Medical reports – explanation of tasks to be performed for the production of any non-NHS report


BMA Professional Fees Committee
June 2006

The following notes have been prepared by the Chairman of the BMA Professional Fees Committee. The purpose is to explain the various tasks which are normally undertaken by a GP practice when a request for a non-NHS report is received. These steps are as follows:

1. Mail to be opened by secretary

2. Correspondence to be read by secretary to check that all relevant paperwork has actually arrived

3. Check that patients consent, where appropriate is signed

4. Log the arrival of the document in the practice system

5. Notes to be searched, pulled and married up with the information request

6. Records and request to be allocated to doctor

7. Doctor assimilates contents of request, confirms patient consent to divulge if in order

8. Ascertain whether or not the Access to Medical reports, Data Protection Act or Access to Health Records Act, applies

9. Read the entire general practitioner notes and the entire hospital letters and laboratory results contained within the patient record

10. Formulate appropriate reply, either in writing or by dictation

11. Records (if manually held) and draft response to be returned to Secretary

12. Type report up as draft

13. Notes (if manually held) back to doctor together with draft for checking and amendment

14. Notes (if manually held) and amended draft back to secretary

15. Typing up of final report

16. Notes (if manually held) and final report back to doctor for checking and signature

17. Notes (if manually held) back to secretary

18. Photocopies to be kept in practice record system

19. Report to be held for 21 days in accordance with Access to Medical Records Act or similar

20. Make diary entry of bring forward date to post completed report

21. Complete payment claim form, log out date of postage or report to relevant authority

22. Chase the payment, if appropriate

23. Receive either payment schedule form requesting authority and reconcile with bank statement, or receive payable order/cheque and arrange banking

As can be seen, there are a considerable number of administrative, financial and legal duties consistent with the professional processing of any request for a report coming in to a practice. The above 23 points assume that at no point does the patient either need to be seen clinically, or request, as is their right under the various legislation, access to the report or the notes. Nor do any of the above take any account of archiving costs consequent upon the generation of any report. Consequently, an appropriate administration charge in view of the above is not an unreasonable request before the professional time and expertise is also taken in to account in producing the report.

It should be noted that GPs are required to read the entire patient record because they are required by the GMC to satisfy themselves, as far as possible, that the facts they certify in a report or certificate are correct.

© British Medical Association 2008

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