Enabling Online Demographic Access

Providing they are registered for online services, you can allow 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 Vision 3 - Management Tools, select Control Panel - File Maintenance - Online Services and the Vision Online Services screen displays.

2. Under the Demographics section, select from:
   • View - Tick to enable your patients to view their own:
     • NHS Number/CHI Number/H+C Number
     • Full Name
     • Date of Birth
     • Gender
     • Marital Status
     • Usual GP (title, first name and surname)
     • Main Address
     • Email (preferred)
     • Telephone Numbers (latest recorded mobile and home number)
     • Ethnic Category (latest recorded)
     • Branch Surgery attended (determined by the Notes kept at option in the patient's Registration record)

   • Auto Update - Tick to enable your patients to be able to update their own:

     • Home phone number
     • Verified mobile number
     • Preferred email address
     • Preferred Spoken Language
     • Preferred Written Language

3. Select OK to save.

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

England Only - If your patients update their demographic information via Patient Services, the next time they are selected in Vision 3, a PDS Mismatch screen displays. Check the update is by ROSU and providing it is, the update should be accepted.