Online Services Registration (Practice)
Once Online Services have been activated in Control Panel, the Online Services tab becomes available in Registration. This enables you to create a patient facing services web account for the patient, which records the status of their account. This account can be disabled by the practice if misused by the patient. The practice staff member registering the patient must confirm the identity of the patient, for example from photo identification. See Add Patient Verification Details.
The Registration process requires the use of an email address for the patient. If the patient does not have an email address, they cannot register for online services.
Note - We advise against using a shared email address. For example, if family members have separate online accounts but use the same email address, everyone who has access to this email address is able to see all online appointment booking and prescription ordering confirmation emails for all accounts.
Training Tip - Email addresses can be added to a patient’s Registration screen as a Communication entry; add the email address as you would add a telephone number for the patient, select email from the drop down list.
Once the registration is complete, you must print off the Registration letter and give it to the patient. They must then go to the Patient Services website to complete their registration. See Registration (Patient) for further details.
The letter contains the following details:
- Practice ID (your practice identifier)
- Patient ID (NHS number in England, CHI number in Scotland and H+C number for Ireland)
- Online Service Registration Token
The following have been added to the letter to be used with the new website when it is available:
- Practice ID (your practice identifier)
- Account ID
- Linkage Key
Note - In England and Wales, accounts can only be created for patients with a new style NHS number. In Scotland the CHI number is required and in Northern Ireland the H & C Number. This detail will be recorded as the Patient ID.
