Guides

CHC - Edit Patient Details Workflow

CHC2DST  Edit Patient Details

Once a checklist 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:

 

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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:

 

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

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

Where the case is progressed through to MDT meeting, upon opening the DST, you can see that the updated patient details are passed through:

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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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