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.

 

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