April 2024 - Appt Booking/Monitoring Invites/Visits

April 2024 Updates

Appointment Booking Guidance 

We’ve realised there’s a 30-character limit to the names of free slot searches. As a result, we’ve had to re-label some of the free slot searches, e.g. from “Diabetes Stage 2 / Respiratory: Asthma AND COPD” to “Diabetes Stage 2 / Asthma+COPD”. Apologies for any inconvenience caused. You can find the list of relevant free slot searches in the folder Welby Innovate Recall / Annual Review Free Slot Searches and look at the reports you have patients in.

Monitoring Invites 

A few of you have fed back about the large numbers of patients appearing in these reports. We believe you’d find a good reason for each patient being in there but appreciate it can be overwhelming and it may be not possible to invite all those patients. The numbers will come down as you start to use the system but there are a couple of other things we’ve done to help. We’ve added this report at the top of each section: 

This shows patients who have appointments booked with you in the next 8w but where the system hasn’t been able to identify whether they’re for monitoring appointments. If you break down the report on appointments and rota type, it may be obvious that some patients are booked for monitoring appointments, e.g., because they are booked in with a phlebotomist. If you bulk code those patients with the code in the report name, it will exclude them from invites until those appointments are completed. If you do this, you’ll need to re-run the invite reports the following day for patients to be removed. 

Sections 3 and 4 of the monitoring invites folder give a narrower section of patients with priorities we’ve set – section 3 is shared care only and section 4 is PSA monitoring, one-off requests and diabetic diagnoses. However, you may have a different set of priorities. We’ve created a new section where you can set the priorities. If you would like to use this feature, either let us know what monitoring priorities you’d like in there or arrange a meeting with us.

Visits 

• Without getting into the technical details, we’ve made some updates that make these reports more accurate and not thrown out by codes added elsewhere. 

• If you have patients appearing in this report “2b) Coded as in Care Home but not in Care Home Postcodes (add code 13KD. to remove from the report)” who are living in a care home, please let us know the postcodes of any care homes that appear. The reports to identify these are based on a national database but some care homes appear to be missing from that list.