Set up practitioners for HCAI by adding their Registry IDs to their practitioner profiles. You can also enable the HCAI Dashboard for staff who need to view HCAI claim activity and notifications.
When to Use This
Use this guide when:
- You have completed the initial HCAI clinic setup
- You are adding a practitioner who will submit HCAI claims
- You need to update a practitioner's HCAI Registry ID
- You need to give staff access to the HCAI Dashboard
What You Need
- Your clinic has completed HCAI facility registration and setup
- The HCAI integration needs to be enabled in Juvonno
- You have completed the initial HCAI clinic setup
Permissions
- Access to Accounting > Get Facility Info
- Access to Settings > Practitioners
Contact your clinic administrator if you don't have the required access.
Setting Up Practitioners for HCAI
Find the Practitioner's Registry ID
- Go to Accounting
Under Health Claims for Auto Insurance, select Get Facility Info
- If you have multiple clinics, select the appropriate clinic
Click Get Info
- Navigate to the Providers section
Locate the practitioner and copy their Registry ID
| 💡Tip: Keep the Registry IDs available while updating practitioner profiles. You can open practitioner profiles in a separate browser window to make it easier to copy and paste the IDs. |
Add the Registry ID to the Practitioner Profile
- Go to Settings
Under Staff, select Practitioners
- Open the practitioner's profile
- Select the HCAI tab
Enter in the practitioner's Registry ID
- Click Save
- Repeat these steps for each practitioner who will submit HCAI claims
| 💡Tip: If a practitioner works at multiple clinics, they may have a unique Registry ID for each location. Make sure you enter the Registry ID in the field for the correct clinic. |
Enabling the HCAI Dashboard
- Go to Settings
Under Staff, select Practitioners or Administrators
- Open the staff member's profile
- Click the Preferences tab
- Go to HCAI Notifications
- Set Dashboard Tab to Yes
Click Save
The HCAI Dashboard tab will now be available to the staff member from the Home Schedule.
Result
- Practitioners have their HCAI Registry IDs set up and can be selected when creating HCAI claims
- Staff members with Dashboard Tab enabled can access the HCAI Dashboard to view HCAI claim activity and notifications
- You are now ready to create and submit HCAI Treatment Plans
Things to Know
- Each practitioner needs to have the correct HCAI Registry ID entered before they can be selected for applicable HCAI claims
- A practitioner who works at multiple clinics will have a different Registry ID for each clinic
- Make sure the Registry ID matches the clinic where the practitioner is submitting HCAI claims
- Dashboard Tab access is configured separately for each staff member
- Practitioners who submit HCAI claims need to be set up before creating Treatment Plans for them
Troubleshooting
The practitioner is not showing up in the dropdown when creating an HCAI claim/treatment plan.
- Confirm the practitioner's HCAI Registry ID has been entered in the HCAI tab of their practitioner profile
- If the practitioner works at multiple clinics, make sure the Registry ID is associated with the correct clinic.
I can't find the practitioner's Registry ID
- Go to Accounting > Health Claims for Auto Insurance and select Get Facility Info
- If you have multiple clinics, confirm that the correct clinic is selected before selecting Get Info
The HCAI Dashboard is not showing up
- Open the staff member's profile and go to Preferences > HCAI Notifications
- Make sure that the Dashboard Tab is set to Yes, then select Save
- If the dashboard still does not appear, have the user log out and back in