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Recalls & Reminders
using Bp Premier
Presented by Katrina Otto, Train IT Medical
www.trainitmedical.com.au
Practices need:
• Clear system
• Goals/Plan
• Defined roles
• Communication
• Training
1. Systematic preventive health management
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
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).“
Searches, screening, recalls & reminders
Review result & action (if necessary)
Recall patient as required
Screen/test or refer patient
Flag for follow up / recall
Identify at risk groups/patients
2. Design a recall and reminder system
Actions, Recalls and Reminders
REMINDERS eg. immunisation, skin check,
routine Cervical Screening Test (CST)
RECALLS (ie clinically significant/medico-legal)eg previous melanoma, inconclusive CST
✓ Define your reminder list
✓ Label your reminders so patients don’t stress if they receive a sms or letter with the reason
✓ Keep your list tidy
This is what can happen without a ‘system’:
Save time, money & minimize risk
With a list like this how do you identify true recalls ie. Clinicallysignificant (ieprobability of harm & we must follow-up/medico-legal/must keep the doctor informed & document every single contact attempt?
Tips for Success:
▪ Define your system
▪ Control your list
(Configuration >
Reminders)
Clean up your list & take control of your list
Label so patients don’t stress if they receive a sms or letter with the reason.
Control the list!
Setup > Configuration > Reminders
Time for a Clean Up?
For ‘reminders’ that are only for the clinician, consider:
‘ACTIONS’ eg. Discuss screening, discuss smoking
Actions, Reminders & Recalls
RECALLS (ie clinically significant/medico-legal) eg previous melanoma, inconclusive
REMINDERS eg. immunisation, skin check,
routine Cervical Screening Test (CST)
A reminder for the clinician when the patient next presents.eg. discuss smoking, repeat BP etc
If follow-up is required use ‘Reminder’ button instead.
3. 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 - immunisations- review screen- Inbox
4. Add, view and modify patient recalls & reminders
SAM
PLE
ON
LY
Consent is Important
• 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 for what?
Early preview –subject to change
5. Generate Recall and Reminder Lists
When patient returns: remove reminder
Follow Up Recalls & Reminders
Use ‘Send Again’ button to generate additional letters
Use ‘Mark’ to flag the reminder as performed.
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
Reminders from the Inbox
Open patient record and add result as necessary eg. FOBT
Need to enter screening results too
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
• 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/
• Train IT Medical – Practice Management free resources
http://trainitmedical.com.au/practice-management-free-resources
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
& blog postsSubscribe to my blog
Thank you!