Suitability Report

The CMS Suitability Report lists the patients who have been flagged as suitable, unsuitable or unspecified for the eCMS scheme.

Note - This is only available to Scottish practices.
  1. Open Search and Reports.
  2. From the menu select Reports – CMS Reporting - Suitability Report.

    The CMS Suitability Report displays.

  3. Select as required:

      CMS Suitability

    • Include patients who are suitable for CMS.
    • Include patients who are unsuitable for CMS.
    • Include patients whose suitability for CMS is not specified.
    • Date suitability specified from and to - enter dates if required.

      • CMS Registration

    • All - Include all patients.
    • Registered - Include patient who are registered.
    • Withdrawn - Include patients who have withdrawn.
    • Not Registered - Include patients not registered.
  4. Select OK to create the report.
  5. Select Output Method from the drop down list.
    Default is Window.
  6. Select OK to generate the report.

    The results display in surname order, and include: surname, forename, DOB, CHI number and CMS Registration status, along with the report criteria selected.