Users are set by type: Administrator | Practitioner | Employee
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Note: The Employee option has limited access to the site. We suggest using the Practitioner and Administrator employee profiles. You are able to grant and restrict access as needed. |
Where are users created?
Navigate to
Settings.
Under the Staff heading, select +New Practitioner.
You are directed to the Practitioner Profile tab.
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This number is used for Provincial Billing purposes. |
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When applicable, this number is used when billing with certain medical jurisdictions. |
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This number is for your own reference. |
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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. |
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Enter a short biography that will appear on the Patient Portal when booking appointments. |
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Enter the practitioner's credentials that will display on invoices and on the Patient Portal. Separate multiple credentials with a comma. |
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Staff Groups must have been previously set up under Settings > Staff Groups > New Group. |
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Enter contact information. These fields will populate in other areas of the site when creating correspondence. |
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Enter address information. For clinic use only. |
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These Types must already be set up under System > Practitioner Types > New Practitioner Type. |
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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. |
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*If you change the Schedule Interval you must create a new Availability Record to reflect the change. |
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Optional. Type in the date or select from the calendar located at the end of the field. |
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Optional. Type in the total number of holidays the employee is entitled to for the year if applicable. |
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Optional. Select “Start Date Anniversary” or “January 1st”. |
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Toggle the ability for this practitioner to have any billing associated with their profile. i.e. Ability to Complete & Invoice. |
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Used with OHIP (Billing Code Suffix) |
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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. |
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A "Charting" tab will appear on the practitioner's dashboard when this is set to Yes. |
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Enter the start date the system will begin tracking charts against appointments. |
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Entered in for the practitioner's digital's signature date originally added. (Optional) |
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Optometry Only. Enter the number used when creating medicinal prescriptions with this practitioner. (Optional) |
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Optometry Only. Enter the number used when creating prescriptions with this practitioner. (Optional) |
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If the practitioner has an individual # they want to appear on their invoices. (This may require a custom set up from the Juvonno Developers). |
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Type a signature for the staff member you want to appear on letter templates. i.e. Chiropractor, DC. |
Don't forget to Select Save or Apply Changes |
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