Accuro: How CPAR Panels work (Primary Care)

A patient panel is a set of patients that have established relationships with a primary provider. There is an implicit agreement that the identified physician or nurse practitioner and team will provide comprehensive, longitudinal primary care.

With that in mind, a Central Patient Attachment Registry (CPAR) panel of patients can be thought of as:

  • that group of patients for whom you:
    • provide comprehensive longitudinal care and consider that you “quarterback” their care, and:
    • wish to:
      • declare yourself to the rest of the health care system as their primary provider, or as a partner in their primary care team in Alberta Netcare (this will display in the patient’s Netcare record)
      • receive eNotifications of events at AHS facilities such as ER discharges, inpatient admissions and discharges, and day surgery discharges

Some useful resources for additional information on panels:

Guide to Panel Identification


ACTT Panel and Continuity Resources

How to panel for CII/CPAR for Accuro

In the demographic area of the patient chart the basic information that is needed for patient panel identification for CPAR is:

Full Name

Primary Provider

Patient Status (Active or Inactive)

Date of Birth

Confirmation Date


Alberta Health Care # (PHN)

Status Date


Patients must meet the following criteria to be Paneled to a Provider and sent to Alberta Netcare:

  1. The patient’s Status is categorized as Active on CII & CPAR Panel. (1)
  2. The Patient has a Verification Date. (3)
  3. The patient has a Last Visit Date. This is the most recent date the patient visited the Provider, or any other Provider within the same family practice.

Note: Accuro checks your entire visit history, without date restrictions, to determine the last visit.

  1. The patient is linked to the Provider using the existing Office Provider (2)

Note: The patient’s status must be one that the clinic chooses for CPAR. Accuro has new functionality in “Manage Patient Status” to designate statuses as CPAR recognized. The checkbox in the “Active on CII/CPAR Panel” column should be checked for every status that is CPAR appropriate:

  • Navigate to the Patients section.
  • Click on the Status History tab.
  • Click on the Edit button.
  • Enable the checkbox in the Active on CII and CPAR Panel column for every Status that should be considered when adding the Patient to a Panel.
  • Click OK to save.

Some useful resources on setting demographic information in your EMR:

The Accuro EMR CII and CPAR Online Guide


The Accuro Guide for Patient’s Medical Home

Five Key Changes in Behaviors at the Practice

  1. Regularly confirm that both you and the patient consider that you are “quarterbacking” their care
  2. Record the confirmation in the EMR in the “Patient Data Verified” field with a date
  3. Maintain & review the panel list at regular intervals
  4. Utilize the panel list to plan care delivery
  5. Submit the panel list to CPAR (once registered, QHR uploads automatically on the 12th of the month)

About Deceased Patients

The notice will include a deceased notification next to the patient’s name if the information is available in the data feed from the AHS facility’s Admission, Discharge Transfer (ADT) system. If the data includes both the patient name and the date of death, both will be displayed: Patient Name (Deceased: YYYY-MM-DD). If the ADT data does not include a date of death, then only the deceased notification will be shown: Patient Name (Deceased). ANP can be checked in the meantime to see if a death has been recorded by the AHS facility. Once the death has been registered with Vital Statistics, the date of death will be shown on the CPAR demographic mismatch report after the next panel submission.

At the clinic mark the patient as deceased in Patient Maintenance by changing the Patient Status so the patient will not load to CPAR in the next monthly upload.

More Panel Resources

The Panel Readiness Checklist is a valuable tool to determine if your clinic is panel ready before participating.

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