When a patient is removed

When a patient is removed:

1. A Deduction Transaction from your TP automatically ticks Records requested by TP on the patient's Registration - Other screen and Date Records requested by TP is completed. The registration status is changed to Transferred out (see Incoming Deduction).
2. You should enter the date the records are posted off to the TP in Date Records sent to TP on the Registration - Other screen.
3. Once your TP has safely received the records, it replies with a MRF Medical Records Flag Removal Transaction which resets the Records requested by TP? back to a blank.
   Note - The medical records flag is not set if the deduction has the reason Internal Transfer within Practice.

You should regularly run the following reports from Registration- Action:

• Medical Records not received by TP - This report finds patients with Records requested by TP? checked and a date entered in Date Records Sent to TP. This means the practice have sent the records off to the TP, but the TP have not received them - if they had, they would send the Medical Records Flag Removal. Follow the lost records up with your TP. If the records have been received by your TP and the flag has not been received, run the Remove Medical Records Sent Flag utility, see Remove Medical Records Sent Flag for details.
• Medical Records not sent to TP - This report finds patients with Records requested by TP? checked and no date entered in Date Records Sent to TP. This means the TP has requested the records but the practice have not sent them off, or have not entered a date in Date Records Sent to TP. Pack the records up, enter the date and send them off to the TP.

You can run a Records required by TP report and filter by TP, see Transaction Reports for details.