Recalling Patients by Letter

You can send a recall letter to a group of patients using specific reports in Vision+ Practice Reports. This is particularly useful when recalling patients for specific QOF/QAIF or Enhanced areas.

To recall patients by letter:

1. Practice Reports opens by default on the QOF/QAIF page but you can select any report. Select the required report to run it.

   

2. When you select a Practice or QOF/QAIF List 'Do you want to run this practice list now for the report date dd/mm/yyyy, or schedule it to run in the next 24 hours?' displays:

   

   Select from:

   • Run Now - To run the report. The report screen displays with the progress bar as normal.

     Training Tip - To run a report for call and recall invite purposes you must select Run Now.

   • Schedule - To schedule the report in the next 24 hours, the Schedule screen displays, enter a start time in the next 24 hours to run the report:

     Training Tip - This must be set using the 24 hour clock, for example, for 4pm use 16:00.

     

     You can now continue working as usual and the report runs as per your schedule. Once a report is run as scheduled it displays in the Practice Reports - Last Run screen.

   • Cancel - To exit the confirmation screen.

3. When the report is complete, it displays on a new tab. Highlight a cohort line of patients that you want to send a letter to and select Merge Indicator :

   

4. The Mailings screen displays, select the Mail checkbox for each patient that you want to recall:

   

   Training Tip - If you want to select or clear all the checkboxes, use Select All from the toolbar, this is useful for managing larger lists.
5. Next, from Please select a letter template on the toolbar, select the required template and then select Mail :

   

6. The recall letters open in a single document, ready to be printed. Vision+ also adds an appropriate Clinical term into the patient's medical record to help manage the recall status. For more information on the recall status, see Managing the Recall Invite Status.

7. Print the recall letters and select Update to update the invite status:

   

8. The mail merge letters automatically save in the patient's record along with the relevant clinical code as a history entry:

   

Viewing a Saved Letter

To view a saved letter:

1. From Vision 3 - Consultation Manager, find the letter in the patient's record or select it from the Miscellaneous folder on the Navigation Pane:

   

2. Right click on the required letter and select View Attachment.
   Note - The letters save as individual documents in the P:\attach folder.