Searching and adding a patient record

How do I search for a patient?

It is good practice to search for a patient record before starting to create a new patient on the system. The patient record might already exist in PKB.

You will only be able to find records that your organisation has access to. These are records that were created in your organisation’s network or that the patient has shared with your organisation. (In the future we will provide the ability to search for records outside your organisation’s network. Please subscribe to our blog to keep up to date with changes).

To search for a patient in your organisation select your organisation from the ‘from’ dropdown as in the screenshot.

You can search for a patient record by specifying one or more of:

  • Name
  • Email (if the patient has multiple email addresses recorded, searching on any will return the patient)
  • Date of Birth
  • Patient identifier - National identifier e.g. NHS number in the UK, Organisation or Team ID

Click on the links to find relevant topics:

The rest of this functionality is identical for professionals and coordinators.

  1. How to create a new patient record
  2. How to add a patient to your team
  3. How do I add a patient whose record was created outside my organisation?
  4. How do I bulk create new patient records?