GDPR features

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Transactor 8.1 includes a number of features to help your lab become GDPR compliant:

Create an account information file which can be sent to a customer on request

Create a changes log file which can be sent to a customer on request

Patient name display format can be set independently for on-screen, internal reports and external reports

Create an account information file

If a customer requests to see all the information you hold on them, you can create a text file which can be printed or sent to them.

•	Bring the customer onto the main form

•	Use Customer menu > GDPR Account Information

A file is displayed on the screen which you can print or save.

The file is also saved in the GDPR folder, which you can reach via Customer menu > GDPR Files Folder.

Create a changes log file

If a customer requests to see what history to hold for them, as well as producing a full statement (Report menu > Customers > Statement) you can create a text file which can be printed or sent to them.

•	Bring the customer onto the main form

•	Use Customer menu > GDPR Changes log

A file is displayed on the screen which you can print or save.

The file is also saved in the GDPR folder, which you can reach via Customer menu > GDPR Files Folder.

Erase customer account

If a customer requests you erase their account, this feature will blank the customer's details and mark them as inactive.

•	Bring the customer onto the main form

•	Use Customer menu > GDPR Erase account

Attach files to a customer account

You can attach files directly onto a customer's account, which helps you keep a record of compliancy documents, contracts, purchase orders etc.

•	Bring the customer onto the main form

•	Use Customer menu > Edit, or click on the customer's address on the main form

•	Click the "Attach" tab in the lower right corner of the customer details page

•	Click the green plus symbol to add an attachment

•	To delete an attachment, select it then click the red minus symbol

Change patient name display format

You can change how a patient name appears on-screen, or on internal documents, and on external documents

•	Use Tools menu > Control Centre, or click the cog icon on the far right of the toolbar

•	Click Setup Wizard at the top left of the Control Centre window

•	Click "Other Settings" at the bottom of the vertical menu

•	Click "Edit this page" to unlock the page for editing

•	You can now edit the three patient name boxes near the top of the page

Use the following format to edit the patient name display:

T = Title

F = First name

S = Second name

R = Reference

To use just the first initial of the First Name or Second Name, add a 1 after the indicator, eg:

F1 = Show only the first letter of the First Name

S1 = Show only the first letter of the Second Name

Examples:

Suppose the patient name is Mr John Smith, with a reference of 123456

T F S R	Mr John Smith 123456
F1 S (R)	J Smith (123456)
S, F1, R	Smith, J, 123456
R	123456

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