Nervecentre V9.0 Help for Users
Booking follow-up appointments
You can book follow-up appointments for a patient. You can:
-
Book a single follow-up appointment
For example, after a patient's initial appointment, you might want to book a follow-up for one month later to check how the patient is.
-
Book repeating follow-up appointments
For example, you might book a follow-up appointment to be every third week of the month on a Thursday.
-
Book a series of appointments
For example, for diabetes, you might book three appointments on the same day: a retinopathy screening, a foot examination, and a blood test.
-
Book a cross-specialty appointment
For example, the patient had their initial appointment, and needs an appointment with another specialty.
Usually, you book a follow-up appointment after a patient's initial appointment, but for specific types of appointment you can book the follow-up before the initial appointment. For example, you might be able to book an unattended appointment, where the consultant reviews the patient's notes, before the initial face-to-face appointment with the patient.
Booking follow-up appointments on a mobile
You can't do this on a mobile.
Booking follow-up appointments on a desktop
Booking a follow-up appointment when recording the administrative outcome
When you record the administrative outcome of an appointment or other activity, you can book a follow-up appointment. For example, you might want to book a follow-up for one month later to check how the patient is.
Read more about recording the administrative outcome of an appointment
To book a follow-up appointment:
-
Select Outpatients > Clinic List > double-click on a patient's name > Patient Detail.
Depending on your permissions, you might need to select Go to patient record.
-
From Patient Detail > Patient admin > Show pathways > Appts > Booked Future Appointments, find an appointment with the status 'Clinic complete, admin outcome required'
-
Select the appointment.
-
Select Outcome appointment.
A form appears. This shows:
-
The current RTT status of the referral
-
Any booked future activities related to the referral
-
The clinical outcome of the appointment
-
Any procedures related to the referral
-
-
From Outcome, select an outcome.
For example, book a follow-up appointment.
More options appear. These options depend on the outcome you chose.
-
Select options until Continue appears.
For example, select the type of appointment, the clinic, the setting for the appointment, and when the appointment needs to happen.
-
Select Continue.
If you chose to book a follow-up appointment, Actions Taken / Required appears.
This shows:
-
Any actions Nervecentre has automatically done
For example, an appointment Nervecentre booked.
-
Any actions you need to do before you can record the outcome
For example, book an appointment.
-
-
To choose an appointment slot, select Choose appointment.
-
Select Complete Outcome.
-
Select a correspondence option to change who the letters are sent to.
To not send the letters, select None.
The options you see depend on your organisation.
-
Select Click to preview letters.
The letters appear in your organisation's PDF viewer.
A list of letters appears on the right. This shows the recipient of each letter and how the letter is delivered. For example, 'GP - MESH' or 'Patient - Manual print'. To view a letter, select view.
You can also see information about the patient's preferred method of receiving letters, and preferred letter format.
-
Depending on your permissions, if Nervecentre is sending a patient's letter by the patient's preferred delivery method, by Docmail, or by email, you can choose to manually print and send the letter instead.
To manually print and send a patient's letter, select Prevent sending of this letter, I will manually print it instead.
-
Select Send.
The appointment appears in Patient admin > Show pathways > Appts > Booked Future Appointments.
The appointment's status is 'Appointment booked'.
Booking a follow-up appointment from Patient admin
You can book a follow-up appointment after a patient's initial appointment. For example, you might want to book a follow-up for one month later to check how the patient is.
-
Open the patient's record.
-
If the patient has an appointment booked, select Outpatients > Clinic List > double-click on the patient's name > Patient Detail.
Depending on your permissions, you might need to select Go to patient record.
-
If the patient doesn't have an appointment booked, from Outpatients > Patient Detail, search for the patient.
-
-
From Patient Detail > Patient admin > Show pathways > Appts, select +.
-
Select Book Clinic Appointment.
-
Select a referral.
-
Select the type of appointment.
For example, follow-up consultation.
A form appears.
-
To choose dates the patient asked you to avoid, select Avoid dates.
For example, a patient might tell you when they are going on holiday.
-
To choose an appointment time, select Appointment slot.
-
Complete the form, including all mandatory fields.
Mandatory fields are marked .
-
Select Confirm appointment.
-
Select a correspondence option to change who the letters are sent to.
To not send the letters, select None.
The options you see depend on your organisation.
-
Select Click to preview letters.
The letters appear in your organisation's PDF viewer.
A list of letters appears on the right. This shows the recipient of each letter and how the letter is delivered. For example, 'GP - MESH' or 'Patient - Manual print'. To view a letter, select view.
You can also see information about the patient's preferred method of receiving letters, and preferred letter format.
-
Depending on your permissions, if Nervecentre is sending a patient's letter by the patient's preferred delivery method, by Docmail, or by email, you can choose to manually print and send the letter instead.
To manually print and send a patient's letter, select Prevent sending of this letter, I will manually print it instead.
-
Select Send.
The appointment appears in Patient admin > Show pathways > Appts > Booked Future Appointments.
The appointment's status is 'Appointment booked'.
Booking a follow-up appointment from Calendar
You can book a follow-up appointment after a patient's initial appointment. For example, you might want to book a follow-up for one month later to check how the patient is.
-
From Outpatients > Calendar > , select a clinic and a day to view.
-
Right-click on an appointment slot.
-
Select Book appointment.
-
Select the type of appointment.
For example, follow-up consultation.
-
Search for the patient.
-
Select the patient.
-
Select an episode of care.
-
Select Book appointment.
-
To choose dates the patient asked you to avoid, select Avoid dates.
For example, a patient might tell you when they are going on holiday.
-
To choose an appointment time, select Appointment slot.
-
Complete the form, including all mandatory fields.
Mandatory fields are marked .
-
Select Confirm appointment.
-
Select a correspondence option to change who the letters are sent to.
To not send the letters, select None.
The options you see depend on your organisation.
-
Select Click to preview letters.
The letters appear in your organisation's PDF viewer.
A list of letters appears on the right. This shows the recipient of each letter and how the letter is delivered. For example, 'GP - MESH' or 'Patient - Manual print'. To view a letter, select view.
You can also see information about the patient's preferred method of receiving letters, and preferred letter format.
-
Depending on your permissions, if Nervecentre is sending a patient's letter by the patient's preferred delivery method, by Docmail, or by email, you can choose to manually print and send the letter instead.
To manually print and send a patient's letter, select Prevent sending of this letter, I will manually print it instead.
-
Select Send.
The appointment appears in Patient admin > Show pathways > Appts > Booked Future Appointments.
The appointment's status is 'Appointment booked'.
Booking repeating appointments
You can book repeating follow-up appointments after a patient's initial appointment. For example, you might book a follow-up appointment on every Monday for the next 2 months, or on the first and third Monday for the next 6 months.
-
Open the patient's record.
-
If the patient has an appointment booked, select Outpatients > Clinic List > double-click on the patient's name > Patient Detail.
Depending on your permissions, you might need to select Go to patient record.
-
If the patient doesn't have an appointment booked, from Outpatients > Patient Detail, search for the patient.
-
-
From Patient Detail > Patient admin > Show pathways > Appts, select +.
-
Select Book Repeating Follow-Up.
-
Select a referral.
-
Select the type of appointment.
For example, follow-up consultation.
A form appears.
-
Select a clinic.
-
From Delivery, select how the appointment is delivered.
For example, face-to-face or telephone.
-
From Starting date, select a date the repeating appointments start.
-
From Repeat until, select a date the repeating appointments end.
-
Select when appointments repeat.
To make appointments repeat on:
-
Specific days on specific weeks
-
From Frequency, select Daily.
-
From Days of the Week, select one or more days of the week.
For example, you might have appointments repeating on just Monday, or on Tuesday and Thursday.
-
From Repeat weekly, select the weeks you want appointments to repeat on.
For example, every week or every 6 weeks.
-
-
A specific date on specific months
-
From Frequency, select Monthly by date.
-
From Day of the Month, enter a day you want appointments to repeat on.
For example, enter 1 if you want appointments on the first day of the month.
-
From Repeat monthly, select the months you want appointments to repeat on.
For example, every month or every 6 months.
-
-
Specific days on specific months
-
From Frequency, select Monthly by day.
-
From Occurrence, select one or more options.
For example, you might want appointments repeating on the first and third Monday of the month.
-
From Day of the Week, select a day of the week you want appointments to repeat on.
-
From Repeat monthly, select the months you want appointments to repeat on.
For example, every month or every 6 months.
-
-
-
From Public Holidays, select whether to include or exclude appointment slots on public holidays.
-
Select Search.
Nervecentre finds appointment slots available the days or dates you want repeat appointments on.
-
Select appointment slots for each date.
To not have an appointment on one of those dates, select Omit.
-
Select Book Repeat Appointments.
-
Select a correspondence option to change who the letters are sent to.
To not send the letters, select None.
The options you see depend on your organisation.
-
Select Click to preview letters.
The letters appear in your organisation's PDF viewer.
A list of letters appears on the right. This shows the recipient of each letter and how the letter is delivered. For example, 'GP - MESH' or 'Patient - Manual print'. To view a letter, select view.
You can also see information about the patient's preferred method of receiving letters, and preferred letter format.
-
Depending on your permissions, if Nervecentre is sending a patient's letter by the patient's preferred delivery method, by Docmail, or by email, you can choose to manually print and send the letter instead.
To manually print and send a patient's letter, select Prevent sending of this letter, I will manually print it instead.
-
Select Send.
The appointments appear in Patient admin > Show pathways > Appts > Booked Future Appointments.
The appointments have the status 'Appointment booked'.
Booking a series of appointments
You can book a series of follow-up appointments after an initial appointment. For example, for diabetes, you might book three appointments on the same day: a retinopathy screening, a foot examination, and a blood test.
-
Open the patient's record.
-
If the patient has an appointment booked, select Outpatients > Clinic List > double-click on the patient's name > Patient Detail.
Depending on your permissions, you might need to select Go to patient record.
-
If the patient doesn't have an appointment booked, from Outpatients > Patient Detail, search for the patient.
-
-
From Patient Detail > Patient admin > Show pathways > Appts, select +.
-
Select Book Series of Follow-Ups.
-
Select a referral.
-
Optional: from Template, select a template to use the series of appointments defined in that template.
The templates available depend on your organisation.
-
From When, select when appointments are needed.
The first appointment in the series must be on a specific date.
-
To book an appointment on a specific date:
-
From When, select On date.
-
From On date select a date.
-
-
To book an appointment a specific length of time after the previous appointment in the series:
-
From When, select After period.
-
From After period, enter a number of days, weeks, or months.
For example, if you enter 1 week, the next appointment happens one week after the previous appointment.
You can't select this for the first appointment in the series.
-
-
To book an appointment on the same day as the previous appointment in the series, select On the same day.
You can't select this for the first appointment in the series.
-
-
From Within Days, enter a number of days.
Nervecentre searches for an appointment on the selected date and on this number of days after the selected date.
For example, you select the date 1 October, and you enter 3 days. Nervecentre tries to find an appointment slot available on the 1, 2, 3, or 4 October.
-
From To See, select who the appointment is with.
To book an appointment:
-
At the same clinic as the initial appointment, select This clinic.
-
With the same consultant as the referral, select This consultant.
-
With any consultant, select Any consultant.
-
That is a cross-specialty appointment, select Cross Booking.
For example, the patient had their initial appointment, and needs an appointment with another specialty.
-
-
From Service, select the type of appointment.
-
From Delivery, select how the appointment is delivered.
For example, face-to-face or telephone.
-
Search for an appointment, or choose an appointment.
-
To search for an appointment, select .
Nervecentre searches for an appointment that fit your criteria. You can choose one of the appointments that fits your criteria from > .
If there are no appointment slots available, update your search criteria.
-
To choose an appointment, select .
-
-
To add another appointment to the series, select Add.
Repeat steps 6 to 11 for each appointment.
-
To delete an appointment, select .
-
To book the series of appointments, select Book Appointments.
-
Select a correspondence option to change who the letters are sent to.
To not send the letters, select None.
The options you see depend on your organisation.
-
Select Click to preview letters.
The letters appear in your organisation's PDF viewer.
A list of letters appears on the right. This shows the recipient of each letter and how the letter is delivered. For example, 'GP - MESH' or 'Patient - Manual print'. To view a letter, select view.
You can also see information about the patient's preferred method of receiving letters, and preferred letter format.
-
Depending on your permissions, if Nervecentre is sending a patient's letter by the patient's preferred delivery method, by Docmail, or by email, you can choose to manually print and send the letter instead.
To manually print and send a patient's letter, select Prevent sending of this letter, I will manually print it instead.
-
Select Send.
The appointments appear in Patient admin > Show pathways > Appts > Booked Future Appointments.
The appointments have the status 'Appointment booked'.
Did you find this article helpful? Yes No
Sorry about that. Our help is a work in progress and we welcome any feedback.
Why wasn't this helpful? Please select one reason:
Great!
Thanks for taking the time to give us some feedback.