Introduction
Your instructor. You guys.
How to access Chiral Cloud. What is in Chiral Cloud today? What will be in Chiral Cloud when it goes live.
Training Sessions
Session 1
General introduction
Logging in.
Navigation, where things live, how the system is divided up. Toolbars, Tabs, dialogues, buttons, drop-downs, tables, and context menus. Table paging.
Short cuts versus slide-out toolbar.
The help system.
Logging out.
Patient Management
Adding patients to the system, via “Add Patient” or via the Diary. video here
What are those red lines for?
Detailing the sections, Name, Contact, General, Main Address, Alternate Address, Next of Kin and NHS Details.
Save icon versus edited indicator.
Title and gender.
Assigned to. patient Journey and Referrer.
NHS Details.
Save, Save and Exit. Duplicates are not allowed.
Finding Patients
How to search for a patient, by surname, first name, email, postcode, telephone numbers, date of birth and provider. If in doubt “show all”. video here
The minimum number of search characters.
Include inactives.
What’s in the results? Gender, group name and date of birth.
What now? Right-click or double-click. What is on the contact menu?
Patient Details, Patient Photograph.
Add a new patient.
Patient’s Details Page.
What are all the tabs for? What’s on the toolbar. Some are actions, some are navigations.
Summary, Personal, Notes and Medical History.
Summary. appointment summary, history, Print / Show, Goto Appointment from the context menu.
Personal. Looks familiar? Use Alternate Address
Notes. Where do the notes come from? Filter the notes, view altogether or singularly.
Documents, Images.
Account.
Recalls, Reminders.
Billing Group.
Treatment History.
Otho Assessments.
Patient Assessments.
Session 2
The Diaries
How to open them. What are the diary types? Practice Diary, Clinician Diary and Practice Week Diary.
How the diary is organised. How to interact with it. What’s on the toolbar? What day am I looking at?
The diary palette. What the sections are for.
What is shown on the diary, Appointments and events. Expand the time slots.
The main context menu and the clinician menu.
Printing the day list, for everyone or just the selected clinician.
A little bit of privacy or leaving a note. Find a patient shortcut.
The Practice Diary
Appointment booking
Adding a new appointment. Searching for patients. The basic information that’s required. video here
Diary blocking, what appears on the screen for you and other users.
Selecting appointment types. Where are these defined and what are they?
The patient image.
Creating a new patient to book an appointment for.
What does the patient get when an appointment is booked? Preferences, appointment booking confirmation settings.
Moving the appointment within the same day. Just drag, drop and confirm. Does the patient get notified? video here
Extend or reduce the appointment, again just drag, drop and confirm. Does the patient get notified, again what is set in preferences?
Moving the appointment to another clinician or day. That’s what the palette is for. Who moved the appointment? My appointments and other users appointments.
Reassigning all appointments for a clinician. Choose the new clinical and confirm.
Deleting or cancelling an appointment. Who cancelled and why? Can we charge for the cancellation?
Confirming an appointment, and when the patient arrives. Wrong patient? What do they look like?
Accessing the patient record. We looked at this in the last session.
Communicating with the patient, SMS or letter.
Updating the appointment information.
The Clinician Diary.
Just for the selected clinician. Mainly used by the clinician in their clinic.
The Practice Week Diary
Everyone in one place.
Navigate to the day diary for the details, just double click.
Session 3
Finish with the diary context menu, patient arrived, not arrived, cancel and delete appointments, confirm appointment, send appointment letter, edit comment.
Reassign provider slot all or nothing.
A little bit of privacy.
Patient Access, who I’ve been looking at.
Upload documents, images.
Scan images
Create an appointment from the patient page.
Hand over from clinician to reception, book appointments and charge patient.
Charge the patient for sundry sales.
Patient account, current, full history, enter a payment. Print show account history.