Nervecentre V8.1 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 3rd 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.

Read more about cross-specialty appointments

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.

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.

Read more about choosing an appointment slot
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'.
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.
  
  Read more about searching for a patient
From Patient Detail > Patient admin > Show pathways > Appts, select +.
Select Book Clinic Follow-Up.
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.

Read more about choosing an 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'.
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.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Book appointment.
Select the type of appointment.

For example, follow-up consultation.
Search for the patient.

Read more about searching for a 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.

Read more about choosing an 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'.
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.
  
  Read more about searching for a 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
  1. From Frequency, select Daily.
  2. 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.
  3. 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
  1. From Frequency, select Monthly by date.
  2. 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.
  3. 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
  1. From Frequency, select Monthly by day.
  2. From Occurrence, select one or more options.
    
    For example, you might want appointments repeating on the first and third Monday of the month.
  3. From Day of the Week, select a day of the week you want appointments to repeat on.
  4. 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'.
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.
  
  Read more about searching for a patient
From Patient Detail > Patient admin > Show pathways > Appts, select +.
Select Book Series of Follow-Ups.
Select a referral.
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:
  1. From When, select On date.
  2. From On date select a date.
- To book an appointment a specific length of time after the previous appointment in the series:
  1. From When, select After period.
  2. 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 1st October, and you enter 3 days. Nervecentre tries to find an appointment slot available on the 1st, 2nd, 3rd, or 4th October.
From Service, select the type of appointment.
From Delivery, select how the appointment is delivered.

For example, face-to-face or telephone.
From To See, select who the appointment is with.

To book an appointment:
- At the same clinic as the referral, select This clinic.
- With the same consultant as the referral, select This consultant.
- With any consultant, select Any consultant.
Select .

Nervecentre searches for an appointment that fits your criteria. If there are no appointment slots available, update your search criteria.
To select an appointment slot, select  next to the appointment date and time.
To add another appointment to the series, select Add.

Repeat steps 5 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'.
Select Send.

The appointments appear in Patient admin > Show pathways > Appts > Booked Future Appointments.

The appointments have the status 'Appointment booked'.

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