How to create/edit a provider or staff profile in PriamryClinic Practice

To create a new provider in your system, you will need the following:

1.  A Business Address
2.  A Bank Account
3.  A Letterhead

Note: If the above details have already been input into your system, you can skip straight to Step 4.

Step 1: Adding a business address

1. As an administrator, navigate to Setup > Organization Settings > Businesses

2. On the Businesses screen that populates, click "New" to open the "New Business" page.  Fill in all the details then press "Save" to complete.

Step two: Adding a bank account

1. Navigate to Setup > Organization Settings > Bank Account

2. On the Bank Accounts screen that populates, click "New" to open the "New Bank Account" page.  Fill in all the details then press "Save" to complete.

Step 3: Creating letter template and/or Receipt Footer

1. Navigate to Setup > Organization Settings > Letter Head/Footer or Customise Invoice/Receipt Layout.

2. On the screen that populates, click "New". There are 2 option to create letterheads and invoice/receipt footers; customized or templated.

• Customized - This option allows you to add your own logo and specific information. Select the "customized" radio button from the screen to choose this option.

Please Note: Customized Templates cannot have more than  one (1) inch worth of information.

• Templated - This option allows you to input the details into the field box provided. The system then automatically creates a letter head template with the information entered. Select the "information below" radio button from the screen to choose this option.

When creating a receipt footer, the process is the same, though the options are named differently. 

• Custom Footer - add your own logo and specific information.
• Default Template - use the templates existing within the software.

Step 4: Creating or Editing a Provider

1. Navigate to Setup > Providers/Staff. On the screen that populates, click "New Provider" or "Edit" as needed.

2. Ensure that the sections highlighted in red below are completed. These include:

     A) Fill out the identification details for the provider.

     B) Select the bank account associated with the provider.

     C) Input the provider number, associated business details and letterhead previously added.

Step 5: Creating or editing staff profiles

1. Navigate to Setup > Providers/Staff. On the screen that populates, click "New Staff" or "Edit" as needed.

2. Ensure that the sections highlighted in red below are completed. These include:

     A) Fill out the staff identification details.

     B) Select the associated business details.