July 2025 Update

Hope you’re all enjoying the sun and have a break planned over the summer.

It's been a week of updates in SystmOne…

• TPP have nearly finished updating to QOF v50 & we’ve been making updates that link to that. Our new QOF spreadsheet will be available soon!
• We’ve made updates to how our systems run to make them more efficient.
• We’ve finished moving all our status alerts into folders that start with “WI [Module]” – this means it’s much clearer to see which alerts you can turn off if there are modules you aren’t using. You can also turn off protocols in folders. We recommend taking both of these steps to improve SystmOne speed.

Thank you to all of you who ran the system checks for us. We’d appreciate people re-running the reports in the folder “Welby Innovate Recall / System Checks” and letting us know if any patients appear there.

Pathology Updates

• Our new process for Auto-Calculating Home BPs from a patient questionnaire is now live and saving a lot of time! If you’re using the BP system and would like to switch from the older version of the questionnaire to this new approach, let us know. I’ve put some extra info about it on this article - https://welbyinnovate.freshdesk.com/en/support/solutions/articles/202000072803-blood-pressure. Eventually we’ll move everyone over but we want to allow staggering it first.
• AutoReview Rules - Until recently, for rules that can file abnormal results, you had to use the rule to file everything and run all the reports that enable that. We’ve now developed the option to only file satisfactory results that don’t require any actions. This is available for HbA1c, UE, ACR, TFT, Vitamin D and Lipids. This means that you can get the benefit of filing more satisfactory results while you’re in the process of embedding the new way of working. Please let us know if you’d like any of those features enabled for you.
• Lipids
  • We’re making a change to reduce the number of patients in the report for manual review of raised cholesterol. Patients who ought to be on a statin if their QRISK is raised, but are in exclusions for a statin, will now have a QRISK calculated and follow other existing pathways.
  • We’ve been made aware of an issue where patients who stated they didn’t want a statin but wished to discuss alternatives were not appearing in the report to call patients. Thankfully, this issue is mitigated by the fact that our questionnaires always advise patients to contact us if they don’t hear from us. We’ve resolved this issue, and any patients who haven’t been followed up will be included in the report.
• ***Coming Soon*** - we’ve got filing guidance re PSA which many clinicians find very helpful to launch manually. We’re planning to change this to auto-pop up when a PSA result is filed. If it's unhelpful, it will be possible to turn it off.
• We’re planning a significant update of the Pathology system in September. This ensures that each part of the system operates in a consistent manner, with regard to how results and outcomes are managed. We believe it will make it easier to navigate and use the system, particularly for the admin staff running the reports. Nearer the time we’ll provide more details and arrange a webinar to go through the changes.

Recall Updates

• Questionnaires for Annual Reviews – we’ve added a section 2b to the folder “1a AR Questionnaires” – this is for patients who’ve had the first part of their review and the only thing that’s outstanding are obs that can be submitted via questionnaire. 
• We previously informed you that we’re including very overdue annual medication monitoring in Section 2 of the monitoring invitations and in prompts to arrange monitoring. We understand this has caused some issues, particularly for practices that’ve only recently joined us. If you would like these patients not to be invited or booked in, let us know, and we can opt you out of this. The bloods/obs they’re due will still appear if they’re attending for other reasons, it just won’t chase patients for this reason.
• A few practices mentioned an issue of alcohol intake not being saved on the Recall Overview. Turns out this could happen if the template was saved and re-opened. We’ve resolved the issue and, as ever, really appreciate you letting us know if anything isn’t working as it should.
• Minor change – we’re changing the labelling on the free slot search “HRT (F2F)” to remove the “(F2F)” – this was initially included as patients need BP/BMI but many patients do this in questionnaires and/or separate to the HRT appointment. This way you can choose whether you want the appointments to be F2F or on the phone. We’ll make the same change to pill checks so they always just state “Pill Check”.
• Forthcoming Monitoring changes
  • Mental Health – we’re going to remove the monitoring of FBC, TSH, UE & Waist – some of these are indicated for particular medications but the system picks them up if the patient is on the relevant medication so not necessary here
  • DOACs – we’ve previously driven the invites for monitoring by when a patient is due a UE. However, a number of you have raised the issue that the CQC searches treat UE, FBC & LFT with the same degree of importance so we’re going to change the system so that any of them being due triggers an invite. The CQC searches also follow the formula CrCl/10 = monthly frequency of monitoring (DOACs (Direct Oral Anticoagulants) monitoring – SPS - Specialist Pharmacy Service – The first stop for professional medicines advice). We’ve used this for a long time but many of you are opted out of this to a slightly simpler approach of making the monitoring 3 or 6 monthly if based on CrCl (4 monthly if due to age/frailty). We want our systems to support CQC compliance and think you do too so we’re planning to phase this option out and make sure our invites align with the CQC searches. If you still want to keep this approach simple, please let us know as soon as possible. 
• ***Coming soon*** - ability to setup bloods or obs every 2 or 3 years
• We’re considering adding more info to the pop-ups receptionists see when patients contact us to arrange Annual Reviews or monitoring. As we combine everything together, patients are sometimes unclear why they need to attend. Rather than having to go into the recall overview to find the answer, we could make a summary available in the pop-up itself, e.g. “Reviews needed: Asthma, Diabetes” or “Monitoring needed: Medication monitoring, Diabetic Control”. I would appreciate feedback on whether that would be helpful.

Prescribing Updates

• Many of you are using the automated sending of the general med review questionnaires. We’ve now added the ability to send specific med review questionnaires, e.g. for HRT, pill checks, depression review, etc. The protocol will determine which questionnaires to send and whether the general questionnaire is necessary. E.g. if patient was on HRT and SSRI and nothing else, it could send just those specific questionnaires and not the general one. If you'd like this feature enabled for your practice, please let us know which questionnaires you’d like to have auto-sent.
• Reminder – we’re doing a webinar on 9 July at 1pm to look at using our systems for your flu season - https://bit.ly/WelbyWebinar

We really appreciate you using our helpdesk by submitting requests to support@welbyinnovate.co.uk; its been a big help. As ever, it’s a privilege to work with you all.