🧑‍⚕️
Digital CHC
  • Introduction
  • 📄Online Forms
    • Digital Checklist
      • Domains
      • Recommendations
      • PDF Output
    • Fast Track
    • National Consent Form
    • Multi-disciplinary Needs Assessment
    • Decision Support Tool (DST)
    • Review & Reassess
    • S117 Mental Health Referral
    • Children and Young People's Continuing Care Pre-Assessment Checklist
    • Children and Young People's Continuing Care Decision Support Tool (CYP DST)
  • 📘Case Management
    • Introduction
    • Working on cases
      • Editing Patient Details
      • Editing GP details on case
      • Rewinding A Workflow
      • Requests for GP Information
      • Summary page
      • Workflow page
      • Checklist page
      • MDT (and digital DST)
      • Documents page
      • Timeline page
      • Notes page
      • Linked Cases page
      • Deleting a case
    • Create Case Manually
    • ABI Rehab (Not CHC) Cases
    • Initial Contact
    • Care Package Approval Workflows
    • Equipment Care Package Approval Workflows
    • Direct or Third Party PHB Care Packages
    • Block Contract Services and Services Paid by Other Methods
    • Checklist to MDT Workflow process
    • Referrals Discounted Before Assessment Completed
    • Decisions Workflow
    • Social Worker Review of DST
    • CYP Checklist to Joint Assessment Workflow
    • CYP Decisions
    • Mental Health Referrals Workflow
    • Patient Deceased Workflow
    • COPDOL Workflow
  • Finance
    • Prior year codes
  • Digital CHC - Directory of Services
    • Creating Users for Providers/Services Setup
    • Creating Providers and Services
  • Provider Portal
    • Creating Users for Provider Portal (by CHC staff)
    • Creating Users for Provider Portal (by Provider staff)
    • Provider Portal User Guide
  • ☁️Patient Portal - OneVu
    • User Guide
  • ⚡Integrations
    • EMIS Integration
  • 📊Reporting
    • Digital CHC Reportal
  • 🛠️Set Up
    • Users
    • Password management
    • Creating New Users in Digital CHC
    • Resetting Password for a User in Digital CHC
    • Security Groups
    • Document Types
    • Templates
    • CCG and GP Practices
    • Workflows
    • Lists
    • Finance Coding Set Up
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  1. Case Management
  2. Working on cases

Editing Patient Details

PreviousWorking on casesNextEditing GP details on case

Last updated 3 years ago

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Once a digital form has been submitted to the CCG if any of the basic patient details are incorrect, e.g. name spelling, NHS number, date of birth, an authorised user has the ability to “Edit” the details:

The “Edit” button will appear on the Summary tab (see above). When you click on that button pencil icons will appear against the details you can edit:

In the screen shot below you can see that I have changed the last name from Brown to Gill:

The name against the case reference at the top of the screen has been changed. The original PDF of the form has not been changed.

The ability to Edit Patient Details is controlled by two security Permissions:

· Can edit patient details

· Can edit contact details

These need to be enabled against the relevant Security Group in Settings:

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