Articles on: Patient Summary

How do I add Third Parties?

Site Administrators have the ability to create Third Parties, such as consultants, insurers and schools, which can then be attached to a Patient Summary. To do this:

Go to Settings -> Third Parties

Click on the Add Third Party Organisation button at the bottom of the page

Select the Third Party type from the "Type" drop-down list - you have the default options of Insurer, School, GP, Specialist/Consultant, Care Worker or Equipment Supplier

If you'd like to add another Third Party type click the "Click here to add more types" link from below the dropdown

Fill out the Organisation and Contact Name (these are mandatory)

Fill out any additional optional information such as Address, Postcode, City, Phone, Fax, Email, Website and CCG

Click Save at the bottom of the page

You can modify or delete any of these Third Parties by clicking Edit next to their entry in the Third Parties tab. You can also view all Third Parties of a specific type by selecting it from the "Type" filter. You can also search for any entries using the "Search" field.

Updated on: 19/09/2023

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