Summary Care Record (SCR) Patient Group Option

If you want to limit which patients are processed during a Summary Care Record (SCR) upload, you can create a patient group and use the group to specify which patients are used for the selected process.

Note - Patient group is mandatory when running the Bulk Deregistration update.

To create a patient group:

  1. Identify the patients required for the upload. This can be done using an existing group in Clinical Audit, or can be created using an Ad-hoc search in Search and Reports, see Creating a Search in the Search and Reports Help Centre for details on creating a search.
  2. Make a note of the group name, this is required in the upload process to identify specific patients.

  3. During the SCR upload process enter the group name into Group Name:

    Training Tip - Enter the Group Name manually, or use Ctrl + C to copy the name and then Ctrl + V to paste it into Group Name.
  4. You can now select OK to start your run/rerun/resume/failed process.
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