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Select the patient, click ‘Add professional’ and complete the form. This will add an individual professional to the patient’s record.
How do I reset a patient password?
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Select the patient, click ‘Add carer’ and complete the form. It is important that you first check that the Carer has a PKB record and that they have been registered to their own record before being added as a Carer to another record. To do so follow the steps here.
How do I assign teams to a patient?
Assign a team to a patient when the patient is under the care of that team. Select the patient, click ‘Assign teams’ and complete the form. The team members will now have access to data in the patient record, as their privacy access allows. See privacy labels for more details.
I want to use the email address for a carer - how do I do this?
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Patients can be added if they are under the care of your team. You can add patients individually or in bulk. If a patient record does not already exist, a new record will be created. The patient will receive an emailed invitation if you have provided an email address.
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After uploading a CSV of patients to add them to your team, you can see a report about the upload on this tab. This process is described in our page on bulk record creation.