Product · Abtrace Proactive Monitoring

01 / FIND

Intelligent, optimised appointments

Make every contact count. When a patient is in front of you for any reason, Abtrace shows everything else they are due so it can be handled in the same visit instead of a second trip.

All outstanding and upcoming actions in one calm view
Plan and capture every required data point in a single appointment
No disruptive pop-ups interrupting the consultation

Blood pressureOverdue

Pulse rhythmDue soon

Body mass indexComplete

Full blood countOverdue

Renal profileOverdue

Liver function testDue soon

Smoking statusComplete

EthnicityComplete

Identify due & overdue cohort

auto

SMS + email invitation sent

312

Self-booking link used

189

RECALL THROUGHPUT

02 / RECALL

Automated recall process

Complete automation of the recall process. Patients are found, messaged and booked by clinical need, not a fixed calendar, without anyone running a manual campaign.

Patients messaged the moment they fall due or overdue
Self-booking links let patients book directly into clinics
Send questionnaires with recalls so data is captured before the appointment
Message an individual, a filtered cohort, or automate it entirely

03 / TRACK

Live recall dashboards

The monitoring status of every patient, in one view that updates itself. Daily smart searches keep your registers and incentive targets continuously current.

Rapid filtering into cohorts by monitoring requirement
Daily smart searches for QOF, SPS, IIF, CQC and LTC criteria
Reads and writes back to EMIS and TPP SystmOne

Medication Condition Complete 12 Opportunistic 5 Overdue 27

NHS number	Age	Status	Days overdue
••• ••• 446	45	Overdue	52
••• ••• 948	13	Opportunistic	25
••• ••• 776	41	Overdue	38
••• ••• 668	53	Complete	0
••• ••• 556	88	Opportunistic	25
••• ••• 968	28	Overdue	27

Missed asthma register entry

Historical BP not coded

Possible undiagnosed diabetes

Each suggestion comes with a plain-English explanation.

04 / CORRECT

One-click code correction

Intelligent searches surface missing and historical codes, explain why they matter, and let you apply the correct SNOMED code in a single click. Accurate registers, correct remuneration.

Optimise historical and missing patient codes
Case finding for commonly missed disease registers
Fully integrated SNOMED, no specialist knowledge needed

05 / PATIENT PORTAL

One clear view for your patients

Patients see exactly what they are due and can act on it themselves, from self-booking to submitting readings and completing questionnaires before they arrive.

Every outstanding test, review and vaccination in one place
Self-book, submit readings and complete questionnaires from any device
Fewer calls to the practice and better-prepared appointments

Your tasks

The current status of routine tasks at your practice.

This may be overdue. Please contact your practice if it has not been arranged recently.

Submit your latest reading online, or book a quick check.

Complete a short questionnaire before your review.

Add your latest weight so your BMI stays up to date.

06 / FORMS

Automate your blood forms

Stop hand-preparing pathology forms. Abtrace pre-fills the right blood test request for every patient who is due monitoring, so phlebotomists and HCAs can take bloods straight away.

Request forms generated automatically from each patient's due and overdue monitoring
The correct tests pre-selected by medication and condition, from FBC to U&E and LFTs
Phlebotomists and HCAs bleed patients without chasing a clinician for the form
Forms generated in ICE and tQuest, ready at the point of care

Blood test request · ••• ••• 446

▸Full Blood Countselected

▸Renal Profile (U&E)selected

▸Liver Function Testselected

▸HbA1cselected

07 / ANALYTICS

Keep on top of your performance

See how the practice is performing over time and where to focus next, from QOF achievement to recall throughput and outstanding workload.

Performance trends across QOF, IIF and LCS at a glance
Spot underperforming areas and target resource where it counts
Board and PCN-ready reporting without manual spreadsheets

QOF ACHIEVEMENT · ROLLING 12 MONTHS

Clear states, no clutter, no pop-ups.

Every screen is built and tested with practice teams, so the right next action is always obvious, even when there is nothing to do. Filters, cohorts and recalls behave the same way every time.

Plain-English monitoring status on every patient
Helpful empty and loading states, never a dead end
Consistent, accessible components throughout

Proactive Monitoring

Searches last ran: today

Medication Condition Complete 12 Opportunistic 5 Overdue 27

NHS number	Age	Status	Days overdue	Most overdue task
••• ••• 446	45	Overdue	52	Renal Profile · ACE-I/ARBs
••• ••• 948	13	Opportunistic	25	HPV Vaccine · HPV Vaccination
••• ••• 776	41	Overdue	38	COPD review · COPD
••• ••• 668	53	Complete	0	Full Blood Count · Heart Failure
••• ••• 556	88	Opportunistic	25	Lipid profile
••• ••• 968	28	Overdue	27	LFT · Azathioprine

Patient · ••• ••• 44645 · Type 2 diabetes, CKD stage 3

3 overdue5 due soon

Blood pressureOverdue

Pulse rhythmDue soon

Body mass indexComplete

WeightComplete

Renal profileOverdue

HbA1cOverdue

Full blood countDue soon

Thyroid function testDue soon

Lipid / cholesterolComplete

Breast cancer screeningDeclined

CAT · COPD assessmentDue soon

Alcohol intake (mental health)Due soon