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Add Patient Identity Verification Details
When a patient asks to register for online services, you must ask them to provide you with a form of identification. Once you have viewed this, you must record that you verified their identity on their patient record in both of the following ways:
Record a patient registration data verified history entry
- From Consultation Manager , select the relevant patient.
- In Read Term - Add, type #91B and press enter.
- 91B..00 Patient registration data verified displays, click OK to invoke the History - Add form.
Read Term - Add
- On the History - Add form, add comments and change the Priority if your practice protocols dictate.
History Add - Patient registration data verified
- Click OK to save.
Record an Identification entry
Identification Type is a screen for recording the type of identification, presented by the patient. If identification is not recorded it is not possible to complete the creation of the online account.
- From the Vision front screen, select either:
- Registration , select the patient required, click on their Online Services tab and then click Identification.
Online Services - Identification
or,
- Consultation Manager , select the patient required, click on List and select Identification.
List - Identification
- The Identification Type screen displays:
Identification screen
- Click Add to add details.
Note - You can also delete identification details from here by selecting Delete and update identification by selecting Edit.
- The Identification - Add screen displays.
Identification - Add
- Complete as required:
- Date - Completes with todays date. Click to display a calendar and select the date the identification was presented if required.
- Type - Select from the available list:
- Personal Vouch
- Information confirmation
- Passport
- Driving Licence
- Birth Certificate
- Bank Statement
- Utility Bill
- Other
- Staff - Select the staff member that checked the identification from the available list, this initially defaults to the person currently logged in.
- Freetext - Enter any free text comments required.
Note - If a patient provides another form of ID in the future, rather than edit the existing information, you should add a new entry.