OPCD User Manual - Information Services Division
Contents
1. Address Line 1 and Postcode X This is a restricted list of Countries a listing of which is available in Appendix A See section 6 4 3 of the Manual for instruction on how to use Selection Lists The date on which the latest Enhanced x Criminal Record Certificate carried out on the individual Latest Cert Date The certificate number of the most recent x ECRC Disclosure Cert No Determines whether individual is an X Optometrist or Ophthalmic Medical Practitioner This indicates the Board which has X responsibility for maintaining the core information about the individual This Board will also have a Part 1 or Part 2 association with the individual Individual Type Main Board This Is a restricted list of Boards to which the user has appropriate permissions See section 6 4 3 of the Manual for instruction on how to use Selection Lists Version 1 5 Page 12 of 48 System Manual OPCD Phase 1 5 3 2 Authorised Boards This tab is used to establish relationships between an Optometrist OMP and a Unified Health Board The presence of a record on this tab indicates that the individual is present on the indicated Health Board s Ophthalmic List on either Part 1 or Part 2 Authorised Boards List Number Associated Practices Gualifications GOC Number Referees Disiplinary Hb Description List Part Hb Status Effective From Effective To Auth Date Receiver Comments BORDERS Part 1 sl authorised gt 22. authorised 2211 0 2008 y 2011 012008 Show historic data Insert Delete Figure 35 Authorised Boards A blank data entry row signifies an empty record which can be completed to add a new record to the system Using the Authorised Boards screen as an example if you want to add a new authorisation to the individual you should complete the appropriate fields within the first available empty record Once you have populated the record or records you wish to add you would click Save the record using the on the toolbar If there are no blank rows available on the table then you should click on the Insert button at the bottom of the screen this will add a new blank row to the table Version 1 5 Page 41 of 48 6 4 OPCD Form Elements This section will describe a number of form components utilised throughout OPCD and their operation 6 4 1 Text Boxes These are the most common form element within OPCD and are used to enter free text information such as Surname You can navigate to and from these elements using the TAB key or by clicking into these using the mouse 6 4 2 Drop Down Lists These fields present all of the available options in a list and allow the user to select an appropriate value These are defined lists and do not allow manual user input Gender 0 Male Female Figure 36 Example Drop Down List System Manual OPCD Phase 1 6 4 3 Selection Lists This type of field is an
3. 1 5 5 3 Payment Location Codes This is a listing of active payment location codes against a Practice Payment Location codes are supplied by PSD and are used for payment claims submitted to PSD by Practices Individuals at Practice _ Payment Location Codes Associated OBC Associated Care Homes Practice Inspections Location Code Used For Notes Start Date End Date End Reason Show historic data Figure 21 Payment Location Codes Field Description Mandatory on Creating Record Location Code Payment Location Code as supplied by Practitioner Services Division X NHS National Services Scotland Used For Indicates whether the Payment Location Code is to be used for X Standard Payments or for Domiciliary Payments Notes Notes field to be used for comments about a given Payment Location code by Health Board staff Non mandatory Start Date Date from which the Payment Location Code is valid X End Date Date to which the Payment Location Code is valid End Reason Reason for which the Payment Location code is no longer in use Examples of this could include closure of Practice or cessation of provision of Domiciliary Services Show historic data Shows all Payment Location Codes associated with the Practice including those which have been closed Records will be down in Start Date order from newest to oldest Version 1 5 Page 27 of 48 System Manual OPCD Phase 1 5 5 4 Associated OBC A Practice can be associated with a
4. extension of a traditional drop down list and is used where there is a larger set of options avallable for selection by the user This type of field allows filtering to limit the available set of results Mi E Board Figure 37 Example Selection List This type of field can be identified by the notation when the field has the focus Clicking on this notation will open a window allowing the selection and filtering of an appropriate entry Validation ensures that a legitimate value is selected Available Health Boards GREATER GLASGOW AND CLYDE HIGHLAND LANARKSHIRE GRAMPIAN ORKNEY LOTHIAN TAYSIDE P4AFTTI 144011 Tas Find OK Cancel Figure 38 Available Health Boards Selection List You can select on the appropriate row and click on the OK button to select the required entry If you are presented with a large list for example a list of all Practices in your Health Board area you can use the filtering mechanism to limit the values displayed in the list Version 1 5 Page 43 of 48 System Manual OPCD Phase 1 From Figure 38 above the complete listing of Health Board areas is presented If the user only wanted to show Health Boards starting with the letter L then the following would be entered into the Find area Find L Figure 39 Filter Box The character acts as a wildcard so this will limit the results appropriately When a filter has been specified
5. fixed site located in the board area e Base location from where OPTOM is based where no GOS is provided as in the case of a mobile service being provided Premises address allows up to 4 lines of address Postcode of the premises Contact Telephone Number of the premises Contact Fax Number of the premises Community Health Partnership in which the premises resides Restricted list of CHPs Listing available in Appendix A Date on which the Practice opened Date on which the Practice closed Whether the Practice provides Domiciliary Services Domiciliary Services is the provision of GOS within the community or in Residential Homes Day Centres Yes No indicator Indication of whether premises where GOS is undertaken are accessible by wheelchair users Yes No indicator Indication of whether premises where GOS is undertaken are accessible without the use of stairs Yes No indicator Sets of opening times for each day of the week Each day is split into 2 sessions a morning session 1 and an afternoon session 2 Times should be recorded in 24 hour format such as 09 30 and 14 00 Page 25 of 48 OPCD Phase 1 Mandatory on Creating Record X X X only address line 1 X System Manual OPCD Phase 1 5 5 2 Individuals at Practice This section of the Practice screen shows Health Board users which Optometrists have indicated that they provide GOS services at these Practice premises SOS eee Ly Indivi
6. list of Professional Qualifications a full listing of x qualifications is available in Appendix A See section 6 4 3 of the Manual for instruction on how to use Selection Lists Year Year on which individual obtained Professional Qualification X Country Country in which Professional Qualification was obtained This is a restricted list of Countries a listing of which is available in Appendix A See section 6 4 3 of the Manual for instruction on how to use Selection Lists Qualification Institution in which the Professional Qualification was obtained Institution Free text Version 1 5 Page 18 of 48 System Manual OPCD Phase 1 5 3 6 GOC Number This tab is used to maintain the GOC Number of the Optometrist record GOC Numbers are unique to an individual and an individual can only have 1 GOC Number active at any one time An Optometrist may have multiple GOC Numbers over time as registration with the GOC is required to be renewed yearly If this is not done in good time by the Optometrist then a new GOC Number may be assigned Authorised Boards ListMumber Associated Practices Qualifications GOC Number Referees Disiplinary Goc Registration Mumber Start Date End Date 01 2337937 01 01 2009 Show historic data Insert Delete Figure 14 GOC Number Sub section Field Description Mandatory on Creating Record GOC Registration The Registration Number allocated by the GOC General X Number Optical Cou
7. the user should click on the Find Button as indicated below which will result in the list being restricted according to the filter Available Health Boards Find L LANARKSHIRE LOTHIAN Figure 40 Selection Box with Filter Applied Version 1 5 Page 44 of 48 System Manual OPCD Phase 1 6 4 4 Dates Fields containing dates are used extensively throughout the OPCD application These fields act just like text boxes However all dates entered into OPCD should be in the format dd mm yyyy An example of this is shown in the figure below Opened 01 01 2009 Figure 41 Example Date Field Validation is present on each Date field within the application to ensure that this format is used If an incorrect format is used an error will be presented when an attempt to save the record is made 6 4 5 Checkboxes Checkboxes are used within the OPCD application where a value can be toggled from 2 states these states are either True or False To toggle between the 2 states the user should click on the checkbox itself or on the label of the checkbox If a checkbox is in the True state then a tick will appear in the box as shown in the picture below i Show historic data Figure 42 Example of checkbox in True state If a checkbox is in the False state then the box will be empty as shown below Show historic data Figure 43 Example of checkbox in False state In the case of a checkbox for
8. 00009 503000041 503000005 503000037 503000042 Version 1 5 OPCD Phase 1 DESC North Ayrshire Community Health Partnership South Ayrshire Community Health Partnership Borders Community Health Partnership Inverclyde Community Health Partnership Renfrewshire Community Health Partnership East Renfrewshire Community Health amp Care Partnership Argyll amp Bute Community Health Partnership West Dunbartonshire Community Health Partnership Dunfermline amp West Fife Community Health Partnership Glenrothes amp North East Fife Community Health Partnership Kirkcaldy amp Levenmouth Community Health Partnership East Dunbartonshire Community Health Partnership East Glasgow Community Health amp Care Partnership North Glasgow Community Health amp Care Partnership South East Glasgow Community Health amp Care Partnership South West Glasgow Community Health amp Care Partnership West Glasgow Community Health amp Care Partnership North Highland Community Health Partnership Mid Highland Community Health Partnership South East Highland Community Health Partnership North Lanarkshire Community Health Partnership South Lanarkshire Community Health Partnership Aberdeen City Community Health Partnership Aberdeenshire Community Health Partnership Moray Community Health Partnership Orkney Community Health Partnership East Lothian Community Health Partnership Midlothian Community Health Partnership North Edinburgh Community Health Part
9. 1 0 2008 2 2010 2008 Delete Show historic data Figure 10 Authorised Boards Sub section Field Name Description Mandatory on Creating Record HB Description The name of the Health Board to which this X particular Part 1 or Part listing belongs This is a full Board listing allowing any Board to create a Part 1 or Part 2 relationship between a Board and Optometrist OMP Depending on user permissions this association will either remain at pending awaiting authorisation by the appropriate Health Board or will automatically be authorised by the system The field is populated using a Selection List See section 6 4 3 of the Manual for instruction on how to use Selection Lists List Part Whether the Health Board listing is for Part 1 or Part x 2 HB Status Shows the current status of an association and allows in certain circumstances for this status to be changed For example to close an association due to a individual no longer wishing to provide GOS services in the Board area this status would be changed to Closed Effective From Date from which the relationship to Part 1 or Part 2 X of a Health Board s Ophthalmic List is active Effective To Date to which the relationship to Part 1 or Part 2 of a Health Board s Ophthalmic List is active Version 1 5 Page 13 of 48 System Manual OPCD Phase 1 Auth Date Date automatically populated when request for inclusion on Ophthalmic List was Authorised Receiver C
10. 12 Associated Practices Sub section Field Description Mandatory on Creating Record Practice Name A restricted listing of all Practices that have been entered into OPCD X belonging to Boards for which the currently logged in user has appropriate access permissions Validation will ensure that any Practices assigned on this screen are for Boards to which a Pending or Authorised Part 1 association exists See section 6 4 3 of the Manual for instruction on how to use Selection Lists Domiciliary Indicates whether the individual provides Domiciliary Services at the X premises Yes No flag Main Indicates whether this Practice is the Main Practice for the individual x A common use for this flag is to indicate to which Practice correspondence should be sent from the Health Board when contacting the individual Yes No flag Type Read only field which shows the type of Practice for the association Practice Mobile Base Board Read only field which shows the Health Board area in which the associated Practice resides Rel Start Date Date from which an individual is recorded as providing GOS services X at the Practice Rel End Date Date to which an individual is recorded as providing GOS services at the Practice Version 1 5 Page 16 of 48 System Manual OPCD Phase 1 An individual may have multiple Practice associations for any number Health Board areas at any given time In the case of Part 1 association at least 1 Pra
11. 24 do ll Main Practice A edo lle dol 25 5 5 2 NANI UNS at Praia 26 dE Payment Locat COS ta Aa 21 5 5 4 ASSO ClALEC OB CG dd A AA apie a RIS A icles tea eee pad remiss EEN 28 5 5 9 ASSOCIated Care HOMES a dai ias 29 5 5 6 RractcelMSPecUON Sinai a o A ae a 29 Opntnalimic Bodies Corporate Cart 30 6 1 Create Edit Ophthalmic Body Corporate ocococcccncococonnnnoconcnnonoconcnnonoronnnnoronnnnnnnrorennnnnrernnnnrnrrnnnenerones 31 6 1 1 Main Ophthalmic Body Corporate INfOrMation cccecscscsecececueeeeeeeeteeeeeeeeeeeaeauaueeeeesretetetsetatatanatags 32 6 1 2 Authorised BOSA deai a AAA AAA AN ANA 33 6 1 3 INI aca ease so ese ace tne hexane das dan 34 6 1 4 ASSOCIated AAC CES a 35 6 1 5 PIS CUO I MY a a i feaceceta rattan E A A A ee aioe 36 6 1 6 E A A A hat tone taht eek Geet eine a ELI aan igs te tail Be 37 6 2 AN A iri se rine ADIs PASO IE nen Er oe RAF me R S RE eer MENT ORCC ARK SEEN eR a ONS OED SOE MERE Tce RL eT AT 38 6 3 FULENEr Usage GUID AN Cda nadan 40 6 3 1 ECOG IG SIONS arrieros taaan 40 6 3 2 RECO AA a ete Pe nee ne A RE Pr E O EO 41 6 4 OPED FOr Element emma dl elsta cis 42 6 4 1 TOBIN a eds 42 6 4 2 Dro DOWI EISES A A ia 42 6 4 3 1S EL A A A E A 43 6 4 4 Da a da vidas 45 6 4 5 ERNECKDONES rd ita plis tetonas aaa 45 APODERA Ai SS NA se T 46 GlIOSSA ORACIONES 48 Version 1 5 Page 2 of 48 System Manual OPCD Phase 1 1 INTRODUCTION The Ophthalmic Practitioner Contractor Database OPCD is a web delivered data c
12. Glasgow Practice 1 GLASGOW PRACTICE 1 No No PRACTICE To do this supply an end date for the Practice association don t use the delete button GREATER GLASGOW AND CLYDE 2009 2008 10 11 2008 view You discover that the relationship to Practice 1 has an incorrect start date once a relationship is in place the start date cannot be altered This should be resolved by highlighting the row containing the association and clicking on the delete button then clicking on the Save button to commit the deletion of the record to the database Authorised Boards ListNumber Associated Practices qualifications GocNumber Referees Disipinay Practice Name Domiciiary Main Type Board Rel Start Date Rel End Date AE e Mo zh E CERI GLASGOW AND CLYDE ME 20 09 2008 le view Show historic data Note Any relationships that are deleted are permanently removed from the system and will not show up in the historical relationship listings for a given record Version 1 5 Page 40 of 48 System Manual OPCD Phase 1 6 3 2 Record Insertions A number of data entry components within the application allow you to insert a row into a table An example of this is the Authorised Boards screen shown below Authorised Boards List Number Associated Practices Gualifications BOC Number Referees Disiplinary Hb Description List Part Hb Status Effective From Effective To Auth Date Receiver Comments BORDERS Par 1 hd J
13. HOMAS od lOPTOM Oge Number Gender m Date Of Birth 14704 1944 Country SCOTLAND Main pe SSS FIFE art 2 HiBoard FE pal Address CHANGED GOC Reg No Start Date End Date ID 309831 1 3 08 2008 ETE A EC ll IBUCKHAVEN List Number Start Date End Date re 987221 1 2 08 2008 ina Postcode KY8 1HJ Main Practice o Email ITHOMAS GREIG BLJEYONDER CO UK Figure 33 Authorisations Screen for an Individual If a Lothian user was logged into the system then they would see authorisation requests for additions to Lothian This gives details on the Originating Board the requested start date and a drop down box allowing a number of different actions to be undertaken with regards to the request To undertake an action on a pending authorisation request you should highlight the appropriate row by left clicking anywhere on the row or use the arrow keys on the keyboard You should confirm correct record selection by checking the Professional Info section of the screen which will show core details about the Optometrist OMP The following actions can be performed on the record To do this the appropriate Status should be selected Once this has been done the user should click on the S on the toolbar Action Description Declined Decline the request for addition to the Ophthalmic List This will remove the authorisation request and the Board association which was Awaiting Authorisation will be removed from the system On Hold Pla
14. NHS en pu SCOTLAND Information Services Division IT Group System Manual Project OPCD Phase 1 Client Team AA Client Contact s Catherine Stevenson Document Control Version Date I ssued II Assisted b ANN Other Related Documents Comments to Davidgreig nhs net Document Histo Version Date Comment Author Initial draft D Greig First Release D Greig Grammar spelling and punctuation fixes D Greig Reworked document Release for review D Greig Internal Review Completed Release for External Review D Greig Final Release D Greig Added processes for Individual List Part Transfers D Greig System Manual OPCD Phase 1 1 U Es W N ideo o A A O Er O A E OO 3 Ii Wpere OCS OP CI MEAR bdo 3 APPICAtIOn Features OVE IWS iii 3 ESO lied 3 SS EM N aV ANO dai a 7 USMO Ne APPICA IO Nardi 8 5 1 APRICAON SACS Sra S a a ie cous eather as 8 5 2 mMavaual SSA AAA A A EN iii 9 lil Example ot using INGIVIGUEIESCANCN stiatolarica ladrona 10 5 3 create EE TRACI A a eee 11 5 3 1 Main INIA At MA ON do 12 5 3 2 PRET ONS DORA Scan ta ani abarca a aka 13 5 3 3 SENA o cle aes 14 5 3 4 PSO CIAL Practical dto las 16 5 3 5 Quac aOR S aene a ta rias 18 5 3 6 COC NUMDE osre a a aae oo 19 5 3 7 LE ds PCR PEO E vette 20 5 3 8 DISCI a a T A N T O O A eee 21 5 3 9 PHIStOnCal Data PPP O o a a a E A E ERN 22 LO BOr PA RAS a a a a a a a a a a 22 5 4 PrE Sea Einicio a aa aa A N 23 5 5 Create J EIE Prac cane ene a dc oe ee
15. Number Type Owning Board 5 Borota F fot a9a60 fortom AYRSHIRE AND ARRAN KELLY bewa F manas optom TaYSIDE CALDWELL lamer O Fo mazsa orTom LOTHIAN o foray an o m meso orTOM AYRSHIRE ANDARRAN HCHARDSON CAMERON mM m amo6 OPTOM GREATER GLASGOW AND CLYDE Fo m7145 fortom FIFE Maintain Selected Create Mew Person Figure 8 Individual Search with Results 4 To edit a record based on a match click the appropriate record within the Possible Matches section This will highlight it Click on the Maintain Selected button to edit this record Version 1 5 Page 10 of 48 System Manual OPCD Phase 1 5 3 Create Edit Individual This screen allows you to enter the details of a new or modify the details of an existing Optometrist Ophthalmic Medical Practitioner It is accessed by clicking the Create New Person or Maintain Selected buttons on the Search Create Individual screen described in 5 2 above Ta ViewshMaintain Individual 1 21 SPCOLIVE Individual SUIS First halide Individual OPTOM Birth Type Surname 0 0 6 Main rT Board IA Disclosure EE Cert No Current GOC Number Posteode Email A aan CernDate Country D Current List Humber of Birth Authorised Boards List Number GOC Number Hb Description List Part Hb Status Effective From Effective To Auth Date Receiver Comments Insert Delete Show historic d
16. ata Figure 9 Create Edit Individual The primary component of this screen is the collection of personal details of the individual such as Name and Address as well as professional information such as GOC GMC OQC Numbers This screen is comprised of a number of sub sections Tabs handling the collection of information related to the maintenance of the individual on the Ophthalmic List NB Each sub section is accessed by clicking on the associated tab If a tab is greyed out i e the tab name is not in Bold type this means it is not available Version 1 5 Page 11 of 48 System Manual OPCD Phase 1 The top part of the screen contains the following Individual details 5 3 1 Main Individual I nformation Field Name Surname First Middle Birth Surname Address D O B Gender Emall Country of Birth Description The current surname of the individual The first name of the individual Middle Initial of the individual Surname of individual at Birth This field is of use to compare where an individual has changed surname due to marriage Made up of 5 components Address Lines 1 4 and Postcode Only Address Line 1 and Postcode are required to enter a valid address into the OPCD application Date of Birth of the individual Whether the individual is either Male or Female Contact email address for the individual The country where the individual was born Mandatory on Creating Record X X x only
17. ave the current record This will attempt to save the record to the database and will notify the user of any errors which exist in the data and prevent the record being saved Such errors are presented to the user as pop up alerts notifying them of the data issue which needs to be corrected de This icon is used to exit the current record or in the case where no record or screen is open exit the application If an attempt is made to exit the current record where changes have been made since the last successful save a pop up box will be presented to the user Exit Form A Do you want to save the changes you have made Mo Cancel If you click No then the application will exit from the record and all unsaved changes will be lost and will need to be reapplied If you wish to stay in the record click on the No or Cancel buttons Version 1 5 Page 7 of 48 System Manual OPCD Phase 1 5 USING THE APPLICATION This section outlines each of the available functions within the OPCD application and will describe the available functionality of these screens All of the functionality described applies to both Health Board Users and Read Only users with the exception of the Authorisations Screen 5 1 Application Usage Tips e Navigation to and between fields can be achieved using the mouse by moving over the field and left clicking or by the use of the TAB key e Save the record often this will enable validation routi
18. ber from the GOC Number Sub Tab The active GOC Number is the record where there is no End Date specified Page 32 of 48 OPCD Phase 1 Mandatory on Creating Record X X only Address Line 1 System Manual OPCD Phase 1 6 1 2 Authorised Boards This tab is used to establish relationships between an Ophthalmic Body Corporate and a Unified Health Board The presence of a record on this tab indicates that the OBC Is present on the indicated Health Board s Ophthalmic List on Part 1 Authorised Boards GOL Number Disiplinary Directors Hb Description List Part Hb Status Effective From Effective To Auth Date Receiver Comments Insert Delete Showy historic data Figure 28 OBC Authorised Boards Field Name Description Mandatory on Creating Record HB Description The name of the Health Board to which this X particular Part 1 listing belongs This is a full board listing allowing any Board to create a relationship between a Board and an Ophthalmic Body Corporate The field is populated using a Selection List See section 6 4 3 of the Manual for instruction on how to use Selection Lists HB Status Shows the current status of an association and allows in certain circumstances for this status to be changed For example to close an association due to a individual no longer wishing to provide GOS services in the Board area this status would be changed to Closed Effective From Date from which the relationshi
19. by the NHS Tribunal Note If disciplinary action is taken against an OBC director who is an Optometrist or Ophthalmic Medical Practitioner on an ophthalmic list in Scotland this will be listed against the entries for that Optometrist or Ophthalmic Medical Practitioner Suspension Suspended from Health Board s Ophthalmic List either by a Health Board or by the NHS Tribunal Unable to provide or assist with the provision of GOS during this suspension period Disqualification Nationally disqualified from provision of GOS This is a decision by NHS Tribunal to disqualify conditionally or unconditionally Start Date Date from which the Suspension Disqualification X Starts End Date Date to which the Suspension Disqualification Is in place Disqualification will be permanent unless lifted by the NHS Tribunal Comments Any comments relevant to the sanction may give reason for sanction or any other comments Version 1 5 Page 21 of 48 System Manual OPCD Phase 1 5 3 9 Historical Data A number of the sub sections listed will only show current active data For example the Authorised Board s tab screen within the Ophthalmic Individual only shows those Health Board authorisations which are active Authorised Awaiting Authorisation On Hold Pending Closure However it is possible to access the historical information by clicking the Show Historic data checkbox at the bottom of the appropriate tab This will then redispla
20. ce the request On Hold while further checks are being undertaken Authorised Authorise the request for addition to the Ophthalmic List This will change the status of the affected Board association to Authorised Version 1 5 Page 38 of 48 System Manual OPCD Phase 1 If a Part 1 Optometrist OMP authorisation is being approved one or more Practice associations must be added to the system This is done by clicking on the Associated Practices tab and entering the information as required Practice Mame Domiciliary Main Type Board Rel Start Date Rel End Date EE A ae aaa es ee IE IE MEN IS A A ee a a a IEA IE AAA Insert Delete Figure 34 Associated Practices Field Description Mandatory on Creating Record Practice Name A restricted listing of all Practices that have been entered into OPCD X belonging to Boards for which the currently logged in user has appropriate access permissions Validation will ensure that any Practices assigned on this screen are for Boards to which a Pending or Authorised Part 1 association exists See section 6 4 3 of the Manual for instruction on how to use Selection Lists Domiciliary Indicates whether the individual provides Domiciliary Services at the X premises Yes No flag Main Indicates whether this Practice is the Main Practice for the individual x A common use for this flag is to indicate to which Practice correspondence should be sent from the Health Board when contacting th
21. ctice association must be active to a Practice residing within the relevant Health Board area Example Individual has association with Greater Glasgow and Clyde then at least one active Practice association must be present to a Practice located in the Greater Glasgow and Clyde Health Board area Version 1 5 Page 17 of 48 System Manual OPCD Phase 1 Special Case for Handling Practice Association Closure In order to ensure that a Part 1 individual is correctly associated with a Practice the system will ensure that if only one association is active and this is closed then the Health Board authorisation will go to Pending Closure This means that the Board must close down the authorisation and create a new authorisation before any further Practice associations can be entered Therefore where the Health Board user wishes to replace a Practice in the case of a Practice move within a Health Board area then the following procedure should be undertaken Create New Practice Association Save record Close original Practice Association Save record eS ES 5 3 5 Qualifications This tab is a listing of professional qualifications supplied by the individual Authorised Boards List Number Associated Practices Qualification GOC Number Referees Disiplinary Qualification Year Country Gualification Institution Figure 13 Qualifications Sub section Field Description Mandatory on Creating Record Qualification This is a restricted
22. duals atPractice PaymentLocation Codes Associated OBC Associated Care Homes Practice Inspections Surname FirstForename Domiciliary Main IndType GenderDate OfBirth Country Rel Start Date A y FP Ll blz View Figure 20 Individuals at Practice Field Name Description Surname The current surname of the individual First Forename The first name of the individual Domiciliary Middle Initial of the individual Main Surname of individual at Birth This field is of use to compare where an individual has changed surname due to marriage Ind Type Determines whether individual is an Optometrist of Ophthalmic Medical Practitioner Date of Birth Date of Birth of the individual Gender Whether the individual is either Male or Female Country of Birth The country where the individual was born This is a restricted list of Countries a listing of which is available in Appendix A See section 6 4 3 of the Manual for instruction on how to use Selection Lists Rel Start Date Date from which the individual was indicated as providing GOS at these Practice premises To view more detailed information about an Optometrist associated with a given Practice you can click on the View Button located at the end of the record This will open a read only version of the Individual Screen for that Optometrist allowing access to the full information Version 1 5 Page 26 of 48 System Manual OPCD Phase
23. e Search button To modify a record select the appropriate match and click on the Maintain Selected button To enter a new record click on the Create New OBC button System Manual OPCD Phase 1 6 1 Create Edit Ophthalmic Body Corporate This screen allows you to enter the details of a new or modify the details of an existing Ophthalmic Body Corporate record ta viewidMaintain OBC 1 21 GPODLIVE es Clete Practicas Figure 27 Ophthalic Body Edit Screen The primary component of this screen is the collection of general details of the OBC record such as Name and Address and GOC Information This screen is also comprised of a number of sub sections tabs handling the collection of information related to the maintenance of the Ophthalmic Body Corporate within the OPCD system Version 1 5 Page 31 of 48 System Manual 6 1 1 Main Ophthalmic Body Corporate I nformation Field Name Address Postcode Main H Board Current GOC Number Version 1 5 Description Registered Name of the Ophthalmic Body Corporate The registered name should match that which has been registered with the General Optical Council GOC Ophthalmic Body Corporate address allows up to 4 lines of address Ophthalmic Body Corporate Postcode Health Board which has responsibility for maintenance of the core details for the Ophthalmic Body Corporate This is a read only view of the current active GOC Num
24. e Search button To modify a record select the appropriate match and click on the Maintain Selected button To enter a new record click on the New Practice button Only Practice records which belong to Health Board areas to which the authenticated user has access will be available for searching Version 1 5 Page 23 of 48 System Manual OPCD Phase 1 5 5 Create Edit Practice This screen allows you to enter the details of a new or modify the details of an existing Practice record a View Maintain Practice 1 21 GPCDLIVE Figure 19 Create Edit Practice The primary component of this screen is the collection of general details relating to a Practice record such as Name and Address CHP Opening Times and Accessibility information This screen is also comprised of a number of sub sections tabs handling the collection of information related to the maintenance of the Practice within the OPCD system Version 1 5 Page 24 of 48 System Manual 5 5 1 Field Name Type Address Postcode Tel Fax CHP Opened Closed Domiciliary Services Wheelchair Without Stair Use Practice Opening Times Version 1 5 Main Practice I nformation Description The Name of the premises where GOS is carried out The type of premises where GOS is carried out The Practice Type is one of 3 possible options e Practice normal Practice commercial premises e Mobile mobile Practice with no
25. e 1 You will be then presented with the OPCD main screen Figure 3 below All system functions are accessible to you from this screen If a particular feature is unavailable due to your user permissions then this option will be disabled Figure 4 below NHS Scotland Performer List pres ca Services Scotland Ophthalmic Practitioner Contractors Database ORG I Figure 3 OPCD Main Screen NHS Scotland Performer List Endl Services Scotland Ophthalmic Practitioner Contractors Database OPCD As Figure 4 OPCD Main Screen with disabled option Version 1 5 Page 5 of 48 System Manual OPCD Phase 1 Permissions Overview Health Board Read Only User User gt lt Maintain Practice Maintain Individual Maintain OBC Maintain Residential Care Authorisations View Practice View Individual View OBC View Residential Care gt lt lt lt gt X lt gt lt gt lt gt lt gt lt The Maintain Screens allow the searching and modification of records by Health Board users View Screens offer access to the same data while allowing no modification of data Version 1 5 Page 6 of 48 System Manual OPCD Phase 1 4 SYSTEM NAVIGATION A number of common actions like Save Record Exit Form Copy Paste are available on the Menu and Toolbar located at the top of the screen OPO Edit Screen Window Help me Ha fa Ea E d gt En EN Figure 5 Application Menu and Toolbar This icon is used to s
26. e 32 Directors sub section Field Description Mandatory on Creating Record Forename First Name of the Director X Surname Surname of the Director X Certificate No Certificate Number of the most recent Enhanced X Criminal Records Check carried out against this director Latest Disclosure Date of the last Enhanced Criminal Records Check x Date Active From Date from which the director is associated with X the Ophthalmic Body Corporate Active To Date to which the director is associated with the Ophthalmic Body Corporate Version 1 5 Page 37 of 48 System Manual OPCD Phase 1 6 2 Authorisations OPCD provides a facility which is invoked when a Board is associated with Individuals and Ophthalmic Bodies Corporate When an association is entered an authorisation request is entered into the system If the authorisation entered is to a Board to which the user has administrative rights then this authorisation is immediately approved If however this is a request to add an individual or ophthalmic body corporate record to another Board area this authorisation will be set into an Awaiting Authorisation state All authorisations in this state are accessible via the Authorisations screen a Authornsations 1 21 DAVIDG Request From Type Part Area toWWork In Requested Start Status Comments FIFE lopTom 1 MATAN 19 11 2008 Awaiting Authorisation y i Professional Info Sumame GREIG Forename T
27. e individual Yes No flag Type Read only field which shows the type of Practice for the association Practice Mobile Base Board Read only field which shows the Health Board area in which the associated Practice resides Rel Start Date Relationship Start Date The date from which an individual is X recorded as providing GOS services at the Practice Rel End Date Date to which an individual is recorded as providing GOS services at the Practice This screen behaves in the same fashion as the Associated Practices screen within the Maintain Individual section of the application Version 1 5 Page 39 of 48 System Manual OPCD Phase 1 6 3 Further Usage Guidance 6 3 1 Record Deletions A number of data entry components within the application allow you to delete a row from the table This is only to be used in the case of an incorrect record being entered In the case of closures the delete operation should NOT be used and instead the relationship should be closed Example Individual Screen Practice Association List Authorised Boards List Number Associated Practices Qualifications GOC Number Referees Disiplinary Practice Name Domiciliary Main Type Rel Start Date Rel End Date GLASGOW PRACTICE 2 No No P PRACTICE EEE GLASGOW AND CLYDE 2 2009 2008 View GLASGOW PRACTICE 1 Ine No cl PRACTICE E GREATER GLASGOW AND CLYDE J2orogr2008 E View You wish to close down one of the relationship to
28. f the Residential Home Day Centre address Address Line 4 Fourth Line of the Residential Home Day Centre address Postcode Postcode of the Residential Home Day Centre address Clicking on the View button highlighted above will make the full Residential Home Day Centre record available to you on a read only screen 5 5 6 Practice Inspections Listing of all Practice inspection dates carried out by Health Boards ractice Inspections Figure 25 Practice Inspections Version 1 5 Page 29 of 48 6 OPHTHALMIC BODIES CORPORATE SEARCH This screen allows users to search for Ophthalmic Bodies Corporate records entered into OPCD search Criteria DEC Mame GOC Number Health Board Clear Search Possible Matches Close OBC name Owning Board Maintain Selected bel Create Mew OBC Figure 26 Ophthalmic Bodies Corporate Search A search can be undertaken using a number of fields OBC Name GOC Number Health Board These can be used in any combination to limit the results of the search When criteria are specified the user should click on the search button The results of this search will be displayed in the Possible Matches area of the screen this area shows some key fields concerning the Practice records which match the search criteria Operations To clear any results as well as entered search criteria click the Clear button To initiate a search using the specified criteria click on th
29. n Ophthalmic Body Corporate This is done elsewhere in the system in the Ophthalmic Body Corporate Screen This screen allows you to see if a Practice is associated with an OBC and if so Shows the basic information on the OBC If no OBC is present then the Tab on this screen will be disabled i e greyed out Nnaviduals att z 4 E JE aesociated C omes tacticelnsbecions Figure 22 Associated Ophthalmic Body Corporate Field Description GOC Number Number for the OBC as allocated by the General Optical Council GOC Read only Field Ophthalmic Body Registered Name of the Ophthalmic Body Corporate will match the Corporate Name name as registered at the General Optical Council Read only Field Ophthalmic Bog L L E A tol had 1 Figure 23 OBC View Button Clicking on the View button highlighted above will make the full OBC record available to you on a read only screen Version 1 5 Page 28 of 48 System Manual OPCD Phase 1 5 5 5 Associated Care Homes This is a read only listing of all Residential Homes Day Centres which have arranged for the provision of GOS within these premises Figure 24 Associated Residential Centre Field Description Name Name of the Residential Home Day Centre where GOS is provided by the Practice Address Line 1 First Line of the Residential Home Day Centre address Address Line 2 Second Line of the Residential Home Day Centre address Address Line 3 Third Line o
30. ncil Start Date Date from which the GOC Number was active X End Date Date to which the GOC Number was active Show historic data Shows history of GOC registrations associated with the individual Records will be shown in descending date order by Start Date Version 1 5 Page 19 of 48 System Manual OPCD Phase 1 5 3 7 Referees A listing of Referees which were supplied in support of the application for an Optometrist Ophthalmic Medical Practitioner to join a Health Board s Ophthalmic List on Part 1 or Part 2 As multiple separate GOS6 applications may be made to Health Boards over a period of time containing the details of multiple referees this screen supports the maintenance of multiple referees Authorised Boards List Number Associated Practices Qualifications GOC Number TA R ETErEes E i Disiplinary Referees Forename surnarme Address Address Line 2 Address Line Y Address Line 4 Postcode AAA AAA AAA RAS AE A eee Figure 15 Referees Sub section Version 1 5 Page 20 of 48 System Manual OPCD Phase 1 5 3 8 Disciplinary ii Authorised Boards List Number Associated Practices Qualifications GOC Number Referees ___Disiplinay Type From To Comments Figure 16 Disciplinary Sub section Field Description Mandatory on Creating Record Type Type of Disciplinary Action This relates solely to X action taken in Scotland e Suspension by a Health Board or by the NHS Tribunal or disqualification
31. nership South Edinburgh Community Health Partnership West Lothian Community Health Partnership Angus Community Health Partnership Dundee Community Health Partnership Perth amp Kinross Community Health Partnership Stirling Community Health Partnership Falkirk Community Health Partnership Clackmannanshire Community Health Partnership Western Isles Community Health Partnership Dumfries amp Galloway Community Health Partnership Shetland Community Health Partnership Edinburgh Community Health Partnership Page 47 of 48 System Manual 8 GLOSSARY OF ACRONYMS Acronym CHP ECRC GMC GOC GOS ISD OBC OMP OPCD OPTOM OQC PCD PSD Version 1 5 OPCD Phase 1 Definition Community Health Partnership Enhanced Criminal Record Certificate General Medical Council General Ophthalmic Council General Ophthalmic Services Information Services Division Ophthalmic Bodies Corporate Ophthalmic Medical Practitioner Ophthalmic Practitioner Contractor Database Optometrist Ophthalmic Qualifications Committee Practitioner Contractor Database Practitioner Services Division Page 48 of 48
32. nes to check that data supplied doesn t break any of the applications rules When you save the record successfully the following notification will be displayed Information wD GEN 02366 Your changes have been saved On saving a record some problems may be identified which stop the save process from completing successfully For example on the Individual Screen if you complete all mandatory fields with the exception of Country of Birth and attempt to save the record you will be prompted with the following General Error A GEM 01 000 Country of Birth value must be entered e Enter data in a logical order For example Enter Main Demographic information about an individual before specifying Part 1 or Part 2 Health Board Authorisations e Further guidance on how to perform common tasks such as inserting and deleting records can be found in section 5 8 Version 1 5 Page 8 of 48 System Manual OPCD Phase 1 5 2 Individual Search This screen allows users to search for Optometrists and Ophthalmic Medical Practitioners using a number of criteria a searchCreate Individual Search Criteria Surname Forename Health Board mc Number GOC Number Clear Search Possible Matches Close Surname First Forename GenderGme Number SOC Number Type Owning Board Figure 6 Search Individual It is possible to search for an individual within OPCD using the following fields Surname Forename Health Boa
33. ollection application for the management of the Ophthalmic List for each Health Board area in Scotland This system facilitates the local management of each list and allows for local and central reporting of the lists and other supplementary information about Practices Care Homes 1 1 Where does OPCD fit in The Ophthalmic Practitioner Contractor Database OPCD has been designed as a data collection system for Boards to maintain up to date information about Optometrists OPTOMs Ophthalmic Medical Practitioners OMPs Practices Ophthalmic Bodies Corporate OBC and Residential Homes as it applies to the provision of General Ophthalmic Services GOS within Scotland Boards currently go through an extensive applications process for individuals wishing to provide GOS within a Health Board area OPCD is not meant to replace this process Extensive procedures have been designed to facilitate a uniform applications process across Scotland and OPCD will come into this at the end of the process when all appropriate data have been collected and checked 2 APPLICATION FEATURES OVERVIEW The application is split into a number of components that are accessible to all Health Board users and appropriate ISD staff These components cover all of the required data collection capability as well as reporting requirement The main components are Search Manage Individual Optometrist OMP Search Manage Ophthalmic Bodies Corporate Search Manage Prac
34. omments Comments field used for various purposes Examples of which are Reason for Closure Reason for Decline Reason for On Hold When adding a Part 1 association it should be noted that a Practice Association see section 5 3 4 will be required before the association to the Health Board can be authorised When an appropriate Associated Practice is supplied the corresponding Health Board association will automatically move from Awaiting Authorisation to Authorised When a new Practice and a new Optometrist have joined the Health Board list simultaneously Practice details should be added first before adding Part 1 optometrist and then attaching optometrist to the Practice 5 3 3 List Number This tab contains a list of current List Numbers associated with an individual An Optometrist OMP may have multiple list numbers over time this section captures a history of these numbers Only one list number may be active at a given time A List Number is assigned by PSD and once a Board has received this it can then be entered into OPCD Authorised Boards i List Number Associated Practices Qualifications GOC Number Referees Disiplinary List Number Start Date End Date End Reason Figure 11 List Numbers Sub section Field Name Description Mandatory on Creating Record List Number The List Number assigned to the Optometrist x OMP by PSD Start Date Date from which List Number was valid to X relevant Heal
35. p to Part 1 of a X Health Board s Ophthalmic List is active Effective To Date to which the relationship to Part 1 of a Health Board s Ophthalmic List is active Auth Date Date on which the Part 1 authorisation was actioned Automatically populated when request for inclusion on Ophthalmic List was Authorised Receiver Comments Comments field used for various purposes Examples of which are Reason for Closure Reason for Decline Reason for On Hold Version 1 5 Page 33 of 48 System Manual OPCD Phase 1 6 1 3 GOC Number This is a listing of GOC Numbers allocated to the Ophthalmic Body Corporate Only one GOC Number can be active at any one time but as GOC registration may lapse the system allows the recording of multiple GOC Numbers Authorised Boards 000 Number a Got Registration Number Start Date End Date A a n EE VI IE o ees ee _ E A Insert Delete Figure 29 GOC Number Sub Section Field Description Mandatory on Creating Record GOC Registration GOC Registration Number as assigned to the X Number Ophthalmic Body Corporate by the General Optical Council Start Date Date from which the GOC Number is valid X End Date Date to which the GOC Number is valid Version 1 5 Page 34 of 48 System Manual OPCD Phase 1 6 1 4 Associated Practices Ophthalmic Body Corporate records must be associated with 1 or more Practices To add a Practice association to an Ophthalmic Body Corporate create an approp
36. rd GMC Number exclusive to Ophthalmic Medical Practitioners GOC Number exclusive to Optometrists These can be used in any combination to limit the results of the search When appropriate criteria have been specified the user should click on the search button The results of this search will be displayed in the Possible Matches area of the screen this area shows some key fields about an Optometrist Ophthalmic Medical Practitioner who matches the search criteria To navigate the list of results you can use the scroll bar to the right of the results area or use the Up and Down arrow keys on your keyboard The OPCD application allows the searching of ALL Ophthalmic Medical Practitioners and Optometrists by all users of the system All Optometrist Ophthalmic Medical Practitioner data is available Operations To clear the results of a previous search as well as entered search criteria click the Clear button To initiate a search using the specified criteria click on the Search button To modify a record select the appropriate match and click on the Maintain Selected button To ignore any of the results or if no results are found you may wish to enter a new record To do this click on the Create New Person button e To exit this screen click on the Close button Notes e GMC Number and GOC Number search parameters are mutually exclusive This is because an Optometrist will have a GOC N
37. riate Board association on the Authorised Board s tab Click on the Associated Practices tab and enter the required information into the first empty row A Practice association will be created when the record Is saved AS f 1 Authorised Boards GOC Number Associated Practices Domiciliary Main Type Board Effective From Effective to eee Po Insert Delete Show historic data Figure 30 Associated Practices Sub Section Field Description Mandatory on Creating Record Practice Name A restricted listing of all Practices that have been entered into OPCD X belonging to Boards for which the currently logged in user has appropriate access permissions Validation will ensure that any Practices assigned on this screen are for Boards to which a Pending or Authorised Part 1 association exists Domiciliary Indicates whether the individual provides Domiciliary Services at the X premises Yes No flag Main Indicates whether this Practice is the Main Practice for the individual x A common use for this flag is to indicate to which Practice correspondence should be sent from the Health Board when contacting the individual Yes No flag Type Read only field which shows the type of Practice for the association Practice Mobile Base Board Read only field which shows the Health Board area in which the associated Practice resides Rel Start Date Relationship Start Date The date from which an individual is X recorded a
38. s providing GOS services at the Practice Rel End Date Date to which an individual is recorded as providing GOS services at the Practice Version 1 5 Page 35 of 48 System Manual OPCD Phase 1 6 1 5 Disciplinary This is a listing of any Suspensions Disqualifications affecting any of the Directors of the Ophthalmic Body Corporate Authorised Boards GOC Number Associated Practices Disiplinary Directors Type From To Comments Figure 31 Disciplinary sub section Field Description Mandatory on Creating Record Type Type of Disciplinary Action X Suspension Suspended from Health Board s Ophthalmic List Unable to provide GOS during this suspension period Disqualification Disqualified from Provision of GOS This is generally done as a result of a decision by an NHS Tribunal From Date from which the Suspension Disqualification X starts To Date to which the Suspension Disqualification is in place Comments Field in which comments can be entered by Boards to describe basic detail about the nature of the sanction Version 1 5 Page 36 of 48 System Manual OPCD Phase 1 6 1 6 Directors This is a listing of individuals who are registered as Directors of an Ophthalmic Body Corporate Authorised Boards GOC Number Associated Practices Disiplinary oe D irectors Latest Forename Surname Certificate Mo Disclosure Date Active From Active To JULIA HASTIE 30739322 01 03 2009 01 05 2009 Figur
39. showing historic data this checkbox in the True state will cause to historical data to be shown on screen whereas the False state this information will not be shown Version 1 5 Page 45 of 48 System Manual 7 APPENDIX A INDIVIDUAL TYPE CODE DESC OPTOM Optometrist OMP Ophthalmic Medical Practitioner COUNTRY OF BIRTH CODE DESC GBRO2 Scotland GBRO1 England GBRO4 Northern Ireland GBRO3 Wales GBR United Kingdom 937 Croatia 935 Germany 938 Poland IRL Republic of Ireland 927 Europe not otherwise stated 939 India 940 Pakistan 936 Japan 924 Asia not otherwise stated 931 Middle East not otherwise stated AUS Australia NZL New Zealand CAN Canada 941 USA 942 North America not otherwise stated SAF South Africa 921 North Africa not otherwise stated 920 East Africa not otherwise stated 922 West Africa not otherwise stated 943 Southern Africa not otherwise stated 934 South America not otherwise stated 906 Other not otherwise stated UNK Unknown Version 1 5 Page 46 of 48 OPCD Phase 1 System Manual CHP CODE S03000002 S03000003 503000004 503000018 503000020 503000017 503000025 503000023 503000006 503000007 503000008 503000015 503000016 503000019 503000021 503000022 503000024 503000027 503000026 503000028 503000029 503000030 503000012 503000013 503000014 503000036 503000031 503000032 503000033 503000034 503000035 503000038 503000039 503000040 50300001 1 503000010 5030
40. th Board End Date Date to which List Number was valid to relevant Health Board End Reason Reason for ending of a list number for relevant Health Board This is free text Version 1 5 Page 14 of 48 System Manual OPCD Phase 1 When inserting a new record List Number and Start Date should be supplied It is not possible to specify an End Date or End Reason at this time End Date and End Reason are only available on a subsequent editing of this record and are used for the purposes of closing off an existing List Number record when an individual has been allocated a new list number by PSD Practitioner Services Division NSS List Numbers are allocated by PSD under the following circumstances e New Optometrist Ophthalmic Medical Practitioner e Optometrist Ophthalmic Medical Practitioner who has had a previous List Number retired within OPTIX This is likely to occur when an individual is not present on Part 1 or Part 2 of any Health Board s Ophthalmic Lists Version 1 5 Page 15 of 48 System Manual OPCD Phase 1 5 3 4 Associated Practices Listing of premises from which an Individual on Part 1 of the relevant Board s Ophthalmic List provides GOS Authorised Boards List Number Associated Practices Qualifications GOC Number Referees Disiplinary Practice Name Domiciliary Main Type Board Rel Start Date Rel End Date Bj view A ME 2 IES IE IE a Show historic data Insert Delete Figure
41. tice Search Manage Care Home Authorisations 3 LOGGING IN Logging into OPCD is achieved through the use of a single sign on portal see figure 1 which allows multiple applications to be accessed via a single username and password If you are a new user of OPCD you will receive your username and password via email GPCD users should continue to use their existing username and password The login screen will be presented to you when you access the single sign on URL which will be provided to you Version 1 5 Page 3 of 48 System Manual OPCD Phase 1 sign In Enter your Single Sign On user name and password to sign in User Mame Password Unauthorized use of this site is prohibited and may subject you to civil and criminal prosecution El Done LL nen Figure 1 Single Sign On Interface To login enter your single sign on username and password into the appropriate boxes and click on the Login button Once you have logged in you will be presented with a number of application options depending on how many applications you have access to Select the PCD option You will then be presented with the following screen If you do not have access to a given part of the PCD application this button will appear on this screen disabled and will not respond to user interaction To access OPCD you should click on the OPCD button Figure 2 Application Entry Screen Version 1 5 Page 4 of 48 System Manual OPCD Phas
42. ting Part 2 Authorisation as Closed supply Effective To Date and End Reason e Enter Part 1 Authorisation e Save the Record this will mark the record as No Owning Board and will mark the new Part 1 Authorisation as Awaiting Authorisation e Enter new Practice Records as appropriate e Take ownership of the record using the Main Board field e Save the Record Version 1 5 Page 22 of 48 System Manual OPCD Phase 1 5 4 Practice Search This screen allows users to search for Practices within the Board areas where the authenticated user is permitted access a SearchiCreate Practice 1 21 GPCDDEW Search Criteria Practice Board Postcode clear ALL AUTHORISED BOARDS See Possible Matches Board _ Name Type Postcode Address Maintain Selected New Practice Figure 18 Practice Search A search can be undertaken using a number of fields Practice Name Board Postcode These can be used in any combination to limit the results of the search When appropriate criteria have been specified the user should click on the search button The results of this search will be displayed in the Possible Matches area of the screen this area shows some key fields concerning the Practice records which match the search criteria Operations To clear any results as well as entered search criteria click the Clear button To Initiate a search using the specified criteria click on th
43. umber and no GMC Number while an Ophthalmic Medical Practitioner will have a GMC Number but not a GOC Number e tis possible to initiate a search with no criteria specified This will return records for all Optometrists Ophthalmic Medical Practitioners entered into the system by any Board area Version 1 5 Page 9 of 48 System Manual OPCD Phase 1 5 2 1 Example of using Individual Search 1 Click on the Maintain Individual button 2 This will bring up the following Search Dialog which allows you to search through ALL Optometrist Ophthalmic Medical Practitioners contained within the OPCD application p a aa PS A E e aoe FS Search Create Individual Search Criteria Surname Forename Health Board Gme Number GOC Number Clear search Possible Matches Close Surname First Forename Gender Gmc umber GOC Number Type Owning Board AS SSA A E eer ESS AAA Maintain Selected Create Mew Person Figure 7 Individual Search 3 Search for the Optometrist by supplying a surname then click on the Search button IS Depending on the criteria specified results matching these will be displayed in the Possible Matches section as highlighted in the following screenshot a SearchiCreate Individual Search Criteria surname Forename Health Board Gmc Number GOC Number Clear Search Close Possible Matches SUM ame tst Forename Gender Gmc Number SOC
44. y the information including historical state Show historic data Figure 17 Show historic data checkbox For example clicking the Show historic data checkbox on the Authorised Board s tab will result in all associations that occurred and have been closed as well active associations 5 3 10 Board Part Transfers In order to transfer an individual from Part 1 to Part 2 or from Part 2 to Part 1 the following procedures should be followed Transfer from Part 1 to Part 2 Not Owning Board Enter new Part 2 Authorisation Mark Part 1 Authorisation as Closed supply Effective To Date and End Reason Enter End Date for all Practices Save the Record Transfer from Part 2 to Part 1 Not Owning Board Mark Part 2 Authorisation to Closed supply Effective To Date and End Reason Enter Part 1 Authorisation Save the Record the new Part 1 will be marked as Awaiting Authorisation Enter all appropriate Practice Associations Save the Record this will mark the new Part 1 as Authorised Transfer from Part 1 to Part 2 Owning Board Mark existing Part 1 Authorisation as Closed supply Effective To Date and End Reason Enter End Date for all Practices Enter Part 2 Authorisation Save the Record this will mark the record as No Owning Board Take Ownership of the Record by selecting Main Board Save the Record Transfer from Part 2 to Part 1 Owning Board e Mark exis
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