This section outlines the steps and tasks the project manager, clinical engagement lead, and specialty team lead will undertake to implement Patients Know Best (PKB) successfully. Whether they are rolling out PKB for the first time or as a subsequent team, they must follow the same process.

Once an understanding of PKB's key features, including secure messaging, the library, care plans, questionnaires/consultations, and sharing test results, is established, it will be necessary to commence mapping current pathways while designing new ones that incorporate PKB as the digital solution. Defining attainable goals and assessing the impact of utilising PKB are crucial components of this process.

This toolkit contains a comprehensive guide through every stage of implementing PKB as a team. Before delving into it, it would be beneficial to review the examples of use cases and workflows on the specialty teams page.

What's Included

• Understanding the Team roles in PKB: outlines the various PKB accounts assigned to team members

• Team qualification form: how to qualify if a speciality team is ready to roll out PKB

• Creating SMART goals for your use of PKB: a how-to guide and examples of SMART goals

• SMART Goals for PKB Implementation: example SMART goals for PKB Messaging, Questionnaires and referral letters (eMeet and Greet)

• Benefits tracking: collect metrics, set goals, deliver outcomes

• Metrics collection for a PKB rollout: what metrics do you need to gather and what questions do you need to answer

  • Benefit Prerequisite Questions: helping focus benefits into realisation

  • Pre-Metrics for a Team: Use of PKB Messaging: pre-metrics that can be amended for any team wanting to roll out PKB messaging.

• Benefits of sharing test results:  including Sussex benefits of releasing results

• Benefits of sharing letters in PKB: cost and environmental benefits of sharing letters digitally

• Benefits of sharing radiography reports in PKB: allow patients and clinicians east access to data

• Benefits of PKB messaging: saving time and efficiency for teams and patients

• Default privacy for a team: determines the privacy label selected for team data and team access

• Patient Initiated Follow-Up: giving patients greater control over their follow-up using PKB

• Patient-initiated request to move hospital: how PKB can serve as the digital tool to notify patients

• Remote consultations: using PKB for virtual appointments enhances the convenience and accessibility

• Adding videos to a patient's record: videos are a powerful way to share information between professionals and patients

• Patient journey: creating innovative digital workflows for patient care

• Patient feedback: what is the focus of the form, and what do you want to use the data, including example questions to ask

• Research consent: the different ways to obtain consent for research in PKB