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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

 

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