Set up PatientView in a new unit

You may be able to join PatientView now as a participating unit if either

If you are, you should usually contact the leaders for your specialty or our helpdesk. If not, you may want to consider becoming a partner.   Contact our central helpdesk if we can be of assistance.  Info about what can a Specialty Admin do (under the Admin and Technical menu).

What the new unit needs to do

Patient leaflets, and a staff leaflet, and publicity posters, are available (see contact info)

  • Permission from your local Caldicott Guardian and data protection officer. Use the document “How PatientView meets Caldicott and data protection requirements” (download from the foot of this page)
    • It is always useful to point to our news pages and (if there’s a recent pdf, but they’ve been mostly online recently) newsletters to show the system in operation.
  • Technical requirements – if the electronic records system you are using has been interfaced elsewhere, the technical issues are likely to have been solved, so this bit can be easy, or you may need some work undertaken to work out how to do it (these are not usually very difficult tasks):
    • Extracting info and sending it in the right format, described further here …. (link to technical page to follow)
    • A user interface to select patients and other requirements as on the spec … (link to updated technical page to follow)
  • Practical implementation
    • You should localise the patient sign-up form
    • Who will be the local contacts for PatientView?
    • Will you implement secure messaging at first?
    • Do you want to create any separate local leaflets or info sheets?
    • Boxes of patient leaflets, and a staff leaflet, and publicity posters, are available from our helpdesk, and there may be examples below.


Are low.  They are composed of

  1. Locally incurred costs in generating the files to send from your electronic records systems to PatientView.  If this has already been solved in your centre that should be minimal. If it hasn’t yet been fixed in your centre, getting prioritisation from those in charge of IT has sometimes been the key barrier, not cost. Showing the immediate patient appreciation is a big help.
  2. ‘PatientView Central’ costs.  These are population-based and because shared across many centres are low for established specialties.

Patient registration and management are managed locally, but most centres have not required extra staff to do this. There is a reduction in enquiries as a result of implementation, and while this is difficult to measure as it is widely spread, PatientView is generally felt to provide substantial quality benefits without imposing an additional burden on staff overall.

Information for local IT system suppliers

See this page ….. (we’re moving it soon). You’ll need to contact us to get the login to read it.


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