Step 5

Recall System, Tracking & Chart Flagging (SOP Implementation)

Purpose:
Embed a reliable Standard Operating Procedure so patients are identified, contacted, booked, completed and submitted on time.

What is built:
• A named admin owner for the programme workflow
• Tracking by patient registration anniversary
• DNA recovery process
• EMR pop‑up chart flag indicating programme participation
• Submission readiness checks to avoid blocked or lost claims
• Programme sequencing to optimise review and claim potential

Results:
• Higher uptake and completion
• Fewer DNAs
• Better patient experience
• Less leakage of programme income