Cross Org Appointment - Patient Trace

Unregistered Patient - Patient Trace

An unregistered patient in the hub appointment slot will appear as free text, whilst the registered patient will show with family name first in capitals:

Next step is to register the patient. To do this you will ned their NHS number. Hovering above the unregistered patient will show their booking notes where the booking agent should have entered their NHS Number:

Select Patient Trace (the icon with the wand in the Quick Access Toolbar) and type the NHS Number.

If the NHS Number is correct it should find the correct patient under Shared Patients (or PDS Patients):

Select the patient and click on Select Patient. Check details are correct and select Accept:

The patient will show as the Active Patient in the ribbon:

Leaving the patient Active, right click on the appointment slot where they are entered as free text and select Register Patient...:

The patient find will use the free text name to populate the name field and therefore should find the correct registered patient:

Click on OK.

The patient will now show as a Registered patient in the appointment slot and is now ready for a consultation where all consultation notes inc Meds and documents will be copied back to local patients GP Practice record.

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