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
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.
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
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.