Service opportunities
      Back to home
      1. Cubiko Help Centre
      2. Zedmed Knowledge Base
      3. Service opportunities

      Zedmed - Item Optimisation

      See a full list of patients who may be eligible to have certain service item numbers such as GPMP/TCA and Health Assessments

      The Item Optimisation cabinet looks at your whole database of patients with a potential service opportunity inclusive of those with an appointment and without a future appointment.

      This cabinet identifies patients who may be eligible to book services such as:

      • Chronic Disease Management items (721, 723, 732)
      • Health Assessments (75+, 715 & item 699)
      • Nurse items (10997 & 10987)
      • Mental Health Treatment Plan & Reviews

      Use the cabinet to identify a list of patients potentially eligible for potential services, review the list with the patient's practitioner and proactively contact these patients to schedule appointments to have the services completed.

      Practice managers, Receptionist and Nurses can use this cabinet weekly to:

      • Identify the service opportunities items you would like to extract patient lists for
      • Export your list to discuss with the relevant Practitioner
      • Contact the patients to schedule an appointment 

      To navigate to this metric, go to Clinic Optimisation > Item Optimisation

      The sections included in this article are:

      Understanding the metrics and data

      Within this cabinet, you will find a metric for each below item. These are broken into key areas. Click through to each metric to filter and see your full potentially eligible patient list. 

      Eligibility is based on patient demographics and previous billings of face-to-face, telehealth, telephone and non-VR item numbers at your practice. 

      This metric looks at the following service opportunities:

       1. Chronic Disease Management (GPMPs, TCAs and reviews)

      • Item 721 Preparation of a GP Management Plan (GPMP): Eligibility is based on historical billings at your practice. This will exclude patients who have had item 721 billed in the past 12 months and those who have had item 732 (GPMP/TCA review) in the past 3 months.
      • Item 723 Coordination of Team Care Arrangements (TCAs): Eligibility is based on historical billings at your practice. This will exclude patients who have had item 723 billed in the past 12 months and those who have had item 732 (GPMP/TCA review) in the past 3 months.
      • Item 732 Review of a GP Management Plan or Coordination of a Review of Team Care Arrangements: Eligible patients who have had an item 721 (GPMP) or 723 (TCA) billed at your practice in the past 12 months and based on historical billings may be eligible for an item 732 (GPMP/TCA review). This excludes patients who have had an item 732 in the past 3 months or those who have had an item 721 or 723 in the past 3 months. 

      2. Health Assessments

      There are four time-based MBS health assessment items: 701 (brief), 703 (standard), 705 (long) and 707 (prolonged). The following categories of health assessments may be undertaken by a medical practitioner (other than a specialist or consultant physician) under these items:

      • 75 + Health Assessment: This metric shows the number of 75+ patients who have not had a 75+ Health Assessment billed at your practice in the last 12 months. Over 75 health assessments can be performed every 12 months, so make it an annual re-occurring appointment for your patients. It can be a great idea to coincide the health assessment appointment with the patient's birthday as an easy reminder! 

      Medical practitioners providing a health assessment for Aboriginal and Torres Strait Islander people should use MBS Item 715. This MBS health assessment item has no designated time or complexity requirements.

      • Item 715: This metric shows the number of Aboriginal or Torres Strait Islander (ATSI) patients who have not had an ATSI Health Assessment (item 715) in the last 9 months.

      Heart health assessment item 699:

      • Item 669 Heart health assessment provided by general practitioners and medical practitioners: This metric shows the number of patients eligible for item 699 who have not had any Health Assessments in the past 12 months.  

      Nurse Items

      • Item 10997 Provision of monitoring and support for a person with a chronic disease by a practice nurse or Aboriginal and Torres Strait Islander health practitioner: Eligibility is based on the patient's billing history at the practice and has had items 721, 723 or 732 billed in the past 12 months. This excludes patients who have had 5 or more 10997s this calendar year
      • Item 10987 Follow-up service provided by a practice nurse or Aboriginal and Torres Strait Islander health practitioner, on behalf of a Medical Practitioner, for an Indigenous person who has received a health assessment: This metric shows the number of patients who have had an item 715 billed in the past 12 months and have not had 10 x item 10987s this calendar year

      3. Mental health care treatment plans and reviews (MHTP and reviews)

      • Mental Health Care Treatment Plan: Eligibility is based on historical billings at the practice, having had previous MHTP item billings. This excludes patients who have had an MHTP item billed in the past 12 months and those who have had a review of an MHTP item billed in the past 3 months. 
      • Review of Mental Health Treatment Plan: Eligibility is based on historical billings at the practice, having had previous MHTP item billings. This excludes patients who have had an MHTP in the past 4 weeks and those who have had a review of an MHTP in the past 3 months.

      NOTE! As with other patient lists in Cubiko, ultimately, it is the Practitioner's decision whether a patient is eligible for a particular type of service. 

      Back to top

      Key components and filters:

      Possible patients

      See the number of patients who may be eligible for the service/item number:

      Possible item billings

      See the value of billings that could be made from the patients who may be eligible for the item number:

      Date

      Use this filter to filter lists via all patients, patients with upcoming appointments or No appointment booked! 

      Select Practitioner

      If you are looking at patients with an upcoming appointment you can select the practitioner to filer via the "Next appt with" section OR if you are looking at patients with No upcoming appointment you can filter via "Usual Doctor" if actively selected in your Practice Management software or Last seen doctor:

      Toggles

      If you have large lists of potentially eligible patients, use the Patients with 3+ appts in 2 years to focus on your active patient database. 

       

      Back to top

       

      Using the metrics and data in your practice

      1. Identify the service opportunities items you would like to extract patient lists for

      This cabinet is broken down into categories. 

      2. Once you have selected the item, click through to filter your patient list

      By clicking into an item heading, you will find detailed information on potential patients for each service and a full list of patients:

      Use your filters to identify patients with upcoming appointments over a period of time OR "No appointment booked"

      You can then filter the list down via Practitioner:

      Change the billing frequency and use the toggles to filter the list to look at:

      Active patients with 3+ appointments in 2 years and choose to Include or remove RACF patients, patients under 18 years old. 

      3. Export your list to discuss with the relevant Practitioner

      Once you have applied the relevant filters click the small download arrow on the top right-hand side of the patient list. This will export your filtered list into a CSV format. You can then select your download on your computer and print this list for review with the Practitioner. 

      4. Contact the patients to schedule an appointment 

      Be sure to use our forecasting tool below to ensure you have the capacity to book these patients for these services. You may choose to contact patients via:

      • Bulk SMS - Our patient lists in Cubiko provide the INTERNAL ID, which can be used by third-party software applications that integrate with Best Practice, to enable sending of SMS to these patients (such as Automed and HotDoc).  For more information on how to download a .CSV file from Cubiko,  click here.
      • Letter
      • Phone call 

      Incorporate this as a daily task into your team workflows 

      Additional resources:

      • More information about 715 health assessments can be found on the Department of Health and Aged Care website here.
      • The Heart Foundation has created a Toolkit for General Practice to help integrate Heart Health Checks (item 699) into routine patient care.  You can access this Toolkit here. 

      Back to top