Setting Up Patients - Staff

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 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.