General Action

A patient action should be added in this way when you want a note to appear on the action list for a particular day and the patient action can be completed by anyone. For example, please call patient to see how they are getting on with their new contact lens prescription.

Enter the date you would like the action to be completed.

Enter details of the action that needs to be completed.

Depending on the content and importance of the action tick or untick the reminder box e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes, then the reminder box should be ticked.

Click Add.

Personal Action

A patient action should be added in this way when you want a note to appear on your action list for the day. For example, Ring patient to follow up on the adjustment I made to patient’s spectacles.

Enter the date you would like the action to be completed.

Enter details of the action that needs to be completed.

Depending on the content and importance of the action tick or untick the reminder box e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes, then the reminder box should be ticked.

From the ‘Assigned To’ drop down select your name.

Click Add.

Action for another staff member

An action point should be added in this way when you want a note to appear on another member of staff’s action list. For Example, please read the GP letter that has been scanned into the patient record.

Enter the date you would like the action to be completed.

Enter details of the action that needs to be completed.

Depending on the content and importance of the action tick or untick the reminder box e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes, then the reminder box should be ticked.

From the ‘Assigned To’ drop down select the name of the staff member who needs to complete the action.

Click Add.

Patient information Pop up

A patient action should be added in this way when you want a pop up to appear on a patient’s record every time it is opened but the content of the action does not have an expiry date so does not need to appear on the action list. For example, Patient is hard of hearing.

Tick to remove the action date.

Enter the information you would like to appear on the pop up.

Ensure the reminder box is ticked.

Click Add.