Training ToolKit

Creating in-house PKB experts

We know that healthcare professionals drive the success of a patient portal. For a patient, their care team telling them about PKB is a more powerful message than one we can ever give. We are lucky to work with incredible, visionary healthcare professionals as customers and many of whom have become colleagues, who use our system and guide us to improve it. The training workstream is where we plan and deliver our commitment to training these users, via in-person sessions, online sessions, providing a train-the-trainer model, or with our free online resource for testing knowledge and which can be used as a reference in the future.

Training Requirements

We are constantly increasing the number of training resources available for users (including professionals, coordinators and patients), especially to allow remote training in light of COVID-19. The current supporting processes/documentation/videos are provided below.

Training packages are available immediately; we offer live and recorded webinars when delivering at speed and scale, as well as developing your own in-house experts via a superuser/train-the-trainer model. Due to the current situation requiring strict social distancing measures, all training will be delivered remotely via online training tools.

Please note that PKB has operated as a fully distributed organisation for over 10 years, with all staff working from home. We are experienced in working remotely at scale and are able to support your teams with what may be a new way of working for them.

Organisation Training Team

PKB will train the Organisations Training Team/Trainer on all aspects of PKB, walking them through the Organisation and team set ups and giving them a deep dive into each of the roles in PKB. This will take place in the four hours of training sessions provided by the PKB Success Project Manager, two hours in the first week after the Clinical transformation workstream kick off and two in the second week.

PKB Success project manager will support the Training Team/Trainer with the first training sessions to the Organisation Admin Team and the Patient Record Team coordinators.

Wider training for professionals, the user type who view and interact with patient records, is administered by the training team/trainer, supported by our online manual, FAQs, videos and free online training tool Lessonly.

What's included in this toolkit: