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Recalls & Reminders

using Bp Premier (Indigo)

Presented by Katrina Otto

Train IT Medical Pty Ltd

www.trainitmedical.com.au

katrina@trainitmedical.com.au

Our Learning Objectives:

1. Design an effective recall and reminder system.2. Use actions for preventive health activities.3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists.5. Develop an understanding of systematic preventive

health management/screening.6. Implement systems for Immunisation & Cancer

Screening recalls and reminders.

Practices need:

• Clear system

• Goals/Plan

• Defined roles

• Communication

• Training

1. Design an effective recall and reminder system

This is what can happen without a ‘system’:

For ‘reminders’ that are only for the clinician, consider:

‘ACTIONS’ eg. Discuss screening, discuss smoking

What are ‘Actions, Reminders & Recalls’?

RECALLS (ie clinically significant/medico-legal) eg previous melanoma, inconclusive

REMINDERS eg. immunisation, skin check,

routine Cervical Screening Test (CST)

Save time, money & minimize risk

With a list like this how do you identify true recalls ie. Clinically significant ie probability of harm & we must follow-up/medico-legal/must keep the doctor informed & document every single contact attempt?

New! Clinically Significant Tickbox

New

Label so patients

don’t stress if they

receive a sms or

letter with the

reason.

New! - Reminder Types

Tips for Success:

▪ Define your system

▪ Control your list

(Configuration >

Reminders)

Time for a clean up?

Setup > Configuration > Reminders > Clean Up

A reminder for the clinician

when the patient next

presents eg discuss

smoking, check BSL etc

If follow-up is required use

‘Reminder’ button instead.

2. Use Actions for preventive health activities

Outstanding action prompts appear on opening the patient record and can be tracked from the main screen (Clinical > Actions).

Actions

Add from: - Patient record - Inbox- Review button- Immunisations

3. Add, view and modify patient recalls & reminders

New! Reminder comments

View Reminders & Comments

4. Generate Recall & Reminder Lists

Generate Recall & Reminder Lists

Access ‘Clinically Significant’ Reminders

1. Prior to ‘Send Reminder’

2. After ‘Send Reminder’

When patient returns: remove reminder

View detail of ‘sent’ Reminders

Follow up outstanding reminders

Use ‘Send Again’ button to generate additional letters

Use ‘Mark’ to flag the reminder as performed.

More ways to contact patients coming soon!

• SMS reminders

• Patient app – ‘Best Health’

• Consent module

Download Train IT Medical ‘Results Management’ Presentation from Bp Summit 2017

Early preview – subject to change

Consent is important

Early preview –subject to change

Add Recalls & Reminders from the Inbox

Open patient record and add result as necessary eg. FOBT

Pathology Results

Radiology Results

Specialist Letters

Discharge Summaries

Scanned documents

Results (Inbox Follow-up) ‘System’

The ‘Inbox’

What’s your practice ‘system’?

CR

EATE

YO

UR

OW

N

Download a blank flowchart here: http://trainitmedical.com.au/manuals-free-downloads/bp-software-resources-free-templates

An effective practice system is vital

Download a blank flowchart here: http://trainitmedical.com.au/manuals-free-downloads/bp-software-resources-free-template

SAM

PLE

ON

LY

5. Systematic preventive health management

Adopting a systematic approach to health promotion and preventive care

can include:

• establishing a recall and reminder system

• conducting patient prevention surveys

• maintaining a disease register

• maintaining a directory of local services that offer programs to help

patients modify their lifestyle.

RACGP 5th standards

Review result & action (if necessary)

Recall patient as required

Screen/test or refer patient

Flag for follow up / recall

Identify at risk groups/patients

Preventive health management

General Practice Standards

“Some information may also be transferred to national

state-based registers (eg. cervical screening etc)

Read RACGP 5th standards

RACGP 5th Standards Criterion

C4.1 - Health promotion and preventive care

Remind patients when they need to have another screening

(do not rely on patients receiving reminders from these registers).“

Adopting a systematic approach to health promotion and preventive care

can include:

• establishing a recall and reminder system

• conducting patient prevention surveys

• maintaining a disease register

• maintaining a directory of local services that offer programs to help

patients modify their lifestyle.

RACGP 5th standards

Accreditation Standards

6. Immunisation & Cancer Screening

NB. Early preview – subject to change

Proactive preventive health searches

Your patient population: Under screened? Never screened? Hard to reach groups?

Proactive preventive health searches

Proactive preventive health searches

Request these sql queries from your PHN team or email enquiries@trainitmedical.com.au.Download the cheatsheet for entering breast, bowel and cervical screening results

Further Information

• Train IT Medical – Practice Management free resources

http://trainitmedical.com.au/practice-management-free-resources

• Bp Indigo ‘Reminders’ Quick Reference Guide

• Bp Indigo ‘Patient Safety Improvements’ Quick Reference Guide

• RACGP – Putting Prevention into Practice (Green Book)

http://www.racgp.org.au/your-practice/guidelines/greenbook/

• AMA- Recall systems and patient consent - https://ama.com.au/position-statement/patient-

follow-recall-and-reminder-systems-2013

• Avant – The Dos and Don’ts of patient sms http://www.avant.org.au/news/20160419-dos-and-

donts-of-patient-sms-communication/

Further Screening Information

National Cervical Screening Program - Dept of Health - FAQs

NPS Information & FAQs

NPS free eLearning

Cancer Council Australia Cancer Guidelines Wiki

'Cancer Council study confirms starting cervical cancer screening at age 25 is safe'

Cancer Institute NSW 'Information for Health Professionals'

Untold Stories - Cervical Cancer Screening - Audio-visual stories

(Family Planning NSW). Spoken in Arabic, Assyrian, Dari, French, Hindi, Karen, Khmer, Mandarin, Nepalese & Vietnamese.

'Changes to cervical screening will benefit Australian women' RACGP media release

Train IT Medical Free Resources – Cervical Screening Program

.

Keep in touch! With best wishes, Katrina Otto

katrina@trainitmedical.com.au

Twitter: trainitmedical

Facebook: trainitmedical

www.trainitmedical.com.auAccess more free practice resources

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Thank you!