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Part of Guidance for NHS staff about coronavirus treatments

How to use the Population Health Platform: for PANORAMIC

Current Chapter

Current chapter – How to use the Population Health Platform: for PANORAMIC

The PANORAMIC trial is currently paused on the Population Health webviewer.

Before you start:

  1. You must have access to a smartcard.
  2. You must have access to Internet Explorer 11, Edge 88 (Windows only) or Chrome 88.
  3. Ensure your smartcard has access to at least one of the role codes: 
    • Admin/Clinical Support Access Role R8008
    • Associate Practitioner R1540
    • Clerical Access Role R8010
    • Clinical Practitioner Access Role R8000
    • General Medical Practitioner R0260
    • GP Registrar R6200
    • Health Professional Access Role R8003
    • Healthcare Assistant R1480
    • Manager R1780
    • Medical Secretary R1760
    • Medical Secretary Access Role R8006
    • Nurse Access Role R8001
    • Other Community Health Service R0240
    • Pharmacist R1290
    • Receptionist R1730
    • Receptionist Access Role R8009
  4. Ensure your smartcard is assigned with the ODS code/codes for the GP practices you require access to.

To support smartcard functionality your IT equipment must be set up and configured to support NHS CIS2 Authentication using smartcards. Please refer to our Guidance for configuring Care Identity Authentication to work with smartcards for instruction. Also see the Access the Population Health Platform section below.

We recommend you check if your IT equipment is set up to work with the Care Identity Authentication - you can run a diagnostic on our Check smartcard set up page.

Users connecting to the Population Health Platform will be determined by their organisation’s IT policy.

Scope of data presented

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 the PANORAMIC study, according to the data coded in their medical records
  • are registered at the associated GP practice

This tool will not list patients: 

  • with positive LAMP or LamPORE test results
  • who have had a positive rapid lateral flow or PCR test within the previous 30 days (on-going episode)
  • who are already eligible for antivirals or nMAbs
  • who have not provided enough personal information during testing to be matched to their patient record

This data should only be used for the purposes of identifying and contacting patients who you consider to be suitable for the trial. It is not intended to provide evidence of suitability for any treatment.

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

Access the Population Health Platform

To access the tool you are required to sign in via NHS CIS2 Authentication using your smartcard. Specific Role Base Access Control (RBAC) codes must be assigned to your smartcard. You will need to contact your associated Registration Authority to get RBAC codes 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 service, users should ensure their smartcards are assigned with the GP practice ODS code(s) with which they are associated. For multiple GP practice locations you may need to contact different RAs to ensure the RBAC role and the ODS codes are assigned. To find your relevant GP practice ODS codes, please visit the ODS portal.

When you log in to the tool, if your GP practice(s) are not listed, contact your IT support service or the associated Registration Authority to confirm your assigned ODS codes and check you have one of the RBAC roles. This will involve different IT support services and RAs if you support multiple geographic locations.

If you remove your smartcard from the reader, you will automatically be logged out and need to log back in again after re-inserting your smartcard.

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

Using the tool

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 PANORAMIC study'.

Population Health Platform - welcome screen

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

Identify COVID-19 patients for PANORAMIC study

3. Select your GP practice. Please see ‘Accessing the tool’ section above for guidance if your expected GP practices are not listed.

Select GP practice screen

4. You will be shown a list of patients who have received a positive rapid lateral flow or PCR test and may be eligible to participate in the PANORAMIC study. If you have legitimate reason to do so, there is functionality to search for a patient by name, NHS number, specimen processed date, or to filter on status.  Click ‘Action’ on a patient listed to view the patient’s details.

Patient call back screen

5. After clicking on the patient's name, you will be presented with the patient’s contact details both from the Test and Trace registration information that was entered when the test was booked and also from the Personal Demographics Service (PDS) to give you alternative methods to contact the patient.

Patient details screen

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. 

If the patient agrees to be screened for participation in PANORAMIC, click ‘Referred to trial hub’ and click ‘Save patient status’. 

If the patient does not agree to participate in PANORAMIC, click ‘Declined’ and click ‘Save patient status’.

If you determine that the patient is not eligible to participate in PANORAMIC, click ‘Not eligible’ and click ‘Save patient status’.

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.

6. The Platform displays the reasons why a patient has been identified as potentially eligible to take part in the study in the line: Clinical category identified. For example, over 50 years.

If the patient has been cohorted but no longer has the condition or treatment pathway for which they were added, the Platform will display: No longer has a clinical category of concern.

Records are removed from the viewer 7 days after the specimen processed date, as defined by published associated policies. Currently there is no functionality to view archived patients.

How to get assistance

If you are having issues with this service, please contact your local IT support service in the first instance.

For other queries, NHS National Service Desk can be contacted at [email protected].

Please do not include any confidential patient information in emails.

Last edited: 3 May 2023 12:57 pm