{"id":5546,"date":"2023-10-17T11:36:40","date_gmt":"2023-10-17T11:36:40","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=5546"},"modified":"2023-10-17T11:42:16","modified_gmt":"2023-10-17T11:42:16","slug":"iot-create-an-appointment-for-a-patient-who-has-already-had-their-first-appointment","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=5546","title":{"rendered":"IOT &#8211; Create an appointment for a patient who has already had their first appointment"},"content":{"rendered":"<ol>\n<li>Click on the <strong>Appointment<\/strong> tab.<\/li>\n<li>Type <strong>Cardiothoracic<\/strong> in the <strong>Appointment type<\/strong> field.<\/li>\n<li>Click on the ellipse.<\/li>\n<li>Select <strong>CARDIOTHORACIC SURGERY TX F\/UP<\/strong> from the opening Appointment Type help window, then click <strong>OK<\/strong>.<\/li>\n<li>Select the <strong>IOT<\/strong> Location in the Appointment Location field.<\/li>\n<li>Select the ellipse in the Patient name field to open the Patient search window.<\/li>\n<li>Type the patient\u2019s <strong>MRN<\/strong> in the MRN field.<\/li>\n<li>Click <strong>Search<\/strong>.<\/li>\n<li>Check the <strong>correct Patient<\/strong> details are now showing in the top right-hand side row &#8211; If correct, move on to stage 10, if not correct check you have typed in the correct MRN and repeat stage<\/li>\n<li>Click <strong>Add Encounter<\/strong>.<\/li>\n<li>Select <strong>Yes<\/strong> to the \u2018Is this a Waiting List encounter?\u2019.<\/li>\n<li>Select <strong>Outpatient Referral<\/strong> then click <strong>OK<\/strong>.<\/li>\n<li>Right-click in the top left-hand corner of the page and select <strong>Add Episode<\/strong>.<\/li>\n<li>Select <strong>18 Week Pathway<\/strong> then click <strong>OK<\/strong>.<\/li>\n<li>Double left-click on the new episode created.<\/li>\n<li>Click <strong>Yes<\/strong> to the question \u2019Is this a New outpatient appointment?\u2019.<\/li>\n<li>Select <strong>Yes<\/strong> for the UK Resident for 12 months? field \u2013 the Administrative Category will now automatically be populated with <strong>NHS<\/strong>.<\/li>\n<li>Click on the <strong>Referral<\/strong> Details tab and complete the following mandatory fields:<\/li>\n<\/ol>\n<ul>\n<li>Source of Referral \u2013 This will generally be <strong>Consultant<\/strong>.<\/li>\n<li>Referring Clinician \u2013 Type and search for clinician\u2019s name.<\/li>\n<li>Priority type \u2013 <strong>Routine<\/strong>.<\/li>\n<li>Booking Type \u2013 <strong>Full booking<\/strong>.<\/li>\n<li>Lead Clinician \u2013 Type and search for clinician\u2019s name.<\/li>\n<li>Treatment Function \u2013 Select <strong>Cardiothoracic Tx F.Up<\/strong>.<\/li>\n<li>List Type &#8211; Select <strong>Cardiothoracic Tx F.Up (op).<\/strong><\/li>\n<li>Referral Received Date \u2013 Type \u2018<strong>T<\/strong>\u2019 on the keypad to insert today\u2019s date.<\/li>\n<li>Pathway issuer \u2013 type \u2018<strong>then<\/strong>\u2019 in the box and click on search icon then select <strong>Newcastle Upon Tyne Hosps NHS Fdn Tr<\/strong>.<\/li>\n<\/ul>\n<ol start=\"19\">\n<li>Click <strong>OK <\/strong>in the bottom right hand-side of the screen.<\/li>\n<li>If you have the patient\u2019s NHS number you can click <strong>No<\/strong> to the opening NHS number window and add the patient\u2019s NHS number to their record, if not, click <strong>Yes<\/strong>.<\/li>\n<li>The patient\u2019s name will now appear in the <strong>Appointment<\/strong> column \u2013 you can select a specific Consultant and add any comments at this point.<\/li>\n<li>Click <strong>Move<\/strong>.<\/li>\n<li>Click <strong>Override<\/strong> in the Missing New\/Initial Appointment opening window.<\/li>\n<li>Select <strong>Hospital Requested<\/strong> for the Override reason and then click <strong>OK<\/strong>.<\/li>\n<li>Select the <strong>appointment date<\/strong> and <strong>clinic time slot<\/strong>.<\/li>\n<li>Select <strong>Schedule<\/strong>.<\/li>\n<li>Click <strong>OK <\/strong>in the opening Schedule window.<\/li>\n<li>The appointment slot now changes to an <strong>Orange<\/strong> colour \u2013 the slot is now reserved.<\/li>\n<li>Select <strong>Confirm<\/strong>.<\/li>\n<li>From the opening Confirm window select <strong>Consultant<\/strong> in the Correspondence Schedule Resource field and click <strong>OK<\/strong>\u2013 the consultant\u2019s name will appear on the letter sent to the patient.<\/li>\n<li>The appointment slot will now be showing <strong>Yellow<\/strong> confirming the appointment \u2013 Yellow signifies a follow up appointment.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>theGuides<\/p>\n<div class=\"pdfCardContainer\">\n<div class=\"pdfCard\">\n\n<a href=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/10\/How-to-create-an-encounter-for-a-patient-who-has-had-1st-OP-appontment.pdf\"><img decoding=\"async\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/05\/PDF_file_icon.png\" alt=\"\" height=\"50\" \/><\/a>\n<p>User Guide<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>How to create an appointment for a Patient who has already had their first appointment<\/p>\n","protected":false},"author":4,"featured_media":1644,"parent":1483,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"eRecord.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[14,26],"tags":[],"class_list":["post-5546","page","type-page","status-publish","has-post-thumbnail","hentry","category-erecord","category-schapptbook"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/5546","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5546"}],"version-history":[{"count":2,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/5546\/revisions"}],"predecessor-version":[{"id":5551,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/5546\/revisions\/5551"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/1483"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1644"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}