Check and Cancel
Follow the step-by-step guide below, or click here to access the Surgery Connect Academy Discover Check and Cancel course
Step 1
Create an Integration API User in your instance of EMIS
User details
Set Username to SCCC
Do not tick "user must change password on next sign in" when the API User is created
Use this Username and Password throughout the setup process
Role
Ensure the following settings are against the new API User:
Job Category to General Medical Practitioner
User mnemonic to SCCC
Relationship to Employed by Practice
Contract Start Date to current date
Under User Role Profiles please ensure that RBAC Role is set to Clinical Practitioner Access Role
Click OK
Then, in EMAS Manager, System Tools under Partner API, scroll down to Surgery Connect and select it
At the top, click Edit Users and in the window that opens sort by User Login and find SCCC. Click the checkbox and enter the same password as you used to create the user
Click Login Access and in the window that opens sort by User Login and click the checkboxes for Auto Login and Allow Login
NOTE: Some surgeries will already have an Integration API user for other third-party applications, please do not try to use these for Check and Cancel as well, create a new API user
Step 2
Access the Service Delivery Console
The Integration API User then needs to be added to the Service Delivery Console, via the Advanced Tab
You will only have access to the Advanced tab once the Support Team have added Check and Cancel to your service
Select the Advanced tab
Click Manage Integration API users
Click the + Add New Integration API User button and this will allow you to add the details of the new API user you created
Complete the required fields
The Label can be named by you and is a means to identify the API User easily
The Clinical System Reference will auto-fill if you have only one CDB, if you have more than one, please use the drop-down box to select the correct reference
The API User Login and API User password are those of the new API User created in EMIS
Save the Integration API User
A Success notification will show in the top right-hand corner of your screen
Your new API User will now show in your API User list
When you are ready to use the API User you will need to Validate it by clicking on the validate button
Step 3
Add Check and Cancel to your call flow
Existing surgeries can now add Check and Cancel to any existing call flows or create new dedicated call flows
See our guide Adding Check and Cancel to your Callflow
See our guide on Using a template to build a call flow