Enabling Demographic Information

Providing they are registered for Online Services, you can enable your patients to view and/or update certain aspects of their demographic information. This is designed to save administration time within your practice.

To enable this facility:

1. From Control Panel - File Maintenance, select Online .
2. The Vision Online Services screen displays:

   

   Select from:

   • View - Tick to enable your patients to view their own:
     • NHS Number/CHI Number/H+C Number
     • Name details (surname, forenames and title )
     • Gender 
     • Date of Birth 
     • Preferred email address
     • Main Address including the Postcode 
     • Telephone Numbers (latest recorded mobile and home number) 
     • Marital Status 
     • Ethnic Category (latest recorded) 
     • Usual GP (title, first name and surname) 
     • Branch Surgery attended (determined by the Notes kept at option in the patient Registration record)
   • Auto Update - Tick to enable your patients to be able to update their own:
     • Home phone number
     • Verified mobile number
     • Preferred email address

The audit trail shows the update has been made by ROSU, indicating a patient submitted amendment:

If your patients update their demographic information via Online Services, the next time that patient is selected in Vision 3, a PDS Mismatch screen displays. Check the update is by ROSU and providing it is, the update should be accepted.