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Clinical Document Workflow Management Virtual Course

Equip yourself with the essential skills to streamline processes and enhance efficiency within your Practice's document management system.

Aim of this Course

Does your practice have a large backlog of documents to file?


Do clinicians see these letters late?


Do patients complain that appropriate follow-up work, including medication changes, repeat blood tests, etc., have not been actioned promptly?


This course will help you optimise your clinical document management system within six weeks.


As a result, you will see your document backlog decrease, a reduction in the number of documents to be reviewed by GPs and a depletion in complaints received regarding your document management process.

Who is this course for?

This course is designed for Practice Managers, Operation Leads, Business Managers, PCN Managers, Digital & Transformation Leads, GP Leads or anyone else involved in a Practice's document management processes.


It is also primarily aimed at Practices that use Docman 10 alongside their clinical system. As a result, some of what is suggested may not be possible with your existing Practice setup. However, this course aims to introduce a new style of document management, which you and your practice can then evolve.

How to partake in this course

This course is primarily video-based and divided into over 20 bite-sized lessons, as detailed in the Course Curriculum section below. Each video session is designed to be bite-sized and focused — typically around 5–10 minutes long. This approach allows our students the flexibility to dip in and out and implement any changes as needed, at their convenience.


The sessions are designed to be completed on any device and at any location. All that is required is an internet connection and the desire to make a change!


Alongside all the lessons, which total over an hour, there are several downloadable resources for you to use in your Practice. These are detailed in the Downloadable Resources section after the Course Curriculum below.


A free preview lesson is available to watch below.


Please note that this course aims to empower users to review their existing processes and implement a new or revised approach for their Practice.

As a result, this course is not a standard training / how-to guide.

Additional Practice audit

Alongside this course, if you are an EMIS Web & Docman Practice, we can work with you or your PCN on a personalised basis to help develop your Document Workflow team(s).


If you would like more information on this service, please arrange a 30 minute catchup call with us.


Alternatively, please see the link below for more information on this audit.

Price

Purchases can be made online via the link below.

Alternatively, if you wish to purchase this course via BACS, please complete our ORDER REQUEST FORM. Upon completion of this form, an invoice will be generated and sent to you.


By purchasing this online course, you agree to Perfect Your Practices Terms of Service.

Clinical Document Workflow Management Virtual Course

£69
This cost is per practice.

If you wish to purchase this course for more than one practice or PCN, please Contact Us for a quote.

Preview lesson

Course Curriculum

This course consists of the following modules and individual lessons.

  • Introduction
    • How to study with Perfect Your Practices
    • Introduction to the course trainer
    • Course updates
  • Module 1: Document Workflow Process Overview
  • Module 2: Audit Existing Processes
    • Lesson 1: Introduction to the document workflow audit
    • Lesson 2: Collecting data
    • Lesson 3: Incoming document types and how to improve their efficiencies
    • Lesson 4: Staff requirements
    • Lesson 5: Practical requirements
    • Lesson 6: Are you utilising the best process / system for your Practice?
    • Lesson 7: Is outsourcing the best option for your Practice?
  • Module 3: Example Document Workflow Process
    • Lesson 1: How does this document workflow process work?
    • Lesson 2: Scan / File documents
    • Lesson 3: Action group
    • Lesson 4: Sending the document on to other Practice staff
    • Lesson 5: Admin follow-up group
    • Lesson 6: Clinical Coding group
    • Lesson 7: Back-office / settings section
  • Module 4: What Next?
    • Lesson 1: Planning your new process
    • Lesson 2: Workflow protocol & clinical coding template
    • Lesson 3: Implementing the new process
    • Lesson 4: Continuous audits / reviews
    • Lesson 5: Continuous learning
  • Further Learning, Support & Feedback
    • Further learning & support
    • Feedback

Downloadable Resources

In addition to the resources available within the course, you will also have access to the following downloadable resources.


  • Return to Sender Patient Unknown E-Mail Template
  • Example SMART objectives log