The reports in this folder are designed to be run and reviewed on a monthly basis to help practices stay on top of time-sensitive QOF indicators.

The searches have been built to look at the contract year (1st April to 31st March), so it is recommended to run the search WITHOUT a relative run date.

📋 ADMIN | AF needs CHA2DS2-VASc

Supports AF006
This report lists patients with atrial fibrillation who do not yet have a CHA2DS2-VASc score coded.

• It displays the AF diagnosis date and any previously coded scores.

• You can use the HP212 protocol (included in your subscription) to bulk-add CHA2DS2-VASc scores for these patients.

📅 Tip: Run this monthly, as newly diagnosed AF patients will continue to appear.

✨ View the HP212 protocol support article

📋 ADMIN | Recent diabetes but not referred to structured education

Supports DM014
Patients with a recent diabetes diagnosis but no code for referral to structured education.

• The referral must be coded within 9 months of diagnosis.

• The report shows the diagnosis date for easy review and timely coding.
  

📋 CLINICIAN | Cholesterol on alternative lipid-lowering therapy without statin PCA

Supports CHOL003/004
Patients on alternative lipid-lowering therapy without a statin PCA code.

• If a statin is not indicated, declined, contraindicated, or not tolerated, apply the appropriate PCA.
  

📋 CLINICIAN | Recent heart failure diagnosis but not yet referred for echo

Supports HF008
Identifies patients with a recent heart failure diagnosis who have not had an echocardiogram or specialist assessment coded.

• Referral/assessment must be coded within 3 months before or 3 months after diagnosis.

• New patients are not treated differently.

• PCA codes (e.g. declined) can be used if appropriate to remove patients from the indicator.

🔍 CV | BP last month not to target NO previous PCAs no new antihypertensives

Patients with raised BP readings in the last month who:

• Have no new antihypertensive medication started

• Have no PCA code recorded within the last 3 years

Use this search to prioritise patients for treatment review or PCA coding.

🔍 CV | BP last month not to target NO previous PCAs BP 160/100 to 180/110

Subset of patients from the above search with BP readings between 160/100 and 180/110.

• Consider escalation of treatment or PCA application.

🔍 CV | BP last month not to target NO previous PCAs BP >180/110

Identifies patients with very high BP in the past month and no treatment change or PCA recorded.

• Ideal for urgent review.

🔍 CV | BP last month not to target NO previous PCAs BP <160/100 no change

Highlights patients with moderately raised BP, no PCA, and no change in management.

• These may have been overlooked.

📋 CV | Cholesterol LDL last month >2.0

Supports CHOL004

• Review statin prescribing or PCA suitability.

📋 CV | Cholesterol LDL last month borderline

Supports CHOL004

• May be suitable for statin optimisation or PCA application.

📋 HCA | Cholesterol no HbA1c this year

Supports CHOL004
Diabetic patients with no LDL or nHDL cholesterol recorded in the current QOF year.

• A simple blood test can secure QOF compliance.

📋 HCA | NDH no HbA1c this year

Supports NDH002
Patients with non-diabetic hyperglycaemia who have not had an HbA1c or fasting glucose recorded this year.

• Prioritise these patients for annual blood test recall.

🔍 Tip: Use EMIS Text Search

If you suspect that a clinical action was completed but not coded, use EMIS’s Text Search feature:

• Open the consultation page

• Click the ‘Text search’ icon in the EMIS ribbon

• Search for relevant terms (e.g. "declined", "referred", "reviewed")

This can help uncover missed coding opportunities and support accurate QOF reporting.