Creating a Staff Group

To create a staff group:

1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance.

2. Select Staff Groups .

3. Either:
   • Right click on an existing Practice staff group and select Add Group, or
   • Select the arrow next to Add and select Add Group.
4. The Staff Group - Add screen displays:

   

5. Complete as follows:

   • Type of Group - Defaults to Mail Groups and cannot be updated.

   • Staff Group Description - Enter a name for the group you are creating.

   • Default Clinical View - Not available.

6. Select OK to save.