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Overview

To utilize all our functionality, every system should have Practitioners & Patients setup.

Examples of helpful functionality:

  1. If a Practitioner is entered into the system properly, we can ensure you will be aware when a Practitioner is missing the required credentials to help garuntee timely payment.
  2. If the Practitioner's Working-hours are properly entered, the Scheduler can have an easy time scheduling a Session between a Patient and Practitioner.
  3. If the Patient's 'Preferred Languages' is populated, the Scheduler can schedule a Session between the Patient a Practitioner who speaks the desired language.

How do you create a new Contact?​

  1. Sitemap: Upon clicking on the 'Contacts' tab on the sitemap, the User will be navigated to the Contact Main Grid. The main ribbon on the Contact Main Grid has 2 buttons. - New Patient - this button will open the form for a Patient. - New Practitioner - this button will open the form for a Practitioner.
  2. Main Form: Upon opening a contact record from the Contact Main Grid, the Contact Main Form will be displayed. The main ribbon on the Contact Main Form has 2 buttons. - New Patient - this button will open the form for a Patient. - New Practitioner - this button will open the form for a Practitioner.
  3. Related Contact Sub grid: Upon opening a Patient record from the Contact Main Grid, the Patient Main Form will be displayed. 1 section on the Patient Main Form is the Related COntacts. Upon selecting the 3 dots, the User can 'Add New Related Contact'. This will open the 'New Connection Main Form'. Upon clicking into the 'Related Contact' field the User has the option to create a new contact which would open teh Related Contact Quick Create.

There is a separate form for a Patient, Practitioner and Related Person.




Related Person Main Form/Quick Create

Overview​

The Related Person Main Form has 1 tab with a few sections. The Tab & Section Name reflects the information on that form/section to help a User navigate through creating a Related Person. Some fields are required to save the Related Person in the system i.e. First Name, while other fields can be added to the system later on. Any time a field is required a red star will display next to the field.

A Related Person is contact related to a Patient i.e. a mother or father. Usually this will be the person the Company is in contact with about a Patient.


Profile Info​

***NOTE: Only displayed on the Main Form

The header contains the Contact Type, Status Reason and the Owner.

  • Contact Type
  • Upon changing the Contact Type, the form will change.
  • Contact Type options - Patient, Practitioner, Related Person.
  • Owner

General Information​

The first step in creating a Related Person is populating the 'General Information' section. This contains some general information about the Related Person.

The fields in the 'General Information' are:

  • Title - Only displayed on the Main Form
    • First Name
    • Last Name
  • Gender
  • Marital Status

Address Information​

***NOTE: Only displayed on the Main Form

Another section which should be populated to properly setup a Related Person in the system is the 'Address Information' section.

  • Street Address
  • Apt, Unit, Floor
  • City
  • State
  • Zip Code

Contact Information​

The 'Contact Information' section contains all the ways to contact the Related Person as well as their preferred method of contact.

  • Cell Phone
  • Home Phone
  • Work Phone
  • Email Address
  • Preferred Contact Method

Timeline​

***NOTE: Only displayed on the Main Form

The 'Timeline' section displays activities related to this Related Person for easy follow-up and tracking. By clicking on the '+' sign, new activities and notes can be added to the Timeline.

  • Activity
    • Appointment
    • Email
      • From - populated with the current User.
      • To - populated with the Practitioner navigating from.
    • Tasks
      • Owner - populated with the current User.
      • Regarding - populated with the Practitioner navigating from.
      • Duration - default is set at '30 minutes'.
      • Priority - default is set as 'normal'.
    • Alert Subscription
    • Appointment (EMR)
    • Customer Voice alert
    • Invite Redemption
    • Portal Comment
  • Notes