Social Rx Release Version 2.7

Social Rx Version 2.7 is our final release of 2022. It includes changes to the way appointments can be scheduled and completed, the Directory of Services, long-term condition recording, GP integration messages and the referral form. For information on the bug fixes in this release, please refer to the Release Notes.


Scheduling appointments

Multiple appointments can now be scheduled in Social Rx at once. This may be appointments that reoccur daily, each weekday, weekly or monthly. When scheduling an appointment, users can select the occurrence frequency as well as whether the block of appointments ends after a selected date, or a number of occurrences. Before saving, the user can check the dates for which they have booked appointments next to ‘Appointment Dates’.  Once saved, this will create multiple, individual appointments for the user.

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Directory of Services

Historic or inactive services and organisations in the directory can now be hidden from search results by switching them to ‘inactive’. You may want to switch an organisation to ‘inactive’ if they are temporarily not running, or if they are no longer available but you wish to keep their service and contact details recorded on the system. On the Manage Directory of Services page, you can switch an organisation to inactive by selecting ‘Edit Service’, then ticking the tick box next to ‘Is Active’.

Additionally, when booking services from within a client case, you can now choose multiple services offered by an organisation, by ticking the appropriate services from a tick list. This will then create multiple service bookings.




Long-term conditions

Users now have the ability to record extra information on long-term conditions within a client record. This allows for more details to be specified if required, through a free text field. Under Referral Detail, then ‘Edit’ on the right-hand side, users can navigate to the long-term conditions section of the referral form, where a free text box can be found. Text entered here will then be visible from the Referral Details screen. Please note that this is only applicable for organisations that have configured the ’Long Term Conditions’ field to be included on the referral form.


GP integration messages

There are 2 changes that have been made to the messages that are sent into GP clinical systems from Social Rx. Firstly, when a referral is declined in Social Rx, the integration message will now include the reason for the decline, i.e., either that the client couldn’t be contacted, the client was contacted and declined, or the referral was inappropriate. Secondly, the message will state that the referral was ‘declined from Social Rx’ as opposed to ‘declined from social prescribing’. This is to accommodate for the range of user roles in Social Rx. Also for this reason, the discharge reason ‘social prescribing complete’ has been changed to ‘case complete’.



Referral form


There are 3 changes that have been made to the Social Rx referral form.

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Firstly, when a risk is selected on the referral form, an optional text box will appear to allow the referrer to provide more details on the risk they have indicated. This aims to improve awareness for the case worker of potential risks associated with a referral.



The information inputted will then be flagged in the Risks button at the top of a case, as shown in the screenshot above. This change is applicable to the internal and external referral forms.


Another change made to the referral form is the ability to make the ‘pathway’ field mandatory to ensure that referrers select a pathway for their referral before submitting. This is relevant to organisations who have multiple referral streams, such as social prescribing, health and wellbeing coaching, or weight management specialists, for example. If you would like this configured, please contact your Account Manager. This change is applicable to internal and external referral forms.

The final change to the referral form is to the ‘social prescribing goals’ field. The word limit has been increased (to a maximum of 3,000 characters in length) and a warning message will now appear if the referrer reaches the limit. This will ensure that no details are cut off when the referral is received in Social Rx. This change is applicable to the all referral forms.



Completing appointments

When the user completes an appointment, either from the ‘Schedule Appointment’ area or the ‘Scheduled Tasks’ area, it is now optional to add a case note at this stage, or to just record the appointment as being complete. Similarly, when selecting ‘DNA’ for an appointment, the user can either add a case note or simply record that the appointment was not attended.



Please contact your Account Manager with any questions regarding the changes in this release.