<html><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space; "><br><div>FAO: PHPWM Group</div><div><br></div><div>I have a requirement for a php programmer for a reasonably sized project for a client.</div><div><br></div><div><div>I am the Director of a Marketing Communications Agency based in Bath - I was put in touch with Bronwen Reid by a mutual contact, who suggested I circulate the outline of the project to the members of your group, so that anyone with the right interest, skills and availability can get in touch to discuss further. </div></div><div><br></div><div><div>This outline should provide enough information to give an idea of the nature of the requirement. Exact details can be spec'd out after further discussion.</div><div><br></div><div>I can be reached on this email address, or via the contact details below.</div><div><br></div><div>I look forward to hearing from you.</div><div><br></div><div>Best regards</div><div>Philip</div></div><div><br></div><div><br></div><div><div><br></div><div><span class="Apple-style-span" style="font-size: 12px; "><div><font face="Calibri, Verdana, Helvetica, Arial"><span style="font-size: 11pt; ">Philip Kelley / Director / Polarise Ltd / 7-9 North Parade Buildings / Bath / BA1 1NS<br>T: +44(0)1225 430912 M: +44(0)7789 866889 W: polarisedirect.com <br></span><font size="1"><span style="font-size: 9pt; ">Polarise Limited Registered in England & Wales Number 3461541 Registered Office 37 Great Pulteney Street Bath BA2 4DA<br></span></font></font></div><div><font class="Apple-style-span" face="Calibri, Verdana, Helvetica, Arial"><br></font></div></span></div><div><br></div><br class="Apple-interchange-newline"></div><div><br></div><div><br></div><div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Independent Health Group: 'Online Management Tool'</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Brief/Outline Specification</span></font></b></strong></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Background</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Independent Health Group (IHG) are a company that currently provides four surgical services: Carpal Tunnel Surgery, Hernia Surgery, Vasectomy and Podiatric Surgery under contract to four Primary Care Trusts: Swindon PCT, Wiltshire PCT, Gloucestershire PCT and South Gloucestershire PCT.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Patients are referred to IHG by their GP. The service is paid for by the NHS: the four <span class="SpellE">PCTs</span> all have tariffs agreed for each service with IHG.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Patients can be seen for initial consultation at one of five clinics: Tetbury, Westbury, Chippenham, Amesbury and </span></font><st1:place><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Swindon</span></font></st1:place><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">. Operations are then carried out in Tetbury or Westbury.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">There are approximately 220 GP Practices within the four <span class="SpellE">PCTs</span> who could refer patients.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Requirement</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The administration of IHG's business currently requires a lot of repeat data entry across various files and spreadsheets. The company requires one integrated system through which to manage Patients' clinical records; the billing and reporting of the accounts, and the company's Marketing communication needs with <span class="SpellE">PCTs</span>, GPs and potentially Patients.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">A number of off-the-shelf software products have been considered, but each have their limitations, so it has been decided that a bespoke online solution could be tailored to IHG's exact needs, which would offer real-time multiple-access synchronisation of the company's business data, and maximum flexibility for future development.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">There are a number of distinct areas to cover:</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">1. Login Access</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Each surgical service has clinical staff <span class="GramE">who</span> will need to access patient details, but should not necessarily be able to access the company's financial and business management data.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Conversely, each individual requiring access to the financial and business management data should not necessarily have access to sensitive patient data.<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><o:p> </o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font color="blue" size="3" face="Times New Roman"><span style="color: blue; font-size: 12pt; ">Administrative staff should be able to add admin notes but not clinical notes<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">2. Security</span></font></b></strong><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><span class="Apple-style-span" style="font-family: Arial; font-size: 13px; ">IHG would like some reassuring evidence of the chosen partner's credentials in developing such a system, and their ability to deliver, as well as IHG's proprietary ownership of the system once developed.</span></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">3. Master Data</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Certain categories of 'static' data will need to be added as the main categories to be interrogated, when entering the 'live' ongoing record of patient treatments (booking the appointments and recording the outcomes), i.e.:</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Patients</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- GPs<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Practices<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- <span class="SpellE">PCTs</span><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Services</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Sessions</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Practitioners</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Place (<span class="SpellE">i.e</span> which Clinic, plus 'telephone')</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Type (i.e. Initial Appointment / Follow <span class="GramE">Up</span> Appointment / Operation)</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Codes (certain official medical terms related to each service, so that incidences of specific conditions can be searched for)</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">- Users (i.e. who has what level of access to the system)</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Each of these will have a number of pre-set fields to <span class="GramE">enter,</span> including contact details etc (allow approx 10 fields for each). Each Practice's details should include a field for 'Nearest IHG operative centre', and 'Distance to the nearest IHG operative centre', for interrogation for the purposes of Marketing. <font color="blue"><span style="color: blue; ">Apart from codes where we could use an exhaustive list</span></font></span></font><font color="blue"><span style="color: blue; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">All bar 'Patients' will require editing relatively infrequently, but new patients will be added to the system much more regularly.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><span class="SpellE"><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">PCTs</span></font></span><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">/Practices/GPs/Patients will be linked / <span class="SpellE">heirachically</span> implied by each other. (<span class="SpellE"><span class="GramE">i.e</span></span> each Practice will only be in one PCT area; and each GP will only be in one Practice etc) <font color="blue"><span style="color: blue; ">Locum GP’s could work at a number of practices</span></font></span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The Administrator will need to be able to edit all of these.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">4. Clinical Record</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The pathway from initial patient referral through to the is</span></font><st1:personname><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">sue</span></font></st1:personname><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> of a post-operative questionnaire (three months after any operation) needs to be captured, with each subsequent contact with the patient logged and date-stamped, to create a record searchable for both clinical and audit purposes.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Administrative Note/Clinical Note</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">There should be a distinction made between an 'Administrative' note; and a 'Clinical note'. These should be combined into one record that can be visually scanned under each patient's record (using different colours for at-a-glance ease of recognition), but which can be 'filtered' to only show the Clinical notes, if required by the Practitioner.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Assets</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The patient record will also need to be able to have a number of 'assets' added to it - <span class="SpellE">eg</span> the scan of a patient letter (containing the Doctor's signature), the .mp3 of a Doctor's dictation of that letter (for audit purposes), and potentially the patient's completed post-operative questionnaire (although these may need to be manually keyed in, potentially to flow through to the aggregated data on the public website). Typically there will be four or five such assets added to any patient record. <font color="blue"><span style="color: blue; ">Occasionally up to 20.</span></font></span></font><font color="blue"><span style="color: blue; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Sessions</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">To book patient appointments, the administrator will first need to create a diary 'session' into which appointments can be slotted. For each service, these would be a set-length (<span class="SpellE">eg</span> four hours), containing set appointment lengths (<span class="SpellE">eg</span> half an hour each), with a set Practitioner, at a specified location. <font color="blue"><span style="color: blue; ">Need to be able to configure a session how wish in minimum intervals of 5 minutes.</span></font></span></font><font color="blue"><span style="color: blue; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Once a 'session' has been created, the administrator can then book an appointment within it.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Practitioners will also need to manually add 'telephone' consultations, which won't necessarily be pre-booked by the administrator as an appointment in a 'session'.<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Date-stamping</span></font></u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The record of how long it takes from the patient making initial contact with IHG to the consultation taking place, through to any operation happening needs to be captured for audit purposes (an NHS monitor known as Referral To Treatment - RTT) - but if the patient interrupts the process by failing to attend appointments, this needs to 'stop the clock', hence why 'date-stamping' is important and needs to be captured. The server will therefore need to be set to GMT (BST). <font color="blue"><span style="color: blue; ">If we can monitor each patients `clock` with a possible series of starts/ pauses/ re starts/ pauses / stop with print out/ screen for this that would be great-a must in fact.</span></font></span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Details to be captured at each appointment</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">After each appointment, the Practitioner then needs to record the outcome, under the following headings/fields:</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">1. Diagnosis</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">2. History</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">3. Examination</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">4. Investigations</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">5. Treatment Plan</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">6. Prescriptions</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">7. Procedures</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The record should then ignore any field left blank (where these aren't relevant to the appointment).</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">"Codes"</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">In addition, the system needs to differentiate between insignificant or speculative 'free text' entered in these fields, and the specific official record of a certain medical diagnosis or condition, according to a database of recognised 'codes'. In EMIS (another off-the-shelf piece of software), Practitioners use F4 to make a 'coded' record of certain terms, which can then be searched (it sounds like it does the equivalent of adding html tags to a term, but referencing a separate database).</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">LA/GA</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">If the appointment is an 'Initial Appointment', the next step needs to be specified. If an 'Operation' is specified as the next appointment, then 'Local Anaesthetic' or 'General Anaesthetic' will need to be specified (LA or GA).<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Practitioner confirming the details</span></font></u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Each appointment should contain the following information:<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Date / Time / Patient / Practitioner / Location / Type<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Where applicable, these should each read off the separately specified database (i.e. Patients, Practitioners, Location, <span class="GramE">Type</span>)<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Before submitting the completed 'form' to be added to the patient's record, the Practitioner should be required to confirm certain details.<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">All of these can be pre-populated, <font color="blue"><span style="color: blue; ">with a default date/ time/ location/ type for that log in (practitioner will be recorded when log in)</span></font>, but the Practitioner should have to confirm these.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Recording <span class="SpellE">DNAs</span></span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">If the consultation doesn't go ahead, it needs to be recorded, with the reason (i.e. Patient cancelled or IHG cancelled or <font color="blue"><span style="color: blue; ">DNA – no reason given</span></font>)</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Appointments View</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">When logging into the system, the Practitioner should be able to access a Calendar view for any given Session. <font color="blue"><span style="color: blue; "> When first going in I suggest everyone sees either whole day or week for all, which could then go to just show individual practitioners and they could look at day, week or that session. </span></font></span></font><st1:personname><font color="blue" size="2" face="Arial"><span style="font-family: Arial; color: blue; font-size: 10pt; ">John Budd</span></font></st1:personname><font color="blue" size="2" face="Arial"><span style="font-family: Arial; color: blue; font-size: 10pt; "> for instance may do three different types of sessions.</span></font><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><span> </span>It should be possible to view a whole week, or just one day's Session.</span></font></div><p class="MsoNormal" style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "></span></font> </p><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">This Session view should also be able to be printed out to go on the wall at Operative sessions, which should offer a list/report containing:</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Date<span class="GramE"> I</span> Patient ID I Name I Operation Description I LA/GA</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "><o:p> </o:p></span></font><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Patient Letters</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The system should have the facility to generate standard Patient Letters according to pre-set templates, following each consultation.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The Administrator will need to draft these in a 'form', and the Practitioner will then need to review these and either edit the wording, or confirm approval for it to be printed off and sent to the Patient and their GP.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Insurance Company printouts</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Should IHG move into Private Practice, there may be a requirement to produce printouts for Insurance Companies for <span class="GramE">claims.</span>This is a future rather than current requirement. <font color="blue"><span style="color: blue; ">Indeed, we do however need to occasionally print a complete patient record i.e. all consultations, all attachments etc. This is a separate is</span></font></span></font><st1:personname><font color="blue" size="2" face="Arial"><span style="font-family: Arial; color: blue; font-size: 10pt; ">sue</span></font></st1:personname><font color="blue" size="2" face="Arial"><span style="font-family: Arial; color: blue; font-size: 10pt; "> to needing to bill for private patients <span class="GramE">which</span> may go to the insurers or an individual patient.</span></font><font color="blue"><span style="color: blue; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Exporting Data</span></font></u><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">As the business grows, it may prove worthwhile to export the data for migration into an alternative system. Should that prove necessary, it should remain possible to export all the relevant data in as simple a way as possible, <span class="SpellE">eg</span> by <span class="SpellE">csv</span>.</span></font><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><strong><b><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">5. Business Record</span></font></b></strong><o:p></o:p></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="3" face="Times New Roman"><span style="font-size: 12pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Accounts</span></font></u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The details from the Clinical Record information entered above should flow through into the financial management side of the business, by generating invoices to a predetermined template, in line with the <span class="SpellE">PCTs</span>' specified tariffs, and according to the format specified/requested by each PCT. These should then be able to be printed and posted to the PCT, or potentially submitted by email. At the end of the month, this invoice/report should be automatically generated.<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">In order to fulfil the system's potential as a complete management tool, the costs for each service will also need to be entered, so that reports can be run on the financial performance of the business as a whole, or specific aspects of the business - <span class="SpellE">eg</span> any given service / Practitioner / PCT / Practice etc over any given period of time. </span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "></span></font><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">It should be possible to reconcile these P&L figures with IHG's bank balance to create cash flow statements.<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">The specific reports required to be generated will be provided by IHG's Accountants.</span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">Marketing</span></font></u><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "><o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">It should also be possible to generate reports of the <em><i><font face="Arial"><span style="font-family: Arial; ">number of referrals</span></font></i></em> for each service from any given Practice <font color="blue"><span style="color: blue; ">and individual GP</span></font>, over any given period of time, to inform the Marketing communication process: both to identify the Practices that may need offline attention, and to automate feedback to GPs about the cases that they refer - especially after the post-operative questionnaire is received and logged, three months after the operation.<o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; "> <o:p></o:p></span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font size="2" face="Arial"><span style="font-family: Arial; font-size: 10pt; ">If the patient provides an email address, the post-operative questionnaire could even be sent to them by email as a form for completion online (like Google Forms), to save re-keying by the Administrator.</span></font></div><div style="margin-top: 0cm; margin-right: 0cm; margin-bottom: 0.0001pt; margin-left: 0cm; font-size: 12pt; font-family: 'Times New Roman'; "><font class="Apple-style-span" face="Arial" size="3"><span class="Apple-style-span" style="font-size: 13px; "><br></span></font></div></div><div><br></div><div><br class="webkit-block-placeholder"></div><div><br class="webkit-block-placeholder"></div><div> <span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-size: medium; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-border-horizontal-spacing: 0px; -webkit-border-vertical-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; "><div><br class="Apple-interchange-newline"><br></div><div><span class="Apple-style-span" style="font-size: 12px; "><div><font face="Calibri, Verdana, Helvetica, Arial"><span style="font-size: 11pt; ">Philip Kelley / Director / Polarise Ltd / 7-9 North Parade Buildings / Bath / BA1 1NS<br>T: +44(0)1225 430912 M: +44(0)7789 866889 W: polarisedirect.com <br></span><font size="1"><span style="font-size: 9pt; ">Polarise Limited Registered in England & Wales Number 3461541 Registered Office 37 Great Pulteney Street Bath BA2 4DA<br></span></font></font></div><div><font class="Apple-style-span" face="Calibri, Verdana, Helvetica, Arial"><br></font></div></span></div><div><br></div></span><br class="Apple-interchange-newline"> </div><br></body></html>