(Automated Completion will be released for use by mid Mar 26)
Summary:
For those times when not all of an appointment's required Tests or Reviews get completed - where the clinician for whatever reason hasn't coded it.
Sometimes it's missed something not relevant enough to need to call the patient back in for another appointment, sometimes it will be.
Highlighting the appointments in this context allow them to be easily reviewed to either mark as 'Complete' despite not have all tests coded, OR marking as 'Not Booked' and needing an appointment invite.
Details:
Appointments states could be:
Not Booked
Booked
Partially Completed
Completed
Whether a Test & Review is viewed as 'Complete' or not can be understood from the Automatically 'Complete' Appointments article
Identifying Appointments which are 'Partially Completed'
As the recommended 2nd Step in the Day-to-day Guide for Admins article;
In the PRO/Monthly Overview page, the 'Appointments Required' column will have counts (see below) showing the number of tests completed vs number required.
Simply click on the column title 'Appointments Required' to sort the column based on the partially coded date.
This will sort by the most recently coded tests within the appointments (as the most fresh in a clinician's mind to resolve is required.
You can also filter by the 'Appointment Status' if you prefer
Start at the top appointment and click on the appointment to review
Triaging Appointments
1) 'Mismatched' requirements/templates
If a test is being consistently missed, it may mean:
it's not in the Clinical System templates for that recall type - or the requirements for the appointment aren't being copied into the appointment notes from the booking modal.
or, it's not needed and can be removed from the Practice Toolkit Recall logic - Guides on editing Recalls
SOLUTION:
Edit the Clinical System template OR Practice Toolkit's Recall Settings (to avoid re-occurrence in future) and
Decide how to resolve the current patient:
communicate,
re-invite or
ignore and mark the appointment as 'Complete'
2) Clinician mis-coded
It could be a clinician:
was unaware of the Clinical System templates, or not using them properly
or, on that occasion the clinician mis-coded or missed that particular test
SOLUTION:
Discuss or create a task for the clinician to review the missing test(s) coding.
Decide how to resolve the current patient:
communicate,
re-invite or
ignore and mark the appointment as 'Complete'
3) Clinician missed recall requirements
Where a patient is in multiple recalls for that clinician that month, and all tests for one are complete but none for the other, it's likely the clinician didn't realise there were multiple recalls to undertake.
This is generally avoided by copying the 'Reason' and 'Appointment Notes' into the appointment at the point of creation, or when marking as booked.
SOLUTION:
Mark the appointment as 'Not Booked'
Re-invite patient to undertake the missed recall appointment.
4) Patient engagement (but not requiring another appointment)
Where the missed tests are judged:
Relevant enough to get an answer from the patient (could be linked to enhanced services funding, or just generally patient safety)
but not relevant enough to need to re-invite the patient for another appointment
SOLUTION:
Communicate with patient to answer the missing information - e.g. call to ask about smoking status or whatever was missed.
Leave as Partially Completed until response from patient/re-triage in future
5) Patient needs another Appointment
Where the missed tests are judged:
Relevant or necessary to re-invite to be seen by a clinician.
SOLUTION:
Mark the appointment as 'Not Booked'
Re-invite patient to undertake the missed recall appointment.