Control Panel Help

Actions Menu File Maintenance

Toolbar

Organisations

Add Clinical Commissioning Group - England

Scotland and Northern Ireland Health Boards

Any other organisations I should set up?

Organisation Edit

Organisation - Remove or Inactivate

Find Persons in Organisations

Codes – Quick Reference

Practice

Main Surgery

Edit details of the Main Surgery

Branch Surgery

Staff

What staff should be entered?

List existing staff

Adding Pharmacists as Supplementary Prescriber

Add other medical staff in the practice

Edit a staff member's details

Inactivating a User

Staff Groups

Add a group

Frequent Staff

Summary Care Record (SCR) - Staff Group

Staff Configuration Utility

Active Staff / Inactive Staff Tab

GMC Code Tab

TP/HB/CSA Code Tab

Drug Label Printer Tab

Word Processor Tab

Prescription Printer Tab

Assign Smartcard - England

Online Services Configuration

Online Services Global Configuration

Registration Tab

Enabling Online Services Users (OSU)

Enabling Online Appointments

Configure Online Appointments

Bookings Tab

Clinics Tab

Sessions Tab

Slot Types Tab

Enabling Online Prescriptions

• Electronic Test Requesting

  • Adding a Practice to a Test Requesting Provider

• Setting up Electronic Test Request Providers

• Editing Test Requesting Providers

  • Inactivating Test Request Providers

  • Resetting Test Request Passwords

• tQuest Only - Radiology Test Requests

Vaccine Usage Reporting - Public Health England

What the Security section is for

Adding or Editing Users

Passwords and Logins

Reset Password – if user forgets password

Manually forcing a password to expire

If a user is locked out of the system - Clear Failed Logins

Audit Trail

Workstation Lock Settings

Groups of Users in Security

What are Security groups?

Add user to group

Remove user from Group

Add a new group

Deleting a Group

Print and Print Preview

Save and Exit

Vision Functions

What are Vision Functions?

Add and remove users and groups from functions

Example restricting access to a Vision function

Copy rights to another user

Print lists of Vision function rights

Security model

Eventlog Viewer

Events tab

Workstation tab

Users

Toolbar icons

Staff Access

Right click menu on a staff name

Add Access Rights to another user's mail

Add Access Rights to Unallocated mail

Add Access Rights to another group's mail

Right click options on a sub-node

To remove the currently selected individual

Add access rights to all staff

Remove access rights to all staff

When a member of staff leaves

To add an action

To edit an action

To change the patient specific flag

Change the list order or Frequent/Additional group

To move an action into Additional Actions

Discontinue an action

What is an Action Status?

Setting a Message Redirection

Removing a Message Redirection

Show Expired/Cancelled Redirections