Approving a Patient

The Security Approve Patient option can be used if the link between your practice and the TP is down.

This "unfreezes" the Registration screen of a newly registered patient, classed as an Unacknowledged Acceptance. Unfreezing means that editing becomes possible.

When a new patient registers:

• The patient is added and their Registration - Details are completed by the practice.
• An Acceptance Transaction is generated from the practice to the TP. The patient’s Registration - Details screen remains frozen and unable to be edited. After the next transmission to the TP, the patient is classed as an Unacknowledged Acceptance as a result of the Acceptance Transaction being sent to the TP.
• When the TP approves the patient registration, an Approval Transaction is sent, the patient’s Registration - Details screen is unfrozen, and their status changes to that of a permanent patient.

To manually approve a patient:

1. From the Vision 3 front screen, select Registration .
2. Select Security - Approve Patient.
3. Select the patient required and the Registration - Security Approve Patient screen displays:

   

4. Enter either:
   • NHS Number - in England and Wales
   • CHI Number - in Scotland
   • H+C Number - in Northern Ireland
5. Select OK to save and close.