Managing Patient Records

About this Lunch & Learn

Wessex LMCs are often asked about managing patient records.  A typical scenario: A patient comes in to the surgery at 4.45pm on a Friday afternoon wanting a copy of their records. What do you do?

This Lunch and Learn resource has been developed on the back of a workshop run at a Practice Manager Conference and updated in November 2025. Lots of scenarios were run through and the quiz format really encouraged engagement. The same format has been used here as this resource has been developed for practice staff to increase their knowledge of the regulations and answer those thorny issues.

Certificates of attendance are provided as part of the package, and don’t forget to log your learning points & reflections as part of your CPD. CQC are particularly keen to see any evidence of your learning and how you apply it.

You can access the files of any purchased package as often as you like from your Wessex LMCs account. We routinely maintain packages to keep them up-to-date. We recommend, therefore, that you don’t save your own versions, as these will not be updated automatically.

We welcome any feedback from you and your staff when you have run any of our Lunch and Learn training resources.

Please note: Paying via credit or debit card will permit immediate access. If paying via BACS, access will be granted once payment is received.

Dorset Integrated Urgent Care Service (DIUCS) members are entitled to free access from your training budget. Please select the BACS option when purchasing, then forward the payment confirmation email you receive to lead@wessexlmcs.org.uk who will provide you with access.