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 by a given date and that the appointment will be cancelled if they are not returned.
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.
• Only patients who have not returned their questionnaires go on this tab, not every patient with an appointment.

Open points

• How questionnaires are originally sent out.

Flowchart

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Assessment & reports

From the end of the assessment to the report landing with the GP.