Setting up a New Clinician in Vision 3

We have created a new course on the Learning Zone called Setting up a New Clinician in Vision 3 to assist you in creating a new clinician in Vision 3 using bite-sized videos and step by step instructions.

Sign in now to view this new eLearning course and gain a certificate on completion. Search for Setting up a New Clinician in Vision 3 or locate it in your Primary Care Course Catalogue under Other.

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If you need any help with signing in or viewing the course, please get in touch with us at learningzone@cegedimrx.co.uk

Included in the course:

• A checklist to help you gather all the relevant information needed.

• An overview of the 12 step process.

• Setting up the clinician’s staff details including local and health board codes and email address for Vision Anywhere.

• Creating a login name, temporary password and setting up access rights.

• Assigning the new clinician to the Formulary Manager Tool (if needed).

• Setting up Online Services (if needed).

• Adding the new clinician to staff groups for Mail Manager/Daybook and Tasks to ensure they do not miss out on relevant tests and messages.

• Setting up access to other clinician’s mailboxes in Mail Manager (for example, if you use a buddy system).

• Setting up access rights to sensitive patient records.

• Setting up an Appointments Book so that you can book appointments with your new clinician.

• Configuring Consultation Manager settings and saving views.

• Setting up the clinician’s role in Vision+ so that alerts are targeted and relevant and setting up forward dating options.

• Setting up Mail Manager to display on first login and changing date filters.