Known Identity at lookup
A Known Identity Patient is a clinical person with a durable document and name. Creating one does not create a Platform User. The create screen eyebrow is Patient Profile; the title is Create patient. Unknown Identity care is a later staff path; this page covers Known Identity only.
Independent Providers do this in the Independent Portal. Organization providers do it in the Organization Portal.
When lookup finds nobody
Section titled “When lookup finds nobody”- Open Consultation lookup (encounter patient lookup) for the portal you use.
- Search with the document the person presents.
- If there is no match, continue to Create patient. Keep the document and legal name on that Patient Profile. Email is optional and does not create a Platform User.
- Do not invent a Platform User so care can start.
You can also create a patient from Patients → Create Patient. That staff form is separate from the lookup-miss Known Identity path. Both can leave a clinical person without a Platform User.
Assisted private booking lookup can show a Known Identity match. A miss there does not open Create patient.
When the patient is a Supported Patient
Section titled “When the patient is a Supported Patient”- Lookup shows the Known Identity Patient (or other existing chart).
- Select the Care Manager responsible for this care before you continue.
- Choose Open encounter.
A Supported Patient chart can exist without a Platform User on that person. Care Manager status is not guardianship and does not replace informed consent.