Recall Module Training - Admin

Modified on Tue, 23 Sep at 11:12 AM

This is a suggested training programme for admin staff who are involved in running reports, inviting patients and processing completed questionnaires.

Finding Your Way Around the System
Inviting Patients Overview
Sending patient questionnaires
Sending Patient Invites
Booking Annual Review Appointments
Booking Follow Up Appointments
Following Prompts

Recall Overview for All Staff

This video is a 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.

Inviting Patients Overview

This video This video explains the invite process in the recall system. It covers navigating to the relevant reports and folders, managing annual review and monitoring invites, and understanding invite timings based on birth months. The system ensures proper intervals between reviews and integrates monitoring needs.

Sending patient questionnaires

This Video is a general overview on sending questionnaires

Sending Patient Invites

This video This video explains sending invites within System One. There are three main methods: using Communications Annex for digital invites, printing letters for those without digital access, and sending appointment links to reduce calls. Each method involves specific steps for selecting reports, adding codes, and using preferred contact methods.

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

This Video This is a look at arranging follow-up, and will be useful for staff who are booking patients in for appointments.

Following Prompts

This Video will give you an overall idea of how our pop-up prompts work and how to use them

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 - Receptionists / Call Handlers / Care Navigators

Recall Module Training - Nurses / HCAs

Recall Module Training - Clinicians