đź“… Recall Diary Searches:
This set of searches helps you identify overdue or upcoming recall diary entries, grouped by clinician type and clinical area. Using these searches ensures patients are followed up at the right time and by the right professional.
You will see these searches when working in the Population Reporting area of EMIS, within the Primary Care IT folder, within folder 024 OneRecall under the NEW Diary Entry Recall section. They are usually run during recall preparation, or when checking overdue reviews and outstanding tasks.
Field / Search Name | Purpose |
| *PREPARATION – All recall diary entries more than 13 months overdue | Finds patients overdue for a recall review by more than 13 months, to help prioritise catch-up work. |
| ALL RECALL DIARY ENTRIES | Lists all recall diary entries, regardless of status, to give a complete overview. |
| Clinician – Chronic Disease Review (National Contract) | Identifies recalls due with a clinician for contract-based chronic disease reviews. |
| Clinician – Chronic Disease Review (Non-QOF) | Identifies recalls due with a clinician for chronic disease reviews not part of QOF. |
| Diagnostics – Imaging & Monitoring | Highlights recalls linked to diagnostic tests such as imaging or monitoring. |
| Generic follow up | Captures recalls that don’t fall into a specific clinical category. |
| Mental Health – GP or MH Nurse | Finds recalls for mental health reviews. |
| Nurse – Women’s Health & Contraception | Identifies recalls related to women’s health and contraception services. |
| Nurse/HCA – Injections & Immunisations | Lists recalls for injections or immunisations due with a nurse or HCA. |
| Nurse/HCA – Observations or Admin | Finds recalls for admin or observation tasks due with a nurse or HCA. |
| Pharmacist – Medication Review | Identifies patients needing a medication review with a pharmacist. |
| Phlebotomist – Blood Test | Finds recalls for blood tests due with the phlebotomist. |
Using recall diary searches ensures that no patient slips through the cracks, and follow-ups are carried out in line with clinical priorities and contractual requirements. It supports workload planning across the team and improves patient care through timely reviews.
Searches split recalls by clinical area and staff role.
The PREPARATION search should be run first to tackle long-overdue recalls.
The “ALL RECALL DIARY ENTRIES” search provides a complete baseline view.
Helps practices allocate work efficiently between clinicians, nurses, HCAs, pharmacists, and phlebotomists.
Which recalls are most overdue and need urgent attention?
How can we share the workload across the team?
Are there recalls that can be combined into a single appointment for the patient?
Do we need to update recall settings to avoid future backlogs?