What's New in Management Tools?
Control Panel
Menu Options
DXS Bulk Update
File Maintenance
File Maintenance Toolbar
Organisations
Listing Existing Organisations
Add TP/HB/CSA - your main or linked Health Authority/Board
Add Clinical Commissioning Group Details- England
Adding a Strategic Health Authority in England
Organisation Details
Address and Contact Numbers
Scotland and Northern Ireland Health Boards
Identifiers
Save Details
Department Details
Person Details
Address and Contact Numbers (optional)
Any other organisations I should set up?
Organisation Edit
Organisation - Remove or Inactivate
Audit the Organisation Details screen
Audit the Organisation address and communications numbers
Contact or Communication Numbers
Editing the main telephone number
Entering further addresses
Find Persons in Organisations
Codes - Quick Reference
Main Surgery
Editing Main Surgery Details
Branch Surgery
Staff
What staff should be entered?
List existing staff
Staff - Personal tab
Staff - Address
Locums in Scotland
Retainers in Scotland
Trainees in Scotland
Staff Identifiers - for a GP
Other addresses or contact numbers
Staff - Language Tab
Saving the details and Adding a new Doctor in Security
Staff Address and phone number
Staff Identifiers - for a Nurse
Saving the details and Adding a new Nurse in Security
Adding Pharmacists as Supplementary Prescriber
Add other medical staff in the practice
Staff Roles
NHS Specialities
Edit a staff member's details
Inactivating a User
Staff Groups
Creating a Staff Group
Adding Staff to a Group
Viewing Staff's Groups
Maintaining Staff Groups
Summary Care Record (SCR) - Staff Group
Privacy Officer 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
Default Registration Status
Default Trading Partner
Default Registered GP
Place of Birth
Previous Address
Remove Title Master
Display IOS Registration Forms
Assign Smartcard - England
Online Services Configuration
Online Services Global Configuration
Adding a Welcome Message
Adding a Welcome Message - Wales
Registration Tab
Email Setup - England and Scotland Only
Test Email Messaging - England
Email Signature - All Countries
Enabling Online Services Users (OSU)
Enabling Online Appointments
Configure Online Appointments
Appointments Message
Appointments Message - Wales
Add Appointments Message - Wales
Did Not Attends ( DNA's)
Formatting HTML Messages
Bookings Tab
Cancellation Reasons
Add Gender, Role, Special Interests and Lannguage
Clinics Tab
Sessions Tab
Slot Types Tab
Enabling Online Prescriptions
Prescription Message - Wales
History
Patient Message
Old Repeat Offset
Using the Message Editor
Enabling Patient Messaging
Enabling Summary Data
Enabling Detailed Coded Record (England only)
Enabling Demographic Information
Enabling Pharmacy Nomination
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
Setting Consent for Sending Uptake Reports
Settings
Welsh Clinical Communications Gateway (WCCG) Configuration
Staff Languages - Reporting
What the Security section is for
Viewing the Current User list in different ways
Current Users - right mouse menu
Adding or Editing Users
Passwords and Logins
Reset Password - if user forgets password
Manually forcing a password to expire
Clearing Failed Logins
Security Settings
Audit Trail
Workstation Lock Settings
Groups of Users in Security
What are Security groups?
Adding and Removing Users and Groups from Vision Functions
Add a new group
Deleting a Group
Print and Print Preview
Save and Exit
Vision Functions
What are Vision Functions?
Minimum Permissions for Using Web Services
Copy rights to another user
Print lists of Vision function rights
Security model
Event Log and System Status
Eventlog Viewer
Events tab
Workstation tab
Users
Toolbar icons
System Status
The purpose of Mail Maintenance
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
Actions
What is an Action?
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?
Add an Action Status
Edit an Action Status
Change the Completed flag
Change the list order of Selectable Action Status
Discontinue an Action Status
Setting a Message Redirection
Removing a Message Redirection
Show Expired/Cancelled Redirections
Useful PDF's
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