CHD Recall Wizard for Vision

This CHD Recall Wizard program provides a easy fail safe way to recall
every eligible patient in Vision.

Overview

The idea of this process is to simplify the CHD recall procedure within Vision and also to reduce the need to view data within each patient record, as the search criteria should provide enough information to be able to determine those patients that need recalling.

With just a few searches in Vision, all the data is automatically collated in the CHD Recall Wizard program and presented in Microsoft Excel.

Once the required recall list of patients have been filtered in Excel, the CHD Recall Wizard will automatically create a patient workgroup back into Vision. Whereby the Vision mail merge program is used to produce the letters and forward any recalls in each patient record.

With this process and in addition to the recall procedure:

• No patient should ever be missed from receiving a recall, as it includes all patients with the specific condition

• It will highlight any past history recalls or those that have no recall in place

• Patients that need a 1st, 2nd and 3rd CHD recall

We also added a clinical aspect to this CHD wizard in that it will also show diagnosis, last cholesterol, blood pressure and smoking status. It also includes any QOF exceptions, refusal for review, annual review and monitoring codes.

Once the wizard has written everything into the Microsoft Excel 2003 spreadsheet, it will also highlight any recall and review dates over a year old. The Month and Year columns will show any past history recalls from today in red text and from a clinical perspective...

If a Cholesterol value is:

• between 5 and 6.4 the background cell will turn yellow

• between 6.5 and 7.8 the background cell will turn orange

• greater than 7.8 the background cell will turn red

If a Systolic BP value is:

• less than 90 the background cell will turn yellow with red text

• between 140 and 159 the background cell will turn orange

• greater than 160 the background cell will turn red

If a Diastolic BP value is:

• less than 60 the background cell will turn yellow with red text

• between 90 and 99 the background cell will turn orange

• greater than 100 the background cell will turn red

Quick Overview of Recall Procedure

...when used with the CHD Recall Wizard:

1. Run two searches in Vision

2. Run CHD Recall Wizard to produce data in Microsoft Excel

3. Filter data in Microsoft Excel to define recall group

4. Create Patient Group in Vision using CHD Recall Wizard toolbar

5. Use Group Recall screen in Vision to send out the invite letters and add next recall into each patient record.

Detailed User Guide

Please download and review the complete CHD Recall Wizard User Guide, that will explain all the features.

Click here to download, unzip and import the searches required into the Vision Searches & Reports module.

Download Free 30 day Trial

This is a full working version of the software. Should you require more information added to the final Microsoft Excel spreadsheet, please do not hesitate to ask.

Thank you for your interest in the CHD Recall Wizard

Please click the button to download a free 30 day trial version...

Last updated: 18/01/2012 - Version 1.3

This program will work on both LAN and Hosted Server sites as there is no installation required.

However, if on a hosted server please make sure you download and run the program within the hosted environment!

Training Day

If required a chargeable training day may be scheduled to demonstrate how to use the wizard, tidy up the recall data and set up the initial patient groups ready for recalls in the future.

Please ask for any further information regarding training in your purchasing email request.

Licence Agreement

This program may only be used after the trail period once a practice licence has been purchased from TailorMade Information Technology Solutions Ltd for £25.00+VAT and is subject to the EULA available within the program.

Licence support and further program updates are only valid for 1 year. Thereafter any further program updates and support will require a licence renewal.

Note: You original purchased program may be used indefinitely.

Purchasing Information

We accept cheque or BACS payments. To purchase the Recall Wizard licence please send an email to smartsoftware@tailormadeit.co.uk, providing the following information in your email:

• Practice Name
• Vision User No
• Practice Postcode
• Contact Telephone Number
• How did you hear about our Recall Wizard?

On receipt of your email request, we will send you an email reply which will include download instructions for the licensed version of the CHD Recall Wizard. Please note that this will include an attached invoice.

Download Instructions 

To start the download please click the Save button at this Security Warning

Choose where to save the program for future use...

Once the download has completed, please click the Run button

If you receive an Unknown Publisher - Security Warning, please click Run again

If you have any problems please do not hesitate to email us.

TailorMade Information Technology Solutions Ltd
“Software designed to make each day a little easier”
Copyright © protected – All rights reserved

After using this program if you wish to add recommendations to enhance it further, please do not hesitate to contact: bradley@tailormadeit.co.uk