Mornington Peninsula Division of General Practice

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Mornington Peninsula Division of General Practice
Recalls Reminders Dr John Siemienowicz Morningto
n Peninsula Division of General Practice June 30
2004
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Mornington Peninsula Division of General Practice

• Recalls Reminders
• Why do recalls reminders
• Theory
• Pre requisites
• Team approach
• Consensus
• Responding
• Reactively
• Pro-actively
• Risk minimisation

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Mornington Peninsula Division of General Practice

• Recalls Reminders
• Definition
• Recall process that notifies that a further
  action is required
• Reminder action that gives an indication to
  some subsequent action should occur or the user
  should be aware of some potential problem eg.
  ringing telephone, Antibiotic- OC pill
  interaction

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Mornington Peninsula Division of General Practice

• Why do recalls reminders?
• Tool to manage -
• clinical scenarios
• provide quality care
• minimise risk
• Electronic or Paper Based
• Medical Director examples

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Mornington Peninsula Division of General Practice

• Event
• Occurrence that you feel warrants a recall or a
  reminder
• Examples - pap smear
• immunisation
• colonoscopy
• critical clinical scenario
• Routine or reactive

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Mornington Peninsula Division of General Practice

• Event
• Define a practice recall policy
• who generates
• doctor, sister or receptionist/PM
• consistent events
• who is allowed to generate which event
• Permissions -receptionist/PM

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Mornington Peninsula Division of General Practice

• Generating a recall- numerous methods
• Adding immunisations
• Viewing results
• Patient searches
• Checking investigations
• Patient notes (Ctrl R)

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Mornington Peninsula Division of General Practice

• All Stored Recall Window (Ctrl R)
• Current / Show All Views
• Add
• Remove
• Edit
• Update

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Mornington Peninsula Division of General Practice

• Adding a Recall
• Doctor / User
• Reason for recall
• Consistency, agreed list
• Save protocol
• Interval
• Recall date
• Once only recall

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Mornington Peninsula Division of General Practice

• Removing a Recall
• Deletes recall
• Editing a Recall
• Date
• Cannot edit once/regular
• Update
• Interval
• Cannot edit once/regular

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Mornington Peninsula Division of General Practice

• Ringing Telephone
• Visible on clinical records
• Reminder
• Visible 30 days from effective date of recall
• Editing
• Same as previously detailed

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Mornington Peninsula Division of General Practice

• Patient Recall Window
• Use generate list of patients and reasons for
  recall
• List can be used for -
• Letters integrates with letter writer
• Patient details- Phone calls
• Access
• Main Window
• Search
• Recalls

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Mornington Peninsula Division of General Practice

• Patient Recall Window
• Interval
• Recalls due in this time period
• Time interval
• All
• Other specifying a time interval

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Mornington Peninsula Division of General Practice

• Patient Recall Window
• Select reason
• Single reason
• All reasons
• Select Doctor
• Single
• All
• Generates patient recall list

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Mornington Peninsula Division of General Practice

• Recall list options
• Generate letter
• Phone call
• No action visual prompt ringing telephone
• Recall responses
• Patient responds
• No response
• Further recalls (risk management)

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Mornington Peninsula Division of General Practice

• Patient List Generated
• Deleting entries from list
• Current list deletion
• Permanent deletion from database
• Open
• Individual patient file

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Mornington Peninsula Division of General Practice

• Patient Recall Window
• Print, Save, Print labels Mail Merge
• Action decision
• Update, adds recall intervals
• Remove permanently removes recall
• Cancel

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Mornington Peninsula Division of General Practice

• Print Recall List Procedure
• List printed individual lists
• Recalls NOT deleted
• Doctors look at list decide
• Leave recall
• Remove recall
• Send letters
• When patient responds recall removed

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Mornington Peninsula Division of General Practice

• Merge Letter Recall List Procedure
• List printed individual lists
• Merged to a standard letter
• Decision to remove, update or cancel recalls
• Use of action list
• Visual reminder
• No chance of multiple recalls
• Need for doctor to remove action list item

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Mornington Peninsula Division of General Practice

• Patient Recall Window
• Add recalls to action list
• Default selection
• Disable in prompt options

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Mornington Peninsula Division of General Practice

• Critical Success Factors
• Team approach consistency
• Critical steps
• List of recalls to use - consistency
• Process for list generation
• Process for recall list processing
• Process for recall removal

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Mornington Peninsula Division of General Practice

• Recalls Reminders
• Administrative
• Creating recall list
• Update, remove cancel actions
• Doctors
• Review lists regularly
• Remove recall reminder when recall occurs

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Mornington Peninsula Division of General Practice

• Any Questions ?