• How to submit a request on behalf of a patient? (proxy request)

  Some patients may be unable to create their own Anima account, or would prefer not to create an account. Plus, patients may continue to ring or visit the practice to seek help for their requests. You can still manage these patients' requests via Anima by submitting a request on their behalf (a proxy request, or an 'e-lite'). Here are the steps to show you how: Click the purple “Create Request” button at the top right of your Anima dashboard. (https://storage.crisp.chat/users/helpdesk/wFew readers

• How do I add patient FAQs & signpost links to the Anima patient dashboard?

  If you'd like to add FAQs and signposts for patients in the patient dashboard, you can set them up as follows. Step 1: Head to Settings (bottom left hand corner) -Organisation Settings -Patient App. Step 2: Scroll down to 'Practice Information' and click 'CFew readers

• How can I pause new Anima requests and what do patients see?

  How can I pause new Anima requests? You can close your Anima requests by going to Settings (bottom left hand corner) -Organisation Settings -Access & Request Limits. What do patients see when requests are paused? When Anima is closed (e.g. for a bank holiday or a temporary pause on requests), patients will see the following 'Closed' message when they login and when they'll next to be able to submit a request. (https://storage.crisp.chat/users/helpdesk/website/3263f14a155b6000/Few readers

• For staff: Creating an Anima account for a dependent

  Patients with an Anima account can add a dependent to their account in their patient dashboard → Settings → Dependents & Children. If they’re unable to, or do not have an Anima account themselves, you can follow the steps below. If a caregiver calls the surgery to set up an Anima account for a dependent, you’ll need to follow these steps: Click the purple “Create Request” button in the top right corneFew readers

• Converting a dependant account into an individual account

  In order to transition a dependant account into an individual account, the dependant must be over 13 years old and must not have any active requests. If the dependant meets this criteria, please follow the steps below to convert their account. Select the Patient Management tab and then the Patient Search section Search for the relevant patient by the NHS number or email address Click theFew readers

• Anima Triage SOP for Admin Staff

  You can find an SOP guide for administrative staff, call receivers, and receptionists here.Few readers

• Working with care homes

  Care home patients can have their requests filtered through Anima in the following way: Register the care home as a patient with a fake NHS number (e.g. 1111111111) Ask the care home to add each resident as a dependent. This will allow them to submit and manage requests on behalf of all residents. Since the care home has a fake NHS number, you will need to manually verify them in the patient management tab after they create their account. You can also create the account for them underFew readers

• How to verify patients manually

  How do I know that requests are only from patients registered at our practice? Anima will cross-check the information that patients submit when they register for an Anima account against the NHS personal demographics service (PDS), to verify that the patient is registered at your practice. If patients create an Anima account with details that are different from the EHR (SystmOne/EMIS), we won’t allow the account to be created until someone at the practice manually verifies the patient. FoFew readers