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  1. Activated: Search for patients in your team/organisation to contact them, remind them to register or edit their sharing settings. Invite single or multiple patients. This is the tab that you will use most often as a coordinator.

  2. To activate: A list of patients in your team who have not had their identity verified. You can verify their identities.

  3. Registering: A list of patients in your team who have not yet registered. You can add email addresses for patient or remind them to register. 

  4. Reports: If you upload a CSV of patients to create their records from the 'Activated' tab, you will see a report on this tab with details about the upload. This will let you know which records were created successfully and list any failures. 

Activated

How do I add a professional to a patient?

How do I reset a patient password?

How do I add a carer to a patient?

How do I assign teams to a patient?

I want to use the email address for a carer - how do I do this?

How do I edit a patient’s demographics?

How do I see who the patient record is shared with?

How do I add a patient to my team?

How do I remind a patient to register?

To activate

What is the difference between an activated and non activated patient?

Registering

How do I remind a patient to register?

How do I add an email to a patient who has not claimed their record?

How do I delete a patient who has not fully registered?

Reports

Activated

You have the ability to search for patients on the ‘Activated’ tab. You are able to search by unique ID (such as a national identifier), the patient's date of birth or the patient's name. 

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