We'd recommend using our free guided Pilot sessions to help get everything set up to suit you.
If you'd prefer to do it yourself follow the steps below
Sign Up, Explore -> Pilot
When you first Sign Up you'll associate with your Practice and be granted a temporary 'Explorer' Licence. If you're the first staff member we'll need to authorise you to access that Practice - from then on you can manage any other staff. This starts the 'Pilot' Licence and gives full access to the system.
If you'd like to speed this up, please reach out to the Support Team using the Help Widget in the bottom right of the screen.
To make maximum use of the free 45 day pilot, get ahead of the game and adapt the recall list before you even start (see below).
One Off Set Up
1) Recall List & Logic (20-45 mins) ASAP
Make PRO work the way you want, for the relevant patients.
The Recall logic determines the eligible patient population for the recall, and what appointments are needed, which staff, tests and at what recurring frequency (e.g. Phlebotomist, LFTs, every 12 months)
Print for easy adjustments from relevant clinicians - scan, email and we'll even make any changes requested for you.
2) Optimisations (5 mins) (1st Pilot Session)
Select 'Patient Birthday' or 'Last Medication Review' as the anchor month
Select 'tolerance windows' for completing appointments based on recent tests, e.g. is something needed 12 monthly but done 6 weeks ago appropriate to use?
3) Sync/Upload Clinical Data (5-10 mins) (1st Pilot Session)
Set Up Automatic Sync (England only)
Or, Import custom search into Clinical System, then export/upload
4) EMIS Data Accuracy/Audit (40-90mins) *Optional, impacts 2-3% of patients (Between Pilot Sessions)
Audit any 'Problem' coding
Patients missing NHS Numbers
Patients with long durations between planned appointments
Now that all the Set Up is completed,
you're ready to use PRO and invite patients.
We recommend using our free guided Pilot: Patient Invitation session
to identify the most efficient/effective approach for your Practice context.
PRO - Deciding your Workflows
Identify some core decisions on how you want to engage with Practice Toolkit, and which staff you want to involve.
PRO - Workflow Decisions (30 mins) (2nd Pilot Session)
Day-to-Day Usage & Guides
Day-to-Day Guide for Recall Admins (2nd Pilot Session)
Start here! Get to an empty patient list each month in 3 repeatable steps...
Automatically or manually complete partially done appointments
Link future appointments where possible
(re)invite anyone left
Identifying patient appointment needs & copying relevant information into EMIS
KPIs, Reporting, Patient Registers etc.
Useful Links
Invite / Manage Staff
Next->
(ASAP) Set Up 1: Recall Logic
(1st Pilot Session) Set Up 2: Optimisations
(1st Pilot Session) Set Up 3: Sync/Upload Clinical Data
(Between Pilot Sessions - optional) Set Up 4: EMIS Data Accuracy
(2nd Pilot Session) PRO - Deciding your workflows
(2nd Pilot Session) Day-to-Day Guide for Recall Admins
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