Accessing the Personalised Care Manager Template from the Alert screen

1. To view missing or due data pertaining to Unplanned Admissions use the Alert screen. Select the Show ES Indicators icon to access the Alert screen from the Vision+ floating toolbar.
   Note - By default QOF alerts display when you select a patient in Consultation Manager. To combine both QOF and non-QOF alerts, see Options - Indicators.
2. The Alert screen 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