Searching for a User in a Shared Care Setting

To prevent duplicated users being created and in order to view or edit a user's details in a shared care setting, you search for the user in the Clinical Portal.

To find a user in the Vision 360 Clinical Portal:

  1. Open your browser and access the Vision 360 Clinical Portal using the URL provided by the Vision Data Hub implementation team.
  2. Login to the Vision 360 Clinical Portal by entering your user name and password and select Sign In:

  1. From Please select a Role at a Service, select Systems Support Access Role:

  2. The Vision 360 Clinical Portal home screen displays, select Organisational Services .

  3. The Service Details screen displays.
  4. Select Filter from the main search bar and to display Users only, tick:
    • Exclude services
    • Exclude sharing agreements

    Note - By default the filter excludes inactive users. Untick Exclude inactive to search on all users.
  1. Enter a minimum of two characters from either the surname, forename, username, display name or employer in Search and select Search:

  2. Matching results display ordered by surname, select as required:

  3. The User Details screen displays, update as required:


See Resetting a Password for a Shared Care User for details.
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