Enabling Demographic Information

Providing they are registered for Online Services, you can enable your patients to view and/or update certain aspects of their demographic information. This is designed to save administration time within your practice.

To enable this facility:

  1. From the Vision front screen, select Management Tools - Control Panel - File Maintenance.
  2. Click Online , and the Vision Online Services screen displays.

  3. Select from:
    • View - Tick to enable your patients to view their own:
    • NHS Number/CHI Number/H+C Number
    • Name details (surname, forenames and title )
    • Gender 
    • Date of Birth 
    • Preferred email address
    • Main Address including the Postcode 
    • Telephone Numbers (latest recorded mobile and home number) 
    • Marital Status 
    • Ethnic Category (latest recorded) 
    • Usual GP (title, first name and surname) 
    • Branch Surgery attended (determined by the Notes kept at option in the patient Registration) r
    • Auto Update - Tick to enable your patients to be able to update their own:
    • Home phone number
    • Verified mobile number
    • Preferred email address

The audit trail shows the update has been made by ROSU, indicating a patient submitted amendment.

If your patients do update their demographic information via Patient Services, the next time that patient is selected in Vision, a PDS Mismatch screen displays. Check the update is by ROSU and providing it is, the update should be accepted.