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

  1. From Consultation Manager , select the relevant patient.
  2. In Read Term - Add, type #91B and press enter.
  3. 91B..00 Patient registration data verified displays, click OK to invoke the History - Add form.

    Read Term - Add

  4. On the History - Add form, add comments and change the Priority if your practice protocols dictate.

    History Add - Patient registration data verified

  5. 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.

  1. 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

  1. The Identification Type screen displays:

    Identification screen

  2. Click Add to add details.

    Note - You can also delete identification details from here by selecting Delete and update identification by selecting Edit.

  3. The Identification - Add screen displays.

    Identification - Add

  4. 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.