Templates

This is the area where the wording on the “built-in templates” can be customised.

The built-in templates are:

1. Assessment request email body

This is used to prompt an assessor to complete an electronic Multi-Disciplinary Needs Assessment (MDNA). This email includes a link to the required electronic MDNA. This is automatically generated when a user selects “assessment” against an assessor in the “Request assessments” step in the process.

2. Checklist incomplete email template

This is used to advise the user (who submitted an eChecklist) that additional information is required in order for the CCG to further process the eChecklist. This is automatically generated when a user selects “No” to the “Is there enough accurate information in order to pass the checklist to the Duty CHC nurse” step in the process.

3. Checklist outcome negative appeal

This is used to advise the person/representative that they do not meet the indicated threshold for full NHS CHC. This is automatically generated when a user selects “No” to the “Refer for full assessment” step in the process.

4. Checklist outcome negative FNC eligible

This is used to advise the person/representative that they do not meet the indicated threshold for full NHS CHC, but that they are eligible for FNC. This is automatically generated when a user selects “No” to the “Refer for full assessment” step in the process, but ticks the field “Yes” under FNC.

5. Checklist positive referral template

This is used to advise the patient that their eChecklist has a positive outcome and they will be referred for a full assessment for NHS Continuing Healthcare. This is automatically generated when a user selects “Yes” to the “Refer for full assessment” step in the process.

6. Checklist received email template

This is used to advise the user (who submitted the eChecklist) that the eChecklist has been received by the CCG and includes the case reference. This is automatically generated when a user submits an eChecklist.

7. Document received notification email template

This is used to advise the lead coordinator when a document has been received linked to a case they are working on. This is automatically generated when a document has been uploaded by an assessor.

8. Document request email template

This is used to prompt an assessor to upload an assessment document. This email includes a link to allow the person to upload a document. This is automatically generated when a user selects “upload” against an assessor in the “Request assessments” step in the process.

9. DST LA Review request email body

This is used to send an email to the Local Authority/Social Worker confirming that they had recently attended a MDT meeting with a link to view the DST document completed by the CHC co-ordinator.

10. GP patient data request

This is used to request a summary record from the patient’s GP. This is automatically sent to the email address recorded against the GP’s surgery that is held in the CCG configuration area.

11. MDT Meeting arranged

This is used to advise all MDT participants of the date, time and location of the MDT Meeting. This is automatically generated when a user adds participants in the “Arrange MDT” step in the process.

12. Not responsible CCG template

This is used to advise the user (who submitted the eChecklist) that the patient is not covered by the CCG. This is automatically generated when a user says “No” to the “Are we the responsible CCG?” step in the process.

13. Standard signature template

Standard signature applied at the footer of all generated documents.

14. User added email template

This is used to advise an existing OneVault user that they been granted access to the Digital CHC system.

15. User created email template

This is used to advise a new OneVault user that they been granted access to the Digital CHC system.

16. User password reset template

This is used to advise the user that their password has been reset.

Amending Templates

To amend the wording on the standard templates, click on Templates on the left-hand side of the screen, then click on “Built-in templates” which displays the list of the built-in templates:

To amend any of the built-in templates simply click on the name of the template and this will drill you down into the template.

Once changes have been made click Save.