Adding Patient Identity Verification Details

When a patient asks to register for online services, you must ask them to provide you with a form of identification. Once you have viewed this, you must record that you verified their identity and the form the verification took. To record identity verification:

Record an Identification entry

Identification Type is a screen for recording the type of identification, presented by the patient. If identification is not recorded it is not possible to complete the creation of an online account.

  1. From the Vision 3 front screen, select either:
    • Registration and select the patient required, select the Online Services tab and then Identification:

    • or, Consultation Manager and select the patient required, select List - Identification:

  1. The Identification Type screen displays:

  2. Select Add to add details.
    Note - You can also update or delete identification details by highlighting the entry required and selecting either Edit or Delete.
  3. The Identification - Add screen displays:

  4. Complete as required:
    • Date - Defaults to today, select to display a calendar and select the date the identification was presented if required.
    • Type - Select from the available list.
    • Staff - Select the staff member that checked the identification from the available list, this initially defaults to the person currently logged in.
    • Freetext - Enter any free text comments required.
Training Tip - If a patient provides another form of ID in the future, rather than edit the existing information, you should add a new entry.

Record a patient registration data verified history entry

  1. From Consultation Manager , select the relevant patient.
  2. In Read Term - Add, type #91B and press enter.
  3. 91B..00 Patient registration data verified displays, select OK:

  4. The History - Add screen displays, complete as per your practice protocols:

  5. Select OK to save.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.