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.
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, no notifications will be issued to the sender. See Rejecting a Referral.
The Caseload Management screen is where all interventions that need to be assigned are held, see 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.
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 roughly recording their visits until they return to the office and record the details electronically. See Printing your Individual Caseload, Recording Contact on an Intervention.
To record contact on an intervention through the Individual Caseload screen:
- Hover over the intervention that you wish to record contact on.
- Select the Options button that appears in the upper-right corner of the selected intervention.
- Select Record Contact.
The Shift Management screen, allows users with service management rights to set and view the shift schedule of the Community nursing team.
If you want to be able to choose from pre-set shift times within the Shift Management screen, you must first set these shifts up in the Shifts Setup screen.
After setting shifts within the shifts setup screen, they will be carried through and available to choose from when you wish to add or edit a shift. See Shifts Setup.
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.
By default, shift capacity is set at 60%. This aims to ensure that staff spend no more than 60% a shift completing interventions.
- Setting shift capacity to 0% will prevent the staff member from appearing in the Caseload Management screen.
- Regardless of the shift capacity you choose, there is no limit on the number of interventions that can be assigned to a staff member.
- The shift capacity you choose will have an effect on how quickly the staff member's capacity bar increases after assigning interventions to them.
Use the Daily Rota to add:
- Annual Leave
- Sick Leave
- Out of office
- Day Off
See Recording Absence .
It is recommended that you use the Master Rota to set your staff's schedule if they follow a consistently predictable schedule.
Once you set a schedule using the Master Rota, it is applied to all future work weeks for the member of staff in question.
If your staff follow an unpredictable work schedule, it is recommended that you use the Shift Management screen to set their schedule.
This will help you avoid constantly modifying Master Rotas to fit the unpredictable schedule your staff may be working.
If multiple members of your Community team work the same predictable schedule, you can quickly copy one team member's Master Rota schedule and paste it to another team members.
Select use the Copy and Paste buttons within the Master Rota to do so.
Once an intervention has been assigned to a member of the Community nursing team, a Patient Care record is created for the patient that the intervention refers to. The Patient Care record contains all patient demographic details and details relating to the patient's referrer. It also contains a full record of all completed and scheduled interventions for the patient. See Patient Care - Overview.
The Patient Carerecord will continue until the patient in question is discharged from the care of the Community team and their Patient Care record is resolved. See Discharging a Patient & Resolving Patient 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.
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 are not held within the Community app.
If these details need to be changed, the changes must be completed where the details are held.
Active Patients Screen
The Active Patients screen provides users with a fully populated list of:
- Patients with an active Episode of Care within the Community app.
- Patients who have been discharged within the last 3 months from the Community app.