👩‍⚕️ HCA Grid Template

💷 How much is this worth to me?

This template doesn’t directly attract QOF or IIF income but plays a vital role in:

• Capturing structured data used by multiple clinical templates

• Enabling clinicians to focus on decision-making while HCAs gather key metrics

• Supporting NHS Health Checks, weight management, vaccination administration, and more

It’s an essential part of the workflow for LTC reviews, screening programmes, and pre-consultation prep.

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📊 High-level overview of the specification requirements

This form consolidates key data points that feed into:

• NHS Health Checks

• QOF and IIF indicators

• Preventive and lifestyle support

• Vaccination recall and coding

It is designed for Healthcare Assistants (HCAs) to complete during structured appointments or opportunistic checks.

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📌 What do you need to know?

💉 Vaccination Admin

Tickboxes for:

• RSV: Invite sent or declined

• Flu: Invite sent or declined

Supports accurate recall recording and helps drive uptake for seasonal vaccinations.

🩺 Healthcheck Data

Tickboxes for:

• Healthcheck Invite

• Not appropriate

• Declined

Complements the full NHS Health Check template.

📏 Anthropometric Measures

Fields to record:

• Height (cm)

• Weight (kg)

• BMI (auto or manual)

• Waist circumference (inches)

🥦 Lifestyle Factors

Radio buttons to record:

• Diet quality (Good, Average, Poor)

• Inappropriate diet or restricted patterns

• Exercise level (drop-down menu)

🚬 Smoking

Tickboxes for:

• Never smoked

• Ex-smoker

• Current smoker

• Advice provided on smoking cessation

💉 Vitals

Fields for:

• Blood pressure (systolic & diastolic)

• Pulse rate

• Whether pulse is regular or irregular

⚖️ Weight Management

Tickboxes for:

• Declined intervention

• Advice given

👨‍👩‍👧‍👦 Family History

Captures early risk indicators for:

• CVD

• Stroke

• Diabetes

• Kidney disease

• Hypertension

Includes space for:

• Free-text family history detail

• Age cut-offs for inherited risk (e.g. MI in men <55)

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💡 Hints and Tips

• Use this as a pre-review capture ahead of LTC clinics

• Information recorded here populates other templates like:

  • NHS Health Check

  • Diabetes, Hypertension, Asthma reviews

• Integrates well with OneDiary for recall management

• Also ideal for health promotion clinics run by HCAs or nursing associates

• Ensure family history questions are explained clearly — they influence QRISK3 and screening decisions