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Documenting that patients basic details have been checked upon attending the practice

  • March 5, 2026
  • 1 reply
  • 20 views

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Hi

We ask patients routinely when they attend the practice if there details are still the same - eg name change if now married, change of address, change of email or mobile number so that we have the most up to date information.  However, this is not recorded unless put on a note every single time which clogs up the notes - it would be really good to have an option on the Patient Details page a button to tick that says something along the lines of “patient contact details checked” with the date automatically alongside so that we know in future that the details for this patient were checked on a certain date and are indeed up to date. 

1 reply

Saymon
Community Manager
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  • Community Manager
  • March 18, 2026

Hey ​@StephD77  👋
This is a great suggestion, thanks for sharing it! I’ve heard other practices do the exact same thing (checking details at every visit).

A simple “Patient details checked” tick‑box on the Patient Details page, with an auto‑timestamp, could make this cleaner. You’d still get the confirmation that everything is up to date, without filling notes with admin info.

I’ve passed this onto the product team because I think a lot of practices would love this too. If anyone else reading feels the same, definitely add a comment, it really helps with prioritising these quality‑of‑life improvements 🙌

Thanks for taking the time to share it!