Patient identity, records and admin accuracy

Confirming a patient’s identity is a basic safety step. Before booking, sending messages, releasing information, changing details or adding notes, staff must be sure they are working on the correct record.

Small errors can cause real harm. A wrong mobile number may send sensitive information to someone else. A message added to the wrong record can mislead clinicians. An out-of-date address can affect letters, referrals and screening invitations. Duplicate records fragment care and risk missed actions.

Accuracy checks may include

• Name, date of birth and address, using local policy.
• Current phone number, email and preferred contact method.
• Safe contact details where domestic abuse, safeguarding or confidentiality concerns exist.
• Communication needs, interpreter needs, accessibility needs and carer details.
• Whether the person contacting the practice has authority or consent to act for the patient.

Digital records and online access

Admin accuracy is patient safety: the right information must reach the right record, person and team at the right time.