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Finding the Patients page
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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.
To activate: A list of patients in your team who have not had their identity verified. You can verify their identities.
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.
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?
What is the difference between an activated and non activated patient?
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?
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.
Once you have searched for a patient, there are a number of actions you can take.
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These actions will appear as disabled until a patient is selected using the radio button beside the patient.
Once a patient is selected, available actions will show as enabled.
How do I add a professional to a patient?
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?
Select the patient, click ‘Use email for carer’ and complete the form. For more information on when to use this, please click here
How do I edit a patient’s demographics?
Select the patient and click ‘Edit.’ You will be taken to the patient’s 'Profile' page which you can edit.
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How do I see who the patient record is shared with?
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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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On the Registering tab, select the patient, click ‘Enter e-mail’ Edit as shown in the screenshot below.
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Click ‘Add email’ and complete the form and save contact. This will send an email invitation to the patient. They can use the link in the sent email to complete registration.
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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.