Editing and building services

The Service Builder is the engine room of your clinical operations. It allows you to manage existing PGD services, customise clinical workflows, and even create your own bespoke service frameworks for non-PGD offerings.

Overview of Services

All PGD-supported services (such as Travel Clinic, Weight Management, or Minor Ailments) come pre-built and ready to use. You do not need to build these from scratch.

To view your current library:

  1. Navigate to Service Builder > Services.
  2. Here you will see a list of all services currently available to your organisation.
Service Builder > Services

Customising Clinical Questions

Every pharmacy group has slightly different requirements. You can tailor the specific questions asked during a patient journey:

  • Expanding a Service: Click the 'Expand view' icon next to any service.
  • Tailoring Content: Within this expanded view, you can view or edit every question that forms part of the Pre-screen and the Consultation.
  • Mapping: This is also where you can quickly assign Independent Prescribers (IPs), specific Pharmacies, and Staff members to that individual service.
Service Builder > Services > Expand Service

Editing Service Parameters

To change the high-level rules and messaging for a service:

  1. Click 'Edit' on the service in the main list.
  2. From here, you can modify essential details, including:
    • Age Restrictions: Change the minimum or maximum age for the service.
    • Custom Messaging: Update the text that appears on the Signature Screen or in patient emails.
    • Booking Rules: Enable or disable features like Same Day Bookings.
Service Builder > Services > Edit
Editing the Signature Screen message.

Building Bespoke (Non-PGD) Services

If you offer a service that Deltera does not currently provide a PGD for, you can use a different platform for the final record, you still use Deltera to manage the logistics.

  1. Click the 'Add Service' button.
  2. Configuration: Build a custom pre-screen to capture patient data and eligibility before they arrive.
  3. Workflow: The patient books through Deltera and completes your custom questions. You can then use this data to perform the consultation in your required external platform.

Tip: Creating your own services is an excellent way to consolidate all your pharmacy bookings into one calendar, even for services not traditionally covered by PGDs.

Get in touch

For all technical enquiries and system support, please email us at:
pharmacysupport@deltera.uk