Benefits of PRO for Reception Team
Quickly see what appointments a patient needs, along with key background details if they ask for more information.
Automatically copy the clinician’s required actions into the recall appointment to prevent missed tests and unnecessary call-backs, reducing footfall in the Practice.
Appointments are automatically optimised to free up capacity and ease pressure on staff.
Patients are more involved and informed, making booking smoother and improving attendance.
Context
A patient will have been invited to book required appointments to cover their recall requirements. They'll contact the practice to make that booking.
A standard SMS Template (unless customised by the Practice) will read something like;
"Dear Mr Jones, please call your GP on 01234 567890 to book a RECALL appointment relating to DEC 26"
What to do with Practice Toolkit - Reception Training
Have Practice Toolkit open in a browser and leave it in the background - sign-in at the start of the shift and it'll stay accessible throughout the day.
If you're able, add it to your default tab list, or to load automatically on start-up.
When you answer the phone to the patient, find them in EMIS as normal.
Identify their EMIS number, and while you're copying the number for Practice Toolkit, clarify the message they received to identify the relevant month they've been invited for.
In Practice Toolkit
click on the 'Patient Recall Optimiser' in the right side menu
Navigate to the relevant month at the top of the page by clicking forward or backward (it'll default load to the current month)
Paste their EMIS number in the Search to identify the patient
Click the 'Booking' action to see which staff groups need an appointment.
Determine from the tests an appropriate duration and book in EMIS.
COPY the appointment notes into the appointment 'Reason' in EMIS.
Change Status to 'Booked'
Repeat per staff group needing an appointment
Confirm times/dates with patient and close.
PS - we're optimising this process soon to make it even simpler and quicker. Watch this space!