Sending a National Summary?

A Summary Care Record update is automatically sent when you deselect the patient, if:

  • Summary Care Record relevant data is updated in Consultation Manager.
  • Summary Care Record relevant data is added or edited.
  • Their registration status changes from Applied to Permanent.
  • Their PDS record becomes linked
  • Their FP69 status is removed
  • Their Consent preference is updated.

The following activities trigger a SCR update automatically; the patient does not need to be selected:

  • Registration status changes from Permanent to Transferred out - An update with deregistration text added is sent automatically when the deduct transaction is processed providing the patient has a Summary Care Record on the Spine from the existing practice.
  • Any SCR relevant data added in another module - Docman, Daybook, Tasks, Vision+, Vision360, Patient Groups, Priority Update.
Note - In some instances, you may want to manually send an SCR to the Spine during a consultation. See Manually Sending SCR Messages

Unexpected Exit

If during a patient consultation you have added data that has triggered the National Summary, for example issued a repeat prescription, the summary is marked as queued automatically. If your Smartcard should time out or Vision closes unexpectedly before you could close the patient record, the GP Summary is still sent during the next automatic send of queued messages. See Monitoring SCR Messages.

Note - On resuming Vision 3, queued messages are automatically sent unless the patients record is open and locked. This is to prevent partially updated messages from being sent.
See Manually Sending a National Summary for details.
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