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Clinipad NHS Family & Friends Test

From April 2015 NHS-registered English practices are required to make this test available for patients and to forward results to the NHS. Patients anonymously complete tests on Clinipad. The practice generates a report summary ranging across a minimum of one month and uploads this data via the NHS portal.

NHS practices cannot disable the Friends and Family Test functionality and by default it is enabled for the Exit Workflow, but can optionally be disabled as a workflow prompt.

To disable the Friends and Family Test prompt in the exit workflow

  1. Select Configure > Practice Settings...

  2. Click the configure (spanner) button for Enable Appointment Workflow:

  3. In the Patient Retention Workflow Wizard, un-check the Friends and Family Survey checkbox.

Reassuring Patients of Anonymity 

When patients open the Clinipad form they see a statement
"Data gathered on this form is anonymous and no-one in the practice will be able to determine who has entered it"

If patients query the anonymity of this Test here are some possible replies by practitioners ...

  1. No data is saved to the patient file:

  2. Test data is not saved to the patient file but to a single store, where EXACT records only
    - question answers
    - date
    - providers seen
    - patient's age, gender, and ethnicity

  3. Text comments are protective against educated guesses by practitioners:

  4. If text comments are selected for inclusion in the report they are not identified by date or demographic data in order to preserve anonymity.

Issuing the Test on Patient Departure

The test is integrated into the Appointment Workflow Compliance Report, so Receptionists are monitored on their success or failure to urge patients to complete the test.

To issue the Friends and Family Test on patient departure

  1. Click Friends and Family Test in the Departure task list. This opens the standard Clinipad dialogue for the exit workflow.

  2. Ask the patient if they are willing to complete the completely anonymous NHS Friends and Family Test, and if they say No, select the Patient Declined button to abort the test.

  3. If the patient agrees to complete the test, select a Clinipad hardware device to issue to the patient by means of the Complete forms using dropdown menu.

  4. Select the Send to Clinipad button so that EXACT can prepare the Clinipad.

  5. Issue the patient with the Clinipad device and offer brief instructions.

  6. When the patient returns the Clinipad, click the Return button

(Patient) Completing the Test

Instructions to patients

The Friends and Family Test is optional and completely anonymous; we only ever see the collated results across all patients.

Tested data is transferred to the NHS for the benefit of health services in this country, and we may act upon suggestions that you make in order to improve our services to patients.

To complete the Friends and Family Test

  1. The Receptionist will hand you a Clinipad device.

  2. Select the Friends and Family Test button:

  3. When the test displays select appropriate options.

  4. To enter text comments, tap into the Comment field and then type using the on-screen keyboard:

  5. When you've completed the test select the Done button:

  6. Return the Clinipad device to the Receptionist.

Printable Test Template

A Presentation Manager template matching the on screen form is available to all users for their convenience, but is not automatically used by EXACT.

To find the printable version via Presentation Manager

  1. Click on the Create a Patient Document button from the patient file

  2. Click on +1

  3. Expand the [Standard Templates] Misc category and highlight the Friends And Family Test

  4. Click Create Template and you can now print a copy of the Friends And Family Test

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