How do I set up the Multi-Clincian in OpenVPMS?

Modified on Mon, 8 Aug, 2022 at 10:25 PM

This article will walk you through setting up a Multi-Clinician per calendar on OpenVPMS

Administrator access is required to perform these tasks.

Step 1 - Adding employees(clinicians) for online booking in OpenVPMS

  1. Navigate to Administration -> Users 
  2. Double click on the preferred user and tick on the checkbox labelled 'Active' and 'Online Booking', and click on 'OK'.

Important: The above steps should be continued for all the clinicians that you wish to enable online booking.

Step 2 -  Creating the Roster Area

  1. Navigate to Administration -> Organisation. Select 'Roster Area' from the drop-down labelled “Type” 
  2. To create the Roster area, Click on 'New' button and click on 'OK'.
  3. Type the 'Name' of the Roster Area  ( i.e - Consultation, Nurse, etc..)
  4. Select the relevant 'Location' for the roster area.
  5. Click on 'Add' to include the relevant Schedules to each Roster Area. Click ‘OK’ to save
    Screenshot (20)-png-1

Step 3 - Adding a Code to OpenVPMS

  1. By navigating to WorkFlow >Rostering, the created Roster Areas in (Step 2) will be visible. Click on the Tab 'Areas'.

  2. Select the cell to which you want to add the users (employees) and double click on it. The 'New Shift' Window appears. 
  3. Enter the 'Start Time' and 'End Time'. Click on the binoculars button against the 'Employee'  and 'Area' text box to search the employee and roster area respectively.



  4. Change the Start & End times of the shift as required. Press 'OK' to save shift.
  5. You will be back to the Workflow > Rostering window and the applied timings will be displayed.

  6. Navigate to WorkflowScheduling > Select a date that you recently added an employee shift. Press the ''+'' mark next to the Schedule name and to view the Employees Rostered on for that day.

Note: Once the above configurations are done, please inform the Vetstoria support team (i.e. [email protected]) of the employee names that were configured in the OpenVPMS instance. 

 

Any questions or queries, or if you need further help, please use the Contact Support form linked at the top of this page, or the chat function in the corner of your screen to contact our support teams.

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