Quick Guide

This guide shows how to add a patient to eRecord to obtain an MRN without adding any referral or encounter information.

1. In PM Office, from the Conversation Tab, double click to select Add Person.
2. Search for the patient.
3. Once you are satisfied that this is a new patient you will be registering, choose Add Patient.
4. The Organisation field requires you to add the hospital where you are based.
5. A warning will ask if you are certain this is a new patient you are registering. If you are uncertain that this is a new patient, select Yes. If you are certain this is a new patient that has not been seen at this Trust in the past, select No.
6. Complete the Birth Date Entry, Date of Birth and Gender fields.
7. In the GP Details field, type the name of the GP you wish to find, click the magnifying glass to search.
8. In the top part of the screen, select the correct GP, at the bottom of this screen select the correct GP Practice – click OK. This will complete both the GP and the GP practice fields.
9. Add a telephone number into the CORRECT field.
   
   If the patient phone number is not known, YOU MUST ENTER NK into the home phone field.
10. To add a new Home Address, click the small arrow to the left of Home (0) in the Address Organiser, click the blue plus button to open the Address Viewer.
11. From the Residence drop-down menu. select the UK Residence for addresses in the UK. For addresses outside the UK select Free Text.
12. For UK Residences, click on the Address Search button, enter the Postcode, the search will then occur automatically.
13. Click the Select button until the address is complete, finally select the Accept button once the address is populated.
14. Click OK to save the details and create an MRN for this patient.