Help for secretaries and admin staff

Start with the overview, follow the step-by-step guides, or jump to forms, schedules, and speaking to the team.

Secretary help

What Patient Watch is, why it was built, and how we design it.

What Patient Watch is and is not.

Why Patient Watch was built.

The design rules we follow.

Day-to-day jobs many secretaries handle on behalf of the clinic.

Use a template to send an invite by email or QR code.

Find patients who have not finished sign-up or their first entry.

Nudge a patient when an entry is overdue.

The same template and diary workflows clinicians use, with screenshots.

Set up questionnaires, intervention details, and clinic contact.

Invite a patient from a template.

Add another procedure or schedule to an existing diary.

Close a diary when follow-up is complete.

Forms, schedules, research programmes, and speaking to the team.

Validated PROMs, scoring calculators, and how to request new forms.

When patients are prompted and how custom timing works.

Tag cohorts and keep research data separate from routine care.