What staff should be entered?

Enter the details of practice staff in Staff, ie those employed by or attached to the practice including:

Staff who are external to the practice, such as consultants at the local hospital, or a social worker from the local Social Services, are held on the Organisations file, under Person (see Add a Consultant to a Hospital Department).

For each member of staff, you should enter:

  • Personal details (name, date of birth, preferred name where appropriate);
  • Professional details (eg role within the practice, eg partner, physiotherapist, administrator), specialty interests, HA lists such as the maternity, CHS, minor surgery or contraceptive services lists;
  • Identifiers - for GPs, particularly the TP/HB/CSA codes (ie the GP Code), and GMC and GMP codes;
  • Addresses, contact numbers and email addresses (essential for Tasks).
    Note - it is mandatory for each GP record to have at least one GP code for a local TP/HB/CSA entered in Staff Identifiers.

Staff Ids (Short Name) and User IDs

All internal staff (ie part of or employed by the practice) should be added in Staff, and classified with their practice role.

Staff ID's are used for audit purposes. This does not necessarily mean the staff member uses the computer.

A user is defined as a staff member who uses the computer. They are added in File Maintenance - Staff and then given a user ID and password in Security so they can sign on to Vision. User IDs are needed for users of the computer when logging on, in addition to a Staff ID. The User ID and password is entered in Control Panel - Security. A member of staff may have more than one user profile, for instance, a GP may act as system administrator for administrative tasks, and as a clinician to add clinical data.

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