Top Tips for New Reviewers
These were collected from experienced reviewers on their
training day this year.
Pre-visit
- Check practice number and phone number prior to visit
- Know where you are going
- Agree timetable well in advance, make sure it is suitable for
the visit
- Consider distance when organising visits
- Confirm number of people attending and the team member's
names
- Find out about room availability
- Read the evidence-preparation, this is essential
- Know the manual
- Ensure that each reviewer has all the evidence
- Indicate to the practice that pre-work has been done
- Ensure that the purpose of the visit is made clear to the
practice, it is supportive not Payment Verification
- Print a blank report before visit
- Ensure all reviewers are aware of thie roles
- Be alert to existing practice problems
- Advance contact with the practice is essential
Visit
- Appearance - smart and professional
- Be punctual and polite
- Be friendly, flexible and approachable - remember you are a
visitor
- Introductions are important - put staff at ease by introducing
yourself to all
- Explain the process for the day
- Be aware of individual knowledge base
- Be open minded and honest but sensitive to circumstances
- Appreciate apprehension
- Listen carefully
- Timekeeping essential both in punctuality and sticking to the
timetable
- Always have a team approach
- Don't be afraid to ask stupid questions
- Make sure there is a receptionist available for notes
review
- Make notes during interviews (with permission) and keep until
after the report is finalised
- Remember to identify areas of good practice
- If afternoon visit and practice closes for lunch make sure you
can get in!
- Accurate feedback/report should hold no surprises
- Thank practice for effort and hospitality
Post visit
- If uncertain of the outcome of the visit contact the PCO
- Explain post visit communication
- All reviewers should input to report and write up as soon as
possible