When you arrive a Patient in the appointment screen we will retrieve the patient’s record from the NHI database and compare the details against that held in MyPractice.
- If the NHI version number for this patient matches, the arrival process will continue uninterrupted.
- If all the information matches (NHI number, first name, middle name, surname, gender, date of birth, ethnicity, and address. Note: Names and addresses are compared with all entries on the NHI system) the NHI version number will be updated and the arrival process will continue uninterrupted.
- If the information differs, you will have the opportunity to update either your details or those held on the NHI system. After you press the [Update] button the NHI version number will be synchronised.
When you leave a Patient in the appointment screen
- MyPractice will retrieve the patient’s record from the NHI database and compare the details against that held in MyPractice.
- Then we will check and update the enrolment status of your patient.
If no NHI is present, you will be presented with a “Search and match screen”
- If no suitable match is displayed, you can try changing the search criteria then [Search] again.
- Select a likely candidate and proceed to [Compare] the details with your data.
- If no suitable candidate exists, click [Add to NHI] to create a new Patient on the NHI system.
- There are some minimum data elements required for a search to proceed.
- The list is ordered by the Match score (the most likely match is at the top).
- Take extra care when there are similar match scores.
- For newborns, remember to try “Baby of …” in your search
When ‘Finding patients on the NHI’, we will check for possible duplicate records within MyPractice.
Add as much patient information to the NHI as is available. The minimum information required is:
- A Given name and Family name
- A Primary residential address
Validated and a physical address; not a P O BoxAddress
Validation refers to Geocoding using e-Sam in MyPractice. If the address cannot be validated, under Additional Information, state the appropriate reason
- Date of birth (No proof sighted)
- NZ Citizenship (No proof sighted)
Once all the information is entered, click on the [Add] button.
- Where more than one entry exists (names and addresses) the selected entry is highlighted in blue (Updates, additions or deletions will apply to the highlighted items).
- The label for information that does not match and cannot be updated is highlighted in orange
- The label for information that does not match and can be updated is highlighted in red.
- Additional information stored on the NHI but not retained in MyPractice is displayed with a yellow background
- Information retrieved from the NHI system is displayed on the right (Green background)
- Information stored in MyPractice is displayed on the left (Purple background)
- Related information is updated together e.g. Name (separated by black lines)
- When information does not match, your options include:
- Update MyPractice
- Copy the information from the NHI system and update MyPractice
- Add to NHI
- Add information from MyPractice to the NHI system
- Take no action
- Delete from NHI
- Remove the information from the NHI system
- Update NHI
- Copy the information from MyPractice and update the NHI system
- If you are Updating or Adding information to the NHI, you may be prompted for additional information.
- Update MyPractice
- Review and determine the appropriate action for each type of information
- Complete any additional information
- Press [Update].
For patients that are eligible for public funds, have an enrolment date and currently regular in your patient details screen
- Enrolment information is added or updated on the National Enrolment System (NES). The enrolment date, facility to be enrolled at and preferred practitioner information is taken from the Patient details screen. E-enrolment updates are triggered by [Leaving] a patient from the appointment book or pressing [Update Schemes] in the patient details screen.
- The date of any qualifying encounter is loaded on the NES at the time of ‘leaving’ the patient.
- All entitlement for schemes such as community services cards and high user’s card are downloaded from NES into My Practice.
- If your practice would be eligible for capitation funding when NES is used as the source of enrolments then a scheme called e-enrolment is added or updated.
- In the future, your Capitation scheme will be updated and your practice will receive funding based on this
- The e-enrolment start date reflects when the patient was first enrolled with your practice.
- The expiry date reflects when the enrolment will end unless updated.
- To manually end an enrolment (stop updates), remove their enrolment date, and enter a reason selected from the drop-down list. This will send the new date to NES and the expiry date will be updated in the scheme.
- To re-enrol the patient, enter the new date in the enrolment date field.
While leaving the Patients details screen (F11), we will retrieve the patient’s record from the NHI database and compare the details against that held in MyPractice. (See Find your patient on the NHI and Compare and Update in below)
- If all the information matches (NHI number, first name, middle name, surname, gender, date of birth, ethnicity, and address. Note: Names and addresses are compared with all entries on the NHI system) the NHI version number will be updated in MyPractice and the arrival process will continue uninterrupted.
- If the information differs, you will have the opportunity to update either your details or those held on the NHI system.
In Patients details screen (F11) when you click ‘Update Schemes’ we will update schemes for CSC cards, High User cards and e-enrolment from the NES system.
In Patients details screen (F11) when you click ‘Update Preferences’ we will update survey preferences (see below) from the NES system.
In MyPractice, Survey preferences can be seen in ‘Notes and Preferences’ tab of Patients details screen (F11).
This is where patients may opt off these surveys.
Contact details (email and mobile numbers) are sent from the contacts list in the patient details screen.
Notifications are received and displayed in the task manager for that staff member. The practice may wish to contact and re-enrol expired enrolments for FLS. The enrolment status is updated where appropriate (e.g. expiry date is applied to transferred enrolments).