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

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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’?

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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

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ON

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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 enquiries@trainitmedical.com.au.Download 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

katrina@trainitmedical.com.au

Twitter: trainitmedical

Facebook: trainitmedical

www.trainitmedical.com.auAccess more free practice resources

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Thank you!