Information within this training package is colour coded:
This appears for anyone who is eligible for a Chronic Disease Annual Review - whether QOF related or otherwise.
If the review is overdue, this appears as a red ‘Zap Alert’ entry near the top of the alert box.
If the review is not-overdue, but there is an opportunity to perform an early review, the alert appears as a grey ‘Zap Alert’ entry near the bottom of the alert box.
The alert is designated as overdue if the person has been sent an invitation for a chronic disease annual review but not yet had a review coded since.
OneRecall is an information panel designed to complement the information delivered in our OneResults and OneMonitoring panels.
Double-clicking on the alert will launch the OneRecall template
See our supporting video for more information and the end of the article for more screenshot examples
The template is launched by double clicking on the OneRecall zap alertt.
This template needs to be run by the clinician to close off the review.
It provides a consistent and easy way to apply the recall-loop closing code
“Chronic disease annual review” (Concept ID 816421000000101, Description ID 2127501000000113)
Engaging with the template will need specific training for all your clinical staff, to prevent the continued issuing of reminders.
We suggest the template is best launched at the end of a consultation, once the planning ahead section has been considered.
The template gives a clear overview of the patient’s place in the recall cycle and the opportunity to record updates and future planning.
OneRecall includes a COVID-19 catch up panel that can be used
This will only show when when the the following code has been used in the record
Provision of advice, assessment or treatment limited due to COVID-19 pandemic
Concept ID: 1321171000000106
Description ID: 2827521000000112
And will remain until this code has been entered into the record
Proactive care review
Concept ID: 11932131000006101
Description ID: 11932131000006117
The COVID-19 Catch-up panel allow the user to understand when and why care was limited by the pandemic, to review the notes for outstanding tasks and to close the episode off by coding a “Proactive care review”.
Under normal circumstances, this is the panel that appears at the top of the template to help manage recall. It is a summary of where the patient is up to with recall procedures:
There is an opportunity to code a verbal QOF invitation in the last check box.
The most important code on the template is the code that closes the review. For most users, this is the only box that needs ticking on this panel. Clinicians need to know how to find it and when to use it.
The other boxes are for coding the patient’s wishes around opting out and exception reporting.
This is a very important panel on the template. It allows the clinician to judge when the next review is likely to happen and to make plans that can bring this forwards.
By default, OneRecall aims to call people annually in their month of birth. Additionally the clinician has the option of setting an earlier date by picking a month.
Note, when an Annual Review has been coded, this always prevents further invitations within the next 3 months, even if a diary entry has been set in that 3 month window.
This also means that a person born in (for example) June, who had an opportunistic review coded in the April before, will not appear in June’s recall search. Potentially that person will wait until June of the following year for another invitation. In this situation, it may be appropriate to set a diary date for an invitation this December.
See the end of the document for some patient recall scenario calendars
The diary date is for an invitation letter:
QOF (Quality and Outcomes Framework) quality indicator-related care invitation Concept ID: 1109921000000106
Recall can be a complicated process, there are a number of codes that help it to run and you may not have this handbook to hand, so we have included an explanation panel to advise users about the system. This panel also captures a code to track when the template has been used.
The main search engine for your recall patients: Search R) RECALL MASTER SEARCH - Recall Needed
It is designed to identify all of those patients you would normally aim to review at least annually because of the conditions they have or the drugs they are prescribed.
IMPORTANT: It does not deal with high risk drug monitoring such as Lithium and DMARDs. We have a separate weekly search product for this.
It also picks out certain predefined diary entries that may have been used to plan care in those same conditions. If you are a PrimaryCare Pathways subscriber you may use these diary codes in our other resources such as the OneTemplate.
Please do not edit these searches as we cannot guarantee their functionality if errors are made.
Do feedback to us at TheTeam@primarycareit.co.uk if you have feedback, ideas and suggestions.
It is hard to encapsulate all scenarios, but here are some common examples of how a patient mat engage with the OneRecall system, all with different months of birth.