Guide to reception tools used for OneRecall
Information within this training package is colour coded:
Blue is for information and includes hints and tips
Orange is an action that is required
Yellow is resource that you can use to send internal communications to others within your practice
Red is a key message that must not be forgotten or ignored
If you haven't already watched the introductory video for OneRecall for receptionists we would suggest you do this first:
When a patient calls the practice, the administration team responsible for booking the review appointment will need to LOAD THE PATIENT RECORD in order to trigger the information about the patients monitoring and recall.
Important note: swapping to the patient is not the same as loading the records. Swapping to the patient changes the name in the precis bar, but does not load the medical record. To load the medical record, the user will have to go to any part of the care history, such as
An alternative to this is to ask your admin team to add REC001 Recall Booking for Reception to their [F12] quick launcher and run it manually when anyone is booking a review. In this case you can deactivate any automated triggers. Drop our team a line if you need any help with this.
Anatomy of OneRecall Booking information panel
Much of the information your care navigator team will need can be found here.
Recall Booking for Reception - some examples