Actions Menu File Maintenance

  • Add - add a new organisation or staff member.
  • Edit - amend details of the currently selected organisation, staff member, or practice.
  • Audit - shows an audit trail of the currently selected organisation, staff member, or practice.
  • Find Persons - When within Organisations, you can enter a person's name to see which organisation they are entered under (see Find Persons in Organisations)
  • Refresh – Updates the File Maintenance lists.
  • Staff Config - Available to system supervisors only, this tabbed screen allows quick updates of GMC and GP codes, inactive staff, choice of word processor and classic printer profiles for prescriptions and drug labels (see Staff Configuration Utility).
  • Online Services Config – Allows you to enable and configure Vision Online Services (See Enabling Vision Online Services – Appointments).
  • Vaccine Usage (English Practices) - Allows you to record practice consent and check when the last vaccine usage reports were run. (See Vaccine Usage Reporting - Public Health England).
  • WCCG Config (Welsh Practices) – Allows you to configure referral options for the Welsh Clinical Communications Gateway (See Welsh Clinical Communications Gateway (WCCG) Configuration)
  • Assign Smart Card – Allows you to assign a Smartcard to an existing or new Vision user profile (See Assign Smartcard - England).
  • Export Staff Language - Allows you to report on the written, spoke and read language skills of your staff (see Staff Languages - Reporting).
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.