using vision+ for contract management andrew vickerstaff & gaby ormerod

Using Vision+ For Contract Management

Andrew Vickerstaff & Gaby Ormerod

What is Vision+?

• INPS:“A free of charge QOF Management Tool which is fully integrated with Vision. Vision+ functionality includes real-time alerts for additional QOF points, practice-based protocols and a simple but powerful recall facility.” http://www.inpshelp.co.uk/dlm480/Visionplus/index.htm#52764

What is Vision+?

• Bluebay software bolted onto Vision• QOF Read coding prompts – based on your settings and

available business rules• Recall management• SMS texting for appointment reminders and recall

invitations• QOF contract performance reporting• Templates for non-QOF reporting and monitoring• Presentation screenshots from Vision +update in

DLM480

Vision+ & Contract PromptsVision+ automatically creates the reminders in real time when a patient record is opened.

These are also interactive so clicking on a line e.g. “Smoking”

Vision+ & Contract Prompts

Clicking on the smoking line automatically brings up the relevant data entry box.

Vision+ & Contract Prompts

Drop down boxes filter to suggest only Read codes that meet QOF business rules.

What Else Can We Do?Print preview and Print icons allow the user to print all the prompts.Might be useful prior to a home visit?

The prompts window is “always on top”. Click on the Cross to close it.May be easier than dragging it out of the way?To redisplay the data, select the Chart icon from the floating Vision+ toolbar

This icon list changes depending on which prompt in the list is selected.

Icon List – Enter QOF CodeSee the Read codes that would satisfy the highlighted prompt.This icon has the same effect as double clicking on the prompt.

Icon List – Exception CodesAdd an exception code for the highlighted prompt.

Icon List – Exception CodesIf there is a previous exception code in the record then it is highlighted using an orange flag.The difference can be difficult to tell between this and the red flag for “add a new exception code”

Hovering over the orange flag displays the details of the previous exception entry

Icon List – Access QOF TemplatesOpen a new window to display the relevant template for this QOF area

Templates allow the user to access all the indicators for the chosen disease area.

Icon List – Indicator LogicOpen a new window to display the QOF business rules logic for the selected indicator To answer the question definitively

“why is this indicator still outstanding / not needed” use the indicator logic window

Indicator Logic

Hover over or left click on each piece of highlighted text to either see the relevant Business Rules or to display relevant historic Read code entries from the record.

Date display depends on Forward Dating settings for the user.This screenshot taken 12 Sept 2015 with Forward Dating set to 30 days.

Icon List – Mail MergeLinks to Mail Merge function to send and/or update recalls.For the currently selected patient only.

Also allows the user to access the other functions such as SMS texting, ASSIGN calculator, etc.

Contract Indicator Colours

Do Something!

Do Something!

Do Something!

Wait

Vision+ Floating ToolbarDisplay (if closed) the indicator prompts window for the currently selected patient

Display non-QOF indicators for the patient

Hover over the cross to display a context sensitive menu.This is NOT a route to the Vision+ settings menu (see later)

Vision+ Floating ToolbarAccess templates for each QOF area – even if the patient does not have the disease

Access non-QOF, including health board or practice specific, templates

Add patient to any QOF register. Selecting a disease area brings up a list of appropriate Read codes.

Access various calculators which can add results and analysis directly to the patient record.

Vision+ Practice ModePRACTICE REPORTSQOF analysis and reporting, high value patients, mail merge recalls, SMS text appointment remindersTEMPLATE DESIGNERCreate your own Vision+ templatesDOWNLOAD WEB FILESSource and update national and local (health board) templatesSETTINGSCustomize Vision+ for the current user. (User Profile Manager App does not currently include Vision+ settings).

Vision+ Settings - OptionsROLESChoose what is displayed by default on indicator prompts list:Extra indicators – reviews & disease monitoringNotes summary – prompts if summary not completedPrevalence searches – view tidy up searchesException lists – all patients exception coded from categoriesINDICATORSDisable auto popup – CAREFUL stops the prompts window appearingCombine triggers – combines QOF and non-QOF alerts in a folderShow retired triggers – displays retired historic QOF promptsDisable indicators – only applies to practice defined indicators

RESET POSITIONHelp! I have lost my prompts window

Vision+ Settings – Forward DatingNONEAlerts prompt for anything overdue or due today.FORWARD DATEDefaults to the end of the current QOF year. Good practice suggests to use this setting towards the end of the QOF year, say from October onwards.ROLLING DAYSAlerts prompt for anything overdue or due during the following XX days.SHOW INACTIVE TRIGGERSText will show in light blue for triggers that cannot be done now but will become due before the end of the QOF year.

NOTE – Forward Dating setting also affects what data is available and displayed in Vision+ reports

Vision+ Settings – AdvancedSMS START TIMEText messages are sent within 3 hrs of this timeSMS READCODE PRIORITYDefault for recall SMS messages onlySMS FROMDisplays as message sender on the patient’s phoneDISABLE QOF TRIGGERSStops triggers appearing on toolbar or indicator screenSHOW TRIGGERS FOR YRLY EXCEPT.Display exceptions from prev QOF yrsCERVICAL SCREENING PERIODPractice wide setting – 3 yrs in ScotlandCATEGORIES & INDICATORSPermit selection & exclusion of QOF areas & indicators if the practice is has decided not to monitor them

Vision+ Settings – Scheduler

SCHEDULERAllows LAN sites (with their own server) to run the Vision+ practice reports in the background. May be useful for practices with larger list sizes.For reports to run the user must be logged into Vision with NO patient selected in con mgr

Vision+ Settings – Order

ORDERAllows the user to change the order that indicators display on the prompts window.Add indicators to the window on RHS and they will appear at the top. All other indicators follow on below in alphabetical order

Vision+ Settings – Protocols

PROTOCOLSNot currently in use

Further Information• Vision online help files – Vision+

http://www.inpshelp.co.uk/dlm480/Visionplus/index.htm#46247

• Vision+ quick referencehttp://www.inpshelp.co.uk/dlm480/Visionplus/index.htm#52237

• Vision user guideshttp://www.inps.co.uk/my-vision/user-guides-downloads/user-guides/vision-user-guides/vision

• NVUG National Vision User Groupwww.nvug.org

• Gaby Ormerod gaby.ormerod@nhs.net • Andy Vickerstaff andrew.vickerstaff@nhs.net