Quick Guide

1. Click on the Appointment tab.
2. Type Cardiothoracic in the Appointment type field.
3. Click on the ellipse.
4. Select CARDIOTHORACIC SURGERY TX NEW from the opening Appointment Type help window, then click OK.
5. Select the IOT Location in the Appointment Location field.
6. Select the ellipse in the Patient name field to open the Patient search window.
7. Type the patient’s MRN in the MRN field.
8. Click Search.
9. Check the correct Patient details are now showing in the top right-hand side row - If correct, move on to stage 10, if not correct check you have typed in the correct MRN and repeat stage 7.
10. Click Add Encounter.
11. Select Yes to the ‘Is this a Waiting List encounter?’.
12. Select Outpatient Referral then click OK.
13. Right-click in the top left-hand corner of the page and select Add Episode.
14. Select 18 Week Pathway then click OK.
15. Double left-click on the new episode created.
16. Click Yes to the question ’Is this a New outpatient appointment?’.
17. Select Yes for the UK Resident for 12 months? field – the Administrative Category will now automatically be populated with NHS.
18. Click on the Referral Details tab and complete the following mandatory fields:

• Source of Referral – This will generally be Consultant.
• Referring Clinician – Type and search for clinician’s name.
• Priority type – Routine.
• Booking Type – Full booking
• Lead Clinician – Type and search for clinician’s name.
• Treatment Function – Select Cardiothoracic Tx F.Up.
• List Type - Select Cardiothoracic Tx F.Up (op).
• Referral Received Date – Type ‘T’ on the keypad to insert today’s date.
• Pathway issuer – type ‘then’ in the box and click on search icon then select Newcastle Upon Tyne Hosps NHS Fdn Tr.

19. Click OK in the bottom right hand-side of the screen.
20. If you have the patient’s NHS number you can click No to the opening NHS number window and add the patient’s NHS number to their record, if not, click Yes.
21. The patient’s name will now appear in the Appointment column – you can select a specific Consultant and add any comments at this point.
22. Click Move to move the patient’s appointment details across to the Work in progress column.
23. Select the appointment date and clinic time slot.
24. Select Schedule.
25. Click OK in the opening Schedule window.
26. The appointment slot now changes to an Orange colour – the slot is now reserved.
27. Select Confirm.
28. From the opening Confirm window select Consultant in the Correspondence Schedule Resource field and click OK– the consultant’s name will appear on the letter sent to the patient.
29. The appointment slot will now be showing Blue confirming the appointment – Blue signifies a new appointment.