Recall Module Training - Nurses / HCAs

This is a suggested training programme for Nurses and HCAs who are seeing patients using the recall module.

• Recall Overview for All Staff
• Quickstart Introduction
• Introduction of The Recall Template
• Finding Your Way Around the System
• Overview of Bloods Due Now
• Future Dated Bloods
• Other Tests

Recall Overview for All Staff

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

Quickstart Introduction

This Video is a very quick intro with just the essentials for Nurses and HCAs who want to get up and running with our recall system. This covers using the Recall Overview and taking bloods.

Introduction of The Recall Template

This video is very useful to all Nurse and HCAs who will be using this during consultations for annual review, observations and reviews, and this video is a more in-depth on data entry.

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.  

Overview of The Recording of Bloods Taken

This video is a helpful guide on how to use the recall template for recording when blood samples are taken, also easier ways to record details such as which arms they are taken from and reasons blood tests are being taken, which will be helpful to Phlebotomists, HCAs and Nurses.

Overview of Bloods Due Now

This Video A brief introduction to the Request One-Off Tests template, including using it to order bloods that you want now.  This will be useful for Nurses, ANP and NA's.

Future Dated Bloods

This Video This focuses on ordering future dated bloods, and will be useful for GPs and other clinicians, and also staff processing hospital correspondence 

Other Tests

This Video This looks at ordering other tests, including obs, samples and investigations.  It will be particularly useful for GPs and other clinicians. 

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