Patient records created in another organisation

If a patient has a record which was created in an organisation outside your network you will need to be given access to that record before you can view the record or add the patient to your team. Registered patients will not have to accept the invitation to your team, as clinical institutions providing direct care to patient have implicit consent to add patients to their team with the team's default privacy label.

See 'How PKB matches to existing patient records' for details on how PKB matches to existing records. For HL7 our matching rules can be found here

Workflow if the patient has been invited

You will see the following screen when you try to add a patient whose record was already created in another organisation with an NHS number and the patient has been invited to register (i.e. there is an email address associated with the record).

The patient will be sent an email notification telling them a new team wants to see their record. You will be able to access their record on PKB once the patient registers with the original team and accepts your invite.

Workflow if the patient has not been invited

You will see the same screen when you add a patient whose record was already created with the same NHS number in another organisation, but the patient has not been invited to register (i.e. there is no email address associated with the record).

The patient will be added to your team. Since the patient has no email address in their record, they will not receive an invitation email. An email address can be added manually in the 'Edit demographics' screen. If an email address is added, the patient will be invited to PKB.