Manage Connections

Use the Admin > Connections page to define connections that allow for service users' addresses to be linked. These connections can be used to provide more meaningful data to Dynamic Scheduling (Optimise), helping to support continuity of care.

You can also add connections on a referral's Contact Details page.

Add Connection

To add a new connection:

1. Select the Admin tab.

2. From the navigation menu, select Connections.

   The Manage Connections page appears.

3. Select Add Connection.

   The Add Connection dialog appears.

4. Enter the following information:

   • Connection Name* - a suitable name for the connection.

   • Connection Type* - select from the dropdown.

   • Postcode* - enter either part of or an entire postcode.

     The service users associated with the postcode are listed.

5. Select the service users to add to the connection.

   You can narrow down the results list by searching for specific service users, either by name or by Service ID.

6. Select Save.

* Required field.

The new connection appears on the referral's Contact Details page for each selected service user.

Delete Connection

To delete a connection:

1. Select the Admin tab.

2. From the navigation menu, select Connections.

   The Manage Connections page appears.

3. Select a connection from the list.

4. On the Edit Connection dialog, select Delete.