Care Navigator

This bundle contains videos that may be of particular interest to anyone with the role of a Care Navigator. The content includes, for example, videos on: Finding Patients and the Patient Précis Bar; navigating, configuring and using EMIS Web; Using Remote Consultations to book appointments in different organisations; creating Tasks and the CareHub resource website. As well as this Role-related Bundle, you can find videos according to different ‘Themes’ and by using Keywords to search. More content is being added regularly to the How2 site, to update and increase the resources available to you. If you have any ideas about other videos relating to Primary Care IT for Care Navigators, please feel free to share those, or any other feedback, with us using the ‘Contact Us’ option.

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Bundle Content

Video content

Time

Status

1. Start
2. Security Details for new users at 0m 0s
3. Reset Password if forgotten at 1m 20s

Video content

Time

Status

1. Start
2. Security Details for new users at 0m 0s
3. Request Username reminder at 1m 23s
4. Resetting Security details at 2m 30s

Video content

Time

Status

1. Start
2. Bring up the Patient Find dialog box at 0m 7s
3. Patient Find Dialog box sections at 0m 48s
4. Colour codes for patient status at 1m 15s
5. Identify patient details to search on at 1m 28s
6. Details of found patients at 2m 5s
7. Search by EMIS number or NHS number at 2m 22s
8. Search using parts of name at 2m 42s
9. Find Archived patients at 2m 58s
10. Sensitive records access at 3m 15s
11. Finding Inactive or Deceased patients at 3m 59s
12. Navigate through pages at 4m 33s

Video content

Time

Status

1. Start
2. Different coloured Precis Bars and what the colours means at 1m 0s
3. Standard options in the collapsed Precis Bar at 1m 24s
4. Toggle between EMIS Number and NHS Number on the Precis Bar at 1m 44s
5. PDS synchronisation status at 2m 1s
6. Child Protection alert at 2m 36s
7. Padlock icon in Precis Bar (Confidentiality alert) at 2m 52s
8. Open the Precis Bar for a full view at 3m 24s
9. Patient's full address on Precis Bar at 3m 44s
10. Household Key - show patients living at the same address at 3m 47s
11. Swap to a different patient using the Household list at 3m 53s
12. Map (to display address in Google Maps) at 3m 57s
13. Contact information for the patient at 4m 7s
14. Patient Warnings at 4m 17s
15. Add a patient warning at 4m 40s
16. Trigger points for Patient Warnings at 5m 0s
17. Sharing Patient Warnings with other EMIS organisations at 5m 19s
18. How a patient warning appears to the user at 5m 55s
19. Edit patient details from the Precis Bar at 6m 32s
20. Copy details from the Precis Bar to clipboard at 7m 4s
21. Clear the Patient (remove Precis Bar) at 7m 12s

Video content

1. Start

Video content

1. Start

Video content

Time

Status

1. Start
2. Find Cross-Organisational Slot at 0m 5s
3. View patient's existing Appointment Information at 0m 38s
4. Change the date for your search range at 0m 50s
5. Exclude urgent appointments in your search at 0m 56s
6. Specify desired time of day for appointment at 1m 1s
7. Specify an Organisation to search at 1m 22s
8. Specify Slot Types to search at 1m 53s
9. Advanced Search Criteria at 2m 17s
10. Specify Days of the week at 2m 22s
11. Specify a minimum slot duration at 2m 29s
12. Find consecutive slots at 2m 40s
13. Define a Session Category at 2m 43s
14. Specify Gender of Clinician at 2m 50s
15. External Booking icon at 3m 10s
16. Clear all filter criteria at 3m 17s
17. Book Cross-Org Appointment at 3m 38s
18. Patient Consent prompt at 3m 39s
19. Include patient's mobile number in booking information at 4m 25s
20. Patient Warnings at 5m 4s
21. Book Appointment at 5m 9s
22. Cancelling a Cross-Org Appointment for one of your patients at 5m 25s
23. Receiving Tasks from other Organisations at 6m 15s
24. Legitimate Relationship at 6m 39s
25. Viewing Remote Consultation records for your registered patients at 7m 18s
26. Audit Trail for Remote Consultations at 7m 39s

Video content

Time

Status

1. Start
2. Access the Protocol Launcher at 0m 8s
3. Launch a one-off protocol at 0m 20s
4. Assign a Protocol to a letter in the Launcher at 0m 41s
5. Select a protocol from the Launcher list at 1m 7s
6. Edit or Remove protocols from the Launcher list at 1m 25s
7. Refresh the Launcher list at 1m 35s
8. Use for Clinical Protocols at 1m 49s
9. Use to Launch Documents at 2m 27s
10. Use to Create Letters at 3m 7s
11. Use to create a Library of Resources at 3m 38s

Video content

Time

Status

1. Start
2. Access EMIS Web without a Smartcard at 0m 17s
3. Password Expiry period at 0m 35s
4. Add your Security Details at 0m 54s
5. Reset your Security Details at 2m 20s
6. Reset your Password at 3m 5s
7. Request a Username reminder at 5m 0s
8. Configuration Switcher at 6m 7s
9. Troubleshooting - Product Manager screen flickering at 8m 13s
10. Troubleshooting - Error message re incorrect version at 8m 30s

Video content

Time

Status

1. Start
2. Create a Screen Message at 0m 8s
3. Select recipients at 1m 22s
4. Show Offline users at 2m 0s
5. Screen Message alert at 2m 24s
6. Send Screen Message at 2m 31s
7. View a Screen Message that you've received at 2m 46s
8. Delete Screen Message at 2m 55s
9. Receiving an Urgent Screen Message at 3m 7s
10. Reply to a Screen Message at 3m 35s
11. Discard a Screen Message at 4m 8s
12. Panic Button at 4m 19s
13. Send a Panic Alert at 4m 38s
14. Responding to a Panic Alert at 4m 54s

Video content

1. Start

Video content

Time

Status

1. Start
2. Urgent Tasks markers at 0m 18s
3. Tasks Screen layout at 0m 40s
4. Change to Workflow View at 0m 54s
5. View Tasks of your Deputies at 1m 0s
6. What is a 'Deputy'? at 1m 9s
7. Set Out Of Office at 1m 17s
8. Enable Deputies at 1m 25s
9. Manage Deputies at 1m 30s
10. Grant access to WFM modules to Deputies at 1m 35s
11. Default 'Send To' for Task Types at 1m 46s
12. Custom Folders at 2m 24s
13. Summary Care Record (SCR) settings at 2m 53s
14. Task Tool Bar configuration at 3m 7s
15. Change the owner of a Task at 3m 27s
16. Add a Note to a Task at 3m 45s
17. Delete Note at 4m 8s
18. View Task History at 4m 13s
19. Change Priority of a Task at 4m 23s
20. Print Task or List at 4m 29s
21. Add Task at 4m 39s
22. Select Task Type at 4m 49s
23. Adding a Patient Note at 5m 9s
24. All recipients to action task at 5m 36s
25. Character limit for text at 5m 50s
26. Mark as Urgent at 5m 56s
27. Send Task at 6m 1s
28. Filter Tasks at 6m 4s
29. Clear Filter at 6m 10s
30. Open Task at 6m 19s
31. Move through Tasks at 6m 26s
32. Reply to a Task at 6m 40s
33. Send or 'Send and Complete' at 7m 0s
34. Forward a Task at 7m 13s
35. Complete Task without sending on at 7m 30s
36. Completed Folder at 7m 41s
37. Archive Tasks at 7m 51s
38. Activate a Task at 7m 57s
39. Delete a Task at 8m 6s
40. Batch Complete Tasks at 8m 20s
41. Rollback Batch-completed Tasks at 8m 37s

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Cheshire & Merseyside South Cheshire & Vale Royal GP Alliance Howbeck Healthcare Edenbridge Pathways CIC