The Indicator Navigator search folder is designed to help practices efficiently manage QOF work throughout the year. It provides live, actionable lists for each major indicator group, helping you track outstanding work, resolve incomplete coding, identify high-risk patients, and manage exception reporting (PCA) opportunities.

Use these searches to drive both routine care and end-of-year QOF clean-up.

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.

1️⃣ How much is this worth to me?

• The Indicator Navigator directly supports almost all QOF clinical domains.

• Correcting and completing entries from these searches can lead to:

  • Maximised QOF income

  • Reduced PCA failure rates

  • Fewer missed coding or recording errors

  • Easier year-end clean-up workload

• Many patients can be resolved with quick wins via coding corrections, single opportunistic tests, or issuing invites.

2️⃣ High-level overview of the specification requirements

The Indicator Navigator is organised by QOF disease areas. Each folder includes:

• Invitation Tracking Searches: monitor how many invites have been sent for QOF compliance.

• Incomplete Reviews / Data Quality: identify reviews where coding may be incomplete or data is missing.

• High Risk & Disengaged Patients: highlight those at higher risk or disengaged from care who need active recall.

• PCA Check Lists: review patients with prior exception codes to determine if re-application is appropriate.

• Borderline / Quick Win Lists: identify patients who could achieve indicators with minimal input.

• Action Lists: prioritise specific missing data or overdue clinical actions.

Covered indicators include:

3️⃣ What do you need to know?

• Each indicator group follows a standardised structure to make navigation simple.

• Worklists are broken into:

  • 🔍 Invite status — whether 1 or 2 invitations have been sent.

  • 🧾 Review and action lists — incomplete reviews, disengaged patients, missing clinical data.

  • 🧾 High risk groups — prioritise patients most likely to fail indicators.

  • 🧾 PCA checks — review whether previous exceptions still apply.

  • 🧾 Quick win opportunities — patients where achievement is achievable with minimal work.

• Search folders dynamically update as coding is completed.

• Many searches include time-saving coding prompts for administrative or clinical teams.

• Retrospective coding corrections often unlock achievements you may have already delivered but not fully recorded.

4️⃣ Hints and Tips

✅ Use the Invite searches early in the year to ensure timely invitations are sent and re-sent.

✅ Prioritise the High Risk and Disengaged lists when workload pressures increase.

✅ Schedule PCA Checks mid-to-late year to validate ongoing exceptions and prevent failures.

✅ Use Quick Win Value searches in the final months to secure final indicator achievements.

✅ Ensure clinical teams understand the Incomplete Reviews searches — many patients simply require minor coding updates.

✅ Where you see Borderline BP or HbA1c results, repeat tests may help achieve indicators rather than accept failure.

✅ Review patients marked as 'CKD only' in Cholesterol searches — coding corrections may prevent unnecessary QOF inclusion.

✅ The Navigator is also ideal for use in QOF Year-End Clean-Up Clinics.