Hero Health - EMIS Web Support Guide

How can I ensure that I select the correct patient and avoid retrieving the wrong GP2GP record when using PDS trace?

Patients
Beginner
Selecting the Correct Patient in PDS Trace When using the PDS trace to select a patient, it is crucial to ensure accuracy to avoid erroneous GP2GP record retrievals. Follow these steps to minimise errors:

Ensure Smartcard Access

Log in to EMIS Web using an authorised smartcard. This allows you to access the Personal Demographics Service (PDS) and ensure the system recognises synchronised records. Non-synchronised records are flagged with a red icon, which requires attention to match EMIS Web and PDS details.

Reviewing Patient Details

  • Always cross-check core details: Name, NHS number, date of birth, and address.
  • Use wildcards if needed, matching parts of names or postcodes to broaden your search.
  • In the event of multiple matches, carefully verify which attributes correlate correctly to the patient you intend to trace.
Correctly identifying patients saves time and prevents the exchange of incorrect records, crucial for maintaining data integrity and continuity of care.

Handling Multiple Matches

In cases of multiple potential matches, scrutinise every possible element—such as different family names, shared addresses, or similar postcodes—to single out the precise patient. When uncertain, defer the process to gather further information.

Did you know?

Hero Health's online booking feature streamlines patient appointments by allowing patients to book directly through your website via secure links. This integration updates EMIS Web seamlessly, ensuring patient appointments are timely and reduce administrative workloads. Learn more about Hero Health's online booking.

Category
Patients
Sub category
PDS
Difficulty
Beginner

Common questions

Frequently asked questions related to this topic

How do I ensure proper retrieval of GP2GP records during PDS trace in EMIS Web?

What should I do if PDS trace returns multiple matches for a patient?

What steps can I take if patient details are unverified during the PDS trace?

What is Hero Health?

Hero is an EMIS and Systm1 integrated messaging, scheduling and triage solution for NHS GPs. You can think of us as an Accurx alternative, but with more sophisticated appointment booking and more configurable care navigation triage.

Learn more