Summary: This guide shows you how to use Practice Toolkit's Patient Recall Optimiser (PRO) to create and manage personalised annual care plans for your patients, ensuring comprehensive health monitoring and timely interventions.
1. Access the Patient Recall Optimiser
- Log into your Practice Toolkit account
- Navigate to the Patient Recall Optimiser (PRO) dashboard
- Select "Create Patient Plan" from the main menu
2. Define patient populations
- Choose specific conditions for monitoring (e.g., diabetes, hypertension)
- Set custom criteria for patient groups
- Import current patient lists from EMIS
- Review automated suggestions for patient groupings
3. Set up personalised recall schedules
- Define required tests and reviews for each condition
- Specify monitoring frequencies
- Set preferred appointment intervals
- Add condition-specific requirements
4. Create individual patient calendars
- Generate personalised annual schedules
- Review multiple recall requirements
- Identify opportunities to combine appointments
- Ensure even distribution of workload across the year
5. Configure automated communications
- Set up patient invitation templates
- Define reminder intervals
- Customise communication methods
- Schedule follow-up messages
6. Monitor and manage plans
- Track patient compliance
- Review upcoming appointments
- Monitor QOF target progress
- Generate performance reports
7. Update and adjust plans
- Modify schedules based on patient needs
- Accommodate practice capacity
- Update clinical requirements
- Adjust communication preferences
8. Review outcomes and reporting
- Generate monthly progress reports
- Track achievement against QOF targets
- Monitor DNA (Did Not Attend) rates
- Assess practice efficiency improvements
Achievement Summary:
You can now create and manage comprehensive annual care plans for your patients, ensuring systematic monitoring of chronic conditions while optimising practice resources and improving patient outcomes.