---
title: National Enrolment Services (NES) Configuration
slug: portal-sub/national-enrolment-services-nes-configuration
docTags: 
createdAt: 2026-03-04T12:03:18.951Z
---

## What is the National Enrolment Service (NES)?

The National Enrolment Service (previously known as e-enrolment) provides the capability to support practices by assisting in patient identification and eligibility assessments, using a single, nationally standard electronic process that will integrate directly within the PMSs. This will allow for:

- Greater accuracy in the information collected, reducing the need for data re-work
- Nationally consistent approach to confirming and tracking a patient’s eligibility
- Capability for funding to be provided closer to the date of patient enrolment

This service will implement a secure web-based solution that provides real time demographic and enrolment data. NES will eventually replace quarterly Capitation Based Funding (CBF) register submissions, and will provide automated system data aggregation reports.

Other services will be added over time and will integrate directly within the PMSs.

### Eligibility Look Up (Eligibility to receive publicly-funded health services)

Authorised users at the point of patient enrolment can search to determine whether an identified patient is a verified NZ citizen by birth before 2006. This will be the first eligibility assessment available; additional assessments will be added over time.

### Patient Identity Information

NHI Search and Get: users can search and view the NHI records for a patient from within Profile, and update it with the most recent demographic data for the patient. This can happen from 1 July 2015 for all practices on the right version on Profile 8.1 or higher.

NHI Create and Update: authorised users can create a new NHI using the patient identity service within Profile, update systems, and synchronise both Profile and NES with the most recent demographic data for the patient. Certification for this service is required.

### National Enrolment Service Masterfile

This will allow for extraction of a national enrolment masterfile that contains the “single national source of truth” for all enrolment data. The purpose of NES is to capture enrolment register changes on a daily basis, which makes it possible to take a snapshot of enrolment registers on a monthly basis. This willallow for payment processing at monthly intervals. Reporting will then go back to the Primary Health Organisations (PHOs) and/or Management Service Organisations electronically on enrolment registers.

### Profile Updates

Changes have been made in Profile to allow synchronisation with NES. The main differences for users will be in the patient record where demographic information is stored.

When a new patient is created, a window will now appear allowing the user to search the NHI and auto-populate the new patient record with the relevant patient details.

For existing patients, there is an ability to first synchronise or validate existing information in the patient record with the NHI and to check their current Enrolment status, details and history.

This document provides instructions for users on how to configure Profile for using the National Enrolment Service.

## Configuration

Profile will use NES web services to synchronise patient details. This section describes the configuration steps that must be taken to set up Profile to access NES web services.

### Registration with NES

A practice must be registered with NES to use its services. The following information will be provided by NES for the practice to use its services:

- HPI Organisation Id
- Service URL
- Practice login user
- Practice login password

### Install Certificates

A practice should use a Connected Health-certified network product for secure communication. The practice needs to install the certificates provided by Healthlink.

1. Go to the URL [https://ca.healthlink.net/cacerts/](https://ca.healthlink.net/cacerts/)
2. Download the following two certificates:

- NZHealth CA Root Key: NZHealthCA.cer
- HealthSecure G2 Sub CA Key: HealthSecureCA-G2.cer

3. Import the certificates into the “Trusted Root Certification Authorities” folder using Window’s certificate manager (certmgr.msc).
4. Test the installation of the certificates by opening the following link to the test server; it should open without any errors/warnings: [https://ws-test.moh.health.nz](https://ws-test.moh.health.nz/)
5. The practice should be able to access the production NES server by the following link: [https://ws.moh.health.nz/services](https://ws.moh.health.nz/services)

## Practice HPI Organisation Id Update

If you have not already recorded your practice’s HPI Organisation Id, you will need to do so before you can start using NES.

1. Go to **Organisation/People & Places**.
2. Double-click the top node of the **Organisation Structure** to open it for editing.
3. In the Organisation window, select the **Reference** view, and enter the HPI Organisation Id for your practice in the **HPI Organisation Id** field.

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4. Press **OK** to save and close the window.

## NES Web Services Configuration

This section describes the login and schedule configuration for the NES Web Services.

### NES Login Account Configuration

Each practice will need to configure their own NES login account details in Profile. These details will be provided by NES after you have completed the NES application registration form.

Once you have been given your user account details, you will need to enter them in Profile:

1. Go to **Organisation/Preferences/eMessages**. This will open the Maintain Messages window.
2. Select the following items from the **Available Services** panel on the right:

- NES NHI Web Service
- NES Enrolment Web Service
- NES Notification Web Service

3. Drag and drop the items into the **Installed Services** panel on the left.

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4. Double-click each of the installed NES services in turn to open the respective Web Service Properties windows.
5. Enter the information provided to you by NES in the following fields for the NES service:

- **Service URL**
- **User**
- **Password**

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6. Press **OK** to save and close the window.

### NES Notification Schedule Configuration

1. This schedule determines the frequency with which Profile requests notification updates from NES. This should be set to run every 4 hours.
2. Double-click the **NES Notification Web Service** to open the properties window.
3. Select the **Schedule** tab.
4. Check the **Use task Schedule** checkbox.
5. In the **Schedule Settings** tab/**Schedule** field, select the daily option from the dropdown menu.
6. Check the **Repeat** checkbox and in the field, set the number of minutes to 240.
7. In the **Start time** field, enter the opening time for the practice.
8. In the **End time** field, enter the closing time for the practice.
9. In the **Start After** field, enter the NES Go Live date for your practice. Leave the **End Before** field empty.

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10. Press **OK** to save and close the window.

### NES Enrolment Schedule Configuration

1. This schedule determines the frequency with which Profile sends enrolment updates to NES. This should be set to run every hour.
2. Double-click the **NES Enrolment Web Service** to open the properties window.
3. Select the **Schedule** tab.
4. Check the **Use task Schedule** checkbox.
5. In the **Schedule Settings** tab/**Schedule** field, select the daily option from the dropdown menu.
6. Check the **Repeat** checkbox and, in the field, set the number of minutes to 60.
7. In the **Start time** field, enter the opening time for the practice.
8. In the **End time** field, enter the closing time for the practice.
9. In the **Start After** field, enter the NES Go Live date for your practice. Leave the **End Before** field empty.

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10. Press **OK** to save and close the window.

## NES Task Template

Profile can be set up to send users a reminder when a patient’s NHI details need to be updated. The following Task template should be set up for this purpose.

1. Go to **Maintain/Templates/Tasks**.
2. Click the **New** button to add a new task template.

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3. In the **General** tab/**Identification** panel, enter the following items in their respective fields:

- **Code**: NES1
- **Description**: Reminder to Update Patient record

4. In the **General** tab/**Additional** panel, set the following:

- **Insert**: check the **Patient(s)** checkbox
- Check the **Notify** checkbox

5. In the **General** tab/**Sharing** panel, set the following:

- Check the **Available To:** checkbox and make sure the dropdown selection is set to **Everyone**

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6. Select the **Task** tab and enter the following items in their respective fields:

- **Subject**: Reminder to Update Patient record
- **Holder**: in the second field, with the first field set to **Provider/User**

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7. Press **OK** to save and close the window.

## Integration Preferences

The integration preferences will hold information about when the NHI lookup window is displayed and controls how and when a patient record is synced with the NHI System.

1. Go to **Organisation/Preferences/Integration**. This will open the Integration Preferences window.

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2. In the **Master Patient** tab/**Master Patient System** field, select **NHI Lookup** from the dropdown menu.

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3. Press **Reset to Default Settings**, which appears at the bottom left of the window upon selection of NHI Lookup.
4. Press **Yes** in the dialog box to confirm the reset.

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5. In the **Create Task from Task template when Sync is required** field that is now enabled, select the NES1 task code created in the previous section.

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6. Press **OK** to save and close the window.

## NES Registry Codes

Registry codes are parameters (Key/value pair) used to store information. The following codes must be made available for NES sync.

1. Go to **Maintain/Short Codes**.

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2. In the **Type** panel on the left, select **Registry Key**.
3. In the **Registry Key** panel, double-click the following codes in turn:

- **NES\_COUNTRYBSRC** (Country Of Birth Information Source)
- **NES\_DOBSRC** (Date Of Birth Information Source)
- **NES\_DODSRC** (Date Of Death Information Source)
- **NES\_NAMESRC** (Name Information Source)
- **NES\_NZCITIZSRC** (NZ Citizenship Status Information Source)

4. In each Registry Key window, check the **Always Visible** checkbox and press **OK ** to save and close.

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## Enrolment Check Alert

An **Enrolment Check** alert can be set up to appear on patient arrival if the patient’s last confirmed date is older than the practice-defined threshold.

1. Go to **Organisation/Preferences/Patient**.

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2. In the **Alerts** tab/**Events**: panel, select **Patient Arrives**.
3. In the **Alerts:** panel, check the **Enrolment Check** checkbox.
4. Below the **Alerts:** panel, check **the last confirmed is older than** checkbox, enter the number of **months** to set the threshold for the alert, and check the **Not Capitated** checkbox.

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5. Press **OK** to save and close the window.

## User Role Update – Linking to NES Master Record

The roles of all the users using NES should be updated to make sure that no patient is added without linking it to NES master record. The required behaviour is that Profile will show the NHI lookup window to search the NHI from NES master data.

1. Go to **Organisation/Roles**.

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2. Select the role of a user who needs to access NES services from the left panel.
3. In the **Actions** tab, update the following actions:

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:::Paragraph{indent="1"}
**Patient\Alter Patient\Allow Adding Patients Without Master Linkage**
:::

- **Patient\Alter Patient\Alter Master**
- **Patient\Alter Patient\Update from Master**
- **Patient\Alter Patient\Open Master**

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:::Paragraph{indent="1"}
**Patient\Alter Patient\Change Master Id**
:::

- **Allow linking to Another Master**

4. Press **OK** to save and close the window.

## User Role Update – Enrolment Manager in Control Centre

Roles of all the users using NES should be updated to make sure that users requiring access to the **Enrolment Manager** view have it enabled.

1. Go to **Organisation/Roles**.

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2. From the left panel, select the role of a user who needs access to NES services.
3. In the **Actions** tab, update the following actions:

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:::Paragraph{indent="1"}
**Organisation\Control Centre\Financial\Enrolment Manager**
:::

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4. Press **OK** to save and close the window.

## Enrolment Manager Group

Users requiring notifications about enrolments need to be added to the Enrolment Manager group. Notifications are received as tasks in Profile that are assigned to this group.

1. Go to **Organisation/People and Places**.

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2. In the **People and Places** tab, in the **Show** field, select **Group – Distribution** from the dropdown menu.

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3. Double-click the **Enrolment Manager** distribution group. This opens the Edit Provider Group – Distribution window.

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4. Press **Add...** to add a user. This opens a Select People and Places window.
5. Search for the user you want to add to the group and press **OK**. The user will be added to the group.

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6. Repeat the last two steps for each user you want to add to the group.
7. Once all the users have been added, press **OK** in the Edit Provider Group – Distribution window to save and close the window.

## Configuration Test

In order to make sure that all the configurations are working successfully, you can perform a search. If the search does not return the desired result, then revisit all the steps in the previous sections.

1. Go to **Patient/New Patient**. The NHI lookup window should display.

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2. Search for an existing patient by NHI. The result should show the patient details for the given NHI.In case of an error message, please revisit all the steps in the previous sections.

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***

## Attachments

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