Using Vision+ For Contract Management Andrew Vickerstaff & Gaby Ormerod

What is Vision+? INPS: “A free of charge QOF Management Tool which is fully integrated with Vision. Vision+ functionality includes real-time alerts for additional QOF points, practice-based protocols and a simple but powerful recall facility.”

What is Vision+? Bluebay software bolted onto Vision QOF Read coding prompts – based on your settings and available business rules Recall management SMS texting for appointment reminders and recall invitations QOF contract performance reporting Templates for non-QOF reporting and monitoring Presentation screenshots from Vision +update in DLM480

Vision+ & Contract Prompts Vision+ automatically creates the reminders in real time when a patient record is opened. These are also interactive so clicking on a line e.g. “Smoking”

Vision+ & Contract Prompts Clicking on the smoking line automatically brings up the relevant data entry box.

Vision+ & Contract Prompts Drop down boxes filter to suggest only Read codes that meet QOF business rules.

What Else Can We Do? Print preview and Print icons allow the user to print all the prompts. Might be useful prior to a home visit? The prompts window is “always on top”. Click on the Cross to close it. May be easier than dragging it out of the way? To redisplay the data, select the Chart icon from the floating Vision+ toolbar This icon list changes depending on which prompt in the list is selected.

Icon List – Enter QOF Code See the Read codes that would satisfy the highlighted prompt. This icon has the same effect as double clicking on the prompt.

Icon List – Exception Codes Add an exception code for the highlighted prompt.

Icon List – Exception Codes If there is a previous exception code in the record then it is highlighted using an orange flag. The difference can be difficult to tell between this and the red flag for “add a new exception code” Hovering over the orange flag displays the details of the previous exception entry

Icon List – Access QOF Templates Open a new window to display the relevant template for this QOF area Templates allow the user to access all the indicators for the chosen disease area.

Icon List – Indicator Logic Open a new window to display the QOF business rules logic for the selected indicator To answer the question definitively “why is this indicator still outstanding / not needed” use the indicator logic window

Indicator Logic Hover over or left click on each piece of highlighted text to either see the relevant Business Rules or to display relevant historic Read code entries from the record. Date display depends on Forward Dating settings for the user. This screenshot taken 12 Sept 2015 with Forward Dating set to 30 days.

Icon List – Mail Merge Links to Mail Merge function to send and/or update recalls. For the currently selected patient only. Also allows the user to access the other functions such as SMS texting, ASSIGN calculator, etc.

Contract Indicator Colours Do Something! Wait

Vision+ Floating Toolbar Display (if closed) the indicator prompts window for the currently selected patient Display non-QOF indicators for the patient Hover over the cross to display a context sensitive menu. This is NOT a route to the Vision+ settings menu (see later)

Vision+ Floating Toolbar Access templates for each QOF area – even if the patient does not have the disease Access non-QOF, including health board or practice specific, templates Add patient to any QOF register. Selecting a disease area brings up a list of appropriate Read codes. Access various calculators which can add results and analysis directly to the patient record.

Vision+ Practice Mode PRACTICE REPORTS QOF analysis and reporting, high value patients, mail merge recalls, SMS text appointment reminders TEMPLATE DESIGNER Create your own Vision+ templates DOWNLOAD WEB FILES Source and update national and local (health board) templates SETTINGS Customize Vision+ for the current user. (User Profile Manager App does not currently include Vision+ settings).

Vision+ Settings - Options ROLES Choose what is displayed by default on indicator prompts list: Extra indicators – reviews & disease monitoring Notes summary – prompts if summary not completed Prevalence searches – view tidy up searches Exception lists – all patients exception coded from categories INDICATORS Disable auto popup – CAREFUL stops the prompts window appearing Combine triggers – combines QOF and non-QOF alerts in a folder Show retired triggers – displays retired historic QOF prompts Disable indicators – only applies to practice defined indicators RESET POSITION Help! I have lost my prompts window

Vision+ Settings – Forward Dating NONE Alerts prompt for anything overdue or due today. FORWARD DATE Defaults to the end of the current QOF year. Good practice suggests to use this setting towards the end of the QOF year, say from October onwards. ROLLING DAYS Alerts prompt for anything overdue or due during the following XX days. SHOW INACTIVE TRIGGERS Text will show in light blue for triggers that cannot be done now but will become due before the end of the QOF year. NOTE – Forward Dating setting also affects what data is available and displayed in Vision+ reports

Vision+ Settings – Advanced SMS START TIME Text messages are sent within 3 hrs of this time SMS READCODE PRIORITY Default for recall SMS messages only SMS FROM Displays as message sender on the patient’s phone DISABLE QOF TRIGGERS Stops triggers appearing on toolbar or indicator screen SHOW TRIGGERS FOR YRLY EXCEPT. Display exceptions from prev QOF yrs CERVICAL SCREENING PERIOD Practice wide setting – 3 yrs in Scotland CATEGORIES & INDICATORS Permit selection & exclusion of QOF areas & indicators if the practice is has decided not to monitor them

Vision+ Settings – Scheduler SCHEDULER Allows LAN sites (with their own server) to run the Vision+ practice reports in the background. May be useful for practices with larger list sizes. For reports to run the user must be logged into Vision with NO patient selected in con mgr

Vision+ Settings – Order ORDER Allows the user to change the order that indicators display on the prompts window. Add indicators to the window on RHS and they will appear at the top. All other indicators follow on below in alphabetical order

Vision+ Settings – Protocols PROTOCOLS Not currently in use

Further Information Vision online help files – Vision+ Vision+ quick reference Vision user guides NVUG National Vision User Group Gaby Ormerod Andy Vickerstaff