Difference between revisions of "Setting Up Patients - Staff"
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To create a new member of staff | To create a new member of staff | ||
Click on the http:// | Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left | ||
Select Maintain>Patients>Staff to open the Staff Details screen | Select Maintain > Patients > Staff to open the Staff Details screen | ||
Enter the new staff member’s details into the appropriate fields. Note that the Short Name is used as a reference in certain modules and should be no more than three or four characters. | Enter the new staff member’s details into the appropriate fields. Note that the Short Name is used as a reference in certain modules and should be no more than three or four characters. | ||
Ensure that you select the correct check box(s) to mark whether they are an O.O. or D.O. | Ensure that you select the correct check box(s) to mark whether they are an O.O. or D.O. if applicable. If the record is neither an O.O. or D.O. then simply leave both check boxes empty. | ||
If the new staff member is to be added to the Appointments module, ensure that the Allow Appointments check box is selected. | If the new staff member is to be added to the Appointments module, ensure that the Allow Appointments check box is selected. | ||
Click the http:// | Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg to save the new staff member to the database. | ||
==Amending Staff Members== | |||
To amend an existing member of staff | |||
Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left | |||
Select Maintain > Patients > Staff to open the Staff Details screen | |||
To locate the existing staff member either use the search box or click on Built-In Lists > All to view a list of all staff. | |||
To | |||
Once you have selected the staff member to edit make the required changes and click http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg to save the changes. | |||
[[Setting Up Patients - Maintaining the Patient Module|Back]] | |||
Latest revision as of 08:52, 20 February 2017
Adding Opticians to the system means that you can assign them to a patient, add their name to a patient’s prescription as the issuer and they will be available for appointments in the Appointment module.
Creating Staff Members
To create a new member of staff
Click on the 
in the top left
Select Maintain > Patients > Staff to open the Staff Details screen
Enter the new staff member’s details into the appropriate fields. Note that the Short Name is used as a reference in certain modules and should be no more than three or four characters.
Ensure that you select the correct check box(s) to mark whether they are an O.O. or D.O. if applicable. If the record is neither an O.O. or D.O. then simply leave both check boxes empty.
If the new staff member is to be added to the Appointments module, ensure that the Allow Appointments check box is selected.
Click the 
to save the new staff member to the database.
Amending Staff Members
To amend an existing member of staff
Click on the in the top left
Select Maintain > Patients > Staff to open the Staff Details screen
To locate the existing staff member either use the search box or click on Built-In Lists > All to view a list of all staff.
Once you have selected the staff member to edit make the required changes and click to save the changes.