Signposting Toolkit Documentation

Helping admin teams in primary care
Contact: contact@signpostingtool.co.uk

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Looking for help using the app? Use the links below.

What’s New

Recent highlights from the latest release. For complete details, see the Release Notes.

• v1.3 — Jan 2026: Practice Handbook improvements, Workflow Guidance refinements, and routing updates
• v1.2 — Jan 2026: Added Workflow Guidance module and redesigned marketing site
• v1.1 — Dec 2025: Added AI Suggested Questions and introduced preferences system

Recently Shipped

• Practice Handbook: operational info panel is now collapsible and remembers your preference
• Practice Handbook: added category visibility controls and per-item editing permissions
• Practice Handbook: PAGE items support optional Intro text and Additional notes around Role Cards
• Practice Handbook: added LIST items for storing structured information
• Workflow Guidance: diagram details panel can be collapsed for more diagram space
• Improved routing: logo click keeps you within your current surgery using /s entry route
• Marketing and app domains separated for clearer navigation

About this documentation

This site contains documentation for the Signposting Toolkit – a clinically led, web-based platform designed to support GP reception, care-navigation, and wider practice teams with safe, consistent processes.

Use this site if you are:

• A practice / PCN evaluating the toolkit
• A clinical lead responsible for review and governance
• A developer running or contributing to the project

This documentation describes a live, actively maintained system used in real NHS practice. The toolkit is developed within a working GP surgery and serves multiple practices with ongoing support and updates.

Core platform behaviour is stable and documented under the “Baseline Platform” section in the Release Notes. Newer changes are incremental improvements logged transparently in versioned releases. All AI features are optional, controlled via feature flags, and subject to mandatory clinical review before publication. For details on the safety model, see Clinical Governance.

Application Structure & Navigation

Shared App Shell (Foundational)

All in-app pages use a single shared application shell, providing:

• a standard header (logo, surgery context, menu trigger)
• a universal slide-out navigation panel
• consistent layout and spacing across modules

This shell applies to all routes under:

/s/[id]/…

The navigation panel is the primary navigation mechanism for switching between modules.

Core Modules

The toolkit currently includes:

• Signposting Toolkit – symptom signposting and care navigation
• Workflow Guidance – visual workflows for internal processes
• Practice Handbook (formerly “Admin Toolkit”) – internal guidance, advice, and policies

Future modules (e.g. Daily Dose micro-learning) will integrate into the same navigation and app shell.

Navigation Rule (Important)

Any page under /s/[id]/… must render inside the shared app shell (standard header + universal navigation panel).
Exceptions must be explicitly justified (e.g. true full-screen editors).

This rule prevents UX drift and ensures new features integrate cleanly.

For maintainers: Docs Maintenance.

Quick Links

• Product overview – what the toolkit does and who it is for
  → Product Overview

• Technical summary – stack, architecture, APIs, and database
  → Technical Summary

• Release notes – changes between versions
  → Release Notes

• Roadmap – planned and in-progress features
  → Roadmap

Screenshots

Main symptom search screen

Contact

For onboarding, demos, or questions, email:

contact@signpostingtool.co.uk