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Category: Admin

My Episodes

If you are a therapist, this area gives a quick snapshot of all active referrals that are currently allocated to you. If you are an admin user, this will display the caseload for the therapist you are working on behalf of, as selected in the Working on Behalf of option at the top.

Bulk Letters

Instructions on how to start a Bulk Action can be found in the main Bulk Action guide. Before using Bulk Actions to create letters, you need to set up your letter templates and style templates. Within Bulk Actions select the letter template and a style template and give the letter a name.

Tags Manager – Patient and Referral

Tags Manager is located in your Superuser menu and this area of the system allows you to create, remove, and edit patient and referral labels that can be applied to a patient’s record within iaptus. Patient labels are applied in the registration form and referral labels are applied in the

Personal Contact Time

Personal Contact Time displays clinical, administrative and supervision time spent on all patients within the last 30 days and 7 days, based on data recorded in Clinical Contacts and the supervision area. The figures are measured in hours rounded to 1 decimal point (e.g. 1 hour 45 minutes displays as 1.8). All patient contacts

Bulk SMS

Instructions on how to start a Bulk Action can be found in the main Bulk Action guide. To create a bulk action that creates a text message, select SMS and select the SMS Template. A preview of the content will be shown in the window. Select ‘Save & Continue’ to

ODS Code Manager

An ODS code, or Organisation Code, is a unique identifier created by the Organisation Data Service (ODS) within NHS Digital to identify organisations that interact with the NHS. ODS also stores other information about organisations, such as their name, type, address, and contact details. As a service Superuser you have

My Therapists

The My Therapists area allows supervisors to view a quick summary of their supervisees. Therapists can be set as supervisors and have supervisees assigned to them via the Users area of the superuser menu. Supervision sessions can be booked and recorded in the Supervision area. Click on the number of

Bulk GP Practices

Using Bulk Actions to update Registered GP Practice is helpful when GP Practices merge or change. This will update the GP Practice as entered on the Patient Registration tab for all selected patients in one go. First, identify all the patients registered to the current GP Practice using a search

Find Patients From

Find Patients From allows quick searching for referrals currently in specific stages in the Care Pathway. These figures are automatically updated when a referral moves into that Care Pathway stage. Clicking on the name of the stage will take you to the Find Patients Standard search with your stage already

Bulk Actions

You can Access Bulk Actions via the blue Bulk Actions button at the top of the page.  The first tab is Open. These are the Bulk Actions that have been started, but not performed. Saved Bulk Actions will show all saved bulk actions which can be used again. To create