What do the folders in the sidebar mean?
Needs Triage – requests still awaiting a clinical decision.
Sub-lists: Urgent, Under 5s, Over 75s, Needs Review, Non-urgent, Needs rebooking.
Provisionally Booked – requests Navigator has already slotted into a matching appointment; you confirm the booking looks right, cancel the booking, and send a message / Self Book Link to the patient.
Admin – non-clinical requests.
Sub-lists: Not Matched, Fit notes, Repeat prescriptions, Reviews, Screening, Vaccinations, Unconfirmed reschedules.
My work – your own threads.
Sub-lists: Assigned to me, Mentions.
Snoozed – requests you've parked to deal with later; Wake now brings one back.
Closed – everything that's been dealt with. Sub-lists: Diversions accepted, Resolved.
Access & Demand – a dashboard of demand against capacity.
How do the urgency dots work?
Every request carries an urgency band and the coloured dot on its row is that band. Worst sits at the top:
🔴 Immediate – needs action now (the most urgent band).
🟠 Same Day – must be dealt with today.
🟡 Before End of Tomorrow – can wait until tomorrow, but no later.
🟢 Within 1 Week – routine, but see the patient inside a week.
🟢 Routine – no time pressure (book when convenient).
🟣 Needs Review – Navigator wasn't confident enough to classify it and has parked it for a person.
When should I use Search?
Search helps you find the patient request you're looking for. You can search by First Name, Last Name, Full Name, text within the request, or NHS Number. You can also search by each request ticket's unique ID.