Hero Health - EMIS Web Support Guide

How do I register a new patient using PDS trace in EMIS Web?

Patients
Beginner

To register a new patient using the Personal Demographics Service (PDS) trace in EMIS Web, follow these steps to ensure accurate registration and data synchronisation:

Access Registration

Start by logging into EMIS Web using your smartcard, which is necessary for accessing PDS functionalities. Click the EMIS Web menu, navigate to Registration, and select Registration.

Using PDS Trace

Once on the Registration screen, click Add Patient and select Regular since a GP2GP request requires the patient to be registered as regular. On the Patient Trace screen, fill in all known patient information, highlighted by a red asterisk (*) for mandatory fields. If you have the NHS number, this alone is sufficient for matching.

If your initial match attempt fails, the advanced PDS trace function allows you to amend patient details and retry, increasing the chance of a successful match.

Proceeding with Registration

After inputting the data, click Find.

  • If a single match is found, verify the patient’s details and then select Register Patient.
  • If multiple matches are shown, choose the correct patient from the list before proceeding to registration.
If no local match is available, the system will conduct a national trace through PDS.

Resolving No Match Situations

If still unmatched, you can create a new patient entry or attempt another search after gathering more patient information. Be diligent in checking all identifiable information to avoid incorrect record transfers.

Note: Register the patient as a temporary entry if you lack the necessary smartcard or if the PDS is unavailable, and update this once PDS access is restored.

Ensure the accuracy and consistency of patient demographic data on PDS to facilitate seamless NHS service integration.

Category
Patients
Sub category
PDS
Difficulty
Beginner

Common questions

Frequently asked questions related to this topic

Can I register a patient without knowing their NHS number in EMIS Web?

What should I do if there is no direct match when using PDS trace?

How can Hero Health help with managing patient appointments alongside EMIS Web?

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.

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