Clinical

Aim: To provide staff with a basic overview of SystmOne and provide the skills required to use all of the communication tools within it

Objectives:

• Log on and off SystmOne
• Lock SystmOne to prevent use by another user
• Change user when the system is locked
• Have an understanding of the layout of the SystmOne home screen
• Use the SystmOne help facility
• Navigate around the different parts of the system
• Open/close and navigate within patient records
• Have an understanding of the significance of saving or discarding a patient record
• Open multiple patient records at the same time
• Use the panic button feature
• Send, update and reply to Tasks
• Send, reply, forward and delete Notifications
• Send and receive instant messages
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Users with no experience of SystmOne

Pre-requisites: No prior knowledge of SystmOne needed

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide staff with the necessary skills to record a patient/clinician contact and view data in a patient’s clinical record

Objectives:

• Understand how data is stored within an Event in the New/Tabbed Journal
• Change the details of an Event in the Journal
• Start a consultation from a relevant place within SystmOne
• Explore the way the system is designed to display patient information
• Enter a comprehensive consultation that represents a patient/clinician contact
• Use Data Entry Templates to enter data
• Amend a previously recorded entry
• Delete a consultation that has been entered in error
• Mark information in the clinical record as private
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Clinical staff that require the skills to record patient/clinician contacts

Pre-requisites:

• No previous knowledge of entering data necessary
• An understanding of read codes desirable
• Basic IT skills desirable
• Access rights to add and view data onto the system essential
• A basic understanding of system navigation essential

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide clinical staff with the skills to prescribe and manage medication within the system

Objectives:

• View current and past medication in the patient record
• Add a new repeat medication to the record
• Record medications given elsewhere e.g. Hospital
• Issue a repeat or acute medication
• Print and reprint prescriptions
• Re-authorise / re-start / re-prescribe medication
• Amend, Mark In Error and Stop Medications
• Complete medication reviews
• Link medications to a diagnosis
• Explore the way the system is designed to view details of medication
• Record allergies and sensitivities
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Clinical or Admin staff who require the skills to prescribe and manage medication

Pre-requisites:

• Access rights to logon to SystmOne essential
• Access rights to authorise prescriptions essential
• Basic understanding of prescribing practices
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

This course is for Registrars who are new to SystmOne or would like a refresher on the basic every day functionality.  At the end of the day you will be fully equipped to manage consultations and prescriptions and competently move around the patient record.

Objectives:

• For a list of objectives, please view the SystmOne Introduction, SystmOne Consultation skills and SystmOne Clinical Prescribing sections above

Suitable for: GP Registrars only

Pre-requisites:

Basic IT skills desirable

Module length: 1 day

If the event dates listed below are not suitable, please click here to email the team requesting additional dates

Upcoming events :-  

Aim: To provide staff with the necessary skills to view data within a patient’s clinical record.

Objectives:

• Identify the clinical and administrative tree.
• Understand the structure of the New/Tabbed Journal and how events can be defined.
• Find and view information within the patient record.
• Practice application of the training by carrying out a consolidation exercise.

Suitable for: Admin staff who require the skills to view data within a patient record e.g. looking for lab results or hospital letters.

Pre-requisites:

• Access rights to logon to SystmOne essential
• No previous knowledge of viewing data necessary

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide staff with the skills to book and manage appointments and create visit requests

Objectives:

• Access and understand the differences between the Appointment Ledger & Overview screens
• Manage the way the appointment screen displays rotas
• Print appointment lists
• Book appointments
• Cancel, amend and delete appointments
• Access and understand the layout of the visit screen
• Create, amend and cancel visit requests
• Print a patient visit summary
• Access the patient’s location via online mapping
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Reception and admin staff who require the skills to book and manage appointments and home visits

Pre-requisites:

• Access rights to logon to SystmOne essential
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide staff with the skills required to create simple reports which identify patients that match a single clinical criteria and/or demographic data

Objectives:

• Access and understand the layout pf the clinical reporting screen
• Build basic reports to identify single clinical criteria e.g. Read Codes or Medications and report on demographic data
• Run reports and view the results
• Produce a list of patients that are found in a report
• Understand the cut-off period for reporting on clinical data
• Amend and delete reports
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Any staff who need to produce audits based on patient data or identify groups of patients matching pre-defined criteria

Pre-requisites:

• Access rights to logon to SystmOne essential
• Access right to clinical reporting essential
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide staff with the skills required to create reports based on multiple clinical criteria

Objectives:

• Create multiple reports to identify different clinical criteria and join them together to build a complex report
• Understand absolute and relative date ranges
• Use anchor points to create date ranges based on calendar months
• Run reports and view the results
• View a list of the patient’s found in a report
• Breakdown reports to identify the data found
• Amend and delete reports
• Use Batch Reporting to automatically run your reports
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Any staff who need to produce audits based on patient data or identify groups of patients matching pre-defined criteria

Pre-requisites:

• Completion of Reporting Session 1 or previous knowledge of reporting essential
• Basic understanding of coding desirable
• Access rights to logon to SystmOne essential
• Access right to clinical reporting essential
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events – 

Aim: To provide staff with the skills required to use and interpreting the system’s pre-built reports and to run audits

Objectives:

• Run and understand appointment reports
• Run and understand task reports
• Run and understand childhood immunisation reports
• Run the practice capitation report
• Run SystmOne audits
• Run a complete user audit trail
• Run appointment changes audit
• Run audits on user logins
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Any staff who require the skills to run audits and gather non-clinical information from the pre-built SystmOne Reports

Pre-requisites:

• Previous knowledge of reporting essential
• Access rights to logon to SystmOne essential
• Access right to clinical reporting and run audits essential
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events 

Aim: To provide admin staff with the skills to manage medication within a patient record

Objectives:

• Create a favourite screen to allow easy access to the Repeat Prescribing module
• Issue repeat medications
• Print and reprint prescriptions
• Amend repeat medications
• Explore the way the system is designed to view details of medications
• Cancel the last issue of medication
• Mark a prescription as collected / not collected
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Admin staff who require the skills to issue medication

Pre-requisites:

• Access rights to logon to SystmOne essential
• Basic understanding of prescribing practices
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events 

Aim: To provide staff with the skills required to create, publish and use data entry templates

Objectives:

• Access and understand the layout of the Template Maintenance Screen
• Create new templates
• Understand the different data entry tools available within a template e.g. tick boxes, drop down menus and code browsers
• Amend and delete existing templates
• Copy and amend existing system templates e.g. QoF templates
• Understand how to publish templates for use within a single unit or an organisational group
• Make templates available for use via the clinical tree and/or the toolbar
• Run audits on user logins
• Access and use templates within a patient record
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Senior staff who require the skills to build and maintain data entry templates

Pre-requisites:

• Basic understanding of coding essential
• Access rights to logon to SystmOne essential
• Access right to template maintenance essential
• SystmOne navigation skills essential

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide staff with the skills to be able to create and manage letter templates using MS Word integration for recalls, referrals, patient letters and appointment Letters. Staff will also learn how to send referral letters, patient letters, recall letters and appointment letters using the MS Word Integrated Word Templates

Objectives:

• Understand the differences between the different types of letters used in MS Word Integration
• Know when to use different Data Sources within a template to enable specific mail merge fields
• Create letter templates using the appropriate mail merge fields to include data from the patient’s record
• Be able to amend and delete letter templates
• Be able to send and manage referral letters within a patient record
• Be able to send general letters from a patient record
• Be able to send appointment letters directly from an appointment rota
• Be able to send recall letters using the Recall Letter Generation report
• Be able to send letters from a list of patients found via Clinical Reporting
• Be able to view and filter letters within a patient record
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Staff who need to need to manage the letter templates used by the organisation and send referral letters to other healthcare professionals or letters to and about individual patients

Pre-requisites:

• Introduction session must have been completed
• A working knowledge of the information required in letters
• A working knowledge of the format of letters
• No previous knowledge of reporting necessary
• Access rights to reporting
• Basic understanding of system navigation
• Basic knowledge of MS Word

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To provide staff with the skills to create, publish and manage protocols

Objectives:

• Create, amend, publish and delete protocols
• Understand the difference between Branches and Outputs nodes and when they should be used
• Use triggers to launch protocols automatically
• Use triggers to limit the use of protocols to specific staff
• Understand the use of filters to limit the patients affected by a protocol
• Use the F12 launcher
• Have an understanding of variables and their use with numeric coding
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Staff who need to manage data entry and alerts at a practice level

Pre-requisites:

• An understanding of clinical reporting is essential
• An understanding of Read codes is essential
• No previous knowledge of protocols is needed

Module length: 2 hours

Upcoming events – This course is a module within the following sessions:

Aim: To give staff the skills required to create, manage and publish questionnaires in SystmOne

Objectives:

• Create, manage and amend questionnaires
• Publish questionnaires locally, to an organisation group and make them available for online use by patients
• Associate Read codes with answers to questions to facilitate data entry in the patient’s record
• Create and manage “Scoring Groups” to group answers together to form a final score e.g. PHQ9 questions
• Use and manage questionnaires within the patient record
• Practice application of the training by carrying out a consolidation exercise

Suitable for: Staff who need to design questionnaires for patients to complete either with a clinician or online to facilitate data gathering

Pre-requisites:

• A basic understanding of Read coding is essential

Module length: 2 hours

Upcoming events