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Practitioners, Departments & Services

Every doctor, nurse and technician who acts on a record is a practitioner: a specialty, a department, a licence, a consultation fee and a login. The service catalogue is the price list every department bills from.

For:AdministrationHRMedical director

Where:Practitioners › Practitioners · Patients › Configuration › Departments · Service Catalogue

Practitioners by department and specialty, with their consultation service.
Practitioners by department and specialty, with their consultation service.

How to

Add a practitioner

  1. Practitioners › Practitioners › New.
  2. Name, specialty, department, licence number and expiry, phone.
  3. Choose the consultation service (the fee the desk charges for a visit with this practitioner).
  4. Link the user account so “My visits” and the doctor fee statement work: field User.
  5. Add the weekly schedule under Appointments › Schedules.

Create or retire a department

  1. Patients › Configuration › Departments › New; give it a code (used on reports and the queue screen) and a manager.
  2. Archive a department that closes; its history stays.

Maintain the service catalogue

  1. Patients › Configuration › Service Catalogue.
  2. Each service has a category, a kind (consultation, procedure, lab, radiology, bed, surgery), the standard price and the product it posts to in accounting.
  3. Payer tariffs are set on the payer’s pricelist under Insurance, not here.
  4. A service used by the laboratory or radiology is linked from its test or exam, so ordering it charges it.

Track licences and credentials

  1. Practitioners › Credentials: licence, board certification, BLS/ACLS, with expiry dates.
  2. The dashboard lists credentials expiring in 60 days; an activity is raised for HR.

Publish a doctor in the online directory

  1. Practitioner › Website tab: tick Published and Accepts online booking.
  2. Fill the academic title (Professor, Assistant Professor, Lecturer, Consultant, Specialist, Resident), practising since, spoken languages, the conditions and procedures treated, education, biography, the insurers accepted and video consultations.
  3. The photo is the practitioner’s contact photo; without one the site shows a neutral silhouette.
  4. The directory at /doctors and the app filter on all of these; the rating and the average wait fill themselves from visits.

Moderate patient reviews

  1. After a finished visit the patient rates the doctor, the clinic and the assistant, ticks highlights and comments, from the portal or the app.
  2. Practitioners › Patient Reviews: new reviews wait as Pending; Publish or Hide them. Settings › Doctors’ Directory › Publish reviews without approval skips the wait.
  3. Only published reviews count in the doctor’s rating.

See also: Appointments, Queue & Teleconsultation Bills, Charges & Cashier Staff, Roster, Attendance & Payroll

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