Creating a new practitioner client card using the New Practitioner Wizard
Use the ‘New practitioner wizard’ to walk you through building a new practitioner.
Click on the client option along the top menu bar, and select ‘New practitioner wizard’, this will walk you through creating the client card with notes along the way, shown here.
Enter the name and clinic address and phone numbers on this page. note the name fields are a shade of pink, this means they are required fields. Click next when this page is complete.
Follow the steps in the help window at the bottom. Note, if you select the role as ‘Doctor’ it will get your access permissions started, complete as you see fit.
Click here to learn what each of the permissions do.
When completed, click the next button.
Follow the instructions here in the help section at the bottom of the window to complete this tab, this is your Practitioner tab on the client card.
*Note the EPIC Provider ID and CC Submitter ID are the newest lab codes used by providers that were required after Connect Care went live.
Don’t worry if all this information is not yet available to you, this can be added later. Search for the client card, then click on the practitioner tab, edit and add to it as needed.
When ready, click next.
Setup the practitioner’s schedule here, create the default week here, or set the start, end and interval times.
Finish!
Pick employees
Search that doctor client card now, on the practitioner tab, you may click on 'pick employees' to limit which staff have access to your appointments, billing, and financial reports (assuming the employee has access on their employee card to begin with).
You can also create a new practitioner the same as any other new client card, by opening the client card and clicking new.
- Enter the name of the practitioner and change the ‘Client Type’ to Clinic doctor.
- Add in all the necessary information on the Name/Addr, employee, and practitioner tabs. Company setup and scheduler setup will have to be done separately.
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