New Professional Contact
You can create a new professional contact by following these steps:
From CareRight Dashboard:
- Click Professional Contacts.
- We would advise doing a search for the contact first to ensure they don't already exist
- If they don't exist, select New button
- Fill in the fields below using the table below for reference.
- Click Create Professional Contact.
Field Name | Description | Examples |
|---|---|---|
Details | ||
Title | The professional contact's first title | Dr |
First Name | The professional contact's first name | Alan Marcus |
Last Name | The professional contact's last name | Jones |
Preferred Name for Stationery | This name appears in brackets after the contacts name when selecting them to receive letter correspondence | Alan |
Category | The professional contact's professional category | GP |
Phone | Their phone number | |
Fax | Their fax number | |
Provider Number | Their provider number. This MUST be entered if they are providing Medical Referrals for purposes of billing. If there is no provider number entered then they will not appear in the drop down list on the New Medicals Referrals screen. | 2111211W |
| HPI-I | ||
| AHPRA Registration Number | ||
Address | ||
Practice | You can link the contact to a practice and any correspondence will use the practice address. If you choose a practice, the address fields below will not be relevant. | Clintel Health Centre |
Address | The contact's address for correspondence | |
City | Their city | |
Postcode | Their post code
| |
State | Their state | |
Administration | ||
Inactive (check box) | This flag indicates if the contact is active or not | No/unchecked/false |
| Linked to Staff Member | ||
Notes | Any administrative notes | |
| Secure Messaging | ||
| EDI | ||
| NZMC
| ||
Editing a Professional Contact, adding a Provider Number or matching to an HPI-I
You can edit a professional contact by following these steps.
From CareRight Dashboard:
- Select Professional Contacts from the menu.
- Search for the contact.
- Click Show for the relevant contact.
- The Professional Contact details will display.
- Click Edit.
- Update any fields (see section New Professional Contact for an explanation of available fields).
- Click Update Professional Contact.
Adding Provider Numbers
See Add a Provider Number to a Professional Contact.
HPI-I Search
See My Health Record & Health Identifiers Service Integration.
This feature allows you to match a Professional Contact to a Health Provider Identifier.
