Once a Provider is added/created in CareRight you will need to edit the record to add additional information.
- Certifications - Any qualifications, courses or certifications e.g. Criminal History Check. The lists are managed via Generic Codes.
- Allocations - If are not using Groups to specify Locations the User has access to, you can do it here.
- Addresses - Add one or more addresses for the User.
- Medical Provider Information
- Accounting Information - This information is relevant to invoicing.
- Prescribing information
- If utilising Online Booking, setting up a public facing bio, display name and profile picture.
Editing Provider Information
From CareRight Dashboard:
- In the Main Menu, click Providers.
- Locate the Provider you wish to edit.
- Select the Show button next to their name
- The Provider record will display, with the following additional sections available:
- Certifications
- Allocations
- Addresses
- Statutory Reporting
- Calendar
- Cases
- Secure Messaging
- EDI
- NZMC
- Primary External Identifier - any identifiers used in external systems.
- Medical Provider Details
- Accounting
- Prescribing
- Update / edit the relevant details.
Certifications
This section allows for the input of the Providers qualifications and certifications. You can add New, View (Show), Edit or Delete certifications in this section.
- Select the New button to add new details
- Complete fields using the table below for reference.
- Click Create Staff Certification.
Field | Description | Example |
|---|---|---|
Name | This is a drop down list (this can be updated with additional values in System Administration> Generic Codes) | |
Provided By | This is a drop down list (this can be updated with additional values in System Administration> Generic Codes) | |
Valid From | This is a date / calendar field | |
Valid To | This is a date / calendar field |
Allocations
This section allows for the Allocations to be set. You can add New or , View (Show) allocations in this section.
- Select the New button to add new details
- Select from the drop-down box
- Click Create Staff Allocation.
Field | Description | Example |
|---|---|---|
Location | This is a drop down list of the Locations set up in CareRight.
|
Cases
In the Can be a caseworker field, select the checkbox to specify that the provider can also be classified as a caseworker. If selected and the provider also has the role Can assign cases to self, then the Change Case Assignment button is activated for the user in the My Cases & Progs screen.
Medical Provider Details
This section allows for the Details to be set for the Medical Provider.
- Select the Edit button on the Provider record to update the following fields in the table below.
- Click Update Staff Member.
Field | Description | Example |
|---|---|---|
| Manually Set Medical Provider Display Name (check box) | ||
Medical Provider Display Name | This defaults to the name entered.
| |
Default Provider Number | Enter the providers default Provider number (it should have 8 characters, if it only has 7 please add a leading 0) | |
Hearing Services Qualified Practitioner Number | This number only relates to Practitioners working in Hearing Services | |
Accounting Initials | This defaults to the name entered. | |
Is a Hospital?? | This is a check box (Yes or No) Note: This value is important for In Hospital Claiming (Eclipse/Thelma).
| Yes |
Auto cc referrers on requests | This is a check box (Yes or No) - this means that any requests will be cc'd to the Patients referrer | |
| Qualifications |
Accounting
This section allows for the Accounting details to be set for the Medical Provider. This section is important as it sets the information which links to the Patients Invoices
- Select the Edit button on the Provider record.
- Complete fields using the table below for reference.
- Click Update Staff Member.
Field | Description | Example |
|---|---|---|
Rate Table | Select the applicable Rate table from the Drop down. | Default |
Default Service Location | Set a default location for this Medical Provider | Adelaide |
Default Hospital Claim Type | This field sets the Providers default Hospital Claim Type. | Agreements |
Default Informed Financial Consent | This sets the Providers default Hospital Consent. | Verbal |
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. | 165059 1234567 Dr. R Ned |
| ABN | ||
ABN Title | ||
| BPAY Biller Code | ||
Is a referral required for all invoices? (checkbox) | This value ensures the provider is available in the 'To:' drop list when adding a patient referral | Yes / True / Checked |
Include in invoicing associates list (checkbox) | Enable the checkbox for this Provider to come up when creating invoices. This is Mandatory to tick | Yes / True / Checked |
Include in account management entities (checkbox) | This is Mandatory to tick | Yes / True / Checked |
Always the service provider for their own accounts (checkbox) | 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). | Yes / True / Checked |
| Enable rate overrides for private accounts (checkbox) | There is additional set up in Administration>Accounting for this function to work – refer to Systems Administration Guide. | Yes / rue / Checked |
| Item is not normal after care by default |
| |
| Applicable if Tyro has been configured to work with CareRight. MID is provided by Tyro and can be entered hear | ||
| Use Terminal's MID instead |
Prescribing
This section allows for the Prescribing details to be set for the Medical Provider. This section is important if medication are being prescribed using MIMS.
- Select the Edit button on the Provider record (use the table below for reference).
- Once complete, select Update Staff Member.
Field | Description | Example |
|---|---|---|
| Prescriber Number | ||
Prescription Authority Number | This is a drop down list of the Locations set up in CareRight.
| |
| Default Prescriber S8 Warrant / Permit Number | ||
| Prescription Passphrase | ||
| Clear Prescription Passphrase (check box) | ||
| Script Paper | ||
| Disable ePrescriptions (check box) | ||
| Prescriber (specialist) qualification | ||
| Enable National Data Exchange (SafeScript/ScriptCheckSA/QScript) Real Time Prescription Monitoring (check box) | ||
Prescription Provider Number | This is a search field, a patient name can be entered. |
If you are using ePrescribing with Medisecure Setup, you can configure your National Data Exchange credentials
Medical Provider Holidays
You can record that a provider is taking a holiday. This is done via the administration section and will be managed by your system administrator.
