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Summarising Medical Records


  • Overview of medical records
  • Organising and pruning medical records
  • Protocol formation
  • Summarising medical records
  • Summarising and the effect on QOF and disease areas
  • Data protection and confidentiality
  • Medical Terminology
  • Summarising practical exercises


Once a booking has been made, please email info@pcdc.org.uk a postal address (preferably the organisations address) for the course manual to be posted to. This will be sent prior to the session.

The Summarising Medical Records & QOF online course will allow delegates to learn how to organise and summarise medical records. This 3 hour session will be delivered via the Zoom cloud-based video conferencing service, and will also include ‘off-line’ hands-on practical exercises using hard copy material we supply to delegates before the session.

Delegates will also learn associated abbreviations and appreciate confidentiality issues surrounding medical records. In addition the course enables delegates to understand the relevance of summarising in relation to the achievement of QOF clinical targets.

The practical lessons will be discussed in the light of each delegate’s own practice protocol.

Delegates will receive a comprehensive course manual and a certificate of attendance.

NB: This course does not cover any issues in relation to inputting into the computer or Read Codes.




Session Time: 09:00-12:00

When: 07 Dec 2021

Duration: Half Day

Via Zoom
  • Available to:
  • Admin and Reception
  • Deputy Manager
  • Finance Manager
  • Practice/Organisation Manager
Special Notes:

The joining information for this session will be sent around a week prior to the session by the trainer. If you have not received a joining link TWO DAYS prior to the session, please ring us on 01158386770 or email info@pcdc.org.uk.

Lunch & refreshments will NOT be provided


Vicky Wild

Vicky is a professionally accredited trainer and an RGN nurse. Her NHS experience includes orthopaedics/rheumatology, intensive care, practice nursing and school nursing. Outside of the NHS Vicky has supported the implementation of medical studies with clinical research companies, and has provided training and advice to primary health care professionals on behalf of Bayer UK. Vicky joined MST in 2000. She is based in West Yorkshire and works extensively within the NHS across the North of England