STOP
If you're here as part of your intial setup for use, rather than coming to tweak or adapt a setting, you may want to redirect to Set Up 1: Recall List & Logic
Editing Recalls yourself
The Summary tab
Will load as an overview of the other tabs, either review this or edit each tab
General Settings Tab
Review the General Settings and edit how you wish.
Select the relevant Categories for filtering/reports around Practice Toolkit. This is multi-select, select all which apply.
Enter the relevant claims information. To add a funding value, click the toggle to become 'Yes'
Enter the funding value as the maximum possible income per patient if all requirements are met - PRO will automatically ensure all requirements are met for all Patients.
If this varies within a recall consider making a 2nd recall (using the first as a template) to keep the funding reporting accurate. e.g. £x if the Asthma patient needs x and £y if the Asthma patient needs y.
If the funding is a fixed amount e.g. £2000 if the practice does 'xyz' express this in the 'Notes relating to the Claimable Funding' field and let us know - we'll try to adapt the functionality to allow.
Enter any reference note, deeper information or any relevant date ranges etc on requirements in the 'Notes' field to make it easier to return to in the future.
Population Tab
Ensure the relevant population is selected relevant for this recall. Only patients matching the 'AND' 'OR' criteria combinations you enter will be included. We'd recommend being generous with the coding selection (SNOMED/Read Codes both work) to capture variations in Staff coding preferences.
If you find it easier to exclude particular sub groups to use in another recall, or to temporarily avoid including use the 'Exclusion Criteria'.
Tests & Reviews Tab
Ensure the correct tests are being undertaken. Reach out to the support team (bottom right Help Widget) if you need an additional test which isn't listed.
By the relevant staff group for your practice
e.g. To switch a test from being done by a HCA to Nurse, enter it under the 'Nurse' Section and delete from the HCA section (using the dustbin icon).
Note that PRO will automatically optimise tests required into the smallest number of appointments based on staff groups. e.g. all tests in multiple appointments by a HCA will be merged into one appointment. OR where a recall need multiple staff groups will be multiple appointments.
At the relevant frequency for your practice.
Edit the frequency as you see fit, we'd recommend mimicking your current pattern at first and then adapt to be more frequency as capacity allows.
Where a frequency is dependent on a test result, you'll need to enter all ranges (up to 2 decimal places e.g. 'more than 10' and '9.99 or less' to be able to save)
Once you've edited and saved a recall, when you return to the recall list or monthly overview click the 'Process Clinical Data Now' button in the warning which appears.
