Administration Segment

Why Use This Function:

The Administration segment acts as the central management hub for your Practice's organisational structure. By utilising this function, the Practitioner or administrative staff can efficiently manage regulatory compliance, employee details, and departmental workflows. It streamlines the oversight of non-clinical operations, ensuring that the Practice remains organised, compliant, and correctly staffed within a single, integrated navigation point.

The Administration segment forms part of the Navigation Wheel. For more information regarding the functionality of the Navigation Wheel, please refer to the user manual: Navigation Wheel.

💡Please Note: This is the default set-up of the segment, and the Navigation Bar items can be customised to the needs and preferences of the Practice. For more information regarding the customisation of the segment, please refer to the user manuals: General Settings and Navigation (Wheel) Settings.

 

The Contents of This User Manual:

• Compliance 
• Employees
• Departments 

• This user manual will start on the Diary screen.

• Click on the Navigation Wheel.

• The Navigation Wheel will expand.

• Click on the Administration segment.

• The Compliance screen will open. 

• An explanation will be given for each tab available on the Administration Navigation Bar:

 

Compliance

The Compliance tab allows the Practice to track and manage regulatory requirements and legal standards to ensure all operations meet industry-specific mandates.

• Click on the Compliance tab.

• The Compliance screen will open.

• For more information regarding how the Compliance screen works, please refer to the user manual: Compliance Tab: Navigation and Use.
  

Employees

The Employees tab is used to manage personnel records, access levels, and individual practitioner details essential for day-to-day operations and ERA management.

• Click on the Employees tab.

• The Employees screen will open.

• For more information regarding how the ERA Management works, please refer to the user manual: Employees Tab: Navigation and Use.

Departments

The Departments tab helps organise the Practice into specific operational units, allowing for better task delegation and specialised workflow management.

• Click on the Departments tab.

• The Task List screen will open.

• •  For more information on the Departments screen, please refer to the user manual: Departments Tab: Navigation and Use.