Help
Team and settings
Running the practice account: adding colleagues, choosing what each of them can do, and keeping the practice's details current.
- Invite a colleagueSend a new member of staff a link to join your practice, with the position they start in.
- Change what a colleague can reachSee each colleague's access, change what one colleague can reach, and read what each position carries.
- Send a colleague a link to set a new passwordEmail a colleague who has forgotten their password a link to choose a new one, from their row on Team.
- See the activity trailRead who did what in your practice, newest first.
- Check your practice detailsSee your practice's name, language and time zone, and the practice-wide switches for family folders, patient emails and signing in.
- Switch maternity or admissions on or offChoose whether your practice runs maternity and admissions beside general practice.
- Require signed notes before a visit is completedChoose whether a visit can be completed while a note in it is still unsigned.
- Set up the patient portalTurn the patient portal on, find the hospital code, and choose how long patients stay signed in on the app.
- Turn on appointment remindersEmail patients a reminder before each booked appointment, and choose how long before.
- Let staff add bookings to their own calendarTurn on calendar links, and choose how a patient appears in a colleague's calendar.
- Stop a lost deviceStop a computer or phone that is lost, stolen or no longer used, so it can no longer work for the practice.
- Change your own settingsCheck your profile, and choose light or dark, row height, colour and storage for the computer you are on.
- Get email about your workGive an email address for the few notices about your work that are worth an email.
- Add a second step to signing inAdd an authenticator app, so signing in asks for a code from your phone as well as your password.