Enabling Patient Reallocation
Before you can transfer patients to a new GP, you must switch on reallocation for your trading partner. This setting is found in Workflow Manager Configuration under Trading Partners. Select your trading partner, click Edit, and tick Allow Re-Allocation. Once saved, you’ll be able to carry out bulk or partial reallocation of patients using the Usual GP Reallocation or Registered GP reallocation options in Registration.
Reallocating patients can greatly reduce administrative tasks for staff by avoiding manual updates to each individual patient record.
Removing a retiring or leaving GP’s patient list prevents confusion over which GP is responsible for continuing care. After reallocation, it’s good practice to keep your trading partner updated about any further changes.
