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The patient profile
You can see up-to-date patient info without leaving Planner

Step 1

Clicking anywhere on a patient's row on the recall table will open their profile.

 

If you're looking for a specific patient, you can search for them by entering their NHS number into the search field in the top-right corner.

 

Step 2

From here, you’ll be able to see the following information:

  • Patient demographics, like their NHS number, date of birth, and phone number
  • This patient’s overall complete or incomplete target status
  • The date and time this patient was last synced with the EHR
  • Any SMS recall sequences (see how to send SMS sequences here)

 

 

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