recalls & reminders using bp premier (indigo)€¦ · 3. add, view and modify patient recalls...
TRANSCRIPT
![Page 1: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/1.jpg)
Recalls & Reminders
using Bp Premier (Indigo)
Presented by Katrina Otto
Train IT Medical Pty Ltd
www.trainitmedical.com.au
![Page 2: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/2.jpg)
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.
![Page 3: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/3.jpg)
Practices need:
• Clear system
• Goals/Plan
• Defined roles
• Communication
• Training
1. Design an effective recall and reminder system
![Page 4: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/4.jpg)
This is what can happen without a ‘system’:
![Page 5: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/5.jpg)
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)
![Page 6: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/6.jpg)
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?
![Page 7: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/7.jpg)
New! Clinically Significant Tickbox
New
Label so patients
don’t stress if they
receive a sms or
letter with the
reason.
![Page 8: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/8.jpg)
New! - Reminder Types
![Page 9: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/9.jpg)
Tips for Success:
▪ Define your system
▪ Control your list
(Configuration >
Reminders)
Time for a clean up?
![Page 10: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/10.jpg)
Setup > Configuration > Reminders > Clean Up
![Page 11: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/11.jpg)
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
![Page 12: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/12.jpg)
Outstanding action prompts appear on opening the patient record and can be tracked from the main screen (Clinical > Actions).
Actions
![Page 13: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/13.jpg)
Add from: - Patient record - Inbox- Review button- Immunisations
3. Add, view and modify patient recalls & reminders
![Page 14: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/14.jpg)
New! Reminder comments
![Page 15: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/15.jpg)
View Reminders & Comments
![Page 16: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/16.jpg)
4. Generate Recall & Reminder Lists
![Page 17: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/17.jpg)
Generate Recall & Reminder Lists
![Page 18: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/18.jpg)
Access ‘Clinically Significant’ Reminders
1. Prior to ‘Send Reminder’
2. After ‘Send Reminder’
![Page 19: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/19.jpg)
When patient returns: remove reminder
![Page 20: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/20.jpg)
View detail of ‘sent’ Reminders
![Page 21: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/21.jpg)
Follow up outstanding reminders
Use ‘Send Again’ button to generate additional letters
Use ‘Mark’ to flag the reminder as performed.
![Page 22: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/22.jpg)
![Page 23: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/23.jpg)
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
![Page 24: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/24.jpg)
Consent is important
Early preview –subject to change
![Page 25: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/25.jpg)
Add Recalls & Reminders from the Inbox
Open patient record and add result as necessary eg. FOBT
![Page 26: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/26.jpg)
Pathology Results
Radiology Results
Specialist Letters
Discharge Summaries
Scanned documents
Results (Inbox Follow-up) ‘System’
![Page 27: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/27.jpg)
The ‘Inbox’
![Page 28: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/28.jpg)
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
![Page 29: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/29.jpg)
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
![Page 30: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/30.jpg)
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
![Page 31: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/31.jpg)
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
![Page 32: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/32.jpg)
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).“
![Page 33: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/33.jpg)
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
![Page 34: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/34.jpg)
6. Immunisation & Cancer Screening
NB. Early preview – subject to change
![Page 35: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/35.jpg)
Proactive preventive health searches
Your patient population: Under screened? Never screened? Hard to reach groups?
![Page 36: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/36.jpg)
Proactive preventive health searches
![Page 37: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/37.jpg)
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
![Page 38: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/38.jpg)
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/
![Page 39: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/39.jpg)
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
![Page 40: Recalls & Reminders using Bp Premier (Indigo)€¦ · 3. Add, view and modify patient recalls and reminders. 4. Generate patient recall and reminder lists. 5. Develop an understanding](https://reader034.vdocuments.site/reader034/viewer/2022051512/603e62e9182cc31ade33807f/html5/thumbnails/40.jpg)
.
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!