Adding a Book Owner - Staff

To add a member of staff as a Book Owner:

  1. From the Appointments Setup menu, select Book owners - Staff.
  2. The Staff book owners screen displays, select Show inactive at the top right to display inactive staff too.
    Note - The staff member must be set up in Vision 3 - File Maintenance - Staff before you can select them here.
  3. Select Add staff book owner:


  1. The staff list displays, using the scroll bar, run through the list and select the member of staff required, or use the Search bar to find them.

  1. The Staff book owners screen displays with the new book owner listed.

  2. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

Note - If the staff member is inactive, this is indicated to the right of their name. Their status automatically updates to active on selection.

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

  • Addition - Adding a new row.

  • Modification - Modifying an existing row.

  • Deletion - Deleting rows.

Note - The notifications disappear once you save or reset the changes, a warning symbol displays if the change cannot be made, for example, if the name is already in use.
See Video Tutorials, Book Owners - Overview, Adding a Book Owner - Clinic and Modify Book Owners.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.