Registering a Patient - Scotland only

Before registering a new patient, you must search for them on Vision 3 using their date of birth to ensure they have not been previously registered with your practice. A GP2GP record transfer does not occur for re-registering patients as it can result in duplicated records.

Important -You should not Re-register a patient unless they have a Registration status of Transferred out . If they are registered with any other status, for example Temporary Resident, then Vision 3 does not recognise they already have a clinical record and a GP2GP transfer is attempted. This can lead to duplicated data on your system.
Training Tip - From Registration, use Action - Re-Registration to re-register a patient.

Once you are sure this is a new patient to your practice, to register a patient:

  1. From the Vision 3 front screen, select Registration.

  2. Select New Patient .

  3. The 'Add Member to an existing Family' message displays, select:

    • Existing - If the new patient is being added to an existing household, select any member of the household with the same address.

    • Selected - If a member of the family you are adding this patient to displays at the top of the screen. Most common when adding a family group or a new baby.

    • New - If the patient you are adding has no connection to anyone on your Vision 3 system.

  4. The Registration - Personal Details screen displays, complete as appropriate.

    See Adding a New Patient in the Registration Help Centre for details if required.

  5. Check the Incomplete Details and Incomplete RegLinks indicators at the top if the screen, if:

    • Incomplete Details has a tick, you have missed some mandatory information, select Action - Acceptance and run through the screens again checking for and completing any red entries.

    • Incomplete RegLinks has a tick, you have completed enough information for Registration Links, this is usually a missing CHI Number.

  6. Select OK to save.

  7. If the patient has incomplete details, a warning displays, select:

    • Yes to continue, or

    • No to return to the registration screen and complete any missing information.

See GP2GP - Importing a Docman Record - Scotland only for details.
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