What is Confirm patient details?
When the automation tries to match the patient with the Spine, sometimes there may be more than one result or differing details. So, it's time to put your investigator hat on! 🕵️♀️ You'll need to confirm what a patient has entered on their registration form.
First check the Admin notes:
You'll need to check 📄 Admin notes and 🔮 Signals as these will help you make a decision about the registration.
Action Panel: there's a few options you can take here
Confirm patient details, with the NHS number you've found on the spine
Confirm patient details, patient doesn't have an NHS number and needs a new one
Manually register the patient directly onto EMIS/ S1. Select 'Done by Practice'
Ignore the registration
[1] Confirm patient details, with the NHS number you've found on the spine
By choosing to update patient details, you can then add or change the patient's NHS number, first name, middle name, last name, gender, or date of birth.
You’ll usually be updating the gender or date of birth to match the Spine record. We will not change gender or date of birth on the patient’s record if they already have an NHS number.
[2] Confirm patient details, patient doesn't have an NHS number and needs a new one
You can create a new NHS number if the patient hasn't been registered with the NHS in England before.
What if I make a mistake?
Once you click ⚡️Save and automate, the registration will move to the ⏱️ Queued by you tab.
If you make a mistake, click the patient to view their registration form. Then choose Cancel automation. This will return the patient to the 🚨 Patients to Register tab.
Why can't I use the Confirm patient details button?
In about 5% of cases, registrations can't be automated. These patients will need to be registered manually into the clinical system.
If you confirm patient details and the automation still can't register the patient, the registration will show as 'needs attention' and you won't be able to click the Confirm patient details button again.