Near to the end of the current financial year, practices may wish to start sending recall invitations to patients that are due recalls for the next financial year e.g. early March you would like to invite in April patients. The Ardens Chronic Disease Recall System searches are set up to looks at the current financial year and a relative run date will need to be added, this support article will show you how to do this.
Navigate to the Chronic Disease (QOF) Recall Searches within the Population Reporting module and right click on the All Patients folder and select Run.
Select Advanced options and enter a date e.g. 1st April 21.
Click Yes. This will display the Data Parameters screen to be able to select the month of birth you wish to invite in.
When using the Invitation Coding searches, you will need to ensure you postpone batch adding the invite codes – if you do them now, this will code that they have had a first letter sent in THIS QOF year and you need it added for NEXT QOF year.
When batch adding the code, in the Batch Scheduling section select the Schedule option and add the date e.g. 1st April 2021.
This will then not add the code to the patients records until 1st April 2021.
If you require any further assistance on the process above, please contact Ardens support on: firstname.lastname@example.org