Accessing the Personalised Care Manager Template from the Alert Pop-up Window

  1. Alternatively, to view missing or due data pertaining to Unplanned Admissions use the Alert pop-up window. Select the Show ES Indicators icon to access the Alert pop-up from the Vision+ floating toolbar.
    Note - By default QOF/QAIF alerts display when you select a patient in Consultation Manager, to combine both QOF/QAIF and non-QOF alerts, refer to Vision+ Settings - Combine Triggers option.
  2. The Alert pop-up window displays the Personalised Care Plan Manager heading and is expanded to show missing or due data. This is particularly helpful when monitoring home visits and discharge summaries.
    Training Tip - Remember patients must be reviewed within 3 days of receiving a discharge notification for Accident and Emergency and non-elective admissions. An alert also displays if a home visit is planned but not completed.

  3. To launch the Personalised Care Plan Template either:
    • Right click on Personalised Care Plan Manager and select Show Template ,
    • Highlight Personalised Care Plan Manager and select Template on the toolbar, or
    • Double click on one of the expanded lines below the Personalised Care Plan Manager heading

Key Points

  • If a care plan agreement is not completed within three months, the alert will warn if a review is due in one or two weeks
  • If a care plan agreement is more than three months ago, Vision+ will check for a subsequent care plan review and the alert will warn if none present
  • If a care plan agreement and subsequent review has been done, Vision+ will check that the most recent review was within three months and will alert if not, or prompt for a review to be scheduled in one or two weeks if the review date is imminent