Getting setup with OneContact

Getting setup with OneContact

Setting up OneContact

Click on here to get started
Fill in:
  1. Your surgery name
  2. Your NACs or organisation code (a lowercase letter followed by 5 numbers)
  3. Click on "Continue to the next step"

Fill in 1) a default email address for all responses (individual reviews can go to different email addresses once you're setup) - it may be best to use a generic practice inbox, but needs to be somewhere that is checked regularly by a staff member

Select 1) Your clinical system and 2) "Go to next step"

Fill out:
  1. Your username for accessing the site
  2. Your email
  3. A password you can remember
  4. Confirm the password
  5. Agree with the Terms of Service
  6. Finally, create account!

You will now see your portal as below:


Setting up Gov.UK Notify

GOV.UK Notify gives each GP surgery in the UK 25000 free text messages a year.  Any sent above and beyond this will be charged directly to the practice. 
You can use GOV.UK Notify to send text messages directly to patients within OneContact.  To do this you need to set up a GOV.UK Notify account.  You can also use AccuRx, MJOG or any other text messaging service if you wish, by copying and pasting the link created within OneContact.  If you don't want to use GOV.UK Notify, skip to the next section.  The setup of GOV.UK Notify does take a bit of time - but this is a one off need and once it is set up, no further interaction should be needed.

Go to the webpage: https://www.notifications.service.gov.uk/

  1. Click on "Create an account"


Fill in details here
You must put a mobile number you have access to as a text will be sent to it for verification



You will then see this screen:


Go to your emails where you should find this message:

Click on the link which will take you to this page:

You should have received a text message code on your mobile.  Enter it into this box and click continue.
Fill in details below of:
  1. Name of the service (your surgery name)
  2. Confirm you're a GP practice
  3. And click Add service


The system will then try to send you a text message test.   Click continue:


Put in any name in 1) and click continue 2)


Put in any day of the week 1) and click continue 2)


Put in any colour 1) and click continue 2)


Then click on "Send 1 text message"


You'll then see confirmation that the text has been sent (and should receive it)


Now click on "Now go to your dashboard"


Setting the service live

Click on settings:


It will show this page, scroll to the bottom and click on "request to go live"





There are a number of steps to complete before being able to do this.  Each of them will be marked "Not completed" initially. 
You need to work through each section until they show as completed.



Fill in "Tell us how many messages you expect to send" as below:

You may be taken straight back to this page, or may need to click on "settings" and then "request to go live" again at the bottom of the page to take you back here:



Then click on "Add a team member who can manage settings, team and usage".  You need then click on "invite a team member"


Please set up a member with "manage API integration" with the email address support@iatropartners.co.uk and click "send invitation email"


Then add another member of your staff, giving them permission to "Manage settings, team and usage" and click "send invitation email"

You may be taken straight back to this page, or may need to click on "settings" and then "request to go live" again at the bottom of the page to take you back here:

Click on "Add templates with examples of the content you plan to send":
Click on "New template"

Click on 1) text message and 2) Confirm



Fill out details as below and click save



Then click send:


1) Fill in a phone number (or click "use my phone number") and 2) click continue


Then click "Send 1 text message"


You may be taken straight back to this page, or may need to click on "settings" and then "request to go live" again at the bottom of the page to take you back here:

Click on "Change your text message sender name"
And click on "Change" as below:


You can then input an 11 character sender
This is the display sender that will be shown when sending texts, so use something that identifies your surgery


Click save and you will see the screen below:


You may be taken straight back to this page, or may need to click on "settings" and then "request to go live" again at the bottom of the page to take you back here:

Click on "Accept our data sharing and financial agreement" which will take you to the following screen:

You are asked to confirm the name of your GP practice, click yes and continue.
On the next page you will need to 1) Download a copy of the data sharing and financial agreement and 2) click on continue
You need the version number from the data sharing and financial agreement on the next stage so this is important not to miss this stage



Confirm:
  1. Select as appropriate
  2. The version of the agreement you just downloaded
  3. Click continue


Then click "Accept this agreement"


And the final step, click "Request to go live"


You will then see the following screen.  You will receive a support ticket email and should receive confirmation in a day that your account has been set live.


Setting up the template for sending messages in GOV.UK Notify

From your dashboard, click on the Templates tab:

Click on "New template"

Click on text message and then continue:

Fill in:
  1. Saying "OneContact"
  2. Saying ((p365-message))
  3. Click save
The exact text in step 2 is vitally important including the brackets and correct hyphenation and case

You can then select the template and click "Copy template ID to clipboard".
It would make sense to paste the template ID to a word document as you will need this and the API Key to put into the OneContact platform.

Setting up the API keys and copying for transfer to OneContact

You can only do this step once you've received an activation notification from GOV.UK Notify

Once logged into GOV.UK Notify, click on the API integration menu option:

Then click on API keys:

Click on "Create an API key":

Put in:
  1. The name for the key (we suggest OneContact)
  2. Click live - sends to anyone (can only been done after you've been notified that your GOV.UK Notify service is live
  3. Click continue


Your new API key has now been created and you can copy this by clicking on the button "Copy API key to clipboard":


Putting the API key and template ID into OneContact

The final step to get your OneContact setup for use with GOV.UK Notify is to now put the API Key and Template ID into the setup.  To do this:
  1. Click on Manage OneContact
  2. Click on GOV.UK Notify SMS Integration - Settings


You can then put in the API Key and Template ID and click save


That's it, you're good to go!

Sending your first remote review

In your portal, click on "Forms":

This will take you to the following page:

Click on the review you wish to send:

You can then either:
  1. Send the review with GOV.UK Notify or
  2. Copy and paste the text to AccuRx, MJOG etc


Reviewing returned reviews

You can either review these in the emails received, or in your portal.  To do this click on responses:

This will then show you all the responses received:


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