Patient Services - Configuration User Guide

Similar documents
My Health Online 2017 Website Update Configuration User Guide

My Health Online (Wales) - Configuration User Guide

Patient Services - Appointments User Guide

Online Services - Appointments User Guide

Vision Online Services - Online Repeats

Vision Anywhere (Windows 8)

Priority Update User Guide

Welsh Clinical Communications Gateway (WCCG) User Guide

Vision+ SMS Text Messaging User Guide

Audit Trails In Vision

CDA Messages. Vision 3

Online Services - Registration User Guide

Vision 360 Administration User Guide

Electronic MED3 User Guide

Vision Talk Installation Guide

Bowel Cancer Screening

Appointments Set Up User Guide

Daybook User Guide. Vision 3

DLM 450 Release. Vision 3. User Guide

Advanced Printing Wales

Electronic Prescription Service - Release 2

Using SystmOnline - A Guide for Patients

EMIS v7.1 Patient Access

Search and Reports. Vision 3

AEROS Quick Reference Guide

Scottish Care Information. SCI Gateway v11.1. Receiving Referrals User Guide

Vision Extended Care Fax Solution

Scottish Care Information. SCI Gateway v10.3. Sending Referrals & Receiving Discharges User Guide

User Guide for Patients

Scottish Care Information. SCI Gateway v12.1. User Admin Guide NATIONAL INFORMATION SYSTEMS GROUP (NISG CIRRUS)

Introduction to SystmOnline. Contents

Scottish Care Information. SCI Gateway v12.0. User Admin Guide

Registration for Online Services at Drayton Medical Practice

Quick Guide to using Contract Templates

The system will prompt for Login ID and Password (NB login credentials will be supplied to all staff after Commissioning).

NHSP:Online. Flexible Worker User Guide. NHSP:Online. FW Training Manual July 2015 Page 1 of 26

Bp Premier Reminders Guide

NHSP:Online. Flexible Worker User Guide. NHSP:Online. FW Training Manual January 2014 Page 1 of 27

Choose and Book User Guide

NHS e-referrals User Guide - SystmOne TPP (C&B) Please Use This Guide for Practices in: North West London CCG s

Patient Portal Users Guide

A PPG guide to using SystmOnline in Woodbridge Medical Practice.

Scottish Care Information. SCI Gateway V17. End User Guide NATIONAL INFORMATION SYSTEMS GROUP (NISG)

EDGE: Getting Started

My MessageMedia User Guide

The purpose of these Release Notes is to highlight the changes to SCI Gateway that occur in version 18.0.

Vision Docman 7 Client: Installation

A Patient s Guide to the Portal

2016 Health Communication Network Limited. Appointment Book Features

ProScript User Guide. Chronic Medication Service (CMS) Version Release Date 21/10/2010 Author Rx Systems

Patient Portal: Policies and Procedures & User Reference Guide Patient Portal Version 5.8.1

Patient Portal User Guide The Patient s Guide to Using the Portal

training handout EMIS Web: Batch Data Manager Access Batch Data Manager Batch add a clinical code

Mobile Working for Windows

e-mds Patient Portal TM

InForm Training Exercises For Data Managers

e-mds Patient Portal Version User Guide e-mds 9900 Spectrum Drive. Austin, TX Phone Fax e-mds.

Solar Eclipse Scheduler. Release 9.0

User s Guide. ADMHS Help Desk: Phone: X4006 ( ) FAX: X6322 ( ) - 1 -

ProScript User Guide. Repeat Management System. Version Release Date 16/02/2010 Last Reviewed 01/10/2013 Author Rx Systems

The purpose of this newsletter is to highlight the changes to SCI Gateway that occur in version 13.0.

The purpose of these Release Notes is to highlight the changes to SCI Gateway that occur in version 15.0.

Enhancing Your Customer Facing Documents (updated 10/03/2017)

Dolphin Dynamics. Enhancing Your Customer Facing Documents

How to change your password - Students

Early Years - Two Year Old Funding Citizen Portal

Release Notes Medtech 32

Health Link Frequently Asked Questions

Getting Started The Outlook Web Access Window

Reigate School SIMS Learning Gateway for Teachers

MN Studio Website - User Guide

Release Notes Medtech Evolution General Practice

Microsoft Entourage 2008

Test requesting in EMIS LV using Sunquest ICE

Vine Medical Group Patient Registration Form Your Information

Editing your Professional Web Pages (PWPs)

August 2013 PCEHR. Copyright Genie Solutions Pty Ltd

Event Scheduling System 4.0 User Guide

Winter School Year STI PD. Instructor User Manual

Interpreter Intelligence

My RMH Medical Record User Guide

Smart Measurement System for Late Phase

User Manual Appointment System

Outlook 2007 Web Access User Guide

Gift, Loyalty, and Tracking Program Web Portal Operating Manual

Training Guide for Arkansas Law Enforcement Officers and Licensing Board Representatives

Backup Exec Supplement

Clinical Audit User Guide

QUICK TIPS FOR FULL-ACCESS ACCOUNTS. Florida SHOTS. Contact Information.

EMR Message Center Guide for Professional Staff

Access All Areas Student Handbook

Welcome to Parkview MyChart!

ONE ID Identity and Access Management System

Working with Pages... 9 Edit a Page... 9 Add a Page... 9 Delete a Page Approve a Page... 10

A GUIDE TO MEMBERSWORLD - GETTING STARTED - MAKING CLAIMS - CHECKING CLAIMS PROGRESS - SUBMITTING PRE- AUTHORISATION REQUESTS

Test requesting in EMIS Web using Sunquest ICE

Introduction. Automatic gate opening no more swiping

Clinical Communications Gateway

NextGen Patient Portal. User Guide.

Birmingham Anticoagulation Program for Primary Care

Transcription:

Vision 3 Patient Services - Configuration User Guide Copyright INPS Ltd 2016 The Bread Factory, 1A Broughton Street, Battersea, London, SW8 3QJ T: +44 (0) 207 5017000 F:+44 (0) 207 5017100 W: www.inps.co.uk

Copyright Notice 2016 INPS All Rights Reserved. No part of this document may be photocopied, reproduced, stored in a retrieval system or transmitted in any form or by any means, whether electronic, mechanical, or otherwise, without the prior written permission of INPS. No warranty of accuracy is given concerning the contents of the information contained in this publication. To the extent permitted by law, no liability (including liability to any person by reason of negligence) will be accepted by INPS, its subsidiaries or employees for any direct or indirect loss or damage caused by omissions from or inaccuracies in this document. INPS reserves the right to change without notice the contents of this publication and the software to which it relates. Product and company names herein may be the trademarks of their respective owners. INPS Ltd. The Bread Factory 1a Broughton Street London SW8 3QJ Website: www.inps.co.uk

Contents PATIENT SERVICES CONFIGURATION 1 Introduction 1 Enabling Patient Services 2 Global Configuration 4 Welcome Tab 4 Using the Message Editor 6 Formatting HTML Messages 7 Registration Tab 8 NHS Mail Tab 9 Email Setup and Enabling SMS - England and Scotland Only 10 Test Email and SMS Messaging - England 11 Email Signature - All Countries 12 Enabling Online Appointments 13 Configure Online Appointments 14 General Tab 14 Add Appointments Message 15 Did Not Attends ( DNA's) 16 Bookings Tab 17 Display Appointment Duration 19 Send Email and SMS Confirmation and Reminders 19 Booking Reasons 20 Cancellations Tab 21 Cancellation Reasons 22 Staff Tab 23 Adding Gender, Special Interests & Language 24 Clinics Tab 25 Sessions Tab 26 Slot Types Tab 28 Enabling Online Prescriptions 30 Configure Online Prescriptions 31 Prescription Message 31 History 32 Patient Message 32 Define Old Repeat Offset 33 Enabling Patient Messaging 34 Enabling Summary Messages 35 Enabling Detailed Coded Records 36 INDEX 37 iii

Patient Services Configuration Introduction Patient Services is a website that enables patients to request services from their GP practice online at a time that is convenient to them. Current online services are: Appointments - Enables patients to view, book, or cancel appointments with their doctor/nurse. Medication - Enables patients to request their medication. The message is sent to the practice to action, the patient then collects the prescription as per the practice protocol. Summary Record - This enables patients to see their issued prescriptions and Allergy details (currently England only). Detailed Coded Record (DCR) - This enables patients to see detailed coded information such as diagnosis, examination findings such as blood pressure, procedures & Investigations. What is displayed will depend on settings within the GP practice. (currently England only). Patient Messaging - Enables two way messaging between you and your patients. This guide explains how to set up configure online services within Vision - Control Panel ready for your patients to access the services you choose to enable: Patient Services Configuration 1

Enabling Patient Services Note - You must have System Administrator rights to enable and configure Patient Services (England only see RBAC User Guide (http://www.inps4.co.uk/downloads/cfh/rbac27v3) for further details). To activate online services: 1. From Vision - Management Tools select Control Panel File Maintenance - Online. Control Panel - File Maintenance - Online 2. The Vision Online Services screen is displayed. 3. Tick Enable Vision Online Services to enable Patient Services. 2 Vision 3

Online Services - Enable Vision Online Services You now need to configure your global settings, see Global Configuration (page 3). Patient Services Configuration 3

Global Configuration The following three global tabs require configuration: Welcome Tab Welcome Message Enter the message you want displayed on the Patient Services home page once your patients have logged in, see Welcome Message (page 4). Registration Set a time frame for unused registration letters and un-activated accounts, see Registration (page 8). NHS Mail For English and Scottish practices with NHS Mail, there is a facility to add an NHS mail account, which is then used to send confirmation and reminder emails and SMS messages to patients; a global email signature can also be created, see NHS Mail (page 9). The welcome message is displayed on the home page of the website following a successful login by your patients. To set up the welcome message: 1. From Vision - Management Tools select Control Panel File Maintenance - Online. 2. In Global, click Configure. 3. Select the Welcome tab and type your message in the message window using the formatting editor provided. See Using the Message Formatting Editor or Formatting HTML Messages for details. 4 Vision 3

4. Click OK to save. Online Global Configuration - Welcome Message Note - To help prevent confusion surrounding who your patients contact if they have a problem, please add advice to your patients within your welcome messages advising them to contact the practice if there is a query about prescriptions or appointments availability. Patient Services Configuration 5

Using the Message Editor The message editor allows you to format messages displayed online. It is available in the Welcome, Appointments and Prescription message configuration screens. Online Global Configuration - Welcome Message Editor Type your message in the welcome message window using the following formatting: Welcome Message - Select a language for this version, remember you should be adding both an English version and a Welsh version. Source - Displays the HTML source of the message and is the only way you can add tables. If you are comfortable working with HTML tags, you may want to use this view to edit the HTML directly. Font - Allows you to change the font. Font size - Allows you to increase and decrease the text size of the highlighted text. Bold, Italic, Underlined. Text colour/ Background colour. 6 Vision 3

Bulleted/numbered list. Decrease/increase indent. Formatting HTML Messages Messages can be formatted using HTML formatting tags. HTML tags are: Used either side of a keyword eg <html> you wish to format. The tag always has angle brackets eg <html> denoting the starting and closing of the tag. HTML tags normally come in pairs eg <b> (the starting tag) and </b> (the closing tag) You can use multiple tags, but each tag must have brackets at the start and end of the tag eg <p><b> This is a list of the most common codes: Starting Tag Closing Tag Description <h1> </h1> First Heading. Headings can be defined with <h1> to <h6> tags. <h1> is the largest heading and <h6> is the smallest. <p> </p> Paragraph <b> </b> Bold text <big> </big> Big text <i> </i> Italic text <small> </small> Small text <sub> </sub> Subscript text <sup> </sup> Superscript text <br> This tag adds a single line break, it does not need a closing tag. For example applying the bold <B> tag to the 1st line of the message like this: Displays as: Welcome to the <B>Welcome to the Visionary Healthcare Practice</B> Welcome to the Visionary Healthcare Practice Note - If you want to add an image to your message, you must link to an image which can be accessed over the Internet and not one stored locally. Locally stored images cannot be displayed on the website. Patient Services Configuration 7

Registration Tab From the Registration tab, you can: Invalidate unused Registration Letters after - Select a time frame for unused registration letters to expire. The expiration date is printed on the patients registration letter. Invalidate Un-activated accounts after - Select a time frame for un-activated accounts to expire. On registering patients are sent a confirmation code which activates their account. If the account is not activated by the expiry date, they need to re-register for online services. Reminders - Tick to send activation reminders by email every n (where n is the number of days you set). If an NHS Mail Account is setup the following option is available: Send Activation Reminders by SMS Tick this to send a reminder to patients by SMS (Text) message, to remind them to activate their Online Account. This function requires the use of an NHS Mail account, which are currently available to practices in England and Scotland only. Note - By default these services are ticked to enable the service. If you do not want to send email and/or SMS messages remove the tick from the appropriate box. If ticked to use the service, the NHS Mail settings need to be configured, see NHS Mail. Online Services Global Configuration Registration 8 Vision 3

NHS Mail Tab To remind your patients to set up their user account and to remind them of any appointments they have booked, confirmation and reminder emails and SMS messages can be sent to your patients via NHS Mail. Important - SMS Messaging is available for practices in England and Scotland with an NHS Mail Account only. For practices without NHS Mail, confirmation emails continue to be sent to patients via the Patient Services Gateway. Online Services Global Configuration - NHS Mail Patient Services Configuration 9

Email Setup and Enabling SMS - England and Scotland Only An NHSMail account is required to send emails and SMS messages, contact your Service Desk at the CCG/HB to request a new account for Patient Services. Once you have the new NHSMail Account: 1. From Online Services - Global Configuration, select the NHS Mail tab. 2. Type your practice email address in Email Address, and then add your Password. Online Services Global Configuration NHS Mail Email Address Once you have setup your NHS Mail account, SMS messaging is enabled by default. To disable SMS messaging remove the tick from Enable SMS. Online Services Global Configuration NHS Mail Enable SMS Note - NHSMail account passwords expire every 90 days. You must reset the password, before it expires. If the password is not reset, the mail account is locked, this prevents email and SMS messages being sent to patients. When the NHSMail password is reset, go to Control Panel - File Maintenance - Actions - Online Services Global Configuration - NHS Mail and change the password there to match. Any emails sent from your practice s online service to patients via email have the following email address as the sender: Patient Services - noreply@patient-services.co.uk. VOS - noreply@myvisiononline.co.uk. 10 Vision 3

Test Email and SMS Messaging - England Once setup you can test the details to make sure they are working. To test email settings: 1. From Control Panel Online Services Configuration Global Configure, select the NHS Mail tab. 2. Click Test Email and Send Test Email is displayed. Control Panel - Online Services Send Test Email Box 3. Enter the email address for the person you want to receive the test message, and then click Send. 4. You are prompted 'An email has been sent using the setting you provided. Please verify the email was received successfully'', click OK to close. 5. Check the email inbox that the test message was sent to, confirming that the NHS Mail account is configured correctly. To test SMS settings: 1. From Control Panel Online Services Configuration Global Configure, select the NHS Mail tab. 2. Click Test SMS and Send Test SMS is displayed. Figure 1: Send Test SMS Send Test SMS box 3. Enter the phone number you wish to receive the test message, and then click Send. 4. You are prompted 'SMS message has been sent using the setting you provided. Please verify the SMS was received successfully', click OK to close. 5. Check the phone for a test SMS message, confirming that the NHS Mail account is configured correctly. Patient Services Configuration 11

Email Signature - All Countries You can add an email signature to all emails send to patients for online services. To create a signature type the details in the Email Signature box, click Preview to check. Email Signature You have now activated Online Services and now need to configure the individual modules. To activate and configure Online Prescriptions, see Enabling Online Prescriptions (page 29) 12 Vision 3

Enabling Online Appointments To activate online Appointments: 1. From Management Tools select Control Panel File Maintenance - Online. 2. Tick Appointments Enabled. Online Services - Appointments Enabled 3. Click Configure to customise how appointments works for your practice, see Configure Online Appointments. (page 13) Patient Services Configuration 13

Configure Online Appointments You need to determine which staff and sessions you want to be available from the Patient Services website and setup how you want online appointments to work for you. There are seven tabs that should be considered. Online Services Appointments Configuration Once you have considered and completed all seven tabs as required, click OK to save and close the Vision Online Services Appointments Configuration screen. Remember - You need to revisit Appointments Configuration when a new clinician joins your practice. General Tab The General Tab enables you to setup the following: Appointments Message, see Add Appointment Message (page 15) Did Not Attend (DNA), see DNA's (page 16) 14 Vision 3

Add Appointments Message The Appointments Message is a practice specific message displayed on each page of the Appointments website. Consider using the content of the message to direct patients in how to use the service and who to contact should they have an issue. To add an Appointment Message: 1. From Online Services Appointments Configuration select the General tab. 2. Type your message in the Appointments Message window using the formatting editor provided. If you prefer, you can customise your message source using HTML formatting tags, see Formatting HTML Messages (page 7). 3. Click OK to save Online Services Appointments Configuration - General Tab Patient Services Configuration 15

Note - To help prevent confusion surrounding who to contact if your patients have a problem, we ask that you add the following to your Appointment welcome message: 'In the case of a query regarding booking or cancelling an appointment please contact the surgery in the usual way'. Did Not Attends ( DNA's) You can help manage DNA's within online appointments, the options are: Display DNA to patients Prevent access to online appointments after this many DNA's Check DNA in this range Online Services - Appointment Configuration - General Tab - DNA Options From Online Services Appointments Configuration, select the General tab - DNAs. Tick Display DNAs to patient to enable patients to view their DNA appointments. Tick Prevent access to Online Services after this many DNAs to limit patients access after a set amount of DNA (removing the tick disables this function). Select a number of how many DNAs are permitted before the user account is disabled. Tick Check DNAs in this range to specify a date range for the DNA's if required and set a date. 16 Vision 3

Bookings Tab The Bookings tab allows you to configure existing and new online appointment bookings. Online Services Appointment Configuration - Booking Patient Services Configuration 17

Complete as required: Maximum Outstanding Appointments Allowed - You need to decide how many outstanding appointments a patient can have booked at any one time. Enter the number of appointments you want to allow. The default is 0 which enables your patients to book unlimited appointments. If the limit is reached (by online or practice booked appointments), the patient receives a message which states: "You have reached the maximum number of bookings allowed. No further bookings can be made at this time." How Far in the Future Can Appointments be Booked - You need to decide how far in advance online appointments can be booked. Enter the number required, followed by D (days), W (weeks), M (months), or Y (years). Allow Weekend Bookings - If you provide weekend appointments, tick to enable weekends to be available online. Display Appointment Duration - Tick to display the duration of the appointment being booked to the patient. Send Email Booking Confirmation - Tick to email activate online registered patients confirmation of their appointments booked online or in the practice. Send SMS Booking Confirmation - Tick to text active online patients (from practices with an NHSMail account) confirmation of their appointments booked online or in the practice. Send Email Reminders - Tick and add a time scale in before stating how long before due time the patient is to be reminded. Send SMS Reminders - Tick and add a time scale in before stating how long before due time the patient is to be reminded. Allow patients to submit a reason with their booking? -Tick to enable your patient can add a freetext comment when booking appointments. Display Reason for booking for existing appointments? - Tick to enable your patients to view the booking reasons for existing appointments booked at the practice. Allow Reason to be edited? - Tick to allow patients to edit the reason for booking. Note - SMS messaging is only available to practices with NHS Mail accounts in England and Scotland. 18 Vision 3

Display Appointment Duration To Display Appointment Duration: Display Appointment Duration - Tick to display the duration of the appointment being booked Online Services Appointment Configuration - Booking - Appointment Duration Appointment Duration displayed in online appointments Send Email and SMS Confirmation and Reminders You can remind your patients of appointments and confirm bookings via email and or SMS. To do this: Send Email Booking Confirmation - Tick to email active online registered patients confirmation of their appointments booked online or in the practice Send SMS Booking Confirmation - Tick to any of your active online patients (from practices with an NHSMail account) confirmation of their appointments booked online or in the practice Send Email Reminders - Tick and add a time scale in before stating how long before due time the patient is to be reminded Send SMS Reminders - Tick and add a time scale in before stating how long before due time the patient is to be reminded Booking Confirmation & Reminders Patient Services Configuration 19

Note - SMS messaging is only available to practices with NHS Mail accounts in England and Scotland Booking Reasons Booking Reasons can be enabled within online Appointment. Your options are: Tick Allow patients to submit a reason with their booking? - so your patient can add a freetext comment when patients book appointments Tick Display Reason for booking for existing appointments? - so your patients can view reason for booking for existing appointments booked at the practice Tick Allow Reason to be edited? - to allow patients to edit the reason for booking Online Services - Appointment Configuration -Booking Reason Appointments - Update 20 Vision 3

Cancellations Tab From the Cancellations tab you can: Set a time period for cancelling appointments Determine if email and SMS confirmation messages are sent Set cancellation reasons, see Cancellation Reasons (page 21) Complete as required Online Services Appointments Configuration - Cancellations Tab How close can appointments be cancelled? - To set the cancellation time frame, enter a number of hours and minutes as required. If your patient attempts to cancel an appointment during the cancellation cut-off period they are advised: "This appointment cannot be cancelled online. Please contact your GP Practice". To enable Cancellation Confirmation, if you want the patient to receive email and/or SMS confirmation when an appointment is cancelled: Send Email Cancellation Confirmation - Tick to send an email if the appointment is cancelled either at the practice or online SMS Cancellation Confirmation - Tick to send SMS if the appointment is cancelled either at the practice or online Patient Services Configuration 21

Cancellation Reasons 1. From Online Services Appointments Configuration select the Cancellations tab. Online Services Appointments Configuration - Cancellation Reasons 2. Double click the cancellation reason, the Vision Online Services change VOS Text screen is displayed. Online Services Appointments Configuration - Change VOS Text 3. Enter the text you require and remove the tick to enable the option to display. 4. The order the Cancellation Reasons are displayed in can be changed using the up and down arrows. Highlight the reason you wish to move, and use the arrows to move it to the required position in the list. Important If all cancellation reasons are deselected (hidden) patients will be unable to cancel appointments online. 5. To set one of the cancellation reasons as a default, highlight the required reason and right click, select Set Default. The default text is emboldened. Online Services Appointments Configuration - Setting Default Cancellation Reasons 22 Vision 3

Staff Tab The Staff tab allows you to decide which clinical staff appear in online appointments and are available for your patients to book. To set up your staff: 1. From the Vision Online Services Appointments Configuration screen, select the Staff tab. 2. The following options are available however we recommend you do not use them as they do not allow the correct mix of staff: All Staff - Displays all active clinical staff listed in File Maintenance (including admin staff with clinical role) Usual GP - Displays only the patient's Usual GP Salaried GP - Displays only those GPs set as Salaried GPs in File Maintenance. Online Services - Configuration Appointments - Staff Tab - Radio Buttons To setup staff individually 1. From the Vision Online Services Appointments Configuration screen, remove the tick from the All Staff box. 2. Click Add. 3. A list of all clinical staff from the File Maintenance list is displayed. 4. Select the required clinician s name from the list and click OK. Online Services - Appointment Configuration - Staff Tab - Add Staff Member 5. Repeat steps 4-6 until you have added all the staff that your patients need to be able to book online. 6. Click the Cancel button to finish. Note - The staff need to be set up as normal in Control Panel, File Maintenance and Appointments for you to be able to Add into Online Services Staff Tab. Patient Services Configuration 23

Adding Gender, Special Interests & Language Gender, Role, special clinical interests and consented, written and spoken languages of any clinician providing online appointments is displayed online. For each clinician selected for online appointments the following should be completed: 1. From Control Panel - File Maintenance - Staff select the staff member, right click and select Edit Staff. 2. Complete each tab as follows: Personal - Click Sex and select the correct gender. Professional: Check the Role selected is correct. Set the Main and Interest Speciality from drop down lists. Language - Check the Spoken, Written and Read languages options are completed and correct where added: To add a language if required, click Add under the correct section (Spoken, Written or Read), select from the available list and click OK. 3. Click OK to save. Control Panel Staff Language Tab 24 Vision 3

Clinics Tab The Clinics tab enables you to determine which Clinics (ad-hoc sessions that are not linked to a specific clinician) are available to your patients online. To add clinics: 1. From the Vision Online Services Appointments Configuration screen, select the Clinics tab. 2. All Clinics box is ticked by default, to change this to specific clinics, remove the tick. Online Services -Appointment Configuration - Clinics - Add 3. Click Add. 4. The Vision Online Services Select Clinic screen is displayed. Online Services Select Clinic 5. Select the required clinic from the list and click OK. 6. Repeat step 4 and 5 until you have added all the clinics you require. 7. If you have selected all the clinics in the list you will be prompted: "All available clinics have been added to the list." 8. Click OK to continue. Patient Services Configuration 25

To remove a clinic from the list: 1. From Vision Online Services Appointments Configuration screen, select the Clinics tab. 2. Highlight the clinic to remove. 3. Click Remove. 4. You are prompted: "Are you sure that you want to remove (name of clinic) from the list? - Click Yes to remove. Sessions Tab The Sessions tab enables you to configure site access and locations for sessions available within online appointments. Online Services Appointments Configuration - Sessions 26 Vision 3

To set Sessions, Locations and Sites: 1. From Online Services Appointments Configuration screen, select the Sessions tab. 2. Complete as required: Set Session Locations: Double Click the session to edit its location - Lists all sessions added/created in Vision Appointments. Double click on a session to display the list of available locations, select the location you require and click OK. Sites - Specifies which sessions should be included for each location. This enables you to limit which sessions are included online. Notes Held at Site - Select the site required and then either leave the tick in All Sessions or remove the tick and click Add to select the specific sessions required and repeat as necessary. Click Cancel to finish. If you have branch surgery(s) change Notes Held at Site to the alternative location and add sessions in the same way. To remove a Session from the list: 1. Highlight the required session and then click Remove. 2. You are prompted: "Are you sure that you want to remove (name of session) from the list?", click Yes to remove. Patient Services Configuration 27

Slot Types Tab The slot type is included in the details when your patients are booking appointments online. Text used on slot types by staff should be changed to something appropriate for patients, for example MS should be changed to Minor Surgery. To change the text your patients see: Patient Services -Appointment Booking - Slot Type 1. From Online Services Appointments Configuration select the Slot Types tab. Online Services - Appointments Configuration -Slot Types 2. Double click the slot type to update. 3. The Online Services change VOS Text screen is displayed. Online Services change VOS Text 28 Vision 3

4. In VOS Text, enter the text you want to display. 5. Click OK to save. 6. Repeat steps 2-5 until all the slot types have Online Services text. Patient Services Configuration 29

Enabling Online Prescriptions To enable Online Prescriptions: 1. From Management Tools select Control Panel File Maintenance - Online. 2. Tick the Prescription options you require to enable the service: Repeat - Tick to enable patients to order repeat prescriptions. Acute - Tick to enable patients to order acute prescriptions. Online Services - Prescription Enabling 3. Click the Configure to customise how the service works for your practice, see Configure Online Prescriptions (page 31). Note - Patients already registered for Online Appointments do not have to re-register to use Online Prescriptions. Patients not registered need to complete the Vision Online Services registration process. 30 Vision 3

Configure Online Prescriptions You need to configure how your patients see prescriptions within the Patient Services website. There are four options that should be considered: From Control Panel - Online: Prescription Message (page 31) History (page 32) Patient Message (page 32) And from Consultation Manager: Define Old Repeat Offset (page 32) Once you have finished configuring each option, click OK to save and close. Prescription Message The prescription message is displayed within the My Prescription section of the Patient Services website. From Online Services Prescriptions Configuration, type your prescription message in the Prescriptions Message section of the General tab using either: The formatting editor provided, see Using the Message Editor (page 5). Or, HTML formatting tags, see Formatting HTML Messages (page 7). Online Services Prescription Configuration - Prescriptions Message Patient Services Configuration 31

Note - To help prevent confusion surrounding who to contact if your patients have a problem, we ask that you add the following to your Prescription Welcome Message: 'In the case of a query regarding a prescription please contact the surgery in the usual way'. History You can set a time frame for the patient repeat request history displayed. From Vision Online Prescriptions Configuration - General - History Use the arrows to select a from between 1-12 month(s). Online Services Configuration Online Prescriptions - History Patient Message You can allow your patients to contact you via their prescription request: From Vision Online Services Prescriptions Configuration - General - Patient Message tick Allow patients to submit a free-text message with their requests. Configure Online Prescription - Patient Message Note - When this option is selected, a warning message is displayed advising the practice to ensure that the necessary processes are in place to check any messages entered by the patient. 32 Vision 3

Define Old Repeat Offset Old Repeat Offset determines what repeat prescriptions can be ordered online. To change the Old Repeat Offset: 1. From Consultation Manager, select Consultation - Options - Setup and click on the Therapy tab. 2. Add a time span into the Old Repeat Offset box, eg if the offset date is 4m, patients can only be able to order repeat prescriptions which have been issued within the last 4 months. Repeats not issued within this time will be on the Unavailable list. 3. Click OK to save. Consultation Manager Setup - Therapy Tab Patient Services Configuration 33

Enabling Patient Messaging Patient Messaging is the ability to send and receive messages to and from your patients via Patient Services. To enable this: 1. From Vision - Management Tools select Control Panel File Maintenance - Online Services. 2. Tick Patient Messaging Enabled. 3. Click OK to save. Online Services - Patient Message Enabled 34 Vision 3

Enabling Summary Messages Summary Data allows patients access to their summary information. To enable this: 1. From Vision - Management Tools select Control Panel File Maintenance - Online Services. 2. Tick Summary Data. 3. Click OK to save. Online Services - Summary Data Enabled Patient Services Configuration 35

Enabling Detailed Coded Records Detailed Coded Record allows patients access to their detailed coded records once consent has been established. To enable this: 1. From Vision - Management Tools - Control Panel File Maintenance select Online Services. 2. Tick Detailed Coded Record. 3. Click OK to save. Online Services - Detailed Coded Record Enabled Note - Detailed Coded Record is not available without Summary Data being enabled. 36 Vision 3

General Tab 17 Global Configuration 7 Index H History 32, 34 I A Add Appointments Message 17, 18 Adding Gender, Special Interests & Language 27 B Booking Reasons 22 Bookings Tab 20 C Cancellation Reasons 24, 25 Cancellations Tab 23 Clinics Tab 28 Configure Online Appointments 16, 17 Configure Online Prescriptions 32 Copyright Notice ii D Define Old Repeat Offset 32, 34 Did Not Attends ( DNA's) 17, 19 Display Appointment Duration 21 E Email Setup and Enabling SMS - England and Scotland Only 12 Email Signature - All Countries 15 Enabling Detailed Coded Records 37 Enabling Online Appointments 15 Enabling Online Prescriptions 15, 31 Enabling Patient Messaging 35 Enabling Patient Services 6 Enabling Summary Messages 36 F Formatting HTML Messages 10, 18, 33 Introduction 5 N NHS Mail Tab 7, 12 P Patient Message 32, 34 Patient Services Configuration 5 Prescription Message 32, 33 R Registration Tab 7, 11 S Send Email and SMS Confirmation and Reminders 22 Sessions Tab 29 Slot Types Tab 30 Staff Tab 26 T Test Email and SMS Messaging - England 13 U Using the Message Editor 9, 33 V Version History iii W Welcome Tab 7, 8 G Index 37