Providers must have an Appointment Book setup, and if working directly with Insurance please input the Eclaim peoivder
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Go to Location Management > Providers tab
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Operations menu > New Record
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Read instructions and click OK to proceed
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Fill in the details of the Provider. The following details are required for accurate record-keeping, reporting and claiming
- Title
- Surname
- First Name
- Provider Number
- VAT Number
- eClaims provider license (eClaims)
- Fee Level (only if working with Provider-based Fees)
- Appointment Book
- Commission (only if to be calculated on reports)
- Position
After adding a Provider, setup the Bank Redirections if applicable
For easy reference in drop lists throughout the system, change the Code to the providers initials.
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