When booking patients for their 2nd dose, you must add them and then invite them - this is an additional step compared to when inviting for 1st doses.
1️⃣ Create second dose clinics
👉 Skip this step if the clinics exist already. 👈
Lead organisations first need to head to Manage Organisation and Manage clinics to create 2nd dose clinics
Mark the clinic as Both, or Second only, and the set live
Note that you cannot simply 'copy and paste' a clinic, to replicate a 1stdose clinic
2️⃣ Upload new patients to accuBook
👉 Skip this step if the patient is in accuBook already. 👈
For new patients, upload your patients with a CSV, as explained here.
Add everyone first, and you can sort and prioritise them later. When the CSV is added accuBook checks the National Immunisation Management System (NIMS), and labels patients accordingly as to what state they will be uploaded into:
🔔We cannot currently tell whether a patient has booked a vaccination elsewhere, only whether they have received it. 🔔
Awaiting response - 1st: patients who you can now invite for their 1st booking
To manually book - 1st: patients who'll need to be manually booked for 1st
Awaiting 2nd invite: patients have have 1st dose and need inviting to 2nd
Completed: patients have had 1st and 2nd doses
Note: You have not yet invited anyone for their second doses at this point
3️⃣ Invite patients for their second dose
You've uploaded your list of 2nd vaccine patients, 👉but not yet invited them! 👈
✅ Patients will only see clinics that are published, with capacity
✅ Patients must be invited to their 1st and 2nd bookings separately, to give you more control over timings
✅ Patients will only be invited to the same vaccine type they have actually already received for their 1st dose, even if this changes from what was intended
✅ accuBook checks NIMS data on upload to ensure patients are in the correct state, even if they have been vaccinated elsewhere
❌ You cannot 'copy and paste' 1st dose clinics to create 2nd dose clinics
❌ You cannot send a 2nd dose invite more than 3 weeks in advance ... yet
Who and when to invite
Invited patients can book into all relevant appointments, so invite all patients in the 9th week after they have had their 1st vaccine
How to invite
Select only the 'awaiting 2nd invite' filter AND the relevant weekly sub-filters.
Then you can either select these patients individually or in bulk by clicking 'select multiple patients' and then 'select all'
🔔 You must select a weekly sub-filter if you want to invite patients in bulk 🔔
To invite in bulk, once you have selected a number of patients, you can then press Invite to 2nd
You'll see a list of the patients you are about to invite
You're then prompted to write and sent their invite message.
😄 They are now invited! 😄
4️⃣ Manually booking patients
Filter patients by 'to manually book - 2nd' and select 'Book'
You can book a patient in using the 'patient facing options'
Or you select 'user facing options' to see additional availability: all relevant published appointments at any time, including hidden clinics, only visible to users. For more on hidden clinics, see here
Read more about the content and timing of texts sent to patients here.
Patients will now be tagged as:
To manually book - 2nd if they have no valid UK mobile number
Awaiting response - 2nd if they have been sent an SMS invite
👌 Now you're done! 👍