How to make sure the ‘Look Ahead’ setting is correct in PatientChase

16th Apr 2015

Now the new contract year is upon us so it’s worth checking that the Look Ahead period is correctly set.

You must do this for EACH PC using PatientChase.

For Month of Birth searches:
Set it to ‘Financial Year End’. This will ensure that when you cross-reference your month of birth patients you’ll be checking all the possible QOF targets they have right up to March 31st.

For QOF/Not in Target searches:
You have a choice. You can have either ‘How Am I Driving’, ’1 Month Look Ahead’, ’3 Month Look ahead’ or ‘Financial Year End’. Typically at the start of the new contract year it should be set to 3 months and changed towards the end of the year to Financial Year End. This is not set in stone however and can often depend on how big your practice is. If you have a small/medium list size consider using 3 months. If you’re a large practice consider using 1 month.

To check your Look Ahead setting:
In PatientChase, go to Advanced>Options>EMIS>How far to Look Ahead>Select your period>Close.

If you have changed the setting remember to run an EMIS Sync.

The most useful and user friendly software that I have encountered in over 30 years of working with management systems.

Cheryl Barton, Data Manager – Bramblys Grange Medical Practice, Hampshire

I am so glad that we as a practice have purchased PatientChase – it has completely revamped our recall system, has been invaluable during flu recall season and more importantly shows us where the ‘holes’ are when we get to near the end of the QoF year. Many thanks!

Jackie Hogg, Clinical Data Manager – The Baffins Surgery, Portsmouth

PatientChase is an excellent product of which I think as soon as you purchase it you will ask yourself ‘how ever did I cope without it?!

Rachel Mardlin, Health Informatics Facilitator – Sheffield University Health

This product will make my QOF staff member’s job so much simpler and is a quarter of a QOF point for me

GP, Newcastle

This is exactly what we’ve been looking for

PM, Cambridge

PatientChase is extremely user friendly and the support provided by PatientChase has been excellent

Practice Administrator, Otley

By using PatientChase, what would normally have taken half a day has just taken 10 minutes!

GP QOF Lead, North Wales

We use PatientChase and find it invaluable, it saves a lot of time and helps us organise our work effectively

Sue Careswell, Leckhampton Surgery

As a practice we have relied upon PatientChase to streamline our patient recall system for several years now. I consider this an essential tool

Karen Walsh, Chilcote Surgery

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