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  • Create a record for every patient that has had activity in your trust organisation in the past 2 years.

  • All messages require a verified NHS number. This is commonly via the SPINE but other trusts organisations have their own data quality assurance processes.

  • Confirm the local identifier you want to send in (optional).

  • Name

  • DOB

  • Gender

  • Address

  • Postcode

  • Phone number: We only support 1 phone number. If you have the mobile, send that. If you don’t have the mobile, send the home number.

  • Email:

    • An email can only exist in one PKB record.

    • Only send this if you are confident the email in the record belongs to the patient.

    • For example, you may wish to exclude emails of children since they may have their parents’ email.

  • Language: keep default (EN) because upon registration the patient can change their own default language.

Exclude

  • DeceasedPrisoners

Optional

Hospitals often do not implement this during the first phase of integration

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All appointments you want the patient to attend.

Exclude

Patients:

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  • Prisoners

  • Safeguarding flags

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