Fedelsoft

Help

How to use Fedelsoft, one page for each topic. Signed in, the same guide opens from the Help button in the corner of every page, and Ask answers questions from it.

Start

Start is where you arrive after signing in. Everything else is reached from it.

  • The Start pageStart opens with your greeting, the day and your organisation.
  • Your to-do listThe To do tile is always first in the row on Start: how many tasks are yours, with how many are overdue, paused or with others beneath.
  • Labels for your tasks, and patient interestsYour own labels for grouping tasks, newest first, and the patient interests used to tag patients and photographs, A to Z.
  • The patient's logA contact has the same log, under Log on their record: the entries that are already there, and a box to add one.
  • Help and feedback, from anywhereThe question mark opens this guide, at the section for the page you are on.
  • What's newEvery change you would notice on a screen is written up in plain words: what you will see and what to do.
  • Finding your way: the menu on StartThe menu on Start is a row of buttons, one for each part of the work: Patients, Theatre, Money, People, Documents, Stock and Growth.
  • Arranging StartThe search bar and the To do tile, first in the row, are always on Start and cannot be moved.
  • Emailing yourself a to-doThe address alone decides whose list it goes on and which organisation it belongs to, whoever the email says it is from.
  • Your sign-in code for receptionThe reception screen takes a name or a scanned code.
  • Signing in a visitor at receptionSomebody who is neither a patient nor a member of staff, such as a patient's parent or a friend who has come with them, signs in as a visitor.
  • Signing inYou can sign in to an organisation while you hold a current role there: one marked for signing in, whose end date has not passed.

Patients

Finding a patient, their record, and what hangs off it.

  • Safeguarding referralsEvery safeguarding referral recorded, newest first, each with its date, who recorded it, the patient and the history.
  • Progress, people involved and themes on a complaintThe complaint's progress notes, newest first: each with its date, who wrote it, the comments and a Resolved tick.
  • Reporting a compliment, complaint or significant eventOne page raises a record in the feedback and incidents register: a compliment (an excellence report), a complaint, an adverse event, a non-clinical event or a freedom to speak...
  • Finding a patientType part of the name and the matches appear as you go, under Patients, with a date of birth and town beneath each so two people with the same name are told apart.
  • Merging a patient recorded twiceWhere a search shows two or more patient records, Merge patients appears under the results.
  • Asking a questionAsk puts a question to an AI that can look things up in Fedelsoft for you: how much was spent on pharmacy last month against the month before, how many appointments there were...
  • A new patient, contact, organisation, item or referral sourceWhere you sign in at more than one organisation, a new patient, contact or organisation asks which organisation it belongs to under Belongs to, starting with the one you signed...
  • An item or procedureGuide price is the hospital's row and each practitioner's own, From or a Range: what the automatic reply tells an applicant, roughly, never a fee.
  • The patient recordPhoto, under the patient's picture at the top of the card, takes a new picture with the device's camera or lets you choose one from the device.
  • Emails waiting to be placedA message blind copied to the filing address goes straight onto a patient's record when the subject carries their code, or when the address it was also sent to belongs to...
  • The patient portalA patient booked for surgery sees the deposit terms of the hospital doing it on their Quotes and invoices page, with earlier versions beneath under Earlier versions.
  • The health questionnaire before a first consultationWhere the organisation has switched it on, a patient booked for a first consultation with one of the practitioners chosen under Settings is given a health questionnaire in...
  • Patient onboarding in the portalWhere a patient has been invited to the health questionnaire for the same appointment, the details invitation, its reminders and its phone task are not sent as well: the...
  • ConsentOn the patient's record, Consent lists every consent document the patient has in one list, newest first: its date, its procedures, one tag each, and a calendar button that...
  • Consent to publish photographsThe Publishing consent fold on a patient's record holds their consent to their photographs being published on the organisation's own Instagram and Facebook, and says where it...
  • PrescriptionsUnder the patient's medicines, Health lists their prescriptions newest first, each with its date and whether it is signed and sent, and Prescriptions opens the full list, where...
  • A patient's applicationWhen somebody says they have sent an application, open their record and look at Applications.
  • Patients' Instagram messagesWhen a patient writes to the practice's Instagram, their message is read here and not on Leads.

Clinics and appointments

The schedule, the empty times on it, and the appointment itself.

  • Booking, moving and cancelling from the scheduleThe confirmation email a booked patient receives, from Book a patient or a confirmed portal reservation, is the full letter: the information every patient must be given about...
  • The pathway on the clinic listEach appointment on a pathway shows the pathway's name and the stage reached at that appointment, such as Breast reduction 2 of 6.
  • Building clinicsChoose the practitioner, the room, the first and last date and how often (every so many days, weeks or months), the start and end, the appointment length and the break.
  • Photo importFiles a folder of your own clinical photographs onto the consultations and operations they were taken in, by the time each was taken.
  • The appointmentThe Clinical entry box is open on the day of the appointment.
  • Consultations invoiced when they are bookedWhere the organisation has it switched on, a consultation booked with one of the practitioners named under Consultation invoicing is invoiced the moment it is booked.
  • Post-clinicPost-clinic lists, for each clinic on the day shown, every patient who was seen, with the state of their letter, their quote and their photographs.
  • Invoicing accepted quotesWhere the organisation has Invoice accepted quotes automatically switched on, a quote the patient accepts is invoiced without anybody pressing anything.
  • The surgery booking confirmationWhere the organisation has Email the patient when their surgery is dated switched on, a patient whose operation is put on an operating list with a date to come is emailed...
  • QuotesWhen a patient accepts a quote, in the portal or recorded by staff, they are sent one email in the organisation's letterhead to say it is recorded and what happens next.
  • A medicine's detailsEach medicine in the formulary has a page of its own.

Theatre

Operating lists, the cases on them, and the two halves of a surgery record.

  • Operating listsMove, on a case, takes it off this list and puts it on another in one step: choose the list, which shows its date, place and how many cases it holds, and press Move.
  • Ready for surgeryReady for surgery lists the patients booked for an operation whom the nightly readiness check finds ready: two consultations with the surgeon, a quote accepted, the information...
  • The booking form and the operation noteThe date at the top of a booking form on a list opens that day's operating list, as Operating list does.
  • Booking forms not complete a week before surgeryBooking forms should be done at least a week before the operation.
  • Readiness for surgeryFor a surgeon who has the check switched on, Fedelsoft judges every night, and whenever a record the check reads changes, whether each of their operations still to come is ready.
  • Theatre timingsThe clock against the running order: one page for the whole list, made for an iPad in theatre, where each case's events are stamped as they happen.
  • The waiting listAdd a patient to the waiting list, at the top of the page, finds a patient by name, number, date of birth, phone or email and puts them on the list with Add.

Admissions

The ward's record of an admission, and the board of who is in.

  • The admissions boardEveryone in now, with a status word: in, discharge overdue, booked and not yet arrived.
  • The admission and the discharge summaryThe patient sits at the top with the operation, the room, the consultant and the dates; below that the page is four sections you open one at a time, so you can see what is on...

The rota

Who is working when, a person's day in full, and the hours.

  • The weekThe Leave fold shows each person's holiday in hours: taken and remaining in their current contract block, with their annual leave, public holiday and study leave also in hours.
  • A person's dayThe day shows the planned times, the shifts, what the person is doing and the clocked times from reception; Missed beside them records a sign-in or sign-out somebody forgot.
  • Who is on site, for a fire alarmWho is on site lists everybody signed in at your organisation's reception who has not signed out: staff and visitors in one column, a visitor marked as one with who they came...
  • Who is signed in, and a missed sign-in or sign-outTimesheets lists everybody signed in at your organisation's reception who is still marked as on site, patients and everyone else.
  • Hours worked over a periodChoose a person, a From date and a To date, and press Show.

Expenses, invoices and accounts

Raising an expense and getting it paid; invoices; the books.

  • MembershipsEmails, at the top of Memberships, holds the two emails for members moving across: the announcement and the reminder, each with its text, the date and time it goes, and who it...
  • ExpensesEvery expense has its own page.
  • Payment runsA PAYMENT RUN PAYS APPROVED EXPENSES IN ONE GO.
  • Possible double invoicingEvery patient flagged for possible double invoicing is on one page, each with all the invoices their task named side by side: who issued it, which fees it charges, its date,...
  • InvoicesWhere you sign in at more than one organisation, the list holds the invoices of every one of them, each marked with its organisation's label, and the ticks above the list hide...
  • Insured invoicesInsured invoices lists every invoice billed to an insurer that is still open: not yet submitted, or submitted and not yet paid.
  • Affordability profileFor directors, managers and IT Support, the affordability profile shows your organisation's patients in three groups: those who had surgery, those who were seen in clinic and...
  • Seen onceThe patients with one appointment behind them who left it there: exactly one past appointment in the practitioner's clinics that was neither cancelled nor marked as missed,...
  • ReportsReports counts new consultations (Consultations), new enquiries (Enquiries) and non-surgical revenue over the period you choose, for the organisations you hold a Director or...

Contacts and organisations

The directory: colleagues, GPs, suppliers, insurers, hospitals.

  • A contactFor a Director, the access card on a contact also holds their AI allowance at your organisation: what their questions to Ask may cost each month, with what they have used so far.
  • An organisationThe name and identifiers, what kind of organisation it is, how to reach it, who practises there and as what, its locations and its child organisations, what is outstanding for...
  • Reference data and duplicatesThe lists everything else points at: organisations, contacts, items, referral sources.
  • Information sheetsThe list shows every information sheet you can reach, A to Z.
  • Applications for practising privilegesInvite takes a title, name, email and speciality and emails the applicant a link to their own application.

Documents, equipment and stock

The practice's own records, as opposed to a patient's.

  • Documents and personnel recordsAn expired record with its alert on is chased by email: the person it is about, or on an organisation's own document its Author and Responsible Person, are asked to renew it.
  • AttachmentsThe organisation's folders of files, and the files themselves: photographs, video and documents, kept safely and opened from the record they belong to.
  • PayrollPayroll lists the payslips whose period ends in the month, one for each member of staff, with the shifts they worked in the period, the hours, the shift pay and their leave,...
  • Risk assessmentsThe organisation's risk assessments, the open ones first with the soonest review at the top, then the closed ones: each with its review date, marked Overdue once that date has...
  • EquipmentThe register and the maintenance schedule.
  • StockScan uses the camera to read a product barcode or a QR code, on an iPad and iPhone as well as in Chrome.
  • LabelsDrug labels, patient labels and dispensing labels, laid out at their printed size and printed straight from the browser.

Sketches and tablets

Writing by hand on a reMarkable or an iPad, and where the drawing goes.

Settings

What the organisation tells Version 2 about itself, and your own connections.

Leads

Everybody who has asked about a treatment, from the list of them to one person's page.