Verifying Patient Details

Verifying Patient Details

It is necessary to verify a patient's details before accessing and/or updating their GP record. To verify patient's details through the Personal Demographics Service (PDS):

  1. From Patient Details, select Verify patient via PDS.

  2. The Verify Patient via PDS screen displays. Check the details are correct before verifying the patient.

  3. Select SEARCH PDS to search for the patient on PDS.

    • If the patient is successfully found on the PDS, confirm the details are correct, and then select UPDATE PATIENT .

      Training Tip - Select BACK to return to the initial Verify Patient via PDS screen without updating the patient details.

      The Patient Details section updates to display PDS VERIFIED .

    • Where a partial patient match is found, confirm with the patient which details are correct and then select either:

      • KEEP LOCAL DATA - The patient details you have in Pharmacy Services are kept, however the patient's details are not PDS verified.

        Important - Electronic notifications cannot be sent to a patient's registered GP practice automatically until verifying PDS. In this case, service details are attempted to be sent to the patient's registered GP by NHSMail. If the GP Notification fails to send, it must be sent securely to the patient's registered GP practice manually by post or NHSMail.
      • UPDATE PATIENT - The PDS patient data is updated in Pharmacy Services and the Patient Details section updates to display PDS VERIFIED .

    • If a patient cannot be found using the details provided, a warning displays 'Unable to get the valid NHS number, please check the patient details and try again'.

      Either:

      • Select SAVE WITHOUT VERIFICATION to save the patient details without verifying PDS.

        Important - Electronic notifications cannot be sent to a patient's registered GP practice automatically until verifying PDS. In this case, service details are attempted to be sent to the patient's registered GP by NHSMail. If the GP Notification fails to send, it must be sent securely to the patient's registered GP practice manually by post or NHSMail.
      • Amend the patient details and select SEARCH PDS to try again.

Note - When a patient has a verified NHS number but is missing their GP Details in Pharmacy Manager, a PDS retrieval automatically populates the patient's GP Details (if available) in Pharmacy Services when starting a new service.

Refresh Patient's Data via PDS

It is necessary to refresh patient data before accessing GP records for patients whose details are verified, but their Personal Demographics Service (PDS) information has not been updated for 24 hours.

To refresh the patient's data via PDS:

  1. From Patient Details, select Refresh patient data via PDS.

  2. The Patient Details section refreshes and VIEW GP RECORD is now available.

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.