PKB delivers training in many different forms: group training, one-to-one training either in person or virtually via screen share, or training by an organisation trainer using the train-the-trainer approach.

These training sessions nearly always begin with a run-through of the patient record before focusing on the specific role(s) those being trained will be responsible for. There is often a lot of material covered in a short period, and although we allow plenty of time for questions, it is always helpful to have something to refer back to.

PKB has standard post-training email templates tailored to each session. These templates reference what has been covered and signpost useful pages in our help documentation. They also include the project's next steps and test site details for the teams to practice with.

Example Post-Training Email

Dear [Name],

It was a pleasure speaking with you today and taking you on a tour of Patients Know Best (PKB). I hope the session gave you an overview of the [patient/professional/coordinator] portal[s] and how PKB can support your work.

Here are a few useful links to help you get started:

• Patients Know Best Website: This includes more information about the platform and case studies to show how others use PKB in practice.

• PKB Help Manual: This is our online wiki, a great go-to resource if you need a refresher on performing a task or technical support. To find the most relevant guidance, you can explore the ‘professional’ or ‘coordinator’ sections.

If you get a chance, try exploring the demo environment. It’s a safe place to get hands-on with the system and understand how it will work for you and your patients. Just a quick note: Please avoid entering any real demographic or medical information, as the demo area is visible to other professionals also practicing in the same space.

Here are the key features I recommend the team explore and practice before using PKB with patients:

[Insert list of key features]

• View a patient's record

• Create a plan

Feel free to reach out if you have any questions or need further support.

Best regards,
[Your Name]

PKB Post Training E-Learning

Everyone who has training on a PKB portal can be sent the e-learning training that supports what they have been shown in person or virtually.

If the learners already have access to their PKB learning portal, you can add one or all of these links to the post-training summary email.

Self-Registration

If learners want to self-register and enrol in any PKBs online learning, follow these steps.