Table 2.

Description of Web-based reports.

Report name	Description
Patient List	Displays a list of all patients and key data such as date of patient enrollment in program, next suggested interaction per the SUCCEED program protocol, and blood pressure control status.
Patient Information	Displays select data about a patient, including contact information, primary care physician information, lab results, and notes.
Form Submissions	Displays a list of all forms that have been submitted for a specific patient. Forms on the list can be opened to view a readable version.
Interactions with Patients	Displays, at the patient level, the minimum set of interactions with patients and their target completion dates per the SUCCEED program protocol. When an interaction has been completed, the report shows the date of completion and the name of the care team member who completed it. The report displays an alert when an interaction is overdue. Additionally, it provides a snapshot of risk factor control status.
Care Management Tasks	Displays a list of all CM–CHW care team tasks for all patients. The list can be filtered by person responsible for completing the tasks (CM or CHW) and by patient. A task can be revised or closed once it has been completed.