Welby Innovate Planner

We have made an invitation planner to use to assist in sending out annual review and monitoring invites. This spreadsheet is set up to amend itself based on the options you choose for how you want to work in the top section shown below. 

Each section, where applicable has a link to our support article related to that option. Once you have chosen how you work in practice, the below section will amend to reflect your options.

Please note there must be at least one day between invites to ensure that patients do not get multiple invites on the same day. For example, a patient due their medication monitoring may also be coming up to their annual review, therefore the system will invite them for the annual review to cover everything. If both monitoring and annual review invites were sent on the same day, the patient would get both a monitoring and annual review invitation. 

Essentially, this means a practice that is using all 4 invite sections (AR questionnaires, AR invites, Monitoring questionnaires and Monitoring invites) will send invitations out across 4 different days in the week. In the example above, we have chosen to send them out between Monday and Thursday, therefore Friday is showing as no invites to send each week. 

The current day will show in yellow, and state which type of invitation you need to send that day, where to find the reports and which sections to use. 

In the example above, the practice will be sending monitoring questionnaires using the reports in sections 1 & 2. 

For further information on how to action the recall invite reports, we have an article and video on this - How do I invite patients for annual reviews and monitoring? : Welby Innovate 

Download the planner below