May 2026 Summary Of Changes

Welcome to the new practices who’ve joined us recently! It’s also been good to catch up with many of you who have been with us for some time and are now embarking on new modules.

This is a summary of changes and improvements we’ve made this week for May:

Pathology

• Lipids
  • We’ve increased the number of patients who will have QRISK following their Lipids by adding those whose latest BMI is in the obese category, those with SMI and those with other cholesterol results that indicate raised cholesterol. More patients will be sent messages advising of lifestyle changes if any of their cholesterol investigations are raised, but where there’s no indication for medication. If patients have already been sent a message about their cholesterol, they shouldn’t get sent a further message.
  • V raised Cholesterol - Patients who should be referred will concurrently be offered a statin if not already on treatment. This is to avoid a potential delay in starting treatment while awaiting referral/review.
• Blood Pressure
  • When changing/initiating HTN treatment, the pop-up includes the option to select home BP rather than one-off (only if you have the BP unit activated!)
  • Requests for Home BP won’t be sent for 3 weeks after any change in medication, and home BP requests or invites will block sending one-off BP questionnaires for 4 weeks
  • When loaning machines, you’ll now have the option to text the questionnaire rather than print a diary
• HbA1c
  • The message about repeating the test to confirm Diabetes diagnosis will be sent even if the patient has a blood test booked or a recent blood test invite
• Auto-Review rules
  • We’ve created more new rules for new labs. If you haven’t recently, we’d recommend reviewing the rules you have enabled - How do I enable specific Auto-Review rules? – and let us know if any rules aren’t working as they should be (support@welbyinnovate.co.uk).
  • Patients who’ve been blocked from autoreview rules – info about this will appear in the “Why were these bloods taken?!” view (Why have these tests been taken?), the Pathology Overview and Request One-Off Tests template, e.g. it will show the code that’s blocking the rules. If you want to proactively review patients who’ve been blocked from auto-review rules, there are reports here:

• KPIs and System Checks folders are now labelled with 9 at the front to align with the Recall folder

Prescribing

• Vaccine Consent - We’ve rolled out our consent model to Shingles, Pneumo and RSV vaccines. They all work in much the same way - How do I manage consent for vaccinations?
• OB005 – we’ve created reports and alerts to flag patients who should be considered for this new QOF indicator. We’ll develop this further once the new QOF reports are published in SystmOne.
• KPIs and System Checks folders are now labelled with 9 at the front to align with the Recall folder

Recall

• Appointment Prompt, aka the Green A – refined in various ways…
  • Prompts to book Routine Monitoring, Med Reviews and Follow-up will be limited so the prompts to book don’t continue to appear long after a patient has had 3 invites and failed to respond
  • “Unable to ask” will stop any further prompts from appearing
  • “Pause” will trigger other prompts if others are due
  • The prompt will first check for recent invites and display those prompts before others
  • A new video will be published next week to talk through these changes and how it works when multiple prompts are identified. To be notified, subscribe to our YouTube channel - Welby Innovate - YouTube
• Injections, Procedures & Housebound patients – we’ve excluded housebound patients from these invites and have created a new folder “2j Visits I Other” for housebound patients who are due injections or procedures
• Non-QOF coded CVD – there are many codes that indicate CVD but aren’t included in QOF registers. We’ve added these patients to annual cardiovascular disease monitoring. They will be included in the AR All invites.
• Urine ACR – we’ve fixed an issue where some patients were asked to bring in a urine sample to complete their annual review, but the recall overview wasn’t showing the test as due. We’ve also tweaked some background settings to avoid practices having lots of ACRs recommended from the moment they start using our system.

We’re continuing to work on our new safeguarding module. We’ll send out more information shortly and hope to have it available for general use this summer.

As ever, great to work with you all!