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How to do it in RizCare

Step-by-step guides to RizCare for hospital staff and patients: one task a page, with the screen you will see at each step.

Getting started

Signing in to RizCare on a computer for the first time, finding your way around the practice portal and setting up your account.

  1. Sign in and set up your computerSign in to your practice for the first time on a computer, and set the computer up so your records open on it.
  2. Join your practice from an invitationFollow the link in your invitation email, choose your password, and sign in for the first time.
  3. Open RizCare on a shared computerChoose your account on a computer several colleagues use, and open your records with your password.
  4. Create your practice on RizCareAsk for your practice to be opened on RizCare, confirm your email address, and wait for the practice to open.
  5. Ask for a new passwordAsk for a link to set a new password when you have forgotten yours.
  6. Set a new password from the emailed linkFollow the link in the email to choose a new password, whether you asked for it or an administrator sent it.

Patients

Registering a patient, finding the right record, adding a walk-in and keeping a patient's details correct in the practice portal.

  1. Find a patientFind a patient by name, folder number or phone, from the patient list or from the search at the top of every screen.
  2. Register a new patientAdd a new patient with their folder number, date of birth and contact details, and open their chart.
  3. Open a patient's chartRead a patient's chart, with their allergies, problem list, latest signed note and every past visit.
  4. Correct a patient's registration detailsChange a patient's name, folder number, contact details, date of birth or address when they were recorded wrong or have changed.
  5. Record a patient's allergiesRecord what a patient is allergic to, or that they know of no allergy, so it shows at the head of their chart.
  6. Add a condition to the problem listRecord a long-term condition on a patient's problem list, with the date it started.
  7. Keep a family on one folderOpen a family folder for a patient and add their spouse or children, so one family card covers them all.
  8. Name who is looking after a patientRecord which clinician is answerable for a patient, as their primary, covering or supervising colleague.
  9. Give a patient your hospital codeFind the hospital code a patient types into the RizCare patient app, and the patient portal address where your practice has one.
  10. Give a patient access to the patient portalMake a one-time code a patient types with their date of birth to read their records on the RizCare app, or on the web where your practice has a patient portal address.
  11. Give a parent access to a child's recordsMake a code a parent or guardian types to read a child's visits, bills and shared notes on the patient portal.
  12. Withdraw someone's portal accessSee who reads a patient's records online, and stop one of them reading them, with the reason.

Visits and notes

Working through a visit in the practice portal: the readings, the results and the notes a clinician writes and signs at the end.

  1. Open a visitOpen a visit for a patient who has arrived, and find your way around its tabs.
  2. Move a patient to the next stage of their visitSay where a patient is in their visit, so the whole team sees who is waiting and who is being seen.
  3. Record readings at a visitRecord blood pressure, pulse, temperature, weight and other readings against a patient's visit.
  4. Write and sign a noteWrite a consultation note from a template during a visit, check it, and sign it.
  5. Correct a signed noteCorrect a note that has already been signed, with the reason, while the original stays on the record.
  6. Record a prescriptionWrite a prescription during a visit, check it, and issue it.
  7. Record a test sent to an outside laboratoryRecord a request sent to an outside laboratory, type in the report when it comes back, and record that a clinician has read it.
  8. Complete a visitClose a visit when the patient has been seen, so they leave the list of people in the building.
  9. Open an antenatal visitOpen an antenatal visit and, for a new pregnancy, the pregnancy episode that follows it.
  10. Admit a patient to the ward and discharge themAdmit a patient from their visit, find them on the admissions register, and discharge them with a summary.
  11. See the note templatesRead the templates your practice writes notes from, and which headings each needs before a note can be signed.
  12. Make your practice's own note templateCopy a note template, rename it and add, remove or require headings, so notes are written the way your practice works.
  13. Share a signed note with the patientLet a patient, or the parent who reads a child's records, open a signed note on the patient portal.
  14. Stop sharing a note with the patientTake a shared note off the patient portal, with the reason, so the patient can no longer open it online.

Appointments

Using the practice diary on a computer: booking, moving and cancelling appointments, and recording a booked patient's arrival.

  1. See the diarySee each clinician's bookings for a day, with the hours they work behind their column.
  2. Book an appointmentBook a registered patient in with a clinician on a day and time, with the reason for the visit.
  3. Record that a booked patient has arrivedMark a booked patient as arrived, which opens their visit and puts them in the building.
  4. Move or cancel an appointmentMove a booking to another time, or cancel it with the reason, from the diary.
  5. Set a clinician's working hoursState the hours each clinician works every week, and the dates that differ, so the diary shows where there is room.
  6. Add your appointments to your own calendarGet a link that shows the appointments you are booked to see in the calendar app on your phone or computer.

Billing

Bills and payments in the practice portal: what a visit costs, recording a cash or transfer payment and seeing what is still owed.

  1. Find an invoiceSee every invoice, newest first, with the money received today and what is still outstanding.
  2. Record a paymentRecord cash or a transfer a patient has paid against their invoice.
  3. Reverse a paymentReverse a payment that was recorded by mistake, with the reason, while the original stays on the invoice.
  4. Charge for a visitCreate an invoice from a visit and add charges from the practice's price list.
  5. Check payments set aside for a decisionSee payment reports that did not match what the practice asked for, which wait until somebody decides.
  6. Set your services and pricesKeep the price list Billing charges from, and add a new service with its price.
  7. Choose your money settingsRead how the practice records money, and choose who carries a payment provider's charge and how receipts are emailed.

Messages

Reading the messages patients send to the practice from the practice portal, and answering each of them during the working day.

  1. Write to a patientRead and answer a patient's messages, or start a conversation with a patient, from Messages.
  2. Add a colleague to a conversationPut a colleague on a patient's conversation, so they are told of new messages and can answer.
  3. See your notificationsRead what the practice tells you about your own work, and mark it as read.
  4. Check what this computer has sentUse the outbox to see what your computer has saved, sent and had accepted by the practice.

Team and settings

Running the practice account: adding colleagues, choosing what each of them can do, and keeping the practice's details current.

  1. Invite a colleagueSend a new member of staff a link to join your practice, with the position they start in.
  2. Change what a colleague can reachSee each colleague's access, change what one colleague can reach, and read what each position carries.
  3. Send a colleague a link to set a new passwordEmail a colleague who has forgotten their password a link to choose a new one, from their row on Team.
  4. See the activity trailRead who did what in your practice, newest first.
  5. Check your practice detailsSee your practice's name, language and time zone, and the practice-wide switches for family folders, patient emails and signing in.
  6. Switch maternity or admissions on or offChoose whether your practice runs maternity and admissions beside general practice.
  7. Require signed notes before a visit is completedChoose whether a visit can be completed while a note in it is still unsigned.
  8. Set up the patient portalTurn the patient portal on, find the hospital code, and choose how long patients stay signed in on the app.
  9. Turn on appointment remindersEmail patients a reminder before each booked appointment, and choose how long before.
  10. Let staff add bookings to their own calendarTurn on calendar links, and choose how a patient appears in a colleague's calendar.
  11. Stop a lost deviceStop a computer or phone that is lost, stolen or no longer used, so it can no longer work for the practice.
  12. Change your own settingsCheck your profile, and choose light or dark, row height, colour and storage for the computer you are on.
  13. Get email about your workGive an email address for the few notices about your work that are worth an email.
  14. Add a second step to signing inAdd an authenticator app, so signing in asks for a code from your phone as well as your password.

The practice phone app

Using RizCare on a phone at the hospital: setting it up, seeing the day, adding walk-ins, recording readings and drafting visit notes.

  1. Set up RizCare on your phoneSign in once on a phone so the practice's records are stored on it and open with or without a connection.
  2. Open RizCare with your passwordOpen the records on a phone you have already set up, by typing the password you use for RizCare.
  3. Lock RizCare before you put the phone downClose the records on the phone so nobody else can read them, without losing anything you have saved.
  4. Sign out of the practice appEnd your session with the practice on this phone, and what happens the next time you open the records.
  5. Add a second account to a shared phoneSet up your own account on a phone a colleague already uses, so each of you opens only your own records.
  6. Remove an account from a shared phoneTake one person's account off a phone, leaving the phone and everybody else's accounts on it as they are.
  7. Reset a phone nobody can openClear every account off a phone when nobody knows the password it was set up with, then set it up again.
  8. See who is waiting on TodayRead the day's patients on the phone, grouped by where each one is, and open the one you need.
  9. Add a walk-in from the phonePut a patient who arrived without an appointment on today's list, from anywhere in the practice.
  10. Record the arrival of a booked patientMark a patient who has an appointment today as arrived, which opens their visit for readings and a note.
  11. Register a patient on the phoneAdd a new patient to the practice from the phone, with the folder number and details from their paper folder.
  12. Find a patient and open their chartSearch the patients on the phone by name, folder number or phone, and read their chart without a connection.
  13. Record readings at a visitAdd blood pressure, temperature, pulse and weight to a patient's visit on the phone, with or without a connection.
  14. Mark a lab result as reviewedRead a returned lab report on the patient's visit and record, in your own words, what you took from it.
  15. Draft a visit note on the phoneWrite the assessment and plan for a visit on the phone as a draft in your name, ready to sign on a computer.
  16. Check the diary on the phoneSee each clinician's appointments for a day, with the free times between them, from the Today screen.
  17. Book an appointment from the phoneBook a patient into a free time in a clinician's diary from the phone, while the patient is still in front of you.
  18. Move or cancel an appointment from the phoneChange the time of a booked appointment, or cancel it with the reason, from the diary on the phone.
  19. See what is waiting to sendCheck on the Waiting screen what this phone has sent to the practice today and what it still holds.
  20. Keep working when the connection dropsWhat the phone still does with no connection, and how the work you save reaches the practice afterwards.
  21. Update the practice app when it asksWhat the phone shows when RizCare needs an update before you carry on, and how to tell whether your work has been sent.

For patients

For patients and families: signing in to your hospital on RizCare, seeing your visits and bills, and reading what the hospital shares.

  1. Find your hospital in the RizCare appOpen the RizCare app on your hospital's page, with the hospital code reception gave you or the link your hospital emailed.
  2. Sign in for the first time with the code from your visit summaryLink your records to the RizCare app the first time, with the code printed on your visit summary and your date of birth.
  3. Sign in to the app with a codeSign in to your hospital on the RizCare app with a six-digit code sent to the email address the hospital has for you.
  4. Switch between your records and a child'sSee your own records or those of a child the hospital has linked to you, and move between them at the top of the app.
  5. See your appointments and past visitsCheck when your next appointment is, and what the hospital shared after each past visit, on the Visits screen.
  6. Cancel an appointment you cannot makeCancel a booked appointment from the app so the hospital knows you are not coming in.
  7. Check a bill and what is left to paySee each bill from your hospital, what it was for, what you have paid and what is left, and pay the rest at the hospital.
  8. Send a message to your hospitalWrite to your hospital from the app and read their replies, for questions that can wait for opening hours.
  9. Read your visit notes and instructionsOpen the instructions and visit notes your hospital has released to you, and see who wrote and signed each one.
  10. Read how your hospital uses your informationOpen your hospital's own statement of how it keeps and shares your records, from the You screen in the app.
  11. Sign out of the appSign out of your hospital on the RizCare app, for example before you lend your phone to someone else.
  12. Delete your account on the appDelete your RizCare app account, and know what goes with it and what your hospital keeps.
  13. Use the app without a connectionWhat you can still read in the RizCare app when your phone has no data or signal, and what waits for a connection.
  14. Update the app when it asksWhat the RizCare app shows when it needs updating before you can carry on, and where to find the update.
  15. Sign in to your hospital's patient portal on the webSign in to your hospital's patient portal in a browser with a six-digit code sent to you.
  16. Read how your hospital uses your information on the webRead your hospital's statement on how it keeps and shares your records, before or after you sign in.
  17. Switch between your records and your child's on the webChoose whose records to open when the hospital has linked more than one person to you, and switch between them.
  18. See what is next on your portal home pageSee your next appointment, what is left to pay and what the hospital has shared, on one page.
  19. Read what the hospital shared after a visit on the webOpen a visit note or instruction sheet a clinician has shared with you.
  20. See your visits and cancel an appointment on the webSee the appointments coming up and your past visits, and cancel an appointment you cannot keep.
  21. Check your bills on the webSee what you have to pay and what you have paid, and open a bill to see its charges.
  22. Send a message to your hospital on the webWrite to your hospital from the patient portal and read the reply.
  23. Change your patient portal settings on the webSee who is on your account, turn appointment reminders on or off, and sign out.
  24. Delete your patient portal account on the webDelete your portal account, so you no longer sign in or see records in the portal.