##Still In Progress##
To add a new user or provider start by launching the wizard by going to Configure->Add User/Provider
[Add GIF]
Page 1:
Enter a Username, we usually suggest the person's initials eg John Smith = JS
Choose whether they are a User (Reception, Nurse, Practice Managaer) or Provider. If you have chosen User the wizard will be 2 pages long, if you have chosen Providder then the wizard will continue after the 2nd page.
Click Next
Page 2:
Choose a Security Group (eg Dentist, Reception, Practice Manager)
Choose whether they are an administrator user. This will give them full access regardless of security group.
Type in Password and select which password options you would like to activate. You can select as many of these as you wish, none if you’d prefer
User must change password at next login
Cannot Change Password
Password never expires
Enter in the number of the days till the password expires. However note the if you select password never expires it will override this.
Page 3
You will only need this section if chose that they were a provider on Page 1
Add in the Provider details, Name, Qualifications, Professional Title
Select a Provider Type - Dentist, Hygienist
Select a GL Account - This is the bank account associated with the provider. You must choose an active one to continue.
Choose a fee schedule, if you are unsure leave as DEF.
C,ick Next
Page 4
You will only need this section if chose that they were a provider on Page 1
Add in any address details
There is also an option to set up an email to go out if an appointment is booked in for that provider
Page 5
You will only need this section if chose that they were a provider on Page 1
Set the colour for the provider Text and Appointment colour.
Page 6
You will only need this section if chose that they were a provider on Page 1
Choose the recalls they want to be signed up to. Dentist and/or Hygienist.
Page 7
You will only need this section if chose that they were a provider on Page 1
Click Create Block Rotas
Enter in Rota information:
Rota Length (Weeks): Enter the number of weeks in the cycle.
To repeat the same hours every week the Rota Length would be 1.
If the provider worked different hours / different weeks then you can select the appropriate number of weeks in the rota.
As the number of weeks is increased (up to a maximum of 6) extra Tabs will be added.
Start Date: Enter the date you want the rotation/cycle to begin.
Works On: Tick the check boxes beside each day to indicate when the provider is available.
Day Start: Enter the appropriate start times for each day, am and pm must be specified, unless using the 24 hour clock.
Day End: Enter the appropriate end times for each day, as mentioned above using the correct time format.
Include Lunch: If you wish to include a lunch break, tick the check box. You will then need to enter a start time for lunch, along with a length of the lunch break (not a time).
EXACT will alert if you inadvertently enter a time rather than a duration:
Click Ok and Rota will create.
Click Next to continue
Page 8
You will only need this section if chose that they were a provider on Page 1
Select the Appointment Book(s) you would like the provider to appear on.
Tick the Rooms you want to set the provider to be working in. Most practices do not use Rooms so dont worry if this is empty.
Click Next
Page 9
Choose when the individual appointment book starts and ends (earliest and latest time they work during any week).
Choose the stickman options. How long the stickman, who appears to inform the provider the patient has arrived, will wait in each status.
Input the amount of time spent away from the surgery, used to help calculate UDA targets England/Wales only) more effectively.
Page 10
If they have an NHS contract enter the information in here
Performer Number
Pin
Activation Date - Put the date as the oldest claim they will be dealing with.
Choose to add Provider too a New Contract or add to an existing one.