Any patients found in Patients to Register > Automation unsuccessful have not been registered just yet! You'll find two types of forms in this folder:
Can be queued for automation — we need some details confirmed before we can complete the automation
Needs attention — in rare cases (1% of registrations) where automation is not appropriate, we'll ask you to manually register the patient
What does 'Can be queued for automation' mean?
A registration is marked as 'Can be queued for automation' when we weren't able to automate it straight away. This usually happens when there's:
Missing or incomplete patient information, or
A mismatch between what the patient entered on their form and the details found on Spine.
You'll see an Internal Admin notes section on the form explaining exactly what we need from you.
How do I confirm patient details?
You do not need to manually process the registration. We just need you to help confirm the correct patient information so we can complete the automation on our side. Simply:
Read the Internal Admin notes.
Check the patient details on Spine from your end.
Identify the correct or matching patient record.
Use the Actions panel to update the details and send it back to us to automate.
✨ We strongly suggest sending the registration back our way to automate as this will save you the time taken to do a manual registration.
What are my options in the Actions panel?
In the Actions panel, you can edit up to 15 fields on the registration when sending it back to Healthtech-1 👆. There are a few options you can take:
'Save and automate' — to send the registration back our way to process with the NHS number you've found on Spine.
'Request a new NHS number' — to let us know to request a new NHS number for the patient where they do not already have one (e.g. patient is new to the UK and this is their first GP).
'I don't want to automate this registration' — to let us know if you have already manually registered the patient directly on your end, or if you would like to ignore the registration. Selecting this gives you two options:
'I've manually registered this patient' — to let us know you have manually registered the patient directly onto EMIS/S1. We will still send the patient a welcome text/email for you when you select this!
'Ignore this registration' — to cancel the registration and notify the patient of the cancellation. The registration is moved into your Archived folder.
⚠️ If a registration is ignored in error or the patient later provides the missing information, the form can be reset for automated processing. Just send us an email or open a live chat and we'll get that sorted for you!
What does 'Needs attention' mean?
In very rare cases (1% of registrations), we're not able to automatically register the patient at all - an internal admin note will be left on the registration form in the Hub explaining why.
When a registration is marked as 'Needs attention' it means we need you to manually register the patient directly into your clinical system (EMIS/S1). Once you've done this, click 'I've manually registered this patient' in the Hub.