Innovative Healthcare Solutions, Delivered
Innovative Healthcare Solutions, Delivered

Templates and Protocols

With Clinical Commissioning Groups keen to encourage Primary Care clinicians to prescribe according to national and local guidelines, it is more important than ever to make the best use of the GP Clinical Systems. Many of them incorporate fairly sophisticated tools that can be set up to encourage best practice.

All of the GP Practice systems have a standard method of data entry. This could be a Template (in EMIS and SystmOne), a Guideline (in Vision) or a Sophie (in Synergy). Templates allow practices to hide the various Read codes/CTV3 codes behind a user-friendly data entry screen which encourages consistent data entry. Clinical Commissioning Groups can define which Read codes/CTV3 codes should be used across their region, which is of great benefit when running regional audits.


Example of a template on EMIS LV

Example of a template on EMIS LV


With some of the EMIS systems, you are also able to link Protocols into the Template. The Protocols work by checking for specific data in the patient record whilst the clinician is entering data and then offering various options (such as displaying an information sheet or opening a template).

Protocols can be as complicated or as simple as required. The easiest way of demonstrating a simple Protocol is to link a prescribing guideline to a specific blood test result. In the example below a Protocol has been created to show an information screen if the current patient has a latest HbA1c reading greater than 7.5% (i.e. not to the lowest QOF target)


Step 1 – Data entry using Diabetes Template

Step 1 – Data entry using Diabetes Template


Step 2 – Protocol checks in the background to see if the patient's last HbA1c reading is to target. If not, the following message appears (this is free text and can contain as much detail as required). If the criteria are not met, nothing happens and the clinician carries on completing the Template.

Step 2 – Protocol checks in the background to see if the patient’s last HbA1c reading is to target


For larger projects, it is possible to develop Templates and Protocols to ensure that all aspects of a Care Pathway are considered when reviewing patients.

Oberoi have worked with a number of CCGs devising Templates and Protocols in the implementation of guidelines and pathways. Working in liaison with the clinical and prescribing leads has ensured the Protocols are up to date, appropriate and fit for purpose. This has supported GPs when reviewing patients and prescribing.

Oberoi Consulting are able to offer this service to Clinical Commissioning Groups depending on the mix of clinical systems that are used within their locality.

Templates for data entry are available on all systems, but the Protocols are only available on EMIS LV and PCS systems.

For those systems with no Protocol element, information can be added to the template/guideline to guide the clinician towards the correct care pathway.


If you would like to speak to one of our advisors, please feel free to contact us.