Recalls are the 'logic' Practice Toolkit applies against your patient data.
We'll mimic yours (just export and email) OR
you can adapt/add/edit the templates to make them bespoke to suit you.
This is a 'One-Off' task - once they're how you want them you need only revisit to tweak when you want to.
It's by far the most important element of the whole onboarding process, start now!
Background: How do Recalls work?
Recalls apply...
any combination of Tests/Reviews/Treatments...
by your preferred staff group (e.g. Phlebotomist/HCA/Nurse/Pharmacist/GP)...
at a customisable frequency (3, 4, 6, 12 monthly or variable based on test results)
to...
a distinct Patient Population (based on selected SNOMED/Read codes) - inclusion and exclusion options available.
How should you set them up?
Do you want to use the same reports as now (we'll let you know any variations) OR adopt/adapt the NICE Guideline templates?
IF: Same Reports as Now
We'll enter them in for you to save you onboarding effort.
In EMIS, Reporting, Population Reporting, find and click on the folder you use for searches currently then click 'export' in the top ribbon (or do this per search if the folder has other things too).
This should download a '.xml' file - it'll be information on the report, not patient data. Email this over to us and we'll enter it for you.
IF: using the plug-n-play templates - customise them to suit you
First step - activate the ones you want to use.
Go to Settings/PRO Recall List, we recommend starting by only using recalls you're already covering e.g. Asthma, Diabetes, DOAC, Hypertension etc, you can always activate more later.
Add any Enhanced Services or other funded activities your region is eligible for (as this varies per region, we can't template these). Once added you'll be able to enable 100% engagement and dramatically increase and simplify claims.
Recalls can be
'Active' - will be processed against your patient data and be used across PRO.
or
'Inactive' - no impact, effectively archived until you want to activate it.
This is done via Settings/PRO Recall List,
In Settings/PRO Recall List, select the recall you wish to use by clicking the blue name of the recall.
In the 'Summary' tab, the first section 'Recall Status' has a button on the right allowing you to 'Activate Now' or 'Make Inactive'.
OR
A confirmation window will appear and confirm you wish to make the change
Secondly, go to the Population Tab
Ensure the relevant population is selected relevant for this recall, edit however you wish.
Adopt/Adapt the Tests & Reviews to be undertaken
While very pragmatic - we recommend the simplest solution here is often the best.
Easiest solution:
Download and Print the recall document here;
Start simple – delete or cross out any recalls you don’t do - ONLY look at the recalls you’ve ACTIVATED (we can add more/enhanced services etc later)
Give it to the relevant clinicians
First half = medications
Second half = conditions
Have them scribble notes of anything your practice does differently (e.g. 12 months not 6, Pharmacist not GP).
Scan and email the [email protected] team for them to load any changes for you, or make the changes yourself (see guides below).
NB: this Template Recall List word doc is based on the original Templates, NOT showing changes you've edited recalls already - if you need a more personalised version please reach out or edit however you wish.
Congratulations! You've completed the most time consuming element of Practice Toolkit, and are nearly ready to process against patient data to get:
An accurate 12 month plan for all patients, covering all their recall requirements
Maximum earning potential across all patients
Next->
(1st Pilot Session) Set Up 2: Optimisations
(1st Pilot Session) Set Up 3: Sync/Upload Clinical Data
(Between Pilot Sessions - optional) Set Up 4: EMIS Data Accuracy
(2nd Pilot Session) PRO - Deciding your workflows
(2nd Pilot Session) Day-to-Day Guide for Recall Admins
<- Previous
Set Up 1: Recall Logic (ASAP)