Daily Routines

Daily overnight backup

• Each morning after backup, check backup log that backup is successful – take tapes off-site.

GPC:

• Automatic transmissions to HA/Path lab for registration links and path results
• Check Attention folder for messages in error

Mail Gateway:

• Check status of the Clinical schedule and Tasks.

Registration:

• register new patients
• amend patient details (address, etc)

Registration Links

• Check the Daily Status screen to see if archive is due.
• Check and clear any unacknowledged acceptances ("frozen" patients)
• Check outstanding Medical Records which need sending back to HA
• Process Incoming Transactions
• Look at Error File and delete any unmatched transactions
• Print off day's transactions from Reports – Daily Transactions
• Items of Service:
• Check Daily Status screen, especially number of days since last transmission
• Check and process system rejected and HA rejected claims, particularly contraceptive claims
• Check and clear awaiting acknowledgements
• Delete unmatched transmissions (Maintenance – Unmatched Transactions)

Mail Manager:

1. Assign any unmatched messages to a patient
2. Allocate any unallocated messages to a GP
3. Action screen and complete actions
4. File messages flagged for filing

Clinical data - Consultation Manager:

• Enter clinical data in Consultation Manager.
• Set up and issue repeat prescriptions in Therapy Repeat.
• Enter all recalls.
• For practices linked to the HA for Items of service, claims can be generated as you enter data, then transferred and stored in the Items of Service module before transmission to the HA

Appointments:

• Arrange templates for the GPs and other practice staff
• Book Appointments.