Step 2: Optimise Report

In-Depth Data Extraction & Interpretation


Purpose
Turn your data snapshot into clear, practical actions your team can implement immediately — without changing your EMR or disrupting day-to-day workflows.

What we do
Building on Step 1, we transform your data into a structured report and a set of prioritised, ready-to-use patient lists.

These highlight:

  • Patients eligible but not yet registered
  • Patients at the wrong programme level or ready to progress
  • Patients due or overdue reviews
  • Missed clinical actions such as ECG and ABPM
  • Potential opportunities from lab and prescribing signals (for GP review where appropriate)

All outputs are grounded in your real data — combining coded diagnoses, lab results, prescribing patterns, and payment history — to ensure recommendations are reliable, relevant, and immediately usable

What you receive

  • A clear, concise practice report showing:
    • Where gaps exist
    • What is driving them
    • Where the biggest opportunities lie
  • A suite of actionable patient lists, aligned to your workflow:
    • Register
    • Recall / review
    • Progress / upgrade
    • Clinical validation (where needed)

Why this matters
A robust, well-structured dataset allows far more accurate identification of:

  • Eligible CDM patients
  • Uncaptured care gaps
  • Missed funding opportunities

With validated, reliable data, your practice can confidently:

  • Track programme performance
  • Plan targeted recall activity
  • Optimise CDM workflows

— knowing decisions are based on a true picture of your patient population and activity, not assumptions.

This is a focused, report-led approach — giving your team clarity on what to do, without adding complexity.

Outcome

  • Your team knows who to act on, what to do, and when
  • Immediate opportunities can be captured quickly
  • Clinical time is focused where it adds most value
  • You move from insight to a structured, manageable programme

In short:
We don't change your system — we give you the clarity and tools to use it to its full potential