While not a Practice Toolkit function, when you're changing from reviewing patients based on the Last medication Review, and want to change that to the Patient Birthday Month, you could have patients seen again quite soon, or not seen for longer that would be clinically wise

This support is only relevant for the first months of using Practice Toolkit - once each patient has their first engagement via Practice Toolkit (on Birthday month if that's the Practice Wide Optimisation selected), patients will be captured/managed automatically from then on.

Download our Custom Searches if you haven't already for EMIS auditing.

In the Admin folder is an 'Impact Assessment' search. Download that and add into

https://www.practicetoolkit.co.uk/impact.

The third tab will show patients already overdue, or would be overdue by next planned appointment. How you chose to manage these patients is up to you, or if appointment capacity is tight, simply wait for planned appointments.