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Category: Admin

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

Stage Grouping

The Stage Grouping section of the Superuser menu, allows you to group stages of the care pathway together for reporting purposes. An example would be, if you wanted to run a search or a report on patients in waiting lists. Instead of having to click and choose every waiting list

Healthcare Providers

Healthcare Providers is a Superuser option for users to populate the Healthcare Provider Stepped To list within the Care Pathway tab. This field is used if you are stepping a patient up or down to another service. Adding a New Provider To add a new provider, start typing in the

Groups Template Editor

Groups Template Editor allows Superusers to set up and manage Group Templates. Superusers choose the information collected in each group type, including: Select which scores they want to be recorded within that templateDecide whether the group will be IAPT or non-IAPTChoose a step intensity for the group When you click

Appointment Location Manager

The Appointment Location Manager can be found within the Superuser menu. It allows a Superuser to update the locations and location addresses for the online Appointment Booking feature. The location values are added and mapped through the List Management tool. When selected, you will be presented with a list of

GP Practices

GP Practices allows Superusers to add and remove GP Practices and Local Sources and create GP Practice groups for reporting purposes. GP Practices in iaptus Viewing your GP Practice list Click on GP Practices in the Superuser menu to view the current list of GP Practices. The Practices tab displays

List Management

List Management allows Superusers to manage the list items within fields and configure the dataset mapping options for list items. When you click on List Management in the Superuser menu, you will see a search option to quickly find the field you are looking to amend. You can also scroll