Starting a SOAD Assessment in eMHA
Starting a SOAD Assessment in eMHA
To begin a new Second Opinion Appointed Doctor (SOAD) assessment in eMHA, you will need to start by selecting “Begin SOAD Assessment.”
This guide outlines each step for initiating and completing the first part of the SOAD Report Form (SRF), including how to enter patient details and handle NHS number matching.
Step-by-Step: Initiating a SOAD Assessment
Step 1: Enter Case Reference Number
Input the case reference number provided by the Care Quality Commission (CQC).
Step 2: NHS Number Confirmation
You will be asked: Do you have the NHS number for the patient?
If yes, select Yes and enter the NHS number in the box provided.
If not, select No to proceed without it.
Step 3: Patient Search
eMHA will search for the patient across two sources:
Existing eMHA records
The Personal Demographics Service (PDS)
If a Match is Found
You will be alerted if a patient record is found via eMHA or PDS.
Step 4: Confirm the patient
Review the patient details displayed
If correct, click Select Patient
Step 5: Click Continue to move forward with the assessment
If No Match is Found
If the patient does not exist in eMHA or PDS:
Step 4: You will be alerted that no match was found
Step 5: Click Input Patient Details
Step 6: Manually enter the patient’s information in the required fields
After entering the correct details, click Continue in the bottom-right corner to begin completing the remainder of the SOAD Report Form (SRF).
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