How do I manage my call groups?
You may be a main member of a key call group, for example the Reception Team, or you may be in several call groups.
Most surgeries have times when their Reception or other call handling staff are not taking the calls from the queues due to other commitments within the surgery.
You can manually manage which groups you are receiving calls from in your User Profile. Ticking yourself out when carrying out other duties, and back in again when ready to continue taking calls.
Supervisors can also access a Users groups through the User Console, see our Supervisor - Managing Users guide.
Automatic Group Management can be set up to assist with the calls during busy periods. See our guide on Automatic Group Management. See our Auto Step In guide.
Step by step guide
Within the User Console click on the circle with your initials on in the top right hand corner
Your User Profile will open
When you have opened your User Profile, you will find your groups under the Group management section
If you are a 'member' of a group, the groups will appear here and by default they will be ticked in
Click on the groups that you wish to be stepped out of and the tick will disappear. You will then no longer be getting the calls from these queues
Note: This does not affect direct calls to your user number
When you are active in a call group, everyone can see this via User Console
When you are no longer active in that group, you will not be targeted by Surgery Connect for those group calls, and you will now show in the group in the call list
Tick yourself back in to the call groups as required