How can I add a carer to a patient record?

For instructions on how to do this while logged in as a coordinator, please click here

It is important that you first check that the Carer has a PKB record and that they have been registered to their own record before being added as a Carer to another record. To do so follow the steps here before completing the steps below. If the carer already has a PKB record, but that record does not have an email address associated with it, you will need to add one. To do this, follow the steps here.

Firstly, log into your account. Find the patient you want to add the carer to, and enter their record. When in their record, navigate to the sharing tab and then to the Friends/Family tab.

Click 'Add carer'

Complete the form and add in the carers details. The text you add into the 'Message' field will display to them in their invitation email.

Select the level of access you wish to grant the carer. The patient is also able to change this from their account, should they want to.

Click 'Invite.' This will email the carer and you will be returned to the patient search screen, which will display a confirmation message.