Adding TP/HB/CSA - Your Health Authority/Board

Your Trading Partner is the agency GP Communicator uses for electronic links. You must add all the trading partners (TP/HB/CSA) with which you have patients registered, before you add any patients.

To add a TP/HB/CSA:

1. From the Vision 3 front screen, select Management Tools - Control Panel and now select File Maintenance - Organisation .
2. From the Organisation list, highlight TP/HB/CSA and select Add .
3. The Add Organisation screen displays:

   

   Complete as follows:

   • Category - Defaults to TP/HB/CSA and should be left.
   • Name - Select from the list available. You can enter the first letter to reach that part of the list. For Northern Ireland practices, select Northern Ireland.
     See Local Health Board in Wales or Health Boards in Scotland and Northern Ireland for further details.
   • Cipher - Completes automatically once you make a selection in Name. This is a one, two or three letter code.
   • Link - Select from:
     • Yes - If you are linked electronically for Registration Links.
     • No - If you are not linked and there is no exchange of electronic data.
     • Down- If you are usually linked electronically but the Link is not currently working.
   • Valid From and Valid Until - (Optional) Valid from defaults to today's date. If in the future you finish your association with the TP, you can either enter a Valid Until date and tick Inactive, or right click on the TP in the Organisation list and select Remove Organisation, this does not actually remove it but makes it Inactive.
   • GP Abeyance - England and Wales only, some authorities let you register new patients to a GP whose list is in abeyance, for example, the GP may have a Date left Practice entered, tick if relevant. Individual TPs decide whether this option is to be made available to Practices under their authority. When registering a patient, data validation checks the patient’s date of acceptance against the GP’s Date left Practice if in existence. If you tick GP Abeyance, then registration can occur before or after a GP’s Date left Practice.
     Training Tip - The GP Date left Practice is entered in Control Panel - File Maintenance - Staff, select the GP and then select Professional tab - Date left Practice.
   • Footpath miles, Water miles - Scotland only, if you qualify to claim one or both of these, tick as appropriate. If unticked, these options are not available from a patient's Registration - Other screen.
4. Now, select the Addresses tab and select Add under the Addresses.
5. The 'Remember to set up GP codes for this TP' message displays, select OK:

   

6. The Address entry - Add screen displays and should be completed as appropriate and select OK.
7. The Add Contact Number option is now enabled, select Add.
8. Complete as follows:
   • Contact Number - For TP/HB/CSAs with which you have an electronic link enter a Contact Number of Health Link Mailbox, this is a five character alphanumeric code consisting of the TP cipher followed by 1, 2 or 3 zeros, for example, F0LDS for Leeds.
   • Type of Contact Number - Select Health Link Mailbox:

     

9. Select OK to save.
10. Select Close to return to the front Organisation Details screen.
11. Select OK to save the TP/HB/CSA.