What does this cover?
While not a Practice Toolkit function, as part of making the transition as easy for you as possible, we want to help you highlight:
1) Patients only just seen and avoiding them coming back in very soon after e.g.
OR
2) Patients without a review longer that would be clinically wise e.g.
This Transition 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.
How?
We're busy making a custom search & interpretation excel for you to use - bear with us it's only a few days away now.
Once ready you'll:
Download the xml file to import and generate a special customised search we made for you into EMIS.
Run the report, then download and open
Copy and paste the whole contents (Ctrl A to select all) into worksheet 1 of the Excel we'll provide.
Look in Worksheet 2 - this will highlight the months between last review dates and the anticipated next review (Patient Birthday). Those in the space of 3-4ish to 12-14ish months you can likely ignore.
We'd recommend considering;
1) Patients who have only recently been seen
Those with a very low month count (e.g. 1,2,3)
Example Scenario:
Starting using Practice Toolkit in December,
with Patient Reviewed in November
but with a Birthday in December
Rather than bringing the patient back in just a month after their previous review, you could avoid that by one of these options;
Pausing the patient
Use Patient Search and search by EMIS Number, then click the pause icon in the relevant month.
Only do this if the only thing required was that review - Pause is for ALL patient appointments that month.
Making the relevant appointment 'Booked' or 'Completed'
Use Patient Search and search by EMIS Number, then click 'Booking' for the relevant month, then change the status of the relevant booking
Only do this if the only thing required in that appointment was that recall/review - if they need something else too they'd still need the appointment.
Manually resolve (minority of cases)
For situations where they need multiple things as well as their reviews.
Recommend that you invite them individually with slightly more instructions/explanation so that they're only booked in for what they need.
When a Receptionist comes to book the appointment they'll be able to see the last coded dates to adjust what may actually be needed.
2) Patients without a review longer that would be clinically wise
Those with a very high month count (e.g. 15+ months)
Example Scenario:
Birthday Month (which is the 'anchor' for Reviews) is far in advance,
while their last Medication (or condition) reviews were a long time in the past
This could leave them with a scenario of being more than 15 months between reviews and may want to consider adding in a review someone between the two dates.
Right now we'd recommend booking in an ad hoc appointment somewhere between the two dates, or at least offering that - the excel will show a middle month for ease of calculating but feel no obligation to use it.
In future we'll be able to insert these into the patient requirements within Practice Toolkit, but that will be a future functionality.