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 and manage Users groups through the User Console. For more information see our Help Guide here
Automatic Group Management can be set up to assist with the calls during busy periods. See our Auto Step In - Group Management Help Guide here
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
Please 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When you are no longer active in that group, you will not be targeted by Surgery Connect for those group calls, and you will not show in the group in the call list
For more information on User States and their colours, see our Help Guide here