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How to: Set-up adult linked accounts

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All practices now have the ability to link adult accounts

This has been introduced so that someone else (for example spouses, partners or carers) may share access records under one account.

Note: The linkage is set-up by the GP practice rather than the patient.

Patient message

On the linked accounts screen of the app, the patient is shown a message (where the age is shown, this is the maximum age set for child linked accounts defined by their GP practice).

patientmessage.png

Practice Instructions

  1. Sign into the admin portal
  2. Click Linked accounts
  3. Click New linked account userlinked.png
  4. Fill out the details in the form:

Proxy = Main account holder

Patient details = Patient whose account this is linked to

  1. You will need to tick the boxes to confirm that you are linking adult accounts, and that you have checked both records fully. You can also change the access levels, as you can with child linked accounts.example.png
  2. Click on “Create linked accounts”
  3. The patient will receive an email to say they have had their linked account request has been approved
  4. More linked accounts can be added in the same way
Note:

It is important to make sure that your staff follow your practice policy for linking adult accounts and fully check any records that wish to be linked.

Information:

The patient is able to switch into their linked accounts by selecting “switch user” from the app menu.


Articles in this section

  • Troubleshooting: GP practice NHS login guidance
  • How to: Create a classic login patient account [discontinued process]
  • How to: Approve pending patients and export list (if needed)
  • Information: Using EMIS & SystmOne to generate a Linkage Key for NHS login
  • How to: Set-up adult linked accounts
  • Troubleshooting: Typical errors when approving patients
  • How to: Approve a Classic login patient full access request [discontinued process]
  • How to: Approve a child linked account
  • How to: Change patient sign in details
  • How to: Restrict patient access
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