Under the ‘Staff’ tab select the plus button on the bottom left-hand side of the page.
User Role
- Superuser - you should aim to have two of these, a main one plus a deputy.
- Admin - Has the same access rights as a Superuser, but, this level is generally not used at present.
- User - can assign requests and respond to patients but they cannot add or edit others nor make changes to the settings.
Alias
If the staff member does not want patients to see their real name, they can choose to use an Alias. This is what the patient will see.
Preferred Site
If you are a multi-site practice and this person is going to work solely at one site, then click on the button next to the site name. If you are a single practice then you won't see this line of buttons.
Profession
This will be seen by patients making a request.
Professional Group
This is intended to standardise professions across practices from a pre-defined list. Once standard professions have been added for your staff users, this will permit reporting within categories both for practices and for returns such as GPAD.
(Note: The 'Professional Group' is not visible to patients and is for internal reporting use only)
Weekly rota
This is the normal start and finish times on the days that the staff member works. The capacity field is the number of hours available in the working day to deal with Patient Requests. This will be shown on the Dashboard and add to the total capacity for the Practice and/or site.
Availability Exceptions
So that you don't have to keep returning to the 'Standard Availability' board and changing those details. Enter holidays, sickness absence etc here by clicking on the Add button and completing the details of Start Date, End Date etc.
Once you have completed all of the fields, click on the Create Staff button to create the page.
Make sure you always click on this button to save any changes you make now and in the future.
See our walkthrough guide here.