Hero Health - EMIS Web Support Guide

How do I reallocate patients to a new usual GP if the original GP leaves the practice?

Workflow
Intermediate

When a GP leaves a practice, it's crucial to reallocate their patients to ensure continuity of care and maintain accurate records. Follow these steps to reallocate patients to a new usual GP in EMIS Web:

Accessing the Registration Workflow

Navigate to the EMIS Web menu, hover over Workflow, and click Workflow Manager. From there, select the Registration tab in the navigation pane.

Reallocating Patients

In the Workflow Manager, you'll find an option for Registered GP Reallocation under the Actions ribbon. Here's how you proceed:

  • Hover over the Actions option and select Registered GP Reallocation.
  • In the Trading Partner field, select the relevant partner from the dropdown.
  • In the Donating Registered GP field, select the GP who is leaving.
  • In the Recipient Registered GP field, select the new GP who will be taking over.
  • Click OK to complete the reallocation process.
This feature helps your practice efficiently manage patient records while ensuring patients are reassigned seamlessly, saving time and maintaining accuracy.

Ensure that the new GP is fully set up with a valid GP code in your trading partner configuration, as this is necessary for reallocation tasks.

Category
Workflow
Sub category
Patient registration
Difficulty
Intermediate

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Common questions

Frequently asked questions related to this topic

How do I transfer patients to a new GP in EMIS Web?

Why is reallocating patients important when a GP leaves?

What should I do if the new GP isn't listed as a reallocation option?

What is Hero Health?

Hero is an EMIS and Systm1 integrated messaging, scheduling and triage solution for NHS GPs. You can think of us as an Accurx alternative, but with more sophisticated appointment booking and more configurable care navigation triage.

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