How do I identify patients who need visits?

Modified on Fri, 22 Aug at 11:16 AM

This video demonstrates how the system manages visits by identifying housebound or care home patients through specific codes. The reports help identify missing patients that potentially need coding, ensuring accurate and efficient scheduling of annual reviews.

The video was recorded before some changes to the report structure and the Recall Overview template, but the main points discussed still apply. In addition the summary below has been updated to reflect the currents reports and templates.

Accessing the Reports

Identifying Patients Requiring Visits

Using the Reports to Check Coding

Using the Recall Overview to Update Coding

Review Housebound Status Regularly

Manage Annual Reviews and Visits

Accessing the Reports

Go to the Welby Innovate Recall > Visits and Care Homes reporting folder. This is where you will find information about patients requiring visits.

Identifying Patients Requiring Visits

At the top of the folder, you’ll see a list of patients requiring visits. Patients are included in this report for the following reasons ...

Requested a Visit: Patients who have requested a visit through the red popup option.
Coded as Housebound: Patients who are marked as housebound in your practice.
Care Home Codes: Patients identified by care home codes.

Using the Reports to Check Coding

The reports 1a) to 3) in the folder will identify patients where coding may need checking and updating. If necessary update the coding for patients who are no longer housebound, or review other reasons for their visit requirement. Be aware that some community providers might code patients as housebound temporarily.

Using the Recall Overview to Update Coding

You can also use the Overview tab of the Recall Overview template to review and update coding.

If a patient needs a visit, their status will be indicated with an aqua coloured annual review indicator.
Right-click on the annual review status alert, and select Action. This will trigger a pop-up explaining why the patient needs a visit. From the pop-up you can either ...
- Code as No Longer Housebound: If the patient is not housebound anymore.
- Check for Other Reasons: If applicable.

Updating Care Home Data

If you find discrepancies or have updates regarding care home postcodes, please let us know so we can update the system.

Reviewing Housebound Status

It is a good idea to periodically review the reports, to review patients coded as housebound who have been seen in person in the last 12 months, or have been coded differently elsewhere.

Manage Annual Reviews and Visits

The reports for patients who need visits are in the reporting folders Welby Innovate Recall > 1c AR Visits and Welby Innovate Recall > 2c Monitoring Visits.

Patients who have had a visit in the last four weeks or have upcoming visits booked will be excluded from the reports.

There are separate reports for individual conditions if you have teams that handle specific types of visits (eg dementia care plans). In addition there are separate sets of reports for QOF and Best Practice or QOF Only, and SELECTED Birth Months or ALL Birth Months, depending on how you choose to arrange visits for your patients.