This article will walk you through how to set up practitioners for HCAI and Setting up the HCAI Dashboard.
Setting up Practitioners with HCAI
| Note: You must be logged in as a Level 2 Administrator to access these settings in Juvonno |
Step 1: Find in Accounting
Inside the Accounting tab, select Get Facility Info under the Health Claims for Auto Insurance section. If you have more than one clinic, select one from the drop-down list.
Applicable fields will display for confirmation. If there is a need to edit, this must be done on either HCAI's portal (i.e. Make Cheque Payable To) or Juvonno's HCAI settings (i.e. Facility Name), or the Lock Payable is set to True.
Step 2: Find the Practitioners Registry ID
Scroll down to the Providers table. Copy the Registry ID from the first column
Important: The Registry ID is not the same as the Reg #, you MUST use the Registry ID during this setup to avoid potential issues. |
Step 3: Find the Practitioners Profile
Navigate to Settings and select Practitioners under Staff
Select next to the practitioner you are setting up
Step 4: Enter info into HCAI tab
Select the HCAI tab and enter the Practitioner's Registry ID
| Note: If the practitioner is working in multiple clinics, enter the unique Registry IDs for each clinic in their corresponding fields. |
Setting up the HCAI Dashboard
Depending on how your clinic operates, you may want to assign certain staff access to view the HCAI Dashboard tab.
Step 1: Find in Settings
Navigate to Settings and select Practitioners under Staff
Select next to the practitioner you are setting up
Step 2: Edit Preferences
Select the Preferences tab, then under the HCAI Notifications heading, select the Yes from the drop-down menu beside Dashboard Tab then Save.
Conclusion
This staff member now has access to the HCAI Dashboard tab on the home schedule