Adding Doctors

To add a new doctor:

  1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance.
  2. Select Staff .
  3. Select Add
  4. Complete the minimum information as follows:
    • Personal tab:
      • Surname
      • Forename1
      • Title
      • Sex
      • Short Name - This must be unique.
    • Professional tab:

      • Role - Select Salaried Partners.

      • GMP Code - Enter the clinician's GMP Code

      • Prescribing No - Enter the clinician's Prescribing Number

    • Identifiers tab

      • TP/HB/CSA - Select Add, in Identifier Type select TP/HB/CSA, in Organisation select your Health Board and in Identifier Value enter the clinicians HB code.

      • GMC Code - Select Add, in Identifier Type select GMC Code and in Identifier Value enter the clinicians GMC Code.

    • Addresses tab:

      • Communication Nos - Select Add and enter the clinicians NHS Email Address. This is vital for their Vision Anywhere log in.

  5. Select OK.
  6. The 'Do you want to set up a new User' message displays, select Yes.
  7. The User Details - Add screen displays, complete the minimum as follows:
    • Login Name - Enter a name to display on the log in list.
    • Drugs selected by - Select Drug Name.
    • Read term selected by - Select Keyword.
  8. Select OK and the Change password screen displays.
  9. In New Password enter an initial password for this clinician, they will have to change it the first time they log in. In Confirm Password re-enter the new password.
  10. Select OK to save.
  11. Now from the bottom left corner, select Security.
  12. In Current Users, locate your new clinician and drag and drop them into Group Users - Clinical Managers, or right click on another clinician, select Copy rights to another User, from the Select User screen select your new clinician and select OK:

  13. Close Control Panel if you have finished, or repeat for all other clinicians.

See Control Panel Help in the Management Tools Help Centre for further details.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.