Summary
Join the automation (within clear customisable parameters) of Patient Recall Management.
Identifying patient needs from clinical data,
Inviting and booking appointments
Intervene only with patients where you need to (e.g. coding gaps or non-response)
The Patient Recall Optimiser (PRO) is a tool within Practice Toolkit
No more searches, merging, diary reminders, out of date info - just refresh the data and done, every patient, 12 months fully planned.
Easy bulk invite/patient reminders, tracked appointment booking, change of test result/diagnosis etc, all simple and effective.
Even better - for most Practices it saves/generates x6 times the cost.
Curious? Book a free 15-30 minute 1:1 Walkthrough/Demo
Impact for your Practice/Surgery
The BMA states Recall appointments account for 52% of appointments and 78% of prescriptions. It's a massive part of any Practice. Imagine a tool which auto-updates any changes and creates a clean, accurate list of appointment requirements each month for easy invitation/booking for patients and clinicians.
No more manual searches, merging files in excel, diary reminders or comparing with patient notes
Think of all the different staff with responsibility around Patient Recall -
Chronic Disease/diagnosed Conditions,
Medication Recalls
DMARD Monitoring
Shared Care Protocols
Medication Review Optimisations
QAIF/QOF, LES/DES claims
Not just the admins, but receptionists covering invites, bookings, coding.
Invites to all patients needing an appointment that month - filter, select all, send SMS.
Easy invite count tracking and audit
Sync with the clinical system for appointment status/bookings to easily track DNAs or overdue requirements.
Some practices will see a 95% decrease in admin effort, freeing up really quality staff to be able to use on a different problem.
Everyone tries their best, but it's really complicated to make sure you catch every requirement per patient - and as soon as you've worked it out it's out of date as soon as something changes or a test result comes back. No-one's got time to keep ahead of all that.
Clear requirements copied into the appointment notes - no callbacks for a missed test;
All recall requirements dealt with together (not appointments per recall reason)
Organised in order (blood tests with appropriate delay prior to reviews etc)
Improved Patient engagement - Personalised Annual Patient Plans make it clear and relevant for patients - improving their engagement and pre-invite bookings.
Highlights any appointments pre-booked which are no longer necessary (test results may change requirements)
highlights any upcoming appointments to add recall appointments alongside.
Think of the impact, not just on admins but clinicians, from phlebotomists, HCA, Nurses, GPs or Pharmacists - not having any wasteful or less than optimised appointments frees up huge amounts of appointment spaces every day.
Some practices will see whole sessions removed from calendars.
Patient Care always comes first, but let's face it, without revenue everything is impacted.
Want to save/generate 6 times the cost? Let that sink in - you get the system AND it makes the Practice more money.
PRO ensures maximising all quality payment standards (think clinical elements of QAIF/QOF/JAIF etc) and enhances services (LES / DES) - no requirements missed, and easily aligned with other appointments to minimise calendar impact.
Not just easy to max, easier to claim - immediate feedback on missed coding for easy and quick resolution (no more big admin effort just before claims), simple patient registers and reporting.
How it works
We'll load your current EMIS searches for you (no onboarding required), or PRO comes inbuilt with customisable recall templates for all chronic disease as well as all medication that requires monitoring in line with NICE Guidance.
DMARDs, High Risk Drugs, DOAC, Shared Care Protocols, LES & DES - all covered. These templates can be edited or disabled by the practice, or create your own.
ANYTHING not an acute booking could be covered.
PRO applies your selected Recall logic against every patients' clinical notes and builds a personalised 12 month recall plan for each patient at the practice, showing exactly which test and reviews each patient needs and when.
To make it easy for Practice Staff, it can group these into monthly requirements across the Practice so it's clear what's needed for invites and booking through the year.
Invite via easy filtering and batch or individual text, email, letter invites lets you manage in minutes. Using Practice Toolkit's SMS (texting) tool allows custom or templated messaging, with personalised placeholders listing exactly the appointments needed, or export send list to other messaging systems. All at the same or lower per-usage cost as Accurx but without the annual fees - we pass only on the fees we're charged.
Manage/track appointments and changes as you go.
As long as a condition is coded or a medication is being prescribed, you can create a recall for trigger any combination of Tests or Reviews across a (recurring) calendar year.
Other Terms
Unlimited Staff/Usage - no limits, charges are per patient, not usage/staff etc.
UK-based Chat, Call and Sharescreen support 9-5 mon-fri and 24/7 access to page-by-page guides per page.
Super easy to adopt for new staff. We do all the heavy lifting of onboarding for you - start using it in under 45 minutes. Really.
Ready to achieve more by doing less?
Click the help widget (bottom right of the screen) to chat now, or book a Walkthrough/Demo for your Practice.
20-30 minute demo with our experts so you can save your practice 8+ hours a day? Feel worth exploring?