What's New in Management Tools?
Control Panel
Menu Options
DXS Bulk Update
An Introduction to File Maintenance
File Maintenance Toolbar
Organisations
Categories of Organisations
Adding TP/HB/CSA - Your Health Authority/Board
Adding Clinical Commissioning Group Details - England
Adding a Strategic Health Authority in England
Health Boards in Scotland and Northern Ireland
Local Health Board in Wales
Adding a Hospital or NHS Trust
Adding Departments to a Hospital
Adding a Consultant to a Hospital/Department
Adding a Nursing Home or Residential Institute
What Other Organisations Should I Set Up?
Editing an Organisation
Inactivating Organisations
Organisation Audits
Finding Persons in Organisations
Codes - A Quick Reference Guide
Main Surgery
Editing Main Surgery Details
Branch Surgery
Adding Staff - A Quick Reference Guide
What Staff Should Be Added?
Listing Existing Staff
Adding Doctors
Adding Nurses
Adding Pharmacists
Adding Paramedics
Adding Other Clinical Staff
Adding Non-Medical Staff Members
Editing Staff 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
Drug Label Printer Tab
Word Processor Tab
Registration 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
Welcome Message
Adding a Welcome Message
Adding a Welcome Message - Wales
NHS Mail
Email Signature - All Countries
Enabling Online Services Users (OSU)
Enabling Online Appointments
Configure Online Appointments
General Tab
Appointments Message
Adding an Appointments Message - Wales
Did Not Attends (DNAs)
Formatting HTML Messages
Bookings Tab
Cancellations Tab
Cancellation Reasons
Staff Tab
Adding Gender, Role, Special Interests and Language
Clinics Tab
Sessions Tab
Slot Types Tab
Enabling Online Prescriptions
Configuring Online Prescriptions
Prescription Message
Prescription Message - Wales
History
Patient Message
Settings
Using the Message Editor
Enabling Patient Messaging
Enabling Summary Data
Enabling Detailed Coded Record
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
Welsh Clinical Communications Gateway (WCCG) Configuration
Reporting Staff Languages
Security
Viewing the Current User List
Current Users - Right Click Menu
Adding or Editing Users
Resetting Passwords
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
Adding a New Security Group
Deleting a Group
Printing Security Groups and Function Rights
Save and Exit
Vision Functions
Available Vision Functions and Default Access
Minimum Permissions for Using Web Services
Copy rights to another user
Print lists of Vision function rights
Security Model
Eventlog Viewer
System Status
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
Adding an Action
Editing an Action
Changing the Actions Lists
Discontinuing an Action
Action Status
Adding an Action Status
Editing an Action Status
Reordering the Action Status List
Discontinue an Action Status
Redirecting Messages
Removing a Message Redirection
Quick Reference Guides
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