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How do I send the National Summary?

You no longer need to manually press the Send button on the National Summary tab to send SCR messages. This is because messages are now sent automatically if the selected patient has had changes to their SCR. The National Summary is automatically sent when you deselect the patient.

A SCR update is sent if the selected patient in Consultation Manager has one of the following types of activity:

  • SCR relevant data is updated in Consultation Manager
  • SCR relevant data is added/edited.
  • Registration status changes from applied to permanent
  • PDS record becomes linked
  • FP69 status is removed
  • Consent preference is updated (if patients dissent [opt-out] no SCR is sent).

The updated SCR is sent when the patient is deselected.

The following activities trigger a SCR update automatically; the patient does not need to be selected:

  • Registration status changes from permanent to transferred out - An update with deregistration text added is sent automatically when the deduct transaction is processed providing the patient has a SCR on the Spine from the existing Practice.
  • Any SCR relevant data added in Docman, Daybook, Vision plus, Vision 360, Patient Groups, Priority Update.

Note - In some instances, you may want to manually send an SCR to the Spine during a consultation. See Manually Sending SCR Messages

Unexpected Exit

If during a patient consultation you have added data that has triggered the National Summary, for example issued a repeat prescription, the summary will be marked as queued automatically. If your Smartcard should time out or Vision 3 closes unexpectedly before you could close the patient record, the GP Summary will still be sent during the next automatic send of queued messages. See Monitoring SCR Messages.

Note - On resuming Vision 3 messages that were queued will be automatically sent unless the patients record is open and locked. This is to prevent partially updated messages from being sent.

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Manually Sending the National Summary