What this means for your practice
Map each requested field to a purpose and main source. Reuse information only through the organisation's approved arrangements, with a way to correct outdated details.
An example to discuss with your team
Change a fictional contact detail midway through intake; identify which records need updating.


What to ask before you choose
Follow a fictional contact detail through intake, changing it midway. Inspect what each receiving team sees. Agree which system owns that field and how corrections reach other approved uses. Reuse should follow your organisation's arrangements rather than copying every field everywhere.
Find out why the same question is being asked
List the forms a person encounters and the reason each team requests a repeated detail. Sometimes a repeat question has a legitimate purpose, such as confirming that information is current. In other cases it exists because two tools were set up separately. Understanding the reason helps you decide what to simplify and what to explain.
Agree which system is the main record for each detail and how an authorised correction reaches the other places that need it. Ask the supplier to follow a fictional change of telephone number through the full process. The receiving team should know which value is current and where it came from. Avoid copying information everywhere simply because a connection makes that possible; use the practice's approved arrangements for each purpose. Include staff in the review because they often perform the hidden correction work. After a change, check whether patients are asked fewer unnecessary questions and whether reception spends less time resolving conflicting details.
How to check the result
Measure repeated entry requests and staff correction work.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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