Introduction

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

This article outlines the different recall categories, their clinical significance, and best practices for managing each group.

OneRecall’s Primary Recall Categories

OneRecall groups patients into the following main recall categories:

1. Cardiovascular Recalls

This category includes patients with conditions that require regular monitoring and management to prevent complications. The primary conditions covered are:

• Hypertension – Patients requiring blood pressure checks and medication reviews.

• Atrial Fibrillation (AF) – Patients who may need anticoagulation assessments.

• Coronary Heart Disease (CHD) – Patients needing lipid management and routine cardiovascular assessments.

• Stroke/TIA – Patients requiring secondary prevention interventions.

2. Respiratory Recalls

Respiratory conditions require structured reviews to ensure appropriate treatment and monitoring:

• Asthma – Annual reviews, medication adherence checks, and assessment of recent exacerbations.

• Chronic Obstructive Pulmonary Disease (COPD) – Spirometry assessments, smoking cessation support, and medication optimisation.

3. Care Planning Recalls

Care planning recalls cover reviews for patients with complex or long-term needs, ensuring holistic and proactive care:

• Learning Disabilities (LD) Reviews – Annual health checks and care planning.

• Mental Health Reviews – Monitoring for patients with severe mental illness (SMI) to ensure ongoing care and medication reviews.

Additional Recall Elements

Practices can enhance their recall processes by incorporating additional elements tailored to specific patient needs:

4. Medication Monitoring

• DMARD Monitoring – Ensuring safe prescribing and blood monitoring for patients on methotrexate, azathioprine, and other immunosuppressants.

• DOAC Monitoring – Regular renal function checks for patients on direct oral anticoagulants.

• Other Blood Monitoring – For conditions requiring periodic blood tests (e.g., hypothyroidism, CKD).

5. Housebound and District Nurse Recalls

Patients who cannot attend the practice require alternative recall arrangements:

• Housebound Patients – Structured visits by nursing teams for health checks and vaccinations.

• Care Home Residents – Tailored recall searches to manage residents effectively.

6. Cancer and Preventative Health Recalls

• Cancer Care Reviews – Ensuring appropriate follow-up and support.

• Cervical Smears – Recall for routine cytology screening.

• Vaccination Recalls – Flu, pneumonia, and other routine immunisation reminders.

Best Practices for Managing Recalls

• Prioritise High-Risk Patients – Ensure urgent cases are identified and reviewed promptly.

• Align Staff Skill Mix – Assign appropriate team members to different recall categories based on expertise.

• Use Data-Driven Insights – Leverage recall reports to track patient needs and optimise workload distribution.

Next Steps

Now that you understand OneRecall’s recall categories, the next article will focus on setting up and managing recall searches within EMIS to ensure a smooth and efficient recall workflow.