How to admit an Emergency Admission to a ward using CapMan

DO NOT USE THIS PROCESS FOR AN ELECTIVE ADMISSION

 

Instruction
  1. On the Bed Board, click the button for PM Conversation

  1. Select CM Emergency Inpatient Admission

 

This will open the PM Office conversation and allow you to complete the rest of the admission details

Search Techniques
Before registering a new patient you must ensure the patient is not already registered
  1. Search for your patient:

a.   Using their MRN or NHS Number (If you don’t have a number, use the patient initials and DOB)

b.   Click the Search button

c.   Select the correct patient

d.  Select Add Encounter (note if your patient is new to the Trust and the patient has not been found during the search, select Add Patient)

 

  1. The Organisation field requires you to add the hospital where you are based. This example shows the RVI: Type the letter R, click the Magnifying Glass to display and select Royal Victoria Infirmary 



  2. If you are registering a new patient, a warning will ask if you are absolutely 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 hasn’t been seen at this Trust in the past, select No.



The Add Person form will display. All yellow fields are Mandatory fields. You must complete these fields in order to add the admission


  1. The Add Person form will display. All yellow fields are Mandatory fields. You must complete these fields in order to add the admission (if you are not registering a new patient, check the demographic details are correct and update if required using the steps below).
  2. If you cannot see the mandatory fields, right-click anywhere in the grey area of the form and select Highlight Required Fields

  3. Add the Patient NHS Number – although this is not a mandatory field, if the patient NHS Number is known, it should be added to the patient record. If you had searched for your patient using initials and Date of Birth, you must complete the patient Surname and First Name

  4. Complete the following fields:
    1. Date of Birth
    2. Gender
    3. Ethnic Category
    4. UK Resident for 12 months?
    5. Administrative Category (this will default to NHS if you selected Yes to the previous ‘UK Resident for 12 months?’ question)

GP Details

  1. The next field to complete is the GP. You must associate a GP Practice with the patient GP, otherwise the patient cannot be saved
  2. In the GP Details field, type the name of the GP you wish to find and click the magnifying glass to search 
  1. In the top part of the screen, select the correct GP
  2. At the bottom of this screen select the correct GP Practice – click OK. This will complete both the GP and the GP practice 

(If the patient does not have a GP, follow the process in the guide Add Not Known GP)

Telephone Number

  1. The options are Home Phone / Mobile phone / Work Phone. If the patient phone number is not known, or they do not have a telephone, YOU MUST ENTER NK into the home phone field. Do not add a series of digits or a mobile number into the Home Phone field. If the patient has a mobile number but not a home number, you should add NK into the home number field and the mobile number into the Mobile Phone field as this assists the DNA Reminder Service

Home Address – UK Resident

  1. To add a new Home Address click the small arrow to the left of Home (0) in the Address Organiser in the lower part of the screen
  1. Click the blue plus button to open the Address Viewer
  1. From the Residence drop-down menu, select UK Residence, click on the Address Search button
  1. Enter the Postcode, the search will then occur automatically
  1. Click Select to the top right of the window.   You may have to repeat this step again if there are several residences at the postcode you have selected
  2. Select the relevant building number and click Accept to the top right
  3. The address details should now show on the form. Close this by clicking OK and return to the Add Patient screen
Adding Overseas addresses and other scenarios can be found in our support guide Add or Update Patient Demographics

Once the demographics have been added, the visit details will need to be completed.  

Visit Details Tab
 

From the Visit Details Tab complete the missing fields:

  1. Admission Method: Who sent the patient to your ward
  2. Source of Admission: Where the patient has come from (if it’s their home address; select Usual Place of Residence)
  3. Referring Clinician:  Use the magnifying glass to locate the referring clinician typing the surname and first name of the referring clinician.  If the referring clinician is not found, use NotKnown – Referring Clinician Not Known
  4. Lead Clinician: Type the Surname of the Lead Clinician, click the magnifying glass, double click to select the correct clinician
  5. Treatment Function: Select the correct treatment from the dropdown list
  6. Ward: Click the dropdown and select the ward the patient is being admitted to – click the Bedboard tab
  7. Select the Bay /Bed for the patient, click OK
  8. Visit Date: Enter a “T” to add today’s date
  9. Visit Time: Enter a “N” to add the current time (now)

Next of Kin Tab
 

From the Next of Kin Tab,   search for the next of kin:

  1. Complete the NOKCONFIRMATION field.  If Patient Refused to Provide NOK Confirmation or Unable to Provide NOK is selected, click OK to complete the admission.  For NOK Confirmed you will need to complete further information (see below)
  2. NOK Confirmed
    1. Complete the NOKs Relationship to Patient field
    2. Click the Search for Next of Kin button to search for the next of kin.  If the next of kin is known to the Trust, select the person and click OK (if the next of kin is a known patient, their demographic details will populate and the admission can be completed by selecting OK at the bottom right of the screen). If the next of kin is not known to the Trust, follow the steps below:
    3. If the Search for Next of Kin returns no results, select Add Patient
    4. Add the gender for the next of kin
    5. Add a contact telephone number for the next of kin
    6. Enter the Postcode for the next of kin and search for their address in the same way that the patient address was located earlier

 

For Paediatric Patients, further information will need to be completed on the Guardian/Parental Responsibility Tab using the same process as adding Next of Kin

 

Once all information has been entered, click OK at the bottom right to complete the admission



Updated: 2 May 2025