Create a Practitioner profile for each provider who will be seeing patients and using clinical features such as scheduling, charting, and billing.
Permissions
- Administrator access
or - A User Type with Add, Edit & Delete Users enabled
Creating or Editing a Practitioner Profile
- Go to Settings
- Under Staff, click on Practitioners.
- Choose one of the following:
-
To create a new profile: click +New Practitioner
-
- To edit an existing profile: select a practitioner and click Edit Practitioner
- Enter or update the practitioner’s profile details
-
Click Apply Changes
| Practitioner # | This number is used for Provincial Billing purposes. |
| Practitioner Payee # | When applicable, this number is used when billing with certain medical jurisdictions. |
| Employee # | This number is for your own reference. |
| Salutation |
Select from the drop-down menu. This field will populate fields within documents and letters. This is how the staff member will be addressed in correspondence. |
| Bio | Enter a short biography that will appear on the Patient Portal when booking appointments. |
| Credentials | Enter the practitioner's credentials that will display on invoices and on the Patient Portal. Separate multiple credentials with a comma. |
| Group |
Staff Groups must have been previously set up under Settings > Staff Groups > New Group. |
|
Pager, Cell, Phone, Fax, Email Address |
Enter contact information. These fields will populate in other areas of the site when creating correspondence. The email address can be used as the User Name. |
|
Address, City, Province, Postal Code |
Enter address information. For clinic use only. |
| Practitioner Type | These Types must already be set up under System > Practitioner Types > New Practitioner Type. |
| Default Clinic |
Select from the drop-down menu options, that have previously been set up under Settings > Clinics. If the staff member works at more than 1 location you do not have to set a Default. |
| Scheduling Interval |
*If you change the Schedule Interval you must create a new Availability Record to reflect the change. |
|
Employment Start Date |
Optional. Type in the date or select from the calendar located at the end of the field. |
| Holidays Granted |
Optional. Type in the total number of holidays the employee is entitled to for the year if applicable. |
|
Holiday Reset Date |
Optional. Select “Start Date Anniversary” or “January 1st”. |
| Billing |
Toggle the ability for this practitioner to have any billing associated with their profile. i.e. Ability to Complete & Invoice. |
| Billing Suffix | Used with OHIP (Billing Code Suffix) |
|
Can Be Booked in Patient Portal |
If this field is set to Yes, the practitioner will be available for booking in the portal, as long as the Patient Portal is enabled. |
|
Track Appointment Charting |
A "Charting" tab will appear on the practitioner's dashboard when this is set to Yes. |
| Charting Start Date | Enter the start date the system will begin tracking charts against appointments. |
| Signature Date | Entered in for the practitioner's digital's signature date originally added. (Optional) |
| Dispensing # | Optometry Only. Enter the number used when creating medicinal prescriptions with this practitioner. (Optional) |
| License # | Optometry Only. Enter the number used when creating prescriptions with this practitioner. (Optional) |
| GST/HST # |
If the practitioner has an individual # they want to appear on their invoices. (This may require a custom set up from the Juvonno Developers). |
| Letter Signature | Type a signature for the staff member you want to appear on letter templates. i.e. Chiropractor, DC. |
Next, click on the Login tab and enter a Username and New Password. Re-enter the password in Verify Password. A list of password requirements will appear below that you must match.
From the drop-down menu, select the User Type you wish to assign to the profile.
| Note | The User Type you assign will grant or restrict access to various features, data, and reports. See About User Permissions and How to Set Up User Types to learn more |
From the drop-down menu, select the type of patient profile access you wish to grant the user (note within the menu options, for example, Only when I am the default practitioner, the word 'I' refers to the user you are setting up).
Leave Block Employee set to 'No', and click Apply Changes.
Now that you have created the Practitioner's login, additional profile tabs will appear.
Click the Clinic Access tab and use the checkboxes to select:
- Which clinic sites this user may access (if applicable)
- Whether the user may have All Access (access to the clinic, practitioners, patients and reports) or Patient Access (access to patient information only) to the clinic site. Click Apply Changes.
Next, open the Practitioner Access tab. Under Individual Staff Access or Primary Group Access, select the practitioners whose schedules, charts, and chart details should be accessible to the Practitioner.
| Note: | The Additional Group Scheduling Access section allows you to select practitioner groups whose schedules the Practitioner may wish to view from their 'My Practitioners' Dashboard. A drop-down menu will appear on the User's 'My Practitioners' Dashboard only so they may view the select group's schedules. |
Next, open the Preferences tab. If you have multiple clinic sites, update the Practitioner's Home Schedule to Multi-Clinic Practitioners. This will organize their schedule by location.
For JComm subscribers, go to the field Receive Incoming Text Notifications and toggle to Yes. This will ensure the Practitioner is notified on-screen when a patient texts your clinic so they can promptly reply.
Select the Schedule Colour you'd like to assign to this practitioner. This colour will appear on the main schedule within their appointment blocks if you are using the Scheduling setting "Colour Type" and it's set to "Practitioner Colour Preference" (Settings>General>Scheduling>Appointment Display>Appointment Colour type.
In the Time between appointments, select the amount of time the practitioner needs between appointments (if any).
Click Save & Exit. Or, if you wish to continue editing other profile tabs, click Apply Changes.
The profile has been updated! If you set up a new practitioner, the user is now able to log in! Share the new username and password with the Practitioner so they can get started.
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