This functionality will be available from 12th December 2022.

Contents

Isla's powerful scheduling functionality allows logged in users to plan automated requests to be sent in the future. Schedules are now more flexible and customisable, allowing varied types of requests in one schedule and any combination of time gaps between requests sent to the patient. In this help centre article, we'll walk through how to set up a schedule on a patient, and how to use schedule templates.

Once you've created a folder for a patient, you can set a new schedule on a patient using the 'Create schedule' button. This option is available on any folder, whether newly created or already existing.

The schedule builder will appear, which can be used to create a request timeline (a set of requests due to go out in the future) on the patient. You have the option of

a) creating a schedule manually (setting any number of requests unique to this patient), or

b) using a predefined schedule template.

To create a bespoke schedule for a patient, click the Add item(s) to schedule button. When creating a schedule manually on an individual patient, you can add requests one at a time, or send the same request more than once. Each request is fully configurable, including the method of delivery, the type of data requested, and whether a reminder text should be sent. You can delete or edit individual requests along the timeline.

You can edit a patient's schedule in this way at any point along the patient's timeline, even if the schedule has already begun.

Instead of creating a schedule individually on a patient, you instead have the option of applying a schedule template to an individual patient's collection by clicking the Apply schedule template button. This option has the benefit of using pathways standardised at a team level, allowing all users in a team access to pre-defined schedules.

On selecting a schedule template from the dropdown, choose a start date to view a longitudinal preview of your schedule, including dates the requests will be sent. You can also add additional ad-hoc requests on top of a schedule, if you'd like.

Please note that applying a schedule template onto a pre-existing schedule will remove any requests in the future on that collection.

If you don't have any schedule templates available in your dropdown, it's likely that none have been created on your team yet. In the following section, we'll explore how to set one up.

Schedule templates are designed to be used as predefined request timelines, applicable to patients in a given cohort. They are defined at a team level, and can be applied to any collection in that team.

N.B. If there are no team admins you will have access to do the below. You can find out if there are team admins by navigating to your team's library and click 'Users'.

To find the schedule templates on your team, navigate to your team's library and click Schedule templates. If you have team admins in this team they will be the only ones able to create templates.. To set a new schedule template, click the Add schedule for requests button, choose a name, and add your request timeline. Please choose a name that will be understandable to all members of your team.

Please note that 'Day 1' refers to the day that the schedule begins on a patient. At this stage, specific dates have not been set.

Once you've finished creating your schedule template, you'll see it appear in your team's list of schedule templates. This will be accessible to all members of your team.

Schedule templates can be used on an individual patient level, as we've seen above, as well as in folder templates. To set a schedule on a folder template, you should apply a predefined schedule template.