Initial Considerations Before Implementation

The Primary Care IT lesson on implementation of OneRecall contains more detailed stepped instructions

• Define Objectives – Identify what your practice aims to achieve with OneRecall (e.g., improving QOF performance, reducing missed reviews, streamlining appointment scheduling).

• Assess Current Recall Processes – Review existing recall methods and identify inefficiencies that OneRecall can resolve.

• Engage Key Stakeholders – Involve GPs, practice managers, administrators, and reception staff to ensure a unified approach.

• Plan Training and Support – Ensure all team members receive appropriate training and understand their roles in the OneRecall process.

Defining Recall Scope

The following video gives a brief overview of what is and isn't covered by OneRecall at the outset of using it:

1. Decide Initial Recall Priorities – Will your practice start with QOF recalls, or include additional elements such as DMARD and DOAC monitoring from the outset?

2. Tailor Recalls to Patient Needs – Consider patient demographics and high-risk groups to determine prioritisation.

3. Implement a Stepwise Expansion – Start with essential recalls and gradually add elements as your team becomes comfortable with the system.

Aligning Staff Roles and Responsibilities

To ensure an efficient recall process, it is crucial to define the roles of each team member:

• GPs & Clinicians – Review recall reports, manage high-risk patients, and oversee clinical decision-making.

• Practice Managers – Oversee implementation, monitor recall outcomes, and ensure data accuracy.

• Administrative Team – Run recall searches, send invitations, and track patient responses.

• Receptionists – Schedule appointments and handle patient queries regarding recalls.

• Healthcare Assistants (HCAs) – Conduct reviews for specific conditions as appropriate.

Communicating with the Team and Patients

Internal Team Communication

Effective internal communication is vital for a smooth transition to OneRecall. Consider the following steps:

• Team Briefing – Hold a meeting to explain OneRecall, its benefits, and how it will be implemented.

• Training Sessions – Provide role-specific training to ensure all staff members understand their responsibilities.

• Feedback Mechanism – Establish a way for staff to provide feedback and suggest improvements.

Patient Communication

To enhance patient engagement, inform them about the new recall process. Suggested communication methods include:

• Practice Website & Social Media – Post updates about OneRecall and its benefits.

• SMS & Letters – Notify patients about upcoming recalls and explain how the new system works.

• Reception & Staff Conversations – Ensure front-desk staff are prepared to answer patient queries effectively.

Next Steps

With a clear implementation plan in place, your practice will be well-positioned to benefit from OneRecall. The next article will focus on understanding OneRecall’s recall categories and how to prioritise different patient groups effectively.