Practice settings
Changes to practice configurable items can be made by a PATCHS Admin user from the Edit Practice page.
Edit practice
| Item/feature | Where | Setup, management and use | ||
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Practice Name |
Edit Practice page |
Entered as 'Practice name*' when the practice is set up and is shown
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| Practice URL | Edit Practice page |
Automatically generated from 'Practice name' field as part of practice set up and shows in the web address for your practice's PATCHS landing page. |
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| Practice email address | Edit Practice page | Entered as 'GP practice email address used to receive electronic correspondence*' when creating the practice. It is used to send PATCHS request documents to the practice if saving to the clinical system is unsuccessful. |
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| Practice telephone number | Edit Practice page |
Entered as 'Practice phone number*' when the practice is set up and can subsequently be updated by a PATCHS Admin user. The practice telephone number is shown:
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| Opening hours | Edit Practice page |
Entered as 'Opening hours' when the practice is set up by a PATCHS Admin user. The opening hours are shown:
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| Response timeframe | Edit Practice page | Entered as 'Number of working hours after which the patient should call the practice if they haven't received a response from you (e.g. 24 hours)*' when the practice is set up and can subsequently be updated by a PATCHS Admin user
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| Country | Edit Practice page |
This is used to signpost your patient to the NHS links for your nation. |
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PCN |
Edit Practice page |
You can search for your practice's PCN and the associated CCG details will be updated. |
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Log in page Message |
Edit Practice page |
Entered as 'Landing page message' when the practice is set up and can subsequently be updated by a PATCHS Admin user. |
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Feature settings
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Item/feature |
Where | Setup, management and use |
| AI settings* | Feature settings | If you have requested AI to be enabled for your practice and have signed the AI agreement you will see options to enable the PATCHS AI modules. More information here: Introduction to PATCHS AI |
| Booked slots | Feature settings |
Booked slots can be used to assign PATCHS requests to specific users for them to deal with on a future date. When booked lots are enabled, you can view and set optional limits on the boked slots tab |
| Request settings | Feature settings |
For more details see Request settings Should you want patients to request medication via another system rather than PATCHS, you can enable/disable the medication request option. |
| Request notification settings* | Feature settings |
Enable/disable showing an overall inbox count in the navbar and in the toolbar. See Enabling request notifications |
| SystmOne Settings* | Feature Settings |
The name of your site in SystmOne |
| Appointment reminder settings* | Feature Settings |
Enable appointment reminders. See Appointment reminders |
| Appointment booking settings* | Feature Settings |
Enable appointment self-booking. See Appointment self-booking |
| Patient merge settings | Feature settings | Automatic patient merge is enabled as default and supports automatic merging of newly registered patients with their non-digital patient. |
| Message reminder settings | Feature settings | To encourage patients to respond to your messages, PATCHS can send one or more reminder emails, asking them to respond as soon as possible. You can specify when reminders are sent and how many are sent from the Feature settings tab |
| Message completion settings | Feature settings | If you want PATCHS to automatically complete patient requests, you can enable the functionality from the Feature settings tab. |
| PDS settings | Feature settings | Control lookup from the Personal Demographics Service. See Personal Demographics Service (PDS) settings |
| Patient Facing Services Settings | Feature settings | Enable patient facing services features. See Patient Facing Services (PFS) settings |
| Send as SMS | Feature settings | Control how PATCHS sends SMS messages. See 'Send as SMS' behaviour |
* May not be visible until enabled by support request
Demand management
| Item/feature | Where | Setup, management and use |
| Request limiter | Demand management | It's possible to choose whether to limit clinical or non-clinical requests in PATCHS on the Demand management tab. |
| PATCHS unavailable messages | Demand management | You can create custom messages for patients when PATCHS limits have been reached on the Demand management tab . |
| Patient signposting panels | Demand management | You can choose when each of the signpost panels is visible on the PATCHS landing page from your practice's Demand management page. |
Booked slots
If your PATCHS Admin has chosen to enable booked slots at your practice, on the booked slots tab, you can view and set optional limits for requests that each staff member should be assigned on future days.
TPP installation
If your practice uses SystmOne this tab will be available for setting up the SystmOne integration. See Installing and running the PATCHS SystmOne Agent on your TPP Gateway Machine
Topic AI questions
Choose which follow-up questions are triggered by the Topic AI (if enabled). See Topic AI Questions
Customisable message templates
PATCHS has both standard message templates and local message templates. Local message templates are created by staff at your practice for use by your practice only.
