Housekeeping

This checklist details the housekeeping tasks you should regularly perform within Registration.

Note - The task frequency below is a recommendation, so you may want to adapt this to suit your practice protocols. For more information on specific tasks, please refer to the relevant on-screen help, remember you can access this by pressing F1 on your keyboard from any screen.

Registration Checklist

Registration Frequency

Run an Incomplete Registration Links report.

See Incomplete Registration Links in the Registration Links Help Centre for details.

Weekly

If used, monitor the Sensitive Patient report.

See Sensitive Patient Report for details.

Ad Hoc

What else do I need to do?

To view what else you need to do across your clinical system:

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.