How to use the Population Health Platform: for CMDUs

Before you start, you must:

• have access to a smartcard
• have access to Internet Explorer 11, Edge 88 (Windows only) or Chrome 88
• ensure your smartcard has access to the CMDU admin role RBAC code R9817
• ensure your smartcard is assigned with the CCG ODS code/codes for the geographical areas you require access to

This tool will list patients who:

• have tested positive for COVID-19 with a rapid lateral flow test*, registered with GOV.UK, or a PCR test from pillars 1 or 2 within the last 7 days

• meet the eligibility criteria for nMAbs or antivirals as stated in the UK Clinical Commissioning Policy, according to the data coded in their medical records

• are registered with the GP practices aligned to the CMDU

This tool will not list patients:

• with positive LAMP or LamPORE test results
• who have not provided enough personal information during testing to be matched to their patient record

The list of patients will be updated on a regular basis.

*Lateral flow tests were added to the associated policy from 10 February 2022. Lateral flow test result must have been submitted to www.gov.uk or by calling 119.

To access the tool you are required to sign in with your CIS2 smartcard. The specific CMDU Admin Role Base Access Control (RBAC) code R9817 must be assigned to your smartcard at CCG level only to gain access.

You will need to contact your associated Registration Authority to get this RBAC code added to your smartcard. Virtual Smartcard access is not supported.

You will only be able to view patients related to the Organisational Data Service (ODS) codes associated with your smartcard. For the purposes of this tool, users should ensure their smartcards are assigned with the CCG ODS code(s) for the geographies which they require access to.

For multiple CCG geographic locations you will need to contact different RAs to ensure the CMDU Admin role and the CCG ODS codes are assigned. Only CCG ODS codes can be used - use the ODS Portal to find your relevant CCG ODS codes.

When you log in to the tool, if your CCG area(s) are not listed, contact your IT support service or the associated Registration Authority to confirm your assigned CCG ODS codes and check you have the CMDU Admin assigned role. This will involve different IT support services and RAs if you support multiple CCG geographic locations.

Users experiencing any issues with the tool should contact their IT support service.

In accordance with Information Governance (IG) requirements, each time a patient record is accessed via this tool, user information is tracked and audited. Do not access any patient data unless you have a legitimate reason to do so.

1. Select Review COVID-19 patients for treatments.

2. After signing in to access the tool, read the information on the start page and click the Start now button.

3. Select a CCG. See Access the Population Health Platform for guidance if your expected CCG areas are not listed.

4. You will be shown a list of potential eligible patients for COVID-19 treatment in the selected CCG area to be processed.

If you have legitimate reason to do so, there is functionality to search for a patient by name or NHS number, sort by various columns (by clicking on the black triangles), or filter on patient status. You also have the option to change CCG.

If a patient has the New label just to the left of their name, it means they are a new addition to the Webviewer (because they have recently tested positive) and neither you nor your colleagues have viewed the patient details.

Click a patient’s name to view the patient’s details.

5. After clicking on the patient's name, you will be presented with the patient’s contact details both from either Test and Trace registration information that was entered when the test was booked (for the general population) or from the Organisational Reporting web portal (for patients in Detained Estates). Also displayed are contact details from the Personal Demographics Service (PDS) to give you alternative methods to contact the patient.

In some cases, we cannot display the partial postcode, mobile number, landline number for a patient in the Patient details screen - either because we don’t have this information or we’re unable to display it for data security reasons. In these cases the following text is displayed: Not available for this patient.

If you click on a patient in the Detained Estates, this is mapped to the CMDU area. The patient’s contact information will only show an email address for the Detained Estates facility, which will have the Detained Estate’s name in it. The patient cannot be contacted directly. CMDUs must telephone the Detained Estate health centre directly by looking up the relevant Detained Estate on a database spreadsheet found on the CMDU section of the NHS Futures platform. This is an interim measure.

Alternatively, the spreadsheet can be found in an email sent from NHS England that notified CMDUs about the new pathway for patients in the Detained Estates.

If contact was unsuccessful, then click Not actioned and click Save patient status to ensure the patient remains on the list. If you have attempted to contact the patient at least twice, you can mark them as Uncontactable. 
When a patient has been successfully contacted, select the status option that best describes your contact with the patient and click the Save patient status button. This can be updated or changed while the patient remains on the webviewer.

Most of the status options are self-explanatory, but 2 items to note are:  

1. Not actioned - if contact was unsuccessful, click Not actioned and click Save patient status to ensure the patient remains on the list unactioned and to allow the patient to be processed at a later time. These patient details will appear at the top of the list by default so CMDUs can quickly view which patients still need to be contacted.  
2. Contacted – referred for assessment (pending decision). These patient details will appear below the Not actioned patients by default. This category has been added for those CMDUs that have separate admin and clinical functions. This status must only be used on a temporary basis. Following the clinical assessment, this entry must be updated with the final triage outcome. When selected, this status will be coloured amber to show that further action is required to update the patient record following clinical review with the patient.  

The purpose of the Actioned status is to enable CMDU admins to identify which patients have been contacted and to remove the risk of a patient being contacted multiple times. It should not be used to indicate the result of a triage assessment carried out by a clinician.

The full list of status options is: 

• Not actioned
• Contacted – referred for assessment (pending decision)
• Deceased
• Uncontactable – at least 2 contacts attempted
• Contacted – referred to another CMDU
• Contacted – patient declined assessment or treatment
• Contacted – ineligible clinically (does not meet highest risk cohort definitions)
• Contacted – ineligible symptomatically (recovering, non-symptomatic or no longer symptomatic)
• Contacted – ineligible (outside maximum treatment window)
• Contacted – ineligible (other reason)
• Contacted – eligible and treatment planned - antiviral (PF-07321332 (nirmatrelvir)/ritonavir)
• Contacted – eligible and treatment planned - nMAB (sotrovimab)
• Contacted – eligible and treatment planned - antiviral (remdesivir)
• Contacted – eligible and treatment planned - antiviral (molnupiravir)

If a patient status has been changed in error, this can be corrected by clicking the correct patient call-back status and saving the patient status.

After a set time period, as defined by published associated policies, patients will be archived off the list. Currently there is no functionality to view archived patients.

If you are having issues with this service, contact your local IT support service.

For other queries, NHS National Service Desk can be contacted at ssd.nationalservicedesk@nhs.net.

Please do not include any confidential patient information in emails.