Enabling Patient Online Services
Adding a Clinician - Patient Online Services Setup (1.01)
To enable patient online services:
- From Vision 3 - Management Tools, select Control Panel - File Maintenance - Online and the Vision Online Services screen displays:
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Tick Enable Vision Online Services to enable patient online services.
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You now need to configure your global settings:
Setting your Global ConfigurationWithin Global, select Configure .
The following three global tabs require configuration:
- Welcome
- Registration - Set a time frame for unused registration letters and un-activated accounts, see Registration.
- NHS Mail - No Longer used.
WelcomeThe welcome message displays on the home page of the website following a successful login by your patients.
To set up the welcome message:
- Select the Welcome tab and enter your message in the message window using the formatting editor provided.
See Using the Message Editor or Formatting HTML Messages for details.- Select OK to save.
For Welsh practices only - Repeat the above 2 step process having selected Welsh from the language list.
Note - To help prevent confusion surrounding who your patients contact if they have a problem, please add advice to your patients within your welcome messages advising them to contact the practice if there is a query about prescriptions or appointments availability.RegistrationFrom the Registration tab, set up the following:
- Invalidate unused Registration Letters after - Select a time frame for unused registration letters to expire. The expiration date prints on the patients’ registration letter.
Invalidate Un-activated accounts after - Select a time frame for un-activated accounts to expire. When registering, patients receive a confirmation code which activates their account. If the account is not activated by the expiry date, they need to re-register for online services.
- Reminders (England, Scotland and Northern Ireland only) - Tick to send activation reminders by email every n day(s) (where n is the number of days you set). Reminders is ticked by default to enable the service:
- If you do not want to send email messages remove the tick from the appropriate box.
You have now activated Online Services and need to configure the individual modules.