HCA Grid Template

HCA Grid Template

👩‍⚕️ 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.

📊 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.

📌 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)

💡 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


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