Running your toolkit
Running your toolkit
Where each practice admin job lives in the Signposting Toolkit, and which guide covers it.
- Practice admins
Once your practice is live, most admin work happens in two places, both in the menu (☰):
- Signposting settings — your symptom cards and the signposting page: the Symptom Library, clinical review, highlights, buttons, engagement figures and staff suggestions.
- Practice settings — things that apply across the whole practice: your team, which modules and AI tools people can use, setup, the Practice Handbook and workflows, Surgery Health and analytics.
You need a Practice admin account to see either of them. See Team and access.
I want to…
| I want to… | Go to… | Guide |
|---|---|---|
| Add a practice symptom, or change the wording of a shared card | ☰ MenuSignposting settingsSymptom Library or the symptom’s own page | Cards |
| Hide a card we don’t use, or bring one back | ☰ MenuSignposting settingsSymptom Library | Cards |
| Approve cards or request changes | ☰ MenuSignposting settingsClinical Review | Clinical reviewer guide |
| Colour key phrases in the instructions | ☰ MenuSignposting settingsHighlight Config | Highlights and buttons |
| Choose the red buttons at the top of the signposting page | ☰ MenuSignposting settingsHigh-Risk Buttons | Highlights and buttons |
| Add shortcuts for your most common reasons for contact | ☰ MenuSignposting settingsQuick Access | Highlights and buttons |
| See which symptoms staff look up | ☰ MenuSignposting settingsEngagement | Analytics and engagement |
| Deal with staff suggestions about cards | ☰ MenuSignposting settingsSuggestions | Suggestions |
| Add someone, change their role or reset a password | ☰ MenuPractice settingsUsers & access | Team and access |
| Switch AI tools off or on for one person | ☰ MenuPractice settingsModule access | Team and access |
| Finish setting up, or check how your practice is doing | ☰ MenuPractice settingsSetup & onboarding (Surgery Health once you’re set up) | Setup checklist and Surgery Health |
| See usage figures for the whole practice | ☰ MenuPractice settingsAnalytics | Analytics and engagement |
| Edit handbook pages, categories, the rota or the pinned panel | ☰ MenuPractice settingsPractice Handbook admin, or Manage handbook on the Practice Handbook page | Practice Handbook |
| Create, customise or approve workflows | ☰ MenuPractice settingsWorkflow Guidance admin | Workflows |
| Keep your appointment types up to date | ☰ MenuAppointments Directory | Appointments directory |
| Improve a card’s wording with AI, or make a smart visual | The symptom’s own page | AI tools |
Signposting settings
Open the menu (☰) and choose Signposting settings. The page has these tabs:
- Symptom Library — every card your practice uses or could use, sorted into folders. Add practice symptoms, switch cards off and on, and preview them. See Cards.
- Clinical Review — the review queue. Its badge shows how many cards need attention. See the Clinical reviewer guide.
- Highlight Config — colour highlights for key phrases, and the switch for image icons. See Highlights and buttons.
- High-Risk Buttons — the red buttons for urgent symptoms.
- Quick Access — an optional row of buttons for common reasons for contact.
- Engagement — which symptoms staff view, and when. See Analytics and engagement.
- Suggestions — suggestions staff have sent about cards. Its badge shows how many are pending. See Suggestions.
Practice settings
Open the menu (☰) and choose Practice settings. It shows a card for each area:
- Users & access — your team and their roles. See Team and access.
- Module access — which modules and AI tools your practice has, and who can use the AI tools. See Team and access.
- Setup & onboarding — your setup checklist, with a count of the essential steps still to do. Once your practice is live, or every setup step is done, the card becomes Surgery Health. See Set up your practice and Setup checklist and Surgery Health.
- Practice Handbook admin — shown when your practice has the Practice Handbook. See Practice Handbook.
- Workflow Guidance admin — shown when your practice has Workflow Guidance. See Workflows.
- Analytics — usage across your practice. See Analytics and engagement.
The Signposting Toolkit team decides which optional modules and AI tools your practice has. See Optional features.
Pages outside the settings screens
- Appointments Directory (in the menu) — admins see Upload CSV, Add New Entry and Manage Staff Teams at the top of the page. See Appointments directory.
- A symptom’s own page — admins see Customise Instructions and Customise All Fields (or Edit Instructions and Edit All Fields), Hide symptom for practice (on shared cards you haven’t customised), and the AI tools your practice has. See Cards and AI tools.