Recording Patient Reviews and Follow-Ups in EMIS

Recording Patient Reviews and Follow-Ups in EMIS

Introduction

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

Accurate documentation of patient reviews in EMIS is crucial for tracking care delivery, ensuring QOF compliance, and maintaining a seamless recall process. OneRecall provides structured workflows to record patient reviews, set follow-ups, and document exceptions where necessary. This article outlines best practices for recording patient reviews and follow-ups within EMIS.
A brief video guide for interacting with the OneRecall alert can be seen below:

Steps for Recording a Patient Review in EMIS

To ensure that a patient review is correctly documented:

1. Accessing the Patient Record

  1. Open EMIS Web and search for the patient’s record.

  2. Navigate to the OneRecall alert at the bottom right of the patient’s screen.

  3. Double-click the alert to open the Recall Review Template.

2. Completing the Review

Within the recall template, complete the following sections:

  • Review Outcome:

    • Tick Chronic Disease Annual Review Completed if the recall is now complete.

Utilise OneMonitoring if you want more information about what is needed for QOF or address data entry as required by double clicking on it.

3. Setting a Follow-Up Recall

If additional monitoring is required before the next scheduled review:

  1. Tick Recall Sooner Than Month of Birth (MOB).

  2. Select the follow-up interval (e.g., +6 months, +1 year).

  3. Save the record to schedule an interim recall.

Handling Non-Engaged Patients and Exception Reporting

For patients who do not attend or decline follow-ups, use OneMonitoring to add the appropriate information

Best Practices for Documentation

  • Standardise Entries: Ensure all clinicians follow the same documentation format for consistency.

  • Use EMIS Alerts: Flag overdue recalls to prompt action during routine consultations.

  • Audit Recall Completion Rates: Regularly review reports to track recall effectiveness and follow up on incomplete reviews.

Next Steps

Now that patient reviews and follow-ups are documented, the next article will focus on dealing with specific conditions in recalls, ensuring tailored care for each patient group


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