Edit a Practice

To edit a Practice:

1. From the Administration view select Organisation Setup, followed by Practices from the menu.

   

2. Select the Practice from the list, or optionally, select the Search bar to filter the list.
3. From the toolbar select Edit Practice.

   

   The Edit Practice pop-up displays.

4. In the Information section, update as required:

   

   • Name - edit the practice's name.

   • Practice Code - edit the known national identifier, for example, the ODS code.

   • License Code - this is usually the same as the Practice Code, however, this must be 6 digits.
     For Scottish practices whose code follows the S123456 format, enter as 123456.

   • SID - the practice's unique Vision site number, for example, 33333.
     

   • CCG/Health Board - the Organisation the practice belongs to.

   • Supplier - select Vision Health.

   • Edit the Address and Phone Number details in the relevant fields.

   • Country - select from the drop-down list.

   • Status - selectEnabled or Disabled.

5. Update the Licences as required.

   • Add Licences

     Select +, then from the drop-down list select the Product, enter the number of Licences and optionally, the Version.

     

     Select OK to allocate the Licenses, and repeat as required.

   • Edit Licenses
     Select Edit next to the Product, update the Number/Version and select Ok.

     

   • Delete Licenses
     Select Delete next to the Product to remove the License.

     

   Select OK to update the Licenses, and repeat as required.

6. If required, in the Data Extract Settings, and update the Data Extract details, or clear the Use data extract settings check-box to disable extracts.

   

7. Select Save to apply the changes.