Finding the Institution page

From this section, you can create custom messages from your team on the Greetings tab and can set the additional consent questions that your patients will be asked during registration on the Consent tab. If you would like to download contact details for your patients, this is on the Consent tab too.

Greetings tab

What messages can I create?

  • Welcome to patient - viewed by patients on their homepage

  • Information about your team - viewed by patients on the Sharing page

  • Footer for email messages - this can be entered as plain text or HTML and will appear at the bottom of all email notifications

    • You can also have organisation wide custom text or a logo in the email notifications sent by Patients Know Best (PKB) to their patients and professionals. This is an extension of PKB’s white labelling functionality. If you would like to personalise email notifications for your organisation or discuss our white labelling functionality, please contact your customer success team member to set these up for you.

  • Welcome to professional - this is a welcome message to professionals which they can view on their homepage

How do I create messages?

Write the message in the relevant text box on the Greetings tab and click ‘Save.’

Consent tab

What advanced consent questions can I ask patients?

You can use ask the patient for permission to contact them on different channels, e.g. post, SMS or email. You can also for permission to contact the patient for non-clinical reasons and to use their data for research.

How can I set up advanced consent questions?

Click the 'Consent' tab on the ‘Institution’ page. Tick the box next to each consent question you want the patient to see and click ‘Save’.

How do I include research partners and a link to more information in the questions?

Click the fields within each of the sections to add a custom partner and an associated link to the partner's website.

Can I export patient’s contact preferences?

Yes - click the 'Download contact details' button on the Consent tab. A CSV export will download which contains the entire list of patients in your team (both registered and unregistered). This CSV will contain some demographic information about the patient (name, local and national identifiers, address, email) and, if they have answered them, their answers to the advanced consent questions.