The 'Doctors' tab in People Management allow schools to store a list of Doctors that can then be associated to applicable users (students/staff). 

Having a central repository of medical practioners allows you to link them to multiple users without the need to manually add the Doctor information for each user account.

Please Note: For schools using an external Student Information System (SIS), this information does not import from your SIS

Permissions

To create a new Doctor record or to associate a Doctor to a user account, staff require the UserRecordsAdmin permission.

For information on assigning permissions in Compass, please refer to the 'Permissions' article from our Knowledge Base.

Creating a New Doctor Record

To add a new Doctor to your list of Doctors, go to 'People Management' under the Organisation menu (grid icon).
Click to the 'Doctors' tab and click 'Create New Doctor'.
     

Fill in the details for the new Doctor and click 'Save'. 

Editing Doctor Details

To edit the information of an existing Doctor record, click to the 'Doctors' tab in People Management and locate the Doctor you need to edit in your list.  Click the associated edit pencil icon for the Doctor.

     

When you have finished making your edits, click 'Save' and the record will update.

Alternatively, when in a student user account and viewing their associated Doctor, you will have the option to edit the Doctor record also.

Please Note: You can delete a Doctor record by clicking the associated red 'x' icon however this will remove the Doctor record from any associated user accounts also so please proceed with caution.

Associating a Doctor with a User

To associate a Doctor with a student account (or staff account), go to 'People Management' under the Organisation menu (grid icon).

Use the filters to locate the applicable account and click the edit pencil icon to open.
     

Click to the user's 'Medical' tab and then click 'Associate Doctor'.
     

Click on the Doctor you want to associate with the user and then click the 'Associate' button.

     

You will then see the associated Doctor listed on the user's record.
     

You can have more than one Doctor associated with a user if needed.
When you have finished associating the Doctor for the user, click 'Save' to update the user account.

Please Note: You can also edit Doctor records when viewing them within a user account.  

Removing a Doctor Association from a User Account

To remove an associated Doctor from a user, go to 'People Management' under the Organisation menu (grid icon).

Locate the applicable user account and click the edit pencil icon.
     

Click to the 'Medical' tab and in the 'Doctors' section, click the broken link icon for the applicable Doctor that you want to disassociate from the user.
     

This will remove the listed Doctor, you then need to click 'Save' to update the user's account.