Automatic patient matching
If you see the above warning, it means the patient's date of birth (DoB) and name have been successfully matched to a patient in your Docman database.
However, their contact details haven't been verified yet. To do this you should check the contact details the patient has put into PATCHS match those in EMIS. You can see their contact details by hovering over the button.
Specifically, you should to check the following details match:
- Phone number
- Email address
- Home address
It's especially important you check the email address is correct, as this is main way patients are notified about messages you send them - it's also the main way the patient verifies their PATCHS account.
If any contact details don't match, or if any are missing in EMIS...
You should first contact the patient to confirm they signed up for a PATCHS account. The best way to do this is by phoning them - ideally you should use the number you have for them in EMIS, though this may be out of date.
If the patient confirms they signed up for a PATCHS account you should then confirm which contact details are correct - the ones in PATCHS or the ones in EMIS.
If the ones in PATCHS are right, and the ones in EMIS are wrong, you should update them in EMIS.
If the ones in PATCHS are wrong, you can either:
Once you have verified the patients' contact details...
Click the 'Done' button to make the warning disappear. If the patient updates their details in future, this message will re-appear.
See pages 42 and 42 of Using Online Consultations In Primary Care: Implementation Toolkit.