition with no flu shot on file this season |
All Active Patients <65 yrs Problem (Specific) = Diabetes Mellitus Type 1 Diabetes Mellitus Type 2 Congestive Heart Failure Hypertension Renal Failure COPD Asthma Rheumatoid Arthritis Chronic Hepatitis B Chronic Hepatitis C Cirrhosis HIV" Exclude Match: Vaccination = Influenza Since Oct 1 current year |
|
| Pneumococcal-Age | PRV3 | Patient > 65 yrs with no pneumococcal-23 vaccination on file |
All Active Patients >65 yrs Exclude Match: Vaccination = Pneumococcal ever |
Pneumococcal vaccinations are recommended for patients over the age of 65 years. |
| Pneumococcal-Condition | PRV31 | Patient with chronic condition and no pneumococcal-23 vaccination on file |
All Active Patients <65 yrs "Problem (Specific) = Diabetes Mellitus Type 1 Diabetes Mellitus Type 2 Congestive Heart Failure Hypertension Renal Failure COPD Asthma Rheumatoid Arthritis Chronic Hepatitis B Chronic Hepatitis C Cirrhosis HIV" Exclude Match: Vaccination = Pneumococcal ever |
|
| Pneumococcal-Splenectomy | PRV32 | Patient with splenectomy and no pneumococcal-23 vaccination on file |
Surgery = Splenectomy Exclude Match: Vaccination = Pneumococcal ever |
Patient with splenectomy and no pneumococcal-23 vaccination on file. |
| Cardiac Risk >10% Age <70 - no ASA. | PRV4 | Patient <70 yrs with >10% CHD Risk recommend ASA 81 mg OD |
Examination Findings Cardiac Risk - Value >10% Exclude Match: Drug Type = ASA |
ASA is recommended to those patients under 70 yrs with >10% risk CHD. |
| Cardiac Risk >10% - no Statin. | PRV41 | Patient with >10% CHD Risk recommend Statin |
Examination Findings Cardiac Risk - Value >10% Exclude Match: Drug Family = HMGCoa |
Statins are recommended for patients with >10% risk CHD. |
| No waist circumference x past 2 years. | PRV5 | Patient with no waist circumference x 1 year |
Active Patient > 20 years Exclude Match: Examination Findings Waist Circ. in past year |
Waist circumference is an indicator of abdominal obesity which is a major risk for DM/CAD. High risk >102 cm for non-asian men and > 88 cm for non-asian women. Increased risk 94-101 cm in non-asian men and 80-87 cm in non-asian women. High risk >90 cm for asian men and > 80 cm for asian women. |
Renal failure rules
| Name | Code | Rule | Parameters | Purpose |
|---|---|---|---|---|
| CKD Register | CKD1 | Problem (Specific) = Renal Failure | Maintain a current register of all renal failure patients within the practice. | |
| CKD Systolic BP > 130 | CKD2 | CKD patient suboptimal systolic BP >130 in past year |
Problem (Specific) = Renal Failure Exam Findings Systolic BP Greater than 130 in past year |
Recommended BP for CKD patients is < 130/80. |
| CKD Systolic BP > 80 | CKD3 | CKD patient suboptimal systolic BP >90 in past year |
Problem (Specific) = Renal Failure Exam Findings Diastolic BP Greater than 80 in past year |
Recommended BP for CKD patients is < 130/80. |
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