Introduction

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

Navigating the OneRecall Folder in EMIS

OneRecall’s searches are structured within the EMIS Population Reporting system. To locate the recall searches:

1. Open EMIS Web and navigate to Population Reporting.

2. Locate the OneRecall folder within the Primary Care IT directory.

3. The folder is organised into key sections:

   • Preparation & Initial Setup – Ensuring accurate patient categorisation.

   • Monthly Recall Searches – Identifying patients for routine recall.

   • Follow-Up & Non-Responder Searches – Managing second and third invitations.

   • Additional Recall Elements – Optional modules for tailored patient recalls.

Running and Scheduling Recall Searches

Once the correct searches are located, they must be run and scheduled appropriately to align with practice workflows.

Running OneRecall Searches

To run a recall search manually:

1. Right-click on the desired recall search (e.g., ‘OR-101 OneRecall Overview’).

2. Click Run Search and allow it to complete processing.

3. Once complete, select View Results to display the list of patients due for recall.

Scheduling Searches for Automation

Running recall searches at specific times ensures they are available when needed and reduces system lag.

1. Right-click on the required folder (e.g., Week 1 – Monthly Recalls).

2. Select Schedule and choose a preferred time (e.g., overnight to avoid system slowdowns).

3. Configure the schedule to repeat monthly.

4. Click Save to confirm scheduling.

Personalising Searches for Care Homes and Housebound Patients

OneRecall allows for tailored searches based on patient categories, ensuring appropriate recall methods.

Identifying Care Home Residents

1. Locate ‘OR-001 Who is living in a care home?’ in the Preparation or Addition folder.

2. Right-click and select Edit.

3. Modify criteria to include specific care home addresses.

4. Save changes and rerun the search.

Managing Housebound & District Nurse Patients

Housebound patients require specific recall methods, such as home visits or district nurse reviews.

1. Run ‘OR-002 Who is coded as housebound?’ to identify these patients.

2. Ensure records are coded correctly (Housebound Concept ID: 160689007).

3. Amend searches to exclude housebound patients from standard recall if home visits are needed.

Next Steps

Now that you understand how to set up and manage OneRecall searches in EMIS, the next article will focus on sending recall communications, including SMS, letters, and phone call invitations to ensure patient engagement.