06Ad-Hoc Bookings & Follow-Ups

Purpose

Making sure patients who need a further appointment actually get one, rather than falling between appointments.

Procedure

1. Add the patient to the ad-hoc booking tab with the reason.
2. Set an ad-hoc booking reminder and chase using C1.
3. When the patient books, record the appointment date and filter out.
4. If reminders expire without a booking, escalate through C1 to the Daily Brief.

Fields recorded

NHS number · name · reason (follow-up / partial attendance / needs more time) · date added · reminder set · reminder expiry · date booked · outcome

Notes

• This tab also receives patients from titration (15) and prescriptions where an appointment is required before the next script.

Open points

• How admin is told a patient only attended part of an assessment - whether the clinician adds them directly or an outcome code triggers it.

Flowchart