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Getting Started

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Getting Started

SystmOne - Complete Setup

SystmOne - Complete Setup

We’re updating our Knowledge Base

We’re currently transitioning Ardens Clinical support articles to this new Knowledge Base. Content will be added progressively, so you may find limited articles available at this stage.

In the meantime, you can access our full support resources on our existing sites:

We’ll continue to expand this site, so please check back regularly.

ℹ️ Introduction

This article explains the steps required to complete your Ardens setup within SystmOne after your organisation has been enabled. By the end of this article, you will have configured the key settings required to use Ardens resources effectively and minimise duplicate alerts and views.

Background

Once Ardens has been enabled for your organisation, several configuration steps are required to ensure the resources function correctly and integrate with your existing SystmOne setup.

Before completing the setup, it is recommended that practices review and tidy any existing alerts, views or processes that may duplicate functionality provided by Ardens.

How Ardens Can Help

Ardens provides a range of resources within SystmOne, including:

  • Clinical templates

  • Recall systems

  • Patient status alerts

  • Referral forms

  • Reports

To access these resources, your organisation must first be enabled by Ardens and complete the setup process outlined below.

👥 Join the Ardens Groups

Once your organisation has been enabled, the first step is to join the Ardens groups within SystmOne. These groups provide access to Ardens resources and updates.

To join the group:

  • Log in to SystmOne

  • Open Tasks

  • Locate the unassigned task inviting you to join the Ardens Ltd group

  • Right-click the task and select Action

  • Follow the same prompts to accept the invitation for Ardens Ltd Referrals if applicable

🔄️ Restart SystmOne

Once group membership has been updated, all users should restart SystmOne to ensure the new resources become available.

To restart:

  • Close SystmOne completely

  • Reopen SystmOne

  • Ask any other users currently logged in to do the same

📄Review Alerts and Views

Ardens provides its own patient status alerts and quick glance views. To avoid duplication and improve usability, it is recommended that existing system-wide alerts and views be reviewed.

Disable System-Wide Patient Status Alerts

  • Go to Setup > Data Output > Patient Status Alerts

  • Disable (untick) all System-Wide alerts except those labelled QOF - (Condition) Invitations

  • Review any organisation-specific alerts and disable any that duplicate Ardens functionality

⚠️ Please note: Community and non-GP organisations may wish to leave the GP Record Visible alert active.

Disable Views

  • Go to Setup > Data Output > View Maintenance

  • Disable (untick) all Ardens Ltd views

⚠️ Please note: The views will still be available within templates, but removing them from Quick Glance Views can help keep screens uncluttered.

⚙️ Configure QOF Alerts

QOF Alert Actions allow users to launch the relevant Ardens template directly from a QOF alert.

This configuration only applies to GP practices. Community and non-GP organisations can skip this section.

Create Local QOF Alert Actions

  • Go to Setup > Data Output > QOF Alert Actions

  • Select New Local Alert Action

  • Link each QOF indicator to the corresponding Ardens QOF template

Copy Existing Alert Descriptions

When creating a new local alert action, the description field will not automatically populate.

To copy the original description:

  • Open the original QOF Alert Action

  • Press CTRL + C to copy the description

  • Open the new alert action

  • Right-click within the description field and select Paste

Enable Access to Auto-Consultations

Auto-Consultations are used by a number of Ardens resources and should be available to all appropriate staff members.

If users cannot see the Auto-Consultations option:

  • Go to User > User Preferences

  • Select Patient Record > Consultation

  • Tick Use New Consultation Process

  • Select OK and restart SystmOne

Once the configuration steps above have been completed, your organisation is ready to start using Ardens resources.

❓FAQs

Do all users need to restart SystmOne?

Yes. Any users logged into SystmOne when the groups are assigned should restart their session to ensure resources become available.

Should all System-Wide alerts be disabled?

No. QOF invitation alerts should remain active. Community and non-GP organisations may also wish to keep the GP Record Visible alert enabled.

🏫 Additional Support