Empathy List Archives

MJ

Michael Joyce

Thu, Jul 4, 2024 10:56 AM

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image001.png@01DACE07.86D9E210]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image004.png@01DACE07.86D9E210]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image001.png@01DACE07.86D9E210] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image004.png@01DACE07.86D9E210] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World

RB

Ronan Boland

Thu, Jul 4, 2024 11:06 AM

Hi Michael,

Thanks for that.
Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure.
This creates an exposure in that they don't appear in the GPs’ document review panel.
Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates?

Thanks
Ronan

From: Michael Joyce mjoyce@centrichealthblessington.ie
Sent: Thursday, July 4, 2024 11:57 AM
To: gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image001.png@01DACE0A.9B2E0450]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image004.png@01DACE0A.9B2E0450]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

Hi Michael, Thanks for that. Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure. This creates an exposure in that they don't appear in the GPs’ document review panel. Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates? Thanks Ronan From: Michael Joyce <mjoyce@centrichealthblessington.ie> Sent: Thursday, July 4, 2024 11:57 AM To: gpdiscussion@centricgpforum.com Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image001.png@01DACE0A.9B2E0450] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image004.png@01DACE0A.9B2E0450] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

KP

Keith Perdue

Thu, Jul 4, 2024 11:17 AM

Hi Michael, (et al)

Another tip / Socrates question if I may-

are there centile chart on socrates? if so, where?

Keith

[cid:image007.png@01DACE0C.285E0270]

From: Michael Joyce mjoyce@centrichealthblessington.ie
Sent: Thursday, July 4, 2024 11:57 AM
To: gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 190 - Socrates - Organise your Investigations

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image008.png@01DACE0C.285E0270]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image011.png@01DACE0C.285E0270]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

Hi Michael, (et al) Another tip / Socrates question if I may- are there centile chart on socrates? if so, where? Keith [cid:image007.png@01DACE0C.285E0270] From: Michael Joyce <mjoyce@centrichealthblessington.ie> Sent: Thursday, July 4, 2024 11:57 AM To: gpdiscussion@centricgpforum.com Subject: Centric GP Forum ICT Tip 190 - Socrates - Organise your Investigations There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image008.png@01DACE0C.285E0270] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image011.png@01DACE0C.285E0270] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

SD

Susan Devlin

Thu, Jul 4, 2024 11:23 AM

Keith, the centile charts are in Baseline details, if you open it up they are on the Left hand side

Susan

From: Keith Perdue keith.perdue@centrichealth.ie
Sent: Thursday, July 4, 2024 12:18 PM
To: Centric GP Forum gpdiscussion@centricgpforum.com
Cc: Michael Joyce mjoyce@centrichealthblessington.ie
Subject: Centric GP Forum Health One has centile charts .....

Hi Michael, (et al)

Another tip / Socrates question if I may-

are there centile chart on socrates? if so, where?

Keith

[cid:image001.png@01DACE0C.FB89C350]

From: Michael Joyce <mjoyce@centrichealthblessington.ie mailto:mjoyce@centrichealthblessington.ie>
Sent: Thursday, July 4, 2024 11:57 AM
To: gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 190 - Socrates - Organise your Investigations

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image002.png@01DACE0C.FB89C350]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image005.png@01DACE0C.FB89C350]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.
Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

Keith, the centile charts are in Baseline details, if you open it up they are on the Left hand side Susan From: Keith Perdue <keith.perdue@centrichealth.ie> Sent: Thursday, July 4, 2024 12:18 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com> Cc: Michael Joyce <mjoyce@centrichealthblessington.ie> Subject: Centric GP Forum Health One has centile charts ..... Hi Michael, (et al) Another tip / Socrates question if I may- are there centile chart on socrates? if so, where? Keith [cid:image001.png@01DACE0C.FB89C350] From: Michael Joyce <mjoyce@centrichealthblessington.ie<mailto:mjoyce@centrichealthblessington.ie>> Sent: Thursday, July 4, 2024 11:57 AM To: gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com> Subject: Centric GP Forum ICT Tip 190 - Socrates - Organise your Investigations There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image002.png@01DACE0C.FB89C350] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image005.png@01DACE0C.FB89C350] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

MJ

Michael Joyce

Thu, Jul 4, 2024 1:27 PM

Hi Ronan

Not automatically but it can be done by the staff member themselves manually after completing the ECG or whatever. They would need to open the document reviewer. Find the document and then click Change HCP, and pick the GP who should look at the result.
Hope that helps. These results also go into investigations, just to be aware of that as well.

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

From: Ronan Boland ronan.boland@centrichealth.ie
Sent: Thursday, July 4, 2024 12:07 PM
To: Centric GP Forum gpdiscussion@centricgpforum.com
Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations

Hi Michael,

Thanks for that.
Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure.
This creates an exposure in that they don't appear in the GPs’ document review panel.
Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates?

Thanks
Ronan

From: Michael Joyce <mjoyce@centrichealthblessington.ie mailto:mjoyce@centrichealthblessington.ie>
Sent: Thursday, July 4, 2024 11:57 AM
To: gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image001.png@01DACE1E.5385CF70]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image004.png@01DACE1E.5385CF70]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.
Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

Hi Ronan Not automatically but it can be done by the staff member themselves manually after completing the ECG or whatever. They would need to open the document reviewer. Find the document and then click Change HCP, and pick the GP who should look at the result. Hope that helps. These results also go into investigations, just to be aware of that as well. Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World From: Ronan Boland <ronan.boland@centrichealth.ie> Sent: Thursday, July 4, 2024 12:07 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com> Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations Hi Michael, Thanks for that. Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure. This creates an exposure in that they don't appear in the GPs’ document review panel. Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates? Thanks Ronan From: Michael Joyce <mjoyce@centrichealthblessington.ie<mailto:mjoyce@centrichealthblessington.ie>> Sent: Thursday, July 4, 2024 11:57 AM To: gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com> Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image001.png@01DACE1E.5385CF70] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image004.png@01DACE1E.5385CF70] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

RT

Richard Tobin

Thu, Jul 4, 2024 4:15 PM

Hi Michael,
Ronan's issue is very much the same as the laboratory result assignments which frequently default to me inappropriately.

As discussed this is a simple rules based failing, ( which we incorporated into CompleteGP), not that that is particularly relevant here, however I am more than surprised, Socrates users do not/have not insisted on the latter, where the appropriate assignment is
"Last Doctors Seen"

as distinct from other default HCP assignments. A "manual" solution is hardly acceptable I would have thought.

Surely it is possible that this is implemented if requested as a group?.
Richard

From: Michael Joyce mjoyce@centrichealthblessington.ie
Sent: Thursday, July 4, 2024 2:28 PM
To: Centric GP Forum gpdiscussion@centricgpforum.com
Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations

Hi Ronan

Not automatically but it can be done by the staff member themselves manually after completing the ECG or whatever. They would need to open the document reviewer. Find the document and then click Change HCP, and pick the GP who should look at the result.
Hope that helps. These results also go into investigations, just to be aware of that as well.

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

From: Ronan Boland <ronan.boland@centrichealth.ie mailto:ronan.boland@centrichealth.ie>
Sent: Thursday, July 4, 2024 12:07 PM
To: Centric GP Forum <gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com>
Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations

Hi Michael,

Thanks for that.
Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure.
This creates an exposure in that they don't appear in the GPs’ document review panel.
Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates?

Thanks
Ronan

From: Michael Joyce <mjoyce@centrichealthblessington.ie mailto:mjoyce@centrichealthblessington.ie>
Sent: Thursday, July 4, 2024 11:57 AM
To: gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image001.png@01DACE35.15164320]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image004.png@01DACE35.15164320]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.
Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.
Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

Hi Michael, Ronan's issue is very much the same as the laboratory result assignments which frequently default to me inappropriately. As discussed this is a simple rules based failing, ( which we incorporated into CompleteGP), not that that is particularly relevant here, however I am more than surprised, Socrates users do not/have not insisted on the latter, where the appropriate assignment is "Last Doctors Seen" as distinct from other default HCP assignments. A "manual" solution is hardly acceptable I would have thought. Surely it is possible that this is implemented if requested as a group?. Richard From: Michael Joyce <mjoyce@centrichealthblessington.ie> Sent: Thursday, July 4, 2024 2:28 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com> Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations Hi Ronan Not automatically but it can be done by the staff member themselves manually after completing the ECG or whatever. They would need to open the document reviewer. Find the document and then click Change HCP, and pick the GP who should look at the result. Hope that helps. These results also go into investigations, just to be aware of that as well. Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World From: Ronan Boland <ronan.boland@centrichealth.ie<mailto:ronan.boland@centrichealth.ie>> Sent: Thursday, July 4, 2024 12:07 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com>> Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations Hi Michael, Thanks for that. Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure. This creates an exposure in that they don't appear in the GPs’ document review panel. Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates? Thanks Ronan From: Michael Joyce <mjoyce@centrichealthblessington.ie<mailto:mjoyce@centrichealthblessington.ie>> Sent: Thursday, July 4, 2024 11:57 AM To: gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com> Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image001.png@01DACE35.15164320] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image004.png@01DACE35.15164320] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

MJ

Michael Joyce

Tue, Jul 9, 2024 9:12 AM

Dear Richard

Welcome to my world. I agree completely with you, but that option just does not exist in Socrates. It should and would be very helpful. I could write an essay about asking Clanwilliam to add features but the summary is simple, they are simply very unresponsive and I have yet to figure out how to get this changed. There have been some developments recently that may help but I can’t say more than that for the moment.

One thing you, and everybody else on this message thread could try doing is to send an e-mail to cr@clanwilliamhealth.com mailto:cr@clanwilliamhealth.com CR stands for change request. Its worth a try, maybe even post on one or two of the forums asking others to do the same and see what happens.
The wording should be something like this

“When reports are received from Healthlink we would like the ability to assign responsibility to the last doctor seen - based on consultation, rather than the default HCP or GMS GP in order to better assign results to the GP that actually ordered the tests”

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

From: Richard Tobin richard.tobin@centrichealth.ie
Sent: Thursday, July 4, 2024 5:16 PM
To: Centric GP Forum gpdiscussion@centricgpforum.com
Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations

Hi Michael,
Ronan's issue is very much the same as the laboratory result assignments which frequently default to me inappropriately.

As discussed this is a simple rules based failing, ( which we incorporated into CompleteGP), not that that is particularly relevant here, however I am more than surprised, Socrates users do not/have not insisted on the latter, where the appropriate assignment is
"Last Doctors Seen"

as distinct from other default HCP assignments. A "manual" solution is hardly acceptable I would have thought.

Surely it is possible that this is implemented if requested as a group?.
Richard

From: Michael Joyce <mjoyce@centrichealthblessington.ie mailto:mjoyce@centrichealthblessington.ie>
Sent: Thursday, July 4, 2024 2:28 PM
To: Centric GP Forum <gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com>
Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations

Hi Ronan

Not automatically but it can be done by the staff member themselves manually after completing the ECG or whatever. They would need to open the document reviewer. Find the document and then click Change HCP, and pick the GP who should look at the result.
Hope that helps. These results also go into investigations, just to be aware of that as well.

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

From: Ronan Boland <ronan.boland@centrichealth.ie mailto:ronan.boland@centrichealth.ie>
Sent: Thursday, July 4, 2024 12:07 PM
To: Centric GP Forum <gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com>
Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations

Hi Michael,

Thanks for that.
Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure.
This creates an exposure in that they don't appear in the GPs’ document review panel.
Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates?

Thanks
Ronan

From: Michael Joyce <mjoyce@centrichealthblessington.ie mailto:mjoyce@centrichealthblessington.ie>
Sent: Thursday, July 4, 2024 11:57 AM
To: gpdiscussion@centricgpforum.com mailto:gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations

There are two main types of investigations, namely
Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results.
Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have.

These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on.

There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter.

[cid:image001.png@01DAD1E7.7ADB64A0]
What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room).

Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H
[A screenshot of a computer Description automatically generated]

Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups.

The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found.
[A screenshot of a computer Description automatically generated]

The groups are managed in
My Control Panel==>Admin Console==>Investigations

Click on investigation groups on the left.

You can create a new group by typing a new name and clicking add.
[cid:image004.png@01DAD1E7.7ADB64A0]

Then to manage the groups

[A screenshot of a video Description automatically generated]

1: Highlight the group you want to work on
2: Whatever investigations appear here will appear in your group.
3: This is a list of all your investigations

To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2.
The red x in 2 can be used to remove investigations.

If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well.

[A screenshot of a computer Description automatically generated]

Michael

Click here for the Socrates Guidehttps://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx in Centric World

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Dear Richard Welcome to my world. I agree completely with you, but that option just does not exist in Socrates. It should and would be very helpful. I could write an essay about asking Clanwilliam to add features but the summary is simple, they are simply very unresponsive and I have yet to figure out how to get this changed. There have been some developments recently that may help but I can’t say more than that for the moment. One thing you, and everybody else on this message thread could try doing is to send an e-mail to cr@clanwilliamhealth.com<mailto:cr@clanwilliamhealth.com> CR stands for change request. Its worth a try, maybe even post on one or two of the forums asking others to do the same and see what happens. The wording should be something like this “When reports are received from Healthlink we would like the ability to assign responsibility to the last doctor seen - based on consultation, rather than the default HCP or GMS GP in order to better assign results to the GP that actually ordered the tests” Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World From: Richard Tobin <richard.tobin@centrichealth.ie> Sent: Thursday, July 4, 2024 5:16 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com> Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations Hi Michael, Ronan's issue is very much the same as the laboratory result assignments which frequently default to me inappropriately. As discussed this is a simple rules based failing, ( which we incorporated into CompleteGP), not that that is particularly relevant here, however I am more than surprised, Socrates users do not/have not insisted on the latter, where the appropriate assignment is "Last Doctors Seen" as distinct from other default HCP assignments. A "manual" solution is hardly acceptable I would have thought. Surely it is possible that this is implemented if requested as a group?. Richard From: Michael Joyce <mjoyce@centrichealthblessington.ie<mailto:mjoyce@centrichealthblessington.ie>> Sent: Thursday, July 4, 2024 2:28 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com>> Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations Hi Ronan Not automatically but it can be done by the staff member themselves manually after completing the ECG or whatever. They would need to open the document reviewer. Find the document and then click Change HCP, and pick the GP who should look at the result. Hope that helps. These results also go into investigations, just to be aware of that as well. Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World From: Ronan Boland <ronan.boland@centrichealth.ie<mailto:ronan.boland@centrichealth.ie>> Sent: Thursday, July 4, 2024 12:07 PM To: Centric GP Forum <gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com>> Subject: Centric GP Forum Re: ICT Tip 190 – Socrates – Organise your Investigations Hi Michael, Thanks for that. Currently in our system ABPM results and ECG results in document review are coming up in the name of the nurse or PCA who carried out the procedure. This creates an exposure in that they don't appear in the GPs’ document review panel. Is there a way that the staff member who performs the ECG or ABPM can automatically assign the result to the GP who ordered it at the time that it is uploaded to Socrates? Thanks Ronan From: Michael Joyce <mjoyce@centrichealthblessington.ie<mailto:mjoyce@centrichealthblessington.ie>> Sent: Thursday, July 4, 2024 11:57 AM To: gpdiscussion@centricgpforum.com<mailto:gpdiscussion@centricgpforum.com> Subject: Centric GP Forum ICT Tip 190 – Socrates – Organise your Investigations There are two main types of investigations, namely Electronic Investigations: These generally are investigations that are received into Socrates via HealthLink, typically blood results. Local Investigations: These are investigations built into your local Socrates, some are pre-loaded and more can be created for doing various tasks. Cervical Smear is an example of a pre-loaded one, and blood tests is an example of a created one which you may or may not have. These local investigations can be very useful for carrying out certain tasks. However, in some practices, and this applies in particular to practices that have migrated from HPM to Socrates, the list of investigations Is so long as to make them practically useless because individual investigations are just so difficult to find. If this is you , read on. There is a search box that you can use to search available investigations, but it is not immediately visible when you open the investigations chapter. [cid:image001.png@01DAD1E7.7ADB64A0] What you need to do is to click on any of the investigation and then start typing, the search box appears (a similar function is available in the waiting room, can be useful for quickly finding someone in the waiting room). Here I have clicked on any of the investigations and typed H so now we see only the investigations starting with H [A screenshot of a computer Description automatically generated] Another, possibly better way to organise your investigations for frequently used one, eg cervical smear, is to use investigation groups. The groups appear above where the investigations are. In this screen shot you can see I have a group called Commonly used, I have clicked on it and now just the 2 investigations that I have put into that group are shown so can be quickly found. [A screenshot of a computer Description automatically generated] The groups are managed in My Control Panel==>Admin Console==>Investigations Click on investigation groups on the left. You can create a new group by typing a new name and clicking add. [cid:image004.png@01DAD1E7.7ADB64A0] Then to manage the groups [A screenshot of a video Description automatically generated] 1: Highlight the group you want to work on 2: Whatever investigations appear here will appear in your group. 3: This is a list of all your investigations To add an investigation click on the green + at the end of the name on the right hand side in area 3. It will now appear in area 2. The red x in 2 can be used to remove investigations. If I add cervical form and smear here, then back in the patient file, the commonly used investigation group now has these as well. [A screenshot of a computer Description automatically generated] Michael Click here for the Socrates Guide<https://centrichealthire.sharepoint.com/sites/CentricConnect/SitePages/Socrates.aspx> in Centric World Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health. Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.