Create an administrator role

You may wish to create additional logins for your front of house or administrative staff.

These roles are known in the system as admins.  The role allows:

a) You can login and select a practice to work at if you work at more than one
b) Search for and add new patients
c) Start and complete a CUES screening process

Admin roles cannot view any referrals, clinical details including SCR or change any aspects of the care episodes.

Creating a new admin role

This must be done by a GOC clinician who is logged in at one of the practices the administrator will work at.  I.e. you need to ensure the ODS code shown in the top right is the one you wish to allocate the role to.

You should select the administrator menu - please note that your menu may look difference to this, and options may have slightly different names depending on your OPERA installation.

Select the create admin role and the complete the form that is presented:

Once you have checked your details, simply press the "Add approved administrator" and, if the details have been entered correctly, the user will receive an email with their user name and password.

Adding additional ODS codes

This is undertaken by the administrator when he or she is logged in.  They will access the administrator menu and select "Add ODS codes".  

You will then see a form like this:

Here you will need to add the ODS code of the practice you wish to add, and a GOC number of an approved PES optometrist who works at that practice.

The GOC number is required to ensure that you have the authorisation to access the account.  The main email address for the practice will be informed that you have been added for additional security.

You should repeat this step for each practice you work at.

Support

Should you need support please use the help bubble (that can be found here) to raise a query or email hello@referral.support