Managing Reminders

Active reminders display as notes on a yellow background in Consultation Manager:

Reminders remain active when updated versions of new audits are imported, unless there is a significant change in the clinical nature of the audit line.

If you are using Vision+ Alerts then you may wish to inactivate the Clinical Audit reminders for QOF/QAIF, as Vision+ offers real-time alerts for missing QOF/QAIF data.

See the Vision+ Help Centre for further information.

For the QOF/QAIF audits, you can activate a reminder for an audit line in either the monitoring or reporting view, but not both at the same time.

Having a reminder active in one view automatically inactivates this in the other set of audits. Alternatively, a reminder can be inactive in both reporting or monitoring. The same reminder text displays in both views, when viewed in Consultation Manager the date changes accordingly.

Note -If QOFDATE is used in the reminder text, this automatically displays as either 1st April (1st October for Wales) for a Reporting reminder or the date of the last generation for Monitoring reminders.

Some practices find it helpful to use the nGMS Monitoring reminders for the first half of the QOF/QAIF year, then the Reporting reminders for the second half.

See Overview of QOF/QAIF Audits for details.

Activating Reminders

To activate a reminder:

  1. From the Audit Source drop-down select either nGMS Reporting or All Audits & nGMS Monitoring:

  2. Find the audit line you wish to activate a reminder for. This may have an Inactive Reminder alert.
  3. Right click on the audit line and select either:
    • Active Reminder - To activate an inactive reminder. This places a tick beside Active Reminder.
    • Reminder - To create a new reminder. The Edit Reminder screen displays, add the reminder text and select OK:

  4. The Reminder alert displays in Clinical Audit and after audit generation, a reminder displays in Consultation Manager for relevant patients.

Editing Reminder Text

To edit the reminder text:

  1. Right click on the audit line containing the reminder you want to edit and select Reminder from the list.
  2. Update the text in the Edit Reminder screen:

  3. Select OK.

Remove a Reminder

Rather than removing a reminder, you inactivate it. Simply edit the reminder (see above), and remove the tick from Active:

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.