Filing the Record Received

In England, Wales and Northern Ireland on receipt of your (Undefined variable: General.GP2GP) request, the patient’s previous practice automatically send a copy of their notes, this displays in Mail Manager.

In Scotland, once you have imported a patient record from Docman the records display in Mail Manager.

To file the records:

  1. From (Undefined variable: Modules.Mail Manager) , select Incoming Mail, a Record Transfer message with a status of Available for filing displays:

  2. Right click on the message and select File All.
  3. All the records in the message file into the patient's record in Consultation Manager.
See Adding Reminders to Identify Patients with a (Undefined variable: General.GP2GP) Record, Processing Degraded Allergies and Adverse Reactions and Processing Degraded Repeat Medication for details.

Scotland only

  • For KIS and ePCS patients, clinical term 9Ee1000 Transfer summary report is automatically added to the patient record.

  • When a patient re-registers at a practice a (Undefined variable: General.GP2GP) record transfer does not happen due to the risk of duplicated data. However (Undefined variable: Modules.Mail Manager) receives a (Undefined variable: General.GP2GP) message with a status of Withdrawn. Simply mark these messages as 'No Action Required' so you know you have seen them and no action is required.

    See Adding an Action to a Message in the (Undefined variable: Modules.Mail Manager) Help Centre for details.
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