Optimise Healthcare GroupPathway SOPs
Appointments

08Questionnaires

Owner
Admin
Trigger
A patient has not returned their questionnaires.

Purpose

Making sure the questionnaires needed for an assessment are back before the patient is seen.

Procedure

  1. Add the patient to the questionnaire tab if their questionnaires have not been returned.
  2. Check the list one week before the patient's appointment.
  3. Send a reminder by email and follow up by phone, stating that the questionnaires are needed.
  4. Monitor the tab up to the appointment to confirm they are received.
  5. If they are not returned and the patient stops responding, chase using C1 and escalate to C2.

Fields recorded

NHS number · name · appointment date · questionnaires sent · date checked · date reminded (email) · date reminded (phone) · date received

Notes

  • Unlike most chases, email and phone go together here rather than in sequence.

Open points

  • What happens if the appointment is imminent and the questionnaires are still outstanding - whether the appointment goes ahead or the slot is released.
  • How questionnaires are originally sent out.

Flowchart