Prescribing Support Service SR01: Running a Search for Suitable Patients in EMIS - Produced in partnership with NHS Greater Glasgow and Clyde - ihub

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Prescribing Support Service SR01: Running a Search for Suitable Patients in EMIS - Produced in partnership with NHS Greater Glasgow and Clyde - ihub
Prescribing Support Service
SR01: Running a Search for
Suitable Patients in EMIS
Produced in partnership with NHS Greater Glasgow and Clyde
September 2021
Prescribing Support Service SR01: Running a Search for Suitable Patients in EMIS - Produced in partnership with NHS Greater Glasgow and Clyde - ihub
Acknowledgements
This document was produced in collaboration with NHS Greater Glasgow and Clyde and is intended for
national use by practice and pharmacy teams. A special thanks to the NHS Louisa Jordan Project
Steering Group, for producing and sharing their locally developed procedure.

© Healthcare Improvement Scotland 2021
Published September 2021

This document is licensed under the Creative Commons Attribution-
Noncommercial-NoDerivatives 4.0 International Licence. This allows for the
copy and redistribution of this document as long as Healthcare Improvement
Scotland is fully acknowledged and given credit. The material must not be
remixed, transformed or built upon in any way. To view a copy of this licence,
visit https://creativecommons.org/licenses/by-nc-nd/4.0/

www.healthcareimprovementscotland.org
Prescribing Support Service SR01: Running a Search for Suitable Patients in EMIS - Produced in partnership with NHS Greater Glasgow and Clyde - ihub
Contents
Introduction .......................................................................................................................................2

Process ...............................................................................................................................................4

Checking and installing the Scottish Therapeutics Utility.................................................................. 4
Installing the MCR Serial Rx Activity EMIS Template ......................................................................... 5
Running the search on EMIS .............................................................................................................. 9
Prescribing Support Service SR01: Running a Search for Suitable Patients in EMIS - Produced in partnership with NHS Greater Glasgow and Clyde - ihub
Introduction
The aim of this document is to provide guidance to GP practices on how to run a database search in
EMIS to identify patients who may be suitable for a serial prescription.

This document is one of a set of resources created to assist with the identification of patients
suitable for serial prescribing. See other related documents below.

 Related documents
 SR02: Screening a Database Search in EMIS

 SR03: Switching a Repeat Prescription to a Serial Prescription in EMIS

A serial prescription (SRx) is a prescription for medicines to treat a long-term condition. It looks like
any other prescription and normally lasts 56 weeks. The use of serial prescribing is encouraged by
the GP contract as it has potential to significantly reduce GP practice repeat prescription workload,
both from an administrative and clinical point of view. Pilot work has shown that practices do
experience an appreciable reduction in repeat prescription workload.

In the long term, it is important that GP practice teams have processes in place to regularly identify,
review and change suitable patients from repeat prescribing to Medicines Care and Review (MCR)
(previously CMS) serial prescribing. Initially, patients are identified by running a serial prescribing
database tool; they are then screened against set criteria for suitability. If approved the patient is
provided an SRx. SRx are kept in the pharmacy and dispensed to the patient every four or eight
weeks.

The Serial Prescription Tool is used to help identify patients who may be suitable for an SRx.

The data within the tool is based on an extraction from the GP practice systems (EMIS) and relate to
the previous day (or earlier) within the practice. Any work undertaken today will not appear or
impact upon the database results until the following day.

When refreshing the information, the tool has a large number of complex searches to run in order
to generate the information. This means that a refresh can take 10 – 15 minutes to run in a larger
GP practice. If there are performance issues (such as a very long refresh time) the tool can be
moved to the PC desktop to refresh then back to the practice shared drive once refreshed – how to
do this is detailed further on in this document.

                                                     2
Prescribing Support Service SR01: Running a Search for Suitable Patients in EMIS - Produced in partnership with NHS Greater Glasgow and Clyde - ihub
The following process will provide clear instructions on how to run a database search on EMIS
including instructions on how to:

   1. Install the MCR Serial Rx Activity EMIS Template

   2. Run the search on EMIS

   3. Check and install the Scottish Therapeutics Utility (STU)

                                                  3
Process
Checking and installing the Scottish Therapeutics Utility

N.B. - Only install STU if not already installed.

Step 1. Log onto the practice computer.

Step 2. Double click on the Scottish Therapeutics Utility (STU) icon on the desktop to open the
programme. Minimise it but keep it running in the background.

(If the icon is missing from the desktop the installation guide can be found in the practice-shared
drive S:\eHealth\Pharmacy-Services\STU).

STU reports data from the previous day (or earlier) in the practice. It does this by running an
overnight job to copy the data from the GP clinical system. On occasions, the overnight job can stop
running (due to server conflicts) which results in STU data being out of date. If this has happened, a
warning box will appear on opening STU:

To resolve this (or other STU error messages) contact the Escro Helpdesk on 01463 572000,
describing the issue.

                                                    4
Installing the MCR Serial Rx Activity EMIS Template

Step 1. Open and log in to EMIS in the usual way.

Step 2. Go to TD Template Designer (in Configuration section at bottom of screen)
N.B. - If you do not have this option, see the practice manager.

Step 3. If necessary, click on the General tab then Explorer. Identify a suitable folder to import the
template. For example, Pharmacy and click to select.

                                                    5
Installing the MCR Serial Rx Activity EMIS Template

Step 4. Click on I – Import Template.

Step 5. Select template to import window will open. Click on Computer then double click Shared
then RepeatPrescribingSerialRx2020 then Coding Templates then Coding Templates then EMIS.
Finally, click MCR_Serial_Rx_Activity.tex to select then click Open.

Step 6. The egg timer will briefly appear then a confirmation box will pop up, click OK. The template
is now imported.

N.B. - If when updating the template a message box appears (for example installing on notification of
a newer version), click Yes to overwrite the previous template.

Check and install the Serial Prescribing tool if necessary.

                                                     6
Installing the MCR Serial Rx Activity EMIS Template

Step 7. Go to the practice computer shared drive (S:) and look for the folder
RepeatPrescribingSerialRx2020.

If the folder or tool is available, go to Step 15.

If the folder or tool is missing, firstly check that it is not stored elsewhere on the PC. For example,
within a Pharmacy folder.

If the tool is not on the PC, download the latest version as follows.

Step 8. Open the practice shared drive and go to S:\eHealth\Pharmacy-Services\Serial Prescribing.

Step 9. Double click on the folder to open. Double click on the file to open. A dialogue box will
appear, click OK.

                                                     7
Installing the MCR Serial Rx Activity EMIS Template

Step 10. Click Unzip (the default location is the practice shared drive. If necessary, this can be
changed by clicking Browse and then browsing to a specific location. For Example a Pharmacy folder
within the shared drive).

N.B. - If changing the default extract folder, ensure that colleagues are aware of where the tool is
saved.

Step 11. Unzip successful box will appear, click OK. Click Close to close the WinZip Self-Extractor
window.

Step 12. The tool will now appear in the practice-shared drive.

                                                    8
Running the search on EMIS

Step 1. Double click the folder RepeatPrescribingSerialRx2020 then double click on the Repeat
Prescribing tool.

Step 2. Enter the database password mmles and click OK.

Step 3. If a Security Warning appears in the upper left of the screen: click on Options, click Enable
this Content, and then click OK to open the programme.

                                                   9
Running the search on EMIS

Step 4. Enter the five-digit GP practice number into the yellow box. This should be the number for
the practice that the tool is being run in.

N.B. - This should only need to be completed when the tool is installed for the first time.

Step 5. Click Refresh Data. (This may take up to 15 minutes to run in a practice with a large list
size).

Once successfully run, a box will pop up Analysis Complete. Click OK to open the Serial Prescribing
REPORTS page.

Step 6. In the REPORTS page, you can Set Your Own Requirements. The defaults are number of
repeats between one and four and age range between 18 and 120.

To change the defaults, click on the drop down arrow to the right of the number then click a number
to select it. Repeat as necessary.

                                                   10
Running the search on EMIS

Step 7. Click Select Pharmacies. You have the option to choose specific pharmacies to start with.

Tick to select pharmacies as appropriate then click Close Form.

Step 8. Click on the Microsoft Excel icon. This will export the data to an excel spreadsheet.

Step 9. Save the spreadsheet to the correct folder on the shared drive of the practice computer or
print the list as per individual practice agreement.

Step 10. Now follow SR02: Screening a Database Search in EMIS.

                                                       11
Published September 2021

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