Setup the eService Portal

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The following steps are recommended completing before using the eService Portal. The eServices Portal currently hosts eAppointments and eForms, however only the service the practice is subscribed to will be visible.

Login to eServices Portal as Admin

  1. Open the eServices URL in an Internet Browser

  2. Select Sign In

  3. Enter the Administration login details (created when setup)

  4. Select Sign Inmceclip0.png

                                               

Allow Practice Staff Access to eServices Portal

Rather than have one shared login to the Admin area of eServices, additional practice employees can be added. 

  1. Login to the eServices Portal as an Administrator

  2. Go to Menu  mceclip5.pngPractice Management

  3. Select Locations Management                                                                  

  4. Click Assign User Roles

    1. Organisation: Select the Company

    2. Surgery Name: Select the Practice/Location 

    3. Users: Click Add             

      1. Fill in the details of the employee

      2. Select the appropriate role

      3. Click Save
        mceclip1.png

       

  5.  

Add a Practice Logo

  1. Login to the eServices Portal as an Administrator

  2. Go to Menu mceclip3.png > Practice Management

  3. Go to Administration

    1. Click Change Logo

      1. Select the Practice

        1. Find the Logo > Click Open                                     

        2. Click Close when the image is against the Practice                     mceclip4.png

 

Setup eService Notifications

  1. Login to the eServices Portal as an Administrator

  2. Go to Menu mceclip2.png > Practice Management

  3. Go to Administration

    1. Click Notifications

      1. Click Notification Options

        1. Notifications: Tick the instances when a notification e-mail should be sent

        2. Recipient(s): Enter the e-mail(s) of those at the practice who should be notified

        3. Importance: Select from High, Normal and Low         

        4. Click OK                                         mceclip6.png

 

Additional Setup

Once the eServices Portal is setup, the individual service (eAppointments / eForms) should then be setup. 

Refer back to the Getting Started section for eServices for articles and links.

 

 

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