• A01) for April, 
  

• A02) if it is May, 
  

• A03) for June etc... 
  

• Mail merge letter LET001 against the included population for that month’s search, or send a text using MJOG
  

• Save the merged letter, or add the code to the patient record, to ensure that the following code is recorded in the notes: 
  

• QOF (Quality and Outcomes Framework) quality indicator-related care invitation 
  

• Concept: 1109921000000106
  

• Run the housebound searches & reports
  

• H) Housebound, DN Caseload, Residential Institution
  

• H01) NOT already on the District Nurse Caseload
  

• H0101) Problems List - NOT already on the District Nurse Caseload (Report)
  

• H02) ALREADY on the District Nurse Caseload
  

• H0201) Problems List - NOT already on the District Nurse Caseload (Report)

In the second (or third week) of the same month, run search                                                                                                                                                                                                                                    

• B) Invitation #1 past 3 months - No Coded Review Since - Need Invitation #2
  

• If needed, you can also run the sub-search and report to help prepare a text message to use with your choses SMS service, such as MJOG.
  

• B01) Has a Mobile Number
  

• B0101) Has a Mobile Number (MJOG Report)

In the third (or fourth week) of the month run the search                                                                                                                                                                                                                                           

• C) 2+ Invitations Past 12 months (Not including this month)
  

• You can use the results to consider further contacts or to pass to the clinical team for consideration around formal exception reporting or safeguarding issues.  Note, using the invitation SNOMED code above will mean exception reporting is not necessary for the conditions being recalled.  
  

In the fourth week of the month run the search and report                                                                                                                                                                                                                                        

• N) New Patients Records - Need Checking For Recall Diseases
  

• N01) New Patients Records - Need Checking For Recall Diseases Auto Report
  

• The report will help you identify those newly registered patients who have neither had their notes summarised yet nor had a GP2GP transfer of records.
  

• Assess any records you hold, including Lloyd-George Notes, and decide if the person ought to be called for recall the following month with LET001.  If unsure, seek a clinical opinion.