Before you start
You need:- The role
receptionist(orowneroradmin). - The patient present, with the phone they registered with.
Steps
The look-up appears in two places: under an empty search on Find · check in, and on step 1 of Register at desk when there is no match.1
Enter what the patient tells you
Enter Their phone, their Surname, Date of birth and State of origin. The name does not have to match exactly.
2
Send them a code
Click Send them a code. If the details match a PHB record, the patient gets one text message with a code.
3
Ask them to read it back
Type the Code they read back.
4
See the result
You see Patient found — their existing PHB number is shown below. under PHB has this person as. You see the HPN and the name only.
5
Start the visit, or discard
Click Start a visit to load them into Find, then use Start visit on their row. Or click Not them.
Nothing is added to your facility by the look-up itself. If you click Not them, you see Look-up discarded. Nothing was added to this facility. The patient only joins your facility when you start a visit.
What you can do here
- Recover a patient’s existing HPN.
- Avoid creating a second record for the same person.