Better continuity. Fairer GP lists.
Understand who patients actually see, find sensible reallocations and plan reciprocal swaps without sending confidential data anywhere.
1. Import EMIS data
First time only: download the Download the prebuilt EMIS search (.xml), import it in EMIS → Reporting → Population Reporting → Import, then run its patient search and attended-appointments report. These original EMIS search files are provided unchanged. Thanks to Dr Neil Paul for creating and sharing the searches. They have not yet been independently validated in our EMIS installation.
Exact EMIS export steps
- Import the downloaded XML into a practice reporting folder (you need suitable EMIS permissions).
- Run “Usual GP Continuity 1 - Patients seen in last 12 months”.
- Run “Usual GP Continuity 2 - Consultation export”.
- Right-click the second report, then View Results → Export → CSV.
- Tick Replicate patient details for each item and Replicate Usual GP details. Leave “override hidden patients” unticked unless explicitly authorised.
- Choose the CSV below. Do not share identifiable exports in chat or email.
Steps adapted from Dr Neil Paul's EMIS guide. EMIS XML import is documented by CDRC. Your practice's permissions/IT policy determine whether imports are allowed on your NHS PC.
Optional: import the complete registered-patient list
For accurate list sizes, export the companion Download the optional list-sizes search (.xml) from EMIS and load its CSV separately. It should have one row per registered patient, including patient ID and Usual GP.
Match columns
Best guesses are prefilled. Check the required four columns, especially when the EMIS report uses unfamiliar labels.
2. Check the clinicians
After importConfirm which doctors hold lists, merge duplicate names and exclude non-GP or administrative contacts before analysing continuity.
Import an EMIS CSV above or select Try with fictional data to explore without patient information.
2. Check the clinicians
Exclude administrative/booking accounts; mark registrars and locums as “Count visits, no list”; and mark doctors who have left as “Departed”. Duplicate names can be joined together. Duty/triage contacts may distort continuity and should be reviewed.
Check the clinician list below, then confirm the review and run the analysis.
| Clinician | Consultations | Status | Same as |
|---|
3. Continuity & swaps
After clinician reviewExplore continuity, compare GP lists, identify reciprocal swaps and export proposals only after individual review.
Results appear once you analyse the imported data.
3. Continuity & swaps
Who should I exchange patients with?
Ranked by reciprocal, evidence-based candidates. Confirm clinical suitability and patient preferences before any reallocation. A reciprocal pair keeps nominal list counts unchanged.
| Other GP | Patients leaving your list | Patients coming to your list | Potential 1:1 pairs |
|---|
Reciprocal swaps
| Pair | Patient identifier | Current usual GP | Proposed GP | Visits with proposed / total | Review decision |
|---|
GP continuity breakdown
List-holder counts here include only patients represented in the consultation CSV, not the practice's full registered population.
| GP | Patients seen in export | Frequent attenders | Aligned | Outgoing | Incoming | SLICC | Registered list | GP sessions/week | Patients/session |
|---|
Individual reallocation suggestions
High confidence means the most-seen eligible GP accounts for at least the configured percentage of retained contacts. It does not prove clinical suitability.
| Patient identifier | Current GP | Most-seen GP | Visits | Share | Confidence |
|---|
Data quality and limitations
Appointment/consultation exports cannot establish clinical complexity, patient wishes, actual attendance for every slot type or continuity from non-appointment work. A follow-up registered-list export would be needed for precise whole-practice list balancing.
Based on published RCGP/One Care and Dr Neil Paul's analyser workflows. Calculations implemented independently. RCGP SLICC reference.