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TRANSCRIPT
Recalls & Reminders
using Bp Premier (Indigo)
Presented by Katrina Otto
Train IT Medical Pty Ltd
www.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 [email protected] 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
Twitter: trainitmedical
Facebook: trainitmedical
www.trainitmedical.com.auAccess more free practice resources
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Thank you!