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For bulk creation by coordinators see 'How do I bulk create new patient records'
For automated creation via an organisational integration see our developer section
First check that a record does not already exist - see 'How to search for a patient'. If no existing record is found:
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Please note if you are outside of the UK you will use your own national identifier rather than NHS number. For example, in Ireland the system will refer to IHI numbers throughout.
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3. Select the privacy labels you require access to in the patient’s record. Your team’s default access is pre-selected.
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If the patient record can be created you will get a confirmation message on the Homepage that the patient record has been created. The patient will have automatically been added to your team. Search for the patient record to bring up the details. You can start adding to the patient record immediately.
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If you are trying to create a patient record where a record already exists in your organisation with that National Identifier (NHS number) or Organisation ID but has no patient email address attached you will be presented with a message below.
Go back to search screen to search for this patient record to add them to your team
If a patient record exists outside your organisation click here for Patient records created in another organisation
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If you are trying to create a patient record with an existing National identifier or Organisation ID and it already exists in your organisation with an email address saved you will be presented with the message below. The patient will have been automatically added to your team.
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See How PKB matches to existing patient records for details on matching.