How to Passively Trigger Guidelines When Patient is Selected

Suppose you want to ensure that all relevant new GMS contract guidelines are passively triggered when a patient is selected.

1. Identify the patients with one of the new contract conditions using Clinical Audit - control and right click on the audit line will give you the name of the system group. Open Patient Groups, select the file (most easily done if sorted by count first) and make this the work group (click on the blue blob on the toolbar). Save this group as e.g. *COPD
2. Open Populate Problems from Modules on the front Vision 3 menu. Use this to add a relevant READ code to this group - eg COPD NOS.
3. Do the same for all the other new contract conditions, ie identify the audit group, and save it with a new name, eg #*DIAB, then Populate Problems adding a relevant READ code to this group.
4. Select the new contract guidelines (Select Guidelines, type in nc and press Enter), and one by one, edit the triggers, making sure you first change the radio button from User Settings to Practice settings. For example, make eg, COPD NOS the trigger for NCCOPD guideline.
5. Ensure users are set up to have guidelines passively triggered (Consultations - Options - Setup - Management - Automatic Triggering).
6. When you select a patient you should now have a list of relevant guidelines displayed in the Alerts pane (bottom left of screen).
7. Keep the groups up to date each month by repeating steps 1 and 2.