Creating a company

All practitioners within a clinic must be assigned a company to work for, this is found on the practitioner tab on their client card. Best practice to follow is to setup one company for each doctor.  Revenue and billing can be tracked much easier if each doctor is associated to their own company. Several reports in Healthquest are based on company name. 

To create a company for the doctor to be associated with:

1. On the Healthquest tabletop, select setup from the menu and click ‘company information’.
   

1. Click new.
   
2. Fill in all the applicable information.
   
1. Company – this will appear in the company drop down list. (This can be the same for all companies within the database).
   
2. Clinic – this will appear on receipts, invoices, and statements.
   
3. Complete the clinic address and contact numbers.
   
3. Mark the applicable check boxes to bill Alberta Health and to automatically add GST tax to taxable items.
   
4. Add any text to headers, invoices, receipts etc., in the bottom text box.
   
5. Click save.
   
6. Repeat to create more companies or click close if complete.

 

• Related Articles

• Creating new referrals

  Open patient chart and click ‘referrals’ tab. Click ‘New’ Select referral template, default is Blank Referral, click ‘OK’. Or, to copy a previous referral on the patient chart, click the 'history' tab, select the referral of choice, to include the ...

• Creating a new medication

  Using the medication lookup window Click new. Medication lookup window default opens. Select from your favorites list or search the medication name in the search bar. Click ok. Make any edits if applicable. Click save. Click print prescription. Once ...

• Creating new chart notes

  Chart notes are the templates used to make notes on encounters between practitioner and patient. There are many different templates available, containing multiple different field types. The below example has text boxes, numerical fields, and check ...

• Creating and editing worklists

  Create a new worklist Click on worklists and click new. Complete the following sections listed below to streamline workflows and facilitate understanding of the worklist without having to open it. 3. Mandatory Fields appear pink: a. Task Type - ...

• Creating a new letter

  From the charting window click 'new' above the letter section, click the ‘+’ at the top of the letter section on the reference panel, or open the client card and click 'letters'. Client letters will open in a secondary window with the new letter ...