The team Coordinator is responsible for performing key tasks within the team:

• Adding and deactivating coordinators and professionals

• Resetting passwords for patients and team members

• Adding content - care plans and library links

This role is usually held by a member of the administrator in the team.

Open

Patients tab

• Invite patient: This invites a patient to the team and creates a record for the patient unless the identifiers are already in use. In that case, the patient will receive an invitation to join this team and appear underneath the 'activated’ list.

• Search for an activated patient by name or DOB or hit 'Go' to view a list of 50 patients.

• Edit an activated patient's demographic details.

• Remind a patient to register: Send a reminder email to the patient, asking them to register.

• Add professional to a patient's record - Invite a professional (outside of the team) to a patient's record.

• Reset a patient's password: Send a password reset email to the patient.

• Add carer to a patient's record.

• Assign other teams within your organisation to a patient.

• View list of patients that need activating: Unactivated patients are patients who have created their own accounts, and will therefore need activating by a clinical team (identification takes place and identifier (NHS/MRN/Team) needs to be added to the record.

• Activate a patient: Coordinators can activate a patient account and record this here, entering the identifiers for that patient.

• Enter the patient's email to an unregistered patient.

• Resend confirmation email to a partly registered patient.

• Remind to register an unregistered patient.

Professionals tab

• Invite professional: Invite a professional to the team.

• Add many professionals: Add multiple professionals at once using a CSV file.

• Contact Preferences: Select which professionals are contactable in the team.

• Deactivate a professional account: This will discharge the professional from the current team - the discharged professional will no longer have access to the current team's patients.

• Reset a fellow professional's password.

• Activate accounts for previous professionals: Reactivate the team's previously deactivated professional account.

Coordinators tab

• Add coordinator: Click the button to invite other coordinators. Name and email. The registration email will be sent to the coordinator.

• Remind a coordinator to register: If the coordinator has not registered the reminder link will send another registration email to the invited coordinator. The status will show created.

• Edit a coordinator email: Click to change the email of an invited but unregistered coordinator.

• Deactivate: This will discharge the coordinator from the current team - the discharged co-ordinator will no longer have access to their PKB Coordinator account for this team.

Institution tab

• Enter a 'Welcome to Patient' message: Enter a customised message on patients' home pages.

• Enter 'Information about your team': This text will appear next to your organisation logo when patients view you in the 'Sharing' section of their records.

• Enter a 'Footer for email messages: This can be entered in plain text or HTML format and will appear at the bottom of every email notification PKB sends to patients.

• Enter a 'Welcome to professional' message: Enter a customised message on professionals' home pages.

• Check the 'send symptoms reminders' box: Check this to send daily emails to patients to remind them to update their symptoms. Please note patients can opt out of these emails.

• Get the REST API Access Token: For the configuration of REST API integration.

• Select additional consent Questions to display: Ticking these boxes asks patients for additional consents and how they want to be contacted (Contact by email, SMS, post, Contact for research, storage and use of clinical samples).

Plans tab

• Add plan template: Create customisable care plan templates to be used by professionals and patients. Care plans can contain videos, questionnaires, text, measurements, lab results, symptoms and attachments.

• Edit a care plan template: Edit existing care plan templates.

• Duplicate a care plan template: Click duplicate to create a copy of that care plan template.

• Export care plan data: Click export to export care plan responses from patients to professionals.

• Delete a care plan template: Click to delete the care plan template. All care plans that are already saved by professionals and patients will not be deleted. Deleting care plan templates will remove that template from being used from that time on by professionals and patients.

• View a care plan template: Click on the name of the care plan template to view it in the coordinator portal.

Questionnaire tab

• Send questionnaire: Send a questionnaire to all patients.

• Download export of questionnaire data: Download export of questionnaire data in spreadsheet format.

• Select anonymise for questionnaire data: Select what identifiers should appear in the export of questionnaire data. Select NHS number, Organisation level IDs, both or none.

Symptoms tab

• Edit the symptom list - Select which symptoms you wish to appear on patients' homepages to monitor.

Library tab

• Create link: Adds a link to the team Library.

• Create a folder: Creates a new folder for the team library.

• Upload file: Adds a file to the team library.

• Delete a link: Removes a link from the team library.

• Organise folders: Drag and drop to reorganise the order of the folders.

My Account button

• Update your profile: This includes demographics such as Name, Gender, Address, etc. Go here to edit your profile. Input your password to save any changes.

• Set up a new password - Click to change password and update security question.

For further information and a how-to guide, please see our Manual site.