A referral is received by the Community nursing team after a patient has been referred to their care. Referrals can also be manually created by certain Community team members. When a referral is received, an intervention must be added to it before it can be accepted and processed further. See Adding an Intervention to a Referral.
When a new referral is sent to the Referral Inbox by an external source such as:
- A practice using the Vision Tasks app
- The TRAK system
You will receive a notification next to your username in the Community app . Select the notification symbol to reveal the notification in greater detail.
A referral will remain in the Referral Inbox until it has been either accepted or rejected by a member of the Community nursing team with sufficient rights.
After a referral is accepted, the intervention that was attached to it is transferred to the Caseload Management screen where it can be assigned to a member of the Community nursing team. See Accepting a Referral.
If you reject a referral that is sent through the Vision Tasks app, the sender of the referral will be notified. The rejection of the referral will be recorded in the activity log of the task.
If you reject a referral sent through the TRAK system, no notifications will be issued. See Rejecting a Referral.
The Caseload Management screen contains all interventions that have been accepted and need to be assigned. All interventions must be assigned to staff through the Caseload Management screen. Assigning an Intervention.
To reduce the number of staff displayed on the Caseload Management screen, select the Filter button and choose whether you wish to:
- Filter by the time staff's shifts are scheduled for.
- Filter staff members by name.
The Individual Caseload screen displays the interventions that have been assigned to you on the date in question.
You can easily navigate to any past or future dates and view your individual caseload on the desired date. See Navigating to Past and Future Dates .
All Community nursing team members should print their individual caseload at the start of each shift before they visit any patients.
Staff must use the print-out as a means of recording their visits until they return to the office and record the details electronically. See Printing your Individual Caseload.
In order for the Community app to record and document all care that patients receive from their Community nursing team, any contact that Community staff have with patients must be electronically recorded.
This includes patient related activity, eg. admin/ equipment ordering.
The most efficient way of recording contact on an intervention on your Individual Caseload is to:
- Select the intervention that you wish to record contact on from your Individual Caseload and Select the Open Selected button.
- The intervention will open in the Episode of Care screen where you can record the contact.
Other members of the Community team can record contact on an intervention that has been assigned to a colleague.
To ensure that your colleagues can accurately record the contact you made on an intervention, be sure that you accurately document the intervention using your printed individual caseload, see Printing your Individual Caseload.
The Shift Management screen, allows users with service management rights to set and view the shift schedule of the Community nursing team.
To set shifts for staff who follow the same work schedule each week, it is best to use the Master Rota. See Using the Master Rota.
All shifts set on the Master Rota will be automatically applied to each working week until the Master Rota is changed again.
To alter multiple shifts, perform any of the options below:
- Hold the CTRL key on your keyboard and choose the shifts you wish to alter
- Drag the mouse cursor over all shifts you wish to alter
- Select a date and/or staff member to select and alter a whole column/ row
Use the Daily Rota to add:
- Annual Leave
- Sick Leave
- Out of office
- Day Off
See Recording Absence .
Episode of Care
Once an intervention has been assigned to a member of the Community nursing team, an Episode of Care is created for the patient that the intervention refers to. The Episode of Care records all care the patient receives from the Community nursing team.
An Episode of Care will continue until the patient in question is discharged from the care of the Community team and the Episode of Care is resolved. See Discharging a Patient & Resolving an Episode of Care.
Creating a Referral
If you cannot see the Create Referral button on your Home screen you do not have the security rights necessary to do so. You should contact your system administrator/ IT support and have your security rights updated.
An unvetted referral is a referral that has been created by a member of the Community staff and does not contain an intervention and has not been accepted or rejected yet.
Unvetted referrals sit in the Referral Inbox until Community users with sufficient rights process them further. They often need to be accepted and have an intervention added to them, see Accepting a Referral, Adding an Intervention to a Referral, or they can be rejected, see Rejecting a Referral
Certain areas in the Patient Demographics section, e.g. Forename, Surname, DOB, NHS/ CHI number and Address, cannot be edited.
This is because these details have been pulled through from the Master Patient Index (MPI). If these details need to be changed, the changes must be completed within the MPI. The same applies to patients from practices sitting in V360.
Patient Summary Screen
After a referral is accepted by the Community nursing team, all the patient's details can be viewed and updated through the Patient Summary screen.
Open the Patient Summary screen by selecting the Patient Summary button within the patient's Episode of Care . See Patient Summary Screen - Overview.
- With the Patient Summary screen opened for the desired patient, select the Patient Demographcs tab.
- You can now make changes to following areas:
- When you have made the required changes, select the Save Changes button .
- The changes are applied to the patient's record.