Recall Module Training - Receptionists / Call Handlers / Care Navigators

This is a suggested training programme for frontline staff who are speaking to patients every day ...

Recall Quickstart for Reception / Call Handlers / Care Navigators

Recall Overview for All Staff

Finding Your Way Around the System

Booking Annual Review Appointments

Recall Quickstart for Receptionists / Call Handlers / Care Navigators

This video covers just the essentials, and is a good place to start if you want to get up and running quickly.

Recall Overview for All Staff

This video is a more general overview of how the Welby Innovate recall system works.

Finding Your Way Around the System

When you retrieve a patient record, you will see some new Welby Innovate icons on the patient demographic box.  This article explains what they all mean and how to use them and you can try them out on test patients to see how they work.  There is more detail about the coloured Annual Review Stage icons in this article.

Booking Annual Review Appointments

This video is an introduction to booking appointments for patients who have been invited for their annual review.  The prompts you will see on screen are now much more detailed than in the video, and should give you all the information you need to talk to the patient about their appointment, and to book them into the correct appointment type.

Booking Follow Up Appointments

In this video we look at arranging follow-up appointments for patients.

Once you are familiar with these processes for your role, you may want to look at how the system works for other staff in the practice ...

Recall Module Training - Admin

Recall Module Training - Nurses / HCAs

Recall Module Training - Clinicians