Task Status Explained: When Do They Change?

Quick guide:

🟢 Green = Complete

🟠 Amber = Opportunistic (a good time to do it!)

🔴 Red = Overdue (needs attention!)

When do tasks change status?

🌍 QOF & Financial Year Rules

Start of the financial year (1st April): Tasks turn Amber – time to start thinking about them!
Annual tasks: If not done within a year, they turn Red – overdue alert! 🚨

💡Use the Days Overdue filter to limit invitations. (Example: Set -28 to Max if you only want to invite patients whose task will become due in the next 28 days.)

🩺 Other Rules (CQC, Meds Monitoring)

Yearly checks: Amber after 6 months.
Every 6 months: Amber after 3 months.
Every 3 months: Amber after 2 months.

📋 Registers

Example: Frailty Register, Housebound, Palliative Care
Always green ✅

💊 Medication Reviews & Some Recommended Tasks

These are opportunistic only – they never turn red.

Includes:

- Medication reviews
- Some blood tests (e.g., Theophylline, Nitrofurantoin LFTs)

🌡️ Flu & COVID

Flu: Opportunistic for 3 months, then overdue for 3 months (until season ends)
COVID: Opportunistic for 1 month, then overdue until season ends.

👶 Childhood Immunisations

These turn red as soon as they’re due – no waiting around!

💉 Vaccinations

HPV, Pneumococcal, Shingles, RSV: Turn Red as soon as the patient is eligible.