Configuring Online Appointments

Note - You must have System Administrator rights to enable and configure Patient Online Services (England only - see RBAC Help in the Vision 3 Front Screen Help Centre for details).

To enable online appointments:

  1. From Vision 3 - Management Tools select Control Panel - File Maintenance - Online .
  2. The Vision Online Services screen displays, tick Appointments to enable online appointments:

  1. Now select Configure to customise how appointments works for your practice.

You need to determine which staff and sessions you want to be available from the Patient Services website and set up how you want online appointments to work for you. There are seven tabs that should be considered:

Once you have considered and completed all seven tabs as required, select OK to save and close the Vision Online Services Appointments Configuration screen.

Remember - You need to update Appointments Configuration when a clinician joins or leaves your practice.

You must now configure online appointments from Appointments:

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.