Adding Communication Details

1. From Registration, select a patient, click on the Address tab.

   

   Patient Registration Screen

2. Click Add to add contact details for the patient.

   Note - Contact details should be added to the Contacts for patient section.

   

   Registration Address

3. The Communication - Add screen displays.

   

4. Complete as follows:
   • Contact - Enter the email address or mobile phone number.
   • Type of Contact - Select the appropriate type of contact from the drop down list.
   • Verified - Tick to confirm the details are Verified.

     Note – Communication details must be verified to enable email communication to the patient from the online services website.

5. Click OK to save and close and then click OK again to close the patient Registration screen.

   Note – If, following online registration, the email address is removed; your patient is unable to log in.

Add Patient Identity Verification Details

When a patient asks to register for online services, you must ask them to provide a form of identification. Once viewed, 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 patient required.
2. In Read Term - Add, type #91B and press enter.
3. 91B..00 Patient registration data verified displays, select OK to invoke the History - Add form.

   

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

   

5. Select OK to save.

   Note - You can add 91B.00 Patient registration data verified if you can vouch for a patient who does not have documentation. You should record that the patient has been vouched for in the free text notes.

Record an Identification entry

Identification is a screen for recording the type of identification presented by the patient within Registration. If identification is not recorded it is not possible to complete the creation of the online account.

Select either:

• Registration , select the patient required, select Online Services tab and then select Identification.

or,

• Consultation Manager , select the patient required, select List and then Identification.

1. The Identification Type screen displays:

   

2. Select Add to add details.
3. The Identification - Add screen displays.

   

4. Complete as required:
   • Date - Completes with today's date. Select 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.