How to register a patient and initiate an assessment

In this guide, you will learn: 

• How to register a patient and initiate an assessment

For a patient to start their questionnaire, it first needs to be initiated in the Clinical Portal. Depending on your Trust's portal configuration, the way of initiating the questionnaire might be different. 

 If your Trust does not have the integration, follow the steps below:

1. Click ‘New Assessment’ on the right-hand side of the screen.

2. In the pop-up box, you can search for a patient to see if they have already been registered in MyPreOp. Click in the search bar and type the patient's name. If they have an existing assessment, it will show underneath.

2.1. If your Trust's portal has integration, type in patient's NHS or Hospital number to pull the patient demographics from your PAS. Select the patient you would like to invite and follow step 4.

You can then click on the patient's name and complete the information to initiate the questionnaire.

3. If the patient has not already been registered in MyPreOp, click 'Add new patient'. You can then manually enter the patient data.

The fields marked with asterisk* are required to create the assessment. After entering this information, click ‘Create new patient’.

4. In the next box, you will need to review the patient data. If the patient's data is incorrect, you can make any necessary changes by clicking 'Edit'.

5. You can then select an Assessment Template from the drop-down menu. This will choose the correct Assessment group with a corresponding questionnaire. 

Setting a Consultant, Procedure, Referral Priority, Priority, and TCI date are optional fields and can be added once the patient has completed their questionnaire. To add a procedure, enter the procedure code or name. Finally, select the preferred contact method for the patient and click ‘Create assessment’. 

The patient will then receive an SMS or Email with their unique code to start their online pre-assessment.