Patients Know Best is built to scale across teams, organisations and counties using the patient as the integrator.

This deploy section describes the benefits and best practices of organisation-wide rollouts. For more information on how to roll out PKB at scale in your Organisation, please contact the PKB support team here.

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Overview

Within each organisation, there are four primary roles, with different levels of access and responsibilities required for each.

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Patient Record Team

• All patient records are created in the Patient Record Team (PRT)

• The PRT has no access by default, and no professionals are added, meaning any professionals in the organisation cannot see any data in the patients PKB record until they are added to a speciality team

• Patient records are populated with their healthcare data from the organisation prior to registration and consistently updated thereafter

Within the PRT

• The Data Quality team, for investigating data issues (logging in as a professional in PRT and breaking glass/adding general health)

• PRT Coordinator manages the organisation's central library, the PRT welcome message, password resets, any organisation care plans templates, ie the NHSE decision support tool care plans etc

• The Success PM completes all training for the PRT as a one-off training. The organisation trainer completes all other speciality team training for professionals and coordinators

Speciality teams

• Patients get added to speciality teams when the team go live with PKB

• Patients can be added automatically to teams through PKB’s HL7 API

• Patients can be added to multiple speciality teams

• Each speciality team sets up its own default consent levels (from general, sexual and mental health as well as social care)

Multi-team approach

• Patients will receive an email, letter or text message inviting them to register with their PKB record, (either the PRT or a speciality team)

• When the patient registers, they will see all the teams they were already linked to before their email address was added

• The patient gets a walkthrough of the teams and the default consent for those teams

Team professionals

• Professionals can be added to relevant speciality teams

• Bulk upload of all professionals in a team can be done via CSV

• Manually invite via a coordinator in the relevant team one by one

• Professionals can be uploaded to more than one speciality team due to the multi-team functionality

• Their passwords can be reset by the coordinator of their speciality team

• Professionals who want access to a patient need to bring the patient into the speciality team before they will be able to view the patient's record

• In an emergency, professionals can break the glass to see the patient's full PKB record

The coordinators

• The PRT needs to have at least two permanent IT staff as the team coordinators to manage the live site for the organisation

• Each speciality team will need to have two coordinators

• PKB gives one person the ability to be a coordinator in multiple teams using the same login and password

Actions for the speciality team coordinators

• Care plans - once the team has decided which care plans they want to use with their patients, these templates get added by the speciality team coordinators

• Managing the team library

• Onboarding, deactivating, and resetting professionals' accounts