Additions/Changes to Synchronised Data

Business effective dates

For addresses and communication details, the valid period dates are included in updates to the PDS, only the Valid From date is included for addresses. If there is no Valid From date, Vision 3 uses the system date as the business effective date, however this is not written back to Vision 3.

Address details changes

The local patient address data in Vision 3 is:

  • House name
  • Number and road
  • Locality
  • Town
  • County
  • Postcode

The first five of these is used to populate lines 1-5 of the address in a PDS synchronisation message all with a maximum space of 35 characters in length. Only Main Address details synchronise with the PDS.

Any new addresses entered are validated to ensure that either line 1 or 2 is populated as well as line 4. Invalid addresses do not save to the database or send to the PDS.

Note - The acceptable format for a postcode is one with an outcode and an incode, separated by a space, for example, SW8 3QJ. Vision 3 remove any leading and trailing spaces before they transmit to the PDS.

Communication/Telephone Details changes

Vision 3 allows you to add multiple communication/telephone details of each type, for example, you can have 2 business numbers. However, synchronisation with the PDS is only supported for one of each type of communication/telephone detail as listed in Type of Contact.

In order to successfully synchronise with the PDS, any new communication/telephone details must be validated to ensure that the correct PDS format is followed. If you do not follow the correct format you are able to enter the details but the PDS is not updated. Validation criteria includes the following:

  • STD codes must be added when adding or editing communication/telephone.
  • There must be no spaces between numbers or email address details, if however you do enter spaces, Vision 3 automatically removes them before an update is sent to the PDS.
  • Numbers must not exceed 13 digits.

Invalid Communication details

If you do not enter communication details in the correct format the following message displays, 'The telephone number entered does not pass basic validation. Add anyway?':

  • Select Yes to continue, no updates for communication numbers are sent to the PDS but are added to Vision 3, or
  • Select No to re-enter communication details (recommended).

Consent to Share Clinical Data

Patient consent to share clinical data can be is set from either:

  • Registration - Registration Details - Consent tab, or

  • Consultation Manager - Patient Details - Consent tab.

Consent details are not stored locally but on the PDS. If you change consent details, the new details are sent with any other demographic changes when a patient is deselected.

Note - This consent status is not related to the Summary Care Record consent.

Primary care details - Dispensing Details

The following types of dispensaries synchronise with the PDS:

  • Nominated pharmacy
  • Medical appliance contractor
  • Dispensing doctor

These details can be selected from Consultation Manager - Patient Details - Preferences.

See Adding and Updating an EPS Nomination in the Consultation Manager Help Centre for details.

If there is a discrepancy between dispensary organisations, the following mismatch screen displays in Consultation Manager when the patient is selected:

Select:

  • Yes to update, or

  • No to ignore the discrepancy.

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