Document management and workflow optimisation in primary care
Format
Virtual
Number of participants
Duration
Course overview
- Understanding the role of effective document management in improving workflow, patient safety, and operational efficiency within primary care.
- Exploring common challenges including workflow bottlenecks, duplication, coding inconsistencies, and delays in actioning clinical correspondence.
- Reviewing best-practice approaches to triage, coding, task allocation, and escalation of incoming documents and results.
- Using structured workflows, protocols, and digital tools to support safer, more consistent processing of clinical information.
- Understanding how multidisciplinary teams can work collaboratively to ensure documents are actioned appropriately and efficiently.
Format
- Delivered virtually.
- Live walk-through of document workflows within a GP clinical system.
- Interactive case-based exercises: “How would you manage this document?”
- Group discussion on common workflow challenges and solutions.
- Practical examples of safe coding, task allocation, and escalation processes.
- Real-time polling to explore variation in practice processes and confidence levels.
Learning outcomes
- Understand the impact of document management on patient safety, workload, and care continuity.
- Identify opportunities to streamline workflows and reduce unnecessary administrative burden.
- Apply best-practice principles to document triage, coding, and escalation processes.
- Improve consistency and communication across clinical and non-clinical teams.
- Use clinical systems and workflow protocols more effectively to support timely patient care.
Who should attend
GPs, practice managers, administrators, workflow managers, care coordinators, reception and care navigation teams, pharmacists, nurses, data quality leads and digital transformation staff.
Cost per session
Pre-training requirement
