Housekeeping

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

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 Links Checklist

Registration Links Frequency

Process Incoming Transactions, for example, amendments.

See Incoming Transactions for details.

 Daily

Resolve any errors in the Error file then delete.

See Dealing with the Error File for details.

 Daily

Monitor Unacknowledged Acceptances (frozen patients). For Unacknowledged Acceptances that are more than one week old, you should contact the relevant Trading Partner or PSD.

See Unacknowledged Acceptances (Frozen Patients) for details.

 Daily/ Weekly

Run the Records required by TP and Records Sent by TP reports.

See Transaction Reports for details.

 Ad hoc

Scotland only - Get a list of deductions to export via Docman.

See GP2GP Scotland Quick Reference - Managing Incoming Messages Quick Reference Guide for details.

 Daily

Scotland only - Perform a Quarterly Archive.

See Running a Quarterly Archive in Scotland for details.

 Quarterly

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.