Adding a Shared Care User

In order to use Appointments Setup in a shared care setting, you must be set up as a user in Organisational Services and be added to the service required.

To create a user in Organisational Services and then add them to a service:

  1. Open your browser and access the Vision 360 Clinical Portal using the URL provided by the Vision Data Hub implementation team.
  2. Login to the Vision 360 Clinical Portal by entering your user name and password and select Sign In.

  1. From Please select a Role at a Service, select Systems Support Access Role:

  2. The Vision 360 Clinical Portal home screen displays, select Organisational Services .

  3. The Service Details screen displays.
  4. Check to see if the user already exists, see Search for a User for further details.

Now complete the following as required:

  1. Open the Shared Care Service you want to add the user to, see Search for Service for further details.
  2. Select Create User and the new Add User tab displays:

  3. Enter the new users details, items marked * are mandatory fields.
    • The password must be a minimum of 6 characters and contain characters from at least three of the following categories:
      • Upper case
      • Lower case
      • Numbers
      • Non-alphanumeric characters: ~!@#$%^*_-+=`|\(){}[]:;'.?/

      • No spaces at the beginning or end of the password

      • The password must not contain three or more consecutive characters (case insensitive) from the user name, forename or surname.

  4. For clinicians we recommend you add any relevant Professional Codes, for example, a GMC code:
    1. From Professional Codes, select Add .
    2. The Professional Codes screen displays:

    1. Complete as required:
      • Code Type - Select the type of code to record
      • Code - Enter the code
      • Service - Select from the list of services available for this user.
    2. Select OK.
  5. Select Save .
  1. Open the Shared Care Service view, if you have just created the user, this is still open at the top of your screen.
  2. Select User Roles:

  1. Select Users Add....
  2. Enter user's details in the search bar and select Search .
  3. Select the user from the results.
  4. The user is assigned to the shared care service.

  5. Tick next to the user's name under the appropriate heading, to allocate their role.

    Note - To remove rights from a user, simply untick the box.
See Organisational Services for full details.
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