Registration Tab

Most of the Registration tab is completed automatically from the registration process.

The Registration tab displays:

  • Registration status - Usually selected in the initial stages of adding a new patient, see Registration Status for details.
    • The registration status automatically changes from Applied to Permanent when an Approval transaction is received, see Registration Links Summary.
  • Registered GP - The Registered GP is selected as part of the registration process, see Registered GP. If a patient wants to register with another partner in the practice, see Change of GP within the practice - Internal Transfer.
  • Change Status - No longer used.
  • Date Applied - This is the date automatically entered by the system when you add a new patient, see Applied date for details. You may edit it. This is the date of the outgoing Acceptance Transaction, as long as the registration is complete. If re-registering a patient, the applied date defaults to today's date and displays in red.
  • Date Accepted - The Date Accepted or Acceptance Date is the date that your TP approve the new patient.
    Note - If you change the patient's GP to another partner (Internal Transfer), you are asked if you want to update the Applied and Accepted dates.
  • TP and HA/HB/CSA - This is usually entered in the initial stages of adding a new patient, see TP, HB or CSA for details.
  • Change HA/HB/CSA - If you want to edit the HA/HB/CSA because the patient has changed address and Health Authority, see Changing an Address and Adding and Maintaining Patient Addresses for details.
  • DHA - No longer used.
  • Previous Address - Previous address recorded.
  • Previous Agency - This entry is optional but is usually entered in the initial stages of adding a permanent patient.
  • Usual GP - Defaults to no selection. The Usual GP is the doctor the patient usually sees and can be different from the Registered GP, but if in doubt, simply select the Registered GP.
    Important - A Usual GP must be selected or no shared care consultations that the patient has will upload to Vision 3. Once a Usual GP is selected, any stuck consultations automatically upload when a shared care clinician logs into their device.
  • Previous GP - Previous Registered GP.
  • CHS entries - see Child Health Surveillance.
  • Transferred Out Reason and Transferred Out - The transferred out reason displays if a patient is no longer registered to your practice.
    Note - Only your TP can "remove" patients with a Deduction Transaction. You can, however request a deduction or Security - Deduct a patient.

If this is a new patient, select Next to continue, or select OK to save and close.

See New Patient Check List for further details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.