Practice Profiles
The practice profile contains all the documents you would have uploaded as part of onboarding and allows you to update and submit new documents as well as indicate which services you wish to provide.
You can access your profile using this menu option here. If you do not have a profile showing, and you have been approved for more than 24 hours, please raise a support request using the blue bubble. In your request, please state your ODS code.
Viewing the Profile
This is an example of how a profile will look when you view it:
There are several components and functions to the profile. You will see your practice basic details at the top of the screen. It will default to showingpractice details, if you select the practitioner's tab, you will see the individuals with access to your account:
You will also see the service offering list:
The blue tick means that you wish to provide the service, if the service is unticked, then your practice will not be on the directory of services for the named pathway, and your admins and GOC users will not be able to access those forms.
Updating your profile
Currently, you cannot update your demographic details in the profile viewer – if you need to do this, please contact support. If you need to add, update or change any of your certificates, this can easily be done. Please note that your documents must be in PDF format – you can use Adobe's easy conversion system to turn any document type into a PDF. You can find details here.
You can upload new versions of your contract checklists and DSPT here:
You will need to select the document type for uploading and, if required, enter the date. If a date is not required, the date box will be greyed out, as above. You can then simply press 'Submit', and your document will be sent to the admin team for approval. You will see the screen refresh and the appropriate document icon turn to a yellow tick.
Viewing your documents
You can view all your documents by clicking on the view icon. The document will be shown on the left-hand side of the screen. If your document does not display properly, you can upload a new version using the method above.
Practice Annual declaration
As part of the annual governance requirements for the Primary Eyecare Service, each practice must declare that they have completed the following:
- Completed the Infection Control Audit within the last 12 months
- Have and maintain up-to-date Employer and Public Liability Insurance
- Have and maintain a practice Business Continuity and Disaster Recovery Plan
- Practice staff have reviewed the PES Business Continuity and Disaster Recovery Plan
- All staff have reviewed the updated Primary Eyecare Service Policies
For more information, please see the policy pack here.
This declaration is accessed via the Practice Profile page:
To make the declaration, click 'Review' within the Annual Declaration section, the 'expires in' section will count down to the new NHS year on the 1st April:
You will then be presented with the window to make the declaration. From this window there is a link to the Primary Eyecare Service Policy pack, when 'Confirm Declaration' is selected, the user details and date will be recorded against the practice record.
Practice updates
Within your practice profile, you can update key details such as your opening times and email preferences. You can also confirm whether your practice operates as a domiciliary practice in the practice update section.
For further guidance, please refer to the following help pages:
Removing a user from optometry practice
You may from time to time need to remove a user's access to your optical practice IT service delivery platform (OPERA) account. To enable this to be managed by the practice, you can do this from the Practice Profile.
If you navigate to the Practice Profile from the General menu and then select the Practitioner tab on the profile view, this will then display all users that have access to your account.
To complete the removal of a user, please select the below icon adjacent to the user that you would like to remove. You only need to press this once, and following a short check on the user's status, you will be provided with the confirmation that this has been actioned or whether this could not be actioned as per the below criteria:
It is not possible for a user to be able to:
- delete themselves
- delete the last Practice Admin user
- delete the last clinical user