Registering your practice

Invitation email

When you receive an 'Invitation to set up PATCHS for your practice' email you should follow the click here  link.

This will allow you to create your user account and set up your practice on PATCHS.

mceclip0.png

N.B. the link is valid for 7 days, after which time you will need to request a new invitation from the team at Advanced.

Agreements

mceclip1.png

You should

  • confirm that you have read and agree to the GP Staff End User Licence agreement
    and
  • (optionally) acknowledge the research statement

And then click the submit  button to take you to the page where you can complete your admin user details.

Admin User Details

mceclip2.png

Complete your user details and click the Register button

You should then proceed to setting up your practice details

Step 1 Enter practice details

...Add practice

mceclip4.png

 

Update if necessary and complete the following information for your practice

  • Practice name* - this will be displayed on your practice's PATCHS landing page and to staff and patients when they are logged into PATCHS
  • Unique code which shows in the web address for your practice In the example shown above (unique code - milllanesurgery), the URL of the practice's PATCHS landing page would be: https://patchs.ai/practice/milllanesurgery/  
  • GP practice email address - this is the NHS email address that is used to receive electronic correspondence.
  • Practice phone number - this will be used by PATCHS whenever the patient is being advised to contact the practice by telephone
  • Opening hours - this (free text) information is displayed whenever PATCHS advises patients of the practice's opening hours. Please make sure you include days of the week as well as times, for example 'Monday-Friday 8AM-6.30PM'. Read more about how to do this here.
  • Number of working hours after which the patient should call the practice. This will be used by PATCHS to advise patients how long they should wait to telephone you if they haven't received a response to their request. This should not be the amount of time it will take to completely resolve their request - it should instead be the amount of time you will take to initially respond to their request. Read more about how to do this here.
  • Country This is used to signpost your patient to the NHS links for your nation.
  • The Organisation Code is for information only and is the ODS code for your practice.  If the code needs to be updated you should contact the Advanced support team.
  • PCN & CCG You can search for your practice's PCN and the associated CCG details will be updated.
  • Clinical System You can confirm your practice's EHR integration type  as part of the practice setup and once set, it will be visible on the 'Edit practice' page
  • Landing page message here you can add a message that a patient sees when they navigate to your practice's Welcome to PATCHS page. It can be left blank at this stage and updated later from the landing page section of the practice details page.

Click Submit to confirm your practice details 

And you will be asked to confirm that you've selected the correct clinical system.

mceclip5.png

Step 2 Set up your account mceclip5.png

Select your role at the practice (and optionally your professional registration number) and click Register 

Step 3 Inviting GPs and Staff

Invite other staff users

mceclip7.png

 

  • Enter the NHS email address of the person you want to invite to use PATCHS
  • Enter their role at your practice e.g. GP, prescriber, receptionist
  • Click ‘Invite’

You should repeat this process for all staff you want to invite as part of the initial practice registration process.

Other colleagues can be invited from the 'manage staff' page as described here.

Staff user completes their registration details

The staff user will receive a PATCHS invitation email with a registration link.  When they follow the link they will be asked to complete their registration details.

mceclip3.png

The staff user should complete all mandatory fields and Register.

A registration confirmation email with validation link will then be sent - following the link will confirm the registration and log the user into PATCHS