How to create/edit a doctor or staff profile in PriamryClinic Medical

Step 1: Creating or editing a doctor profile

1. Navigate to Search >Doctors.

2. On the screen that populates, click "New Doctor" or "Edit" as needed.

     A) Input Doctor's details (note: add the HPI-I, then press Search to validate the entry).

     B) Input Provider Number, Business, Letterhead and Bank Account details.

Step 2: Creating or editing a staff profile

1. Navigate to Search > Staff.

2. Input the following details and Click Save to Complete.

     A) Input staff member's details

     B) Select associated business details and enter in provider details where applicable. 

Troubleshooting Tips:

1. What do I do if I've accidently created a Doctor profile under Staff profiles instead?

It is possible to transition the Staff profile to a Doctor profile and vice versa. This is done by:

a. In either the doctor or staff forms, select the profile in question, then press "Move to Staff" or "Move to Doctor" as required. 

Doctor: 

Staff: