Staff registration and group inboxes

In this section you can learn more about:

Inviting staff as PATCHS admin users

To invite a member of staff to register as a PATCHS Admin user at your practice you should:

  • Navigate to the Manage staff and inboxes page from your PATCHS menu. [If you're inviting staff when you are first registering your practice you can skip this step]

mceclip3.png

  • Invite the staff user
    • Enter the staff user's NHS email address
    • Select the 'PATCHS Admin'
    • Invite

mceclip0.png

  • The invited member of staff will be assigned the PATCHS Admin role which will be visible on the Registered Staff list.

mceclip8.png

As a PATCHS admin you are able to edit your practice and manage staff but not access inboxes. To access inboxes you must give yourself a staff role at the practice. This is usually done when setting up the practice, but if you missed that step you can always give yourself a staff role later. To do this you should:

  • Navigate to the Manage staff page from your PATCHS menu [You can skip this step if you are already on the 'Manage Staff' page]

mceclip3.png

  • In the Invite form below your staff list, enter the email address you registered your PATCHS account with and select a role other than PATCHS admin that reflects your role within the practice.

mceclip2.png

  • Press the Invite button.
  • You should now appear twice in the staff list above - once with the role PATCHS admin and once with the role you just selected.

Please logout then log back in to now be able to access inboxes.

Inviting staff to register for PATCHS

If you have the PATCHS admin role, you will be able to:

  • Invite additional PATCHS admins
  • Invite other members of staff to register as PATCHS users - see below
  • Adding EMIS Usernames (EMIS Practices Only) - see below

Inviting staff to register as PATCHS users

  • To invite a member of staff to register as a PATCHS user at your practice you should:
  • Navigate to the Manage staff page from your PATCHS menu. [If you're inviting staff when you are first registering your practice you can skip this step]


mceclip1.png

  • Invite the staff user
    • Enter the staff user's NHS email address
    • Select their role
    • 'Invite'

mceclip2.png

  • An invitation email will then be sent to the staff user.  

mceclip0.png

  • When an invited staff user receives their Invitation to join PATCHS email they should follow the 'click here' link to complete their registration.

mceclip1.png

  • The staff user should complete all mandatory fields and Register.

mceclip3.png

  • A registration complete message will confirm the registration and clicking 'Take me to my inbox' will navigate the user to their request inbox.

Adding EMIS Usernames (EMIS Practices Only)

PATCHS Admin users at practices with EMIS integration should include EMIS Usernames when managing staff details.

mceclip1.png

Creating Group Inboxes

You may want to create 'group' inboxes where groups or teams of staff can all work from. For example secretaries, receptionists, pharmacists, or script clerks. To create a new group inbox your practice you should...

Navigate to the Manage staff & inboxes page from your PATCHS menu. mceclip3.png

Select the Group inboxes tab

mceclip4.png

Give your group a name and role

Then click the Add button

mceclip5.png

The new inbox is created and can have requests assigned to it for the team to work on straight away.

 

All Practice Inboxes

*This feature is available upon request, to eHubs, PCNs, and group practices who want their staff to manage PATCHS requests using combined practice inboxes*

Enabling All Practice inbox view

To enable the All Practice inbox view, on the Group Inboxes tab, you should tick the Enabling All Practice inbox view box.

mceclip1.png

You will be advised that by enabling the All practice inbox view, 'staff users registered at your practice will see their personal inbox across all their practices, and any

group inboxes shared with more than one of their practices in the 'All Practices’ view'.

mceclip5.png

When the All Practice inbox view is enabled, you will see a banner reminding you that Group inboxes need the same name to be viewed together in ‘All practices’.

This means that group inbox names for practices in your eHub, PCN, or practice group should have the same name to ensure they are viewed together in 'All Practices' 

mceclip0.png