Optimise Healthcare GroupPathway SOPs
Shared care

23Annual Review

Owner
Admin
Trigger
A patient has been with the service more than a year and is on shared care.

Uses

C1Chase & Expiry LoopC28-Week Non-Engagement WarningC3Contact Ladder & RAG Prioritisation

Referenced by

28Master Spreadsheet & ICB Reporting

Purpose

Making sure every shared care patient with the service for more than a year has their annual review.

Procedure

  1. Annual reviews are pulled from the master spreadsheet onto the admin contact sheet so admin can see who needs contacting.
  2. Admin works through them at the beginning of every month.
  3. Contact the patient using C3 - phone first, then email and letter together if the call does not connect.
  4. If there is no response, raise an ad-hoc booking reminder and let the Semble automations chase (C1).
  5. When the automations expire, issue the 8-week warning (C2), which confirms the GP has been notified and that the patient will be handed back after 8 weeks.
  6. Record the outcome of the review in the annual review column on the master spreadsheet (28).

Fields recorded

NHS number · name · date review due · date contacted · method · ad-hoc reminder set · reminder expiry · 8-week letter sent · review outcome

Notes

  • A patient who comes back in through the annual review route starts a new titration episode (15).

Open points

  • Whether the review due date is calculated from the referral date, the first appointment or the last review.
  • What happens to non-shared-care patients past a year.

Flowchart