What information can I see about my patients?
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
- This patient's status for all their investigations, e.g. blood tests, which they need for their long-term conditions and high-risk medications. See when it was last complete, when it's due next and what for (see how we calculate due dates here)
- The date and time this patient was last synced with the EHR
- Any SMS automations (see how to send them here)
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