Help centreSecretary help

Guide 2 of 4

New diary

Invite a patient from a template: choose a setup, review the details, send the invite, then open the new diary.

Estimated time
~4 min
Audience
Clinician
Example
Injection example

Before you start

  • Logged in to Patient Watch
  • At least one saved template
  • Patient email address ready to invite

Start a new diary

Pick a template, invite the patient by email, and open the diary once the invite is sent.

Step 1

Open New diary

Start from the Patients list when you need to invite someone for the first time.

Patients page with the New diary button highlighted
  1. In the top navigation, click Patients.
  2. Click + New diary in the top right of the diary list.

Step 2

Choose a template

Select the reusable setup that matches this pathway.

New patient diary dialog with a template selected
  1. In the New patient diary dialog, search by procedure, area, or questionnaire if needed.
  2. Click the template you want to use.
  3. To manage or filter templates in full, use Browse all templates.

Step 3

Review setup

Check intervention details, clinicians, questionnaires, and clinic contact before inviting.

Review setup screen with Invite by email highlighted
  1. Review each section on the Review setup screen.
  2. Use the edit icons if anything needs changing.
  3. Click Invite by email when you are ready. You can also use Share QR code for in-clinic sign-up.

Step 4

Add patient and send invite

Enter the patient details and send the invite email.

Add patient form with Send invite highlighted
  1. Select the Organisation if you belong to more than one.
  2. Enter the patient Email (required).
  3. Optionally add title, first name, last name, and mobile number.
  4. Click Send invite.

Step 5

Go to the diary

Confirm the invite was sent, then open the new diary.

Invite sent confirmation with Go to diary highlighted
  1. Confirm the Invite sent message.
  2. Click Go to diary to open it, or Invite another patient to send another invite.

Step 6

Check pending details

After the patient accepts, complete any details still needed for the diary.

Pending diary for the invited patient with details still needed
  1. Open the Pending tab on the Patients page if you are not already on the diary.
  2. Select the diary and review Details we still need.
  3. Complete items such as Procedure date or Injection side when you have them.
  4. Use Update Diary later if you need to add another procedure or end follow-up.

What's next

Continue with the next lessons in the secretary learning path.