Inviting patients to the portal

To see data in PKB, a user must register first. The registration process includes verifying the identity of the user i.e. that the email address belongs to the person who is supposed to have access to the records.

Creating records and populating them precedes inviting patients. Patients rightly expect to see their information when they sign-up to a patient portal. Once the records have been created and data feeds established, registrations should immediately follow. There are a large number of options here. We will work with your delivery team to ensure most of the following invitation opportunities are used by the Organisation.

Open

What’s included

• Registration options: pushing them to the next level

• Mass Registration: an effective way to ensure ALL patients are informed and invited to register for their PKB record. This can be achieved in many ways, such as mass letters, SMS, and Kiosk Check-In.

• Face-to-face registration: registering patients by staff as they have direct interaction with their patients, either via reception teams, clinical teams or patient groups.

• Professionals as Patients: An easy win is inviting professionals who have had a record created to register. Seeing their own health data in PKB helps them explain the benefits of registering to patients.

• Self-Registration Page: an easy way for patients to self-register to a clinical team without needing a professional to add them to it.

• NHS Login: an easy way for patients to register for PKB with identity verification through NHS login

• Carers can support both adults and children. Follow a step-by-step guide on how to add a parent or guardian here.

Additional Information

• Email notifications: notifications PKB send to users via email when there is an activity in their account

• Exclusion Criteria: considerations on how to register patients with safeguarding concerns meanwhile sending all data for all patients