Submitting requests on behalf of patients

PATCHS allows staff to submit requests on behalf of patients both registered and not registered in PATCHS. This allows you to manage all your requests through PATCHS - even if they have been made via the telephone or in-person - making the process standardised and efficient, as well as ensuring all information is accurately recorded and saved to the clinical system.

Patients not registered in PATCHS we call non-digital patients but this includes both patients that cannot use PATCHS themselves as well as those who choose not to.

Finding patient using PATCHS toolbar

The easiest way to submit a request for a patient is to use the toolbar.

Open the patient in you clinical system and then click on the patient icon (PATCHS Toolbar) or the Message button (Docman Toolbar) highlighted below with a red box:

PATCHS Toolbar Docman Toolbar

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This will take you to the Patient page where you can start to submit a request for the patient.

[If you are using the Docman Toolbar without using patient sync, then non-registered patients will not be found. Please contact us to upgrade to this functionality]  

Finding patient using patient search

To find the patient you can also go to the Patient Search page and click on the patient:

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Submitting the request from the Patient page

Once you have found the patient, you can submit a request on their behalf by clicking the 'Add request for patient' button which is highlighted by the red box below:

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This will take you to the request submission page where you can select the type of request and enter the patients' information: 

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If a type of request is currently unavailable due to the setting on the demand limiter you can use the 'Override' button to submit the request anyway.

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Manually adding a non-digital patient 

If you are not using the PATCHS Toolbar and you do not have patient sync installed, then PATCHS may be unable to find the patient. In this situation you will need to add the patient manually.

To do this go to the 'Unassigned' inbox and click the 'Add non-digital request' link highlighted below with a red box:

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Then click the 'Add non-digital patient' link, highlighted below with a red box:

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This will then allow you to enter the details of the patient using this form:

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Complete all mandatory fields for your non-digital patient then click 'Save' button at the bottom of the page.