Add a New Medical Provider (With User Login)

This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.

Overview

A Medical Provider is one who can

Add clinical Notes
Create Calendar Sessions and Book appointments
Do billing/invoices

Things to consider and prepare prior to Medical Provider Set up:

1. Medical Provider's Rate and Fees - If the new Medical Provider has a unique rate table, then you need to create a new rate table.

2. Calendar Sessions - Times the new Medical Provider is Consulting or Operating.

3. Calendar View - Would you like to set up a new calendar view?

4. Invoice Templates

Add a New Medical Provider

1. Create a New Medical Provider

From CareRight Administration:

Click Users and Groups → Staff Members → New Medical Provider

Complete the following sections:

Staff Member Details
Field	Description
Title	Select from the drop down list. To configure list, see Generic Codes.
First Name
Middle Name
Last Name
Date of Birth
Sex	Select from the drop down list.
Biography
Signature	Initials. This can be used in Letter Templates, see Replacement Variables.
ABN	Australian Business Number. Can this be used anywhere? To Disable, see XXXX
*Staff Member Category	Select from the drop down list.
*Staff Member Type	Select from the drop down list.

Statutory Reporting (Complete if Provider is Hospital or Day Surgery for Statutory Reporting)
AHPRA Medical Board Registration Number
HPI-I
Professional Category
HMDS Specialty of Clinicians
QHAPDC Treating Doctor Code
QHAPDC Standard Unit Code	Select from the drop down list
PCOC Team Identifier
Calendar
Default Appointment Duration	In minutes Schedule Appointments
Initials
Calendar Views	Tick the applicable Calendar View listed. If a new Calendar View is required, see Calendar Views.
Cases (Complete for Program Module)
Can be a caseworker	See Introduction to Cases
Secure Messaging
EDI
NZMC
Primary External Identifier
Medical Provider Details
Manually Set Medical Provider Display Name	Yes/No -This is an enhancement in 6.73
Medical Provider Display Name	This can be set manually If the ' Manually Set Medical Provider Display Name' is checked.
Default Provider Number
Hearing Service Qualified Practitioner Number
Accounting Initials	Is it a Hospital? Auto cc referrers on requests?
Qualifications	This field is added as an enhancement in 6.73
Accounting
Rate Table	It is the default rate table for each account types that user has created. Please refer to Add a new rate table Select the applicable Rate table from the Drop down. If the medical provider has an individual rate table other than the Default, See how to Add a new rate Definition in System Admin Guide.
Default Service Location	Select the location which the provider will perform the service, refer to add a service location
Default Hospital Claim Type	Choose the default claim types, careright normally will do day surgery and psychiatric long stay.
Default Informed Financial Consent
Always the service provider for their own accounts
Linked Bank Account	This is the Providers linked bank account. This is a drop-down selection. The Bank account first needs to be set up in Administration>Accounting>Bank Accounts.
ABN
ABN Title
BPAY Biller Code	Is a referral required for all Invoices? - This will ensure the provider displays in the Referral list. Include in invoicing associates list - This is Mandatory to tick Include in Account Management Entities - This is Mandatory to tick Always the service provider for their own accounts - This value will remove the requirement for a user to confirm the service provider for each invoice. This enables the Account Provider = Service Provider for Practise Billing/Invoicing (reducing steps). Enable rate overrides for private Accounts - There is additional set up in Administration>Accounting for this function to work – refer to Systems Administration Guide. Item 105 is not normal after care by default - Item 105 is the consultation type, tick this if you want to enable consultation for this provider. Note: For the medical provider to appear in the Invoicing list both options need to be ticked:
TYRO Merchant Identifier	Use Terminal's MID instead (Tick Box)
Prescribing
Prescriber Number
Prescription Authority Number
Default Prescriber S8 Warrant / Permit Number
Prescription Passphrase
Prescription Passphrase Confirmation	Clear Prescription Passphrase (Tick Box)
Script Paper	For printed prescriptions, which template(s) to use - either 2016 or 2022. Defaults to the Location setup. Disable ePrescriptions (Tick Box)
Prescriber (specialist) qualification	Enable National Data Exchange (SafeScript/ScriptCheckSA/QScript) Real Time Prescription Monitoring (Tick Box)
Prescription Provider Number

2. Click Create Staff Member

2. Add Additional Details

Once you have created the Provider, you can then add the following additional information by clicking NEW

Certification
Name	Select from the drop-down list. To configure the list, see Generic Codes
Provided by	Select from the drop-down list. To configure the list, see Generic Codes
Valid From and To
Allocations
Location	Select the Location
Addresses
Address Type
Address 1
Address 2
Suburb
Postcode
State
Country
Phone
Fax
Email	Allow Clinical Correspondence via Email (Tick Box) Allow Marketing Correspondence via Email (Tick Box)
Mobile	Allow Clinical Correspondence via SMS (Tick Box) Allow Marketing Correspondence via SMS (Tick Box)
Longitude
Latitude
Accounting
Medical Provider Number
Service Location	Select in the drop down list. *This is required if Medical Provider is to invoice services against a Location.

3. Create a user Login for the Medical Provider

Click Create User

Username	Mandatory
Password	Mandatory
Password Confirmation	Mandatory
Email	Mandatory - For password reset if required

2. Click Create User

4. Add Medical Provider to Service Locations for Invoices

Add all the applicable locations that this Medical Provider will be billing from. Only those service locations added against a medical provider appear on the drop down selection for Service Locations when creating an invoice in CareRight.

From CareRight Administration:

Locations → Service Locations
Select the Service location Show
In Medical Providers New

Medical Provider	Select the newly created Medical Provider in the drop down list
Provider Number

4. Click on Create Medical provider service location.

5. Add MOL Payee ID for BUPA if Medical Provider invoices for BUPA

Provider MOL Payee ID - If the provider has a Medicare Online Payee ID for In-hospital Medical Claiming, It can be added in the MOL Payee generic table (The only fund that we are aware of currently using this code is BUPA).

This can be configured in CareRight Administration;

a. Click Generic Codes.

b. Search for the generic table MOLPayees.

c. Click Generic Codes

d. Click New Generic Code

e. Add Code, Description, and Code order

6. Create Calendar Sessions

Before appointments can be the book for this Medical Provider, you need to create Calendar sessions.

Refer to Calendar Session for the complete process.

7. Add MIMS Prescribing if applicable

From CareRight Administation:

Users and Groups
Select Staff Members, Find the medical provider
Click Edit,
Add provider number and Cns number under Prescribing.