Related organisations is the database that is used for external contacts when writing a letter.

[A computer screen shot of a computer screen  Description automatically generated]
You can search for existing entries or add new ones which is always a good idea, to build up your database.  Unfortunately, this data base is unique to each site, so we can’t create a single central one to distribute to everyone.  Also, you can do very little here other than pick an existing entry or add a new one.
You can however get at this database from the Control Panel which allows you do more such as remove old entries or edit existing ones.

Go to My Control Panel==>Admin Console and click on related organisations.

[A blue background with white text  Description automatically generated]

In here you get this screen

[A screenshot of a computer  Description automatically generated]

1: You can have sub groups but for most people I would recommend just use All.
2: In this area you can create new entries
3: Save

Alternatively, you can edit existing entries by either clicking the down arrow in the organisation tab to find an entry or use the search feature.
[A screenshot of a computer  Description automatically generated]

1: Find the entry you want to edit
2: Update the details
3: Click Update
Note also
4: Tick this box to make the entry a third party for the accounts section
5: If you want to remove an entry untick active and it removes the entry

Michael

Thanks for this Michael. It may be me, but I find the external contact thing clunky and slow but you need it in order for your outbound letter to have any kind of useful name in ‘ Letters’.
So anything that improves it is welcome.
K

From: Michael Joyce mjoyce@centrichealthblessington.ie
Sent: Thursday, September 21, 2023 3:17 PM
To: gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 155 – Socrates – Related Organisations

Related organisations is the database that is used for external contacts when writing a letter.

[A computer screen shot of a computer screen  Description automatically generated]
You can search for existing entries or add new ones which is always a good idea, to build up your database.  Unfortunately, this data base is unique to each site, so we can’t create a single central one to distribute to everyone.  Also, you can do very little here other than pick an existing entry or add a new one.
You can however get at this database from the Control Panel which allows you do more such as remove old entries or edit existing ones.

Go to My Control Panel==>Admin Console and click on related organisations.

[A blue background with white text  Description automatically generated]

In here you get this screen

[A screenshot of a computer  Description automatically generated]

1: You can have sub groups but for most people I would recommend just use All.
2: In this area you can create new entries
3: Save

Alternatively, you can edit existing entries by either clicking the down arrow in the organisation tab to find an entry or use the search feature.
[A screenshot of a computer  Description automatically generated]

1: Find the entry you want to edit
2: Update the details
3: Click Update
Note also
4: Tick this box to make the entry a third party for the accounts section
5: If you want to remove an entry untick active and it removes the entry

Michael

Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.

On the contrary Eric I love to be contradicted, there are always different ways of doing things and having a debate about them is useful and informative.  I wish more people would contradict me and point out different or better ways.

So if anyone out there is ruminating about some stupid advice I gave and how I should have said something different instead, please share.  We’re here to learn from each other.

Michael

From: Eric Yelverton ericyelvo@gmail.com
Sent: Thursday, September 21, 2023 4:09 PM
To: Centric GP Forum gpdiscussion@centricgpforum.com
Subject: Centric GP Forum Re: ICT Tip 155 – Socrates – Related Organisations

Michael

I hate to contradict you, but I have used this for years and populated each of the various specialities with consultant names and addresses
Quick and easy to find them that way

On Thu, Sep 21, 2023 at 3:17 PM Michael Joyce <mjoyce@centrichealthblessington.iemailto:mjoyce@centrichealthblessington.ie> wrote:
Related organisations is the database that is used for external contacts when writing a letter.

[A computer screen shot of a computer screen    Description automatically generated]
You can search for existing entries or add new ones which is always a good idea, to build up your database.  Unfortunately, this data base is unique to each site, so we can’t create a single central one to distribute to everyone.  Also, you can do very little here other than pick an existing entry or add a new one.
You can however get at this database from the Control Panel which allows you do more such as remove old entries or edit existing ones.

Go to My Control Panel==>Admin Console and click on related organisations.

[A blue background with white text    Description automatically generated]

In here you get this screen

[A screenshot of a computer    Description automatically generated]

1: You can have sub groups but for most people I would recommend just use All.
2: In this area you can create new entries
3: Save

Alternatively, you can edit existing entries by either clicking the down arrow in the organisation tab to find an entry or use the search feature.
[A screenshot of a computer    Description automatically generated]

1: Find the entry you want to edit
2: Update the details
3: Click Update
Note also
4: Tick this box to make the entry a third party for the accounts section
5: If you want to remove an entry untick active and it removes the entry

Michael

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Disclaimer: This e-mail and any attachments including voice attachments may contain confidential, personal, sensitive, proprietary or legally privileged information. Anyone who is not the intended recipient should not use or open the document. Any information or voice recording used within this document or e-mail should not be forwarded to any other legal person or organisation or posted on any social media platform as to do so would be in breach of privacy and data protection legislation. If you have erroneously received this email or document, please delete immediately and notify the sender. If you have received this e-mail or documentation where there is a precise reason to forward to a third party, all rules regarding privacy and data protection should be followed. You will be liable for a third party breach.The recipients acknowledge that Centric Health or associated companies are unable to exercise control to ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledge that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of Centric Health.