Updated on: 08-07-2022
Docman Advanced - Staffordshire and Stoke on Trent ICB
Topics covered
- Setting up and amending users
- Make User Inactive/Active
- Link User to Clinical System
- Change User roles
- Create User Groups
- Organisation settings
- Change default search settings
- Change default Document View
- Adding Weblinks
- Change default system Settings
- Workflow/task templates/Quick steps
- Creating Workflow Templates
- Creating New Tasks
- Creating New Quick Steps
- Creating New Comments
- Creating New Task Views
- Filing
- Templates
- Intellisense
- Lists
- Document Folders
- Pre Defined Filing Codes
- Reporting
- Creating New Active Task Charts
- Viewing Reports
- Shared Charts
- Shared Reports
- Workflows and Tasks
- Viewing Document Reports
- System Configuration Reports
Privacy officer – allows more in-depth reporting - Apps
- Making Apps active or inactive in Sections
- Assigning apps to Home screen
- Accessing Apps via Tile
- Using Apps
At the end of the session all delegates will:
Have an in depth view of administrative activities in Docman, such as setting up and amending users, changing organisation settings, Filing and reporting, Workflow and working with Apps.
About the course
| Course Code | MLCSU-TR0132 |
|---|---|
| Intended Audience | Practice Administrators and Practice Managers |
| Delivery Method | Online |
| Required Experience / Training | Basic understanding of Docman |
| Duration of Training | 60 minutes |
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