NCA Systems Training

NCA SystmOne - Caseloads and Referral Allocations

Certificate available: complete this course to be awarded a certificate

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This learning package for SystmOne is designed to help you understand and use functionality relevant to the Community Services of the Northern Care Alliance.

By the end of this course you will be able to:

  • View caseloads
  • Add a patient to a caseload
  • Add a referral date column to the caseload screen
  • Search for a patient in the caseload screen
  • Use referral allocation to add a named clinician to a referral
  • Search for allocations by staff member or team

Resource details

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Contributed by: NCA Systems Training
Authored by: Eda Marciniak, Northern Care Alliance NHS Foundation Trust, Clinical Systems Trainer
Licence: More information on licences
Last updated: 15 February 2024
First contributed: 15 February 2024
Audience access level: Full user

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