Help Topics

• Prerequisites
• Using this Help Centre

• Daily Status Report

  • Daily Routine

• Menu Options and Toolbar

  • Action

  • Security Options in Northern Ireland

  • Utilities (England, Wales and Northern Ireland only)

  • View

  • Help

• Security in Registration

• PARTNERS - for Scotland

  • PARTNERS - Existing Registration Forms

  • PARTNERS - Electronic Transactions

  • Scotland and England Differences for Registration Links

Database Reconciliation

•  

• Creating a Download

• Processing Upload Records

Transaction Management

• Transaction Types

  • Amendment Transactions AMG/AMF

  • Acceptance Transaction ACG

  • Approval Transaction APF

  • Deduction Transactions DEF

  • Deduction Request Transaction DER

  • Deduction Request Rejection DRR

  • Rejection Transactions REF/REG

  • Medical Records Transactions MRF/MRS

    • When a patient is removed

    • When a new patient is registered

  • FP69 Prior Notification FPN

    • Unmatched transactions

• Accessing Transactions Management

  • General notes about Transaction screens

  • Change Criteria

• Incoming Transactions

  • Incoming Amendment

    • Rejecting an Amendment

  • Incoming Deduction

    • Registration Re-acceptance for all other Deduction Reasons

    • Registration Re-acceptance for Deductions Reason - Removal to new TP/HB/CSA

  • Incoming (Wrong TP) Rejection

  • Incoming Deduction Request Rejection

  • Dealing with the Error File

    • Unmatched - Incoming Approval

    • Unmatched - Deduction

    • Unmatched - Amendment

    • Unmatched - Medical Record Flag

  • Unacknowledged Acceptances (Frozen Patients)

    • Viewing Unacknowledged Acceptances

    • If your Trading Partner/Health Board have received your New Patient

    • If your Trading Partner/Health Board have not received your New Patient

    • On Receipt of the Patient's Record

  • Completed Transactions

  • Daily Transactions

  • Daily Transaction Backup

  • Transactions Management - Scottish Practices

    • Incoming Transactions

      • Deductions

      • Amendments

      • Acceptance Rejection

    • Dealing with the Error File

      • Unmatched - Incoming Approval

      • Unmatched - Deduction

      • Unmatched - Amendment

      • Unmatched - Medical Record Flag

    • Unacknowledged Acceptances (Frozen Patients)

      • If the PSD have received your New Patient

      • If the PSD have not received your New Patient

      • On Receipt of the Patient's Record

Registration Links Reports

• Report Output

  • Window

  • Export Data

  • Send a report by Email

  • File

  • Printing

• Standard Forms

• Transaction Reports Summary

  • Daily Transaction Summary

  • Daily Transactions Backup File

  • Deductions requested by TP Report

  • Records Required/Sent reports

  • Error File Reports

Quarterly Archive

Archive in Scotland

• Archive Overview in Scotland

• Running a Quarterly Archive in Scotland

• Interim Archive in Scotland

• Retrieving and Purging Archives

  • Retrieve Archive from Floppy

  • Purge On-Line Archive

  • Purge Retrieved Archive