How to update your default sharing preferences for patients seen in another SystmOne unit
You will require SystmOne Administrator level access to complete these steps
Updating these settings will automatically enable record sharing in and out, between SystmOne Units, unless the patient has explicitly dissented to sharing.
Go to:
Setup > User & Policy > Organisation preferences
Scroll down to Clinical Policy
Click on the V to expand the folder
Scroll down to Sharing
Untick Do not allow tasks to be sent from or to this unit if the patient has not consented to sharing
Sharing Out
Tick Automatically record sharing out preference
Tick Yes - Share record
Tick Policy
Add a brief description of the policy
Sharing In
Tick Automatically record sharing in preference
Tick View shared record
Tick Policy
Add a brief description of the policy
Click Ok
Safe list
Not all organisations have this next step enabled therefore it may not be applicable to your SystmOne Unit.
Go to:
Setup > User & Policy > Share in Rules...
If your unit is configured so that No Organisation Require Verification no further action is required.
If your unit is configured to Custom you will need to add the unit(s) where your Livi appointments are hosted, to the Do Not Require Verification list.
Click + Add Organisation
Enter the Unit's ID code which can be obtained from your Livi Account Manager
Example: Y07273 (do not use this code unless you are connected to the Lincolnshire Livi Hub)
Click Search
Double Click on the Unit name
Click on + Add Organisation
Search for your own Unit's ID (your practice ODS code)
Double click on your Unit's name
Click Ok