A professional account is held by anyone in the team who gives direct patient/service user care and who wants access to content within the patient record. They have the ability to:

• Search for a patient and view their PKB record

• Viewing data, ie blood results, care plans and symptoms tracked by the patient

• Adding data into the patient record, i.e. a care plan

• Sending secure messages to patients and other healthcare professionals involved in the patients care

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Professional account tabs

• My account: update Profile / Update your demographics such as Name, Gender, Address, etc. Go here to edit your profile. To save any changes, you must input your password.

• My account: you can change your password and update your security question here.

• My account: select a different language - Select a language from the dropdown menu to translate the standing text automatically. Please note that free text is not translated.

• Help: a link to our online help pages.

• Notifications: this area displays the subject of the last five discussion messages or appointments received and provides a shortcut link to view them.

Search a patient

• Search for a patient by ID/DOB/Name

• Go: clicking the 'Go' button loads a list of all patients, displaying in alphabetical order by surname.

• Enter Patient Record: click the patient's name to enter their record.

• Send Message: Send a message to a patient

• Send questionnaire: send a questionnaire to the patient

• Remind to Register: if a patient has been invited to register to PKB but had not yet completed the registration process, a professional user can 'Remind' them to do so by resending the invitation email.

• Reset Password: if a patient has forgotten their password, they can use our 'Forgot Your Password?' feature. However, if they also forget their security question they will be unable to do this. A professional user can reset a patient's password in this instance by using this feature.

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Messages tab

• Send message - Send a message to patients, colleagues, and carers.

• View messages from your patients

• Reply to messages

• Filter messages

• Attach a document

• Hand over a message to a member in your team

• Leave message

• View messages activity timeline

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Plans tab

• Download export of care plan: If a coordinator has chosen to export care plan data, the downloadable care plan responses will appear for the professional user under this tab. Click on download link to get CSV spreadsheet that contains the care plan data on the date of export.

Questionnaires tab

• Send questionnaire: use this feature to send a questionnaire to all patients in the team

• Download Questionnaire Reports: download a spreadsheet report containing the responses to a questionnaire. The report can be anonymised by National Identifier, Organisation level IDs, or both.

Schedule tab

• Days Out of Office: select the dates you are out of office. Professionals can select individual dates or 'fast tick' any day of the week for the upcoming 6 months. If a professional user is out of the office and a patient tries to message them, the date they will return is shown in brackets next to their name when viewed whilst creating that message.

Team tab

• View colleague contact details and send messages.

• View previous patients and ask for access again if needed

• Pending invitations: view outgoing and incoming pending invitations.

For further information and a how-to guide, please see our Manual site.