This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Medical Providers are created in the same way as Providers, with the additional section for Accounting and Medical Provider Details. This is for claiming purposes, whether that be in hospital claims, fund claiming and also online versus paper based claiming.
Add a Provider or Medical Provider
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
Step 1. Add a Provider with a log in
(If log in is not required go to Dashboard > Providers > New)
- Access Administration.
- Select Users and Groups from the menu.
- Select Staff Members sub menu item.
- Select New Medical Provider button.
- Fill in the following fields referenced in the table below.
- When done, select Create Staff Member.
Field | Description | Example |
|---|---|---|
Title | Enter Provider's Title | Dr |
First Name | Provider's First name | Jane |
Middle Name | Provider's Middle name | Angelina |
Last Name | Provider's Last name | Smith |
Date of Birth | Provider's Date of Birth | 10/03/1971 |
Sex | Provider's Sex | Female |
Signature | Provider's initials | JS |
ABN | Provider's ABN | 12345678494412 |
Disabled (check box) | If ticked, the Provider will be made inactive (Scheduled appt required disabling as well) | n/a |
Staff Member Category | Provider's Category - select from drop down list | Clinician |
Staff Member Type | Provider's Staff Member Type - select from drop down list | Doctor |
Statutory Reporting | ||
AHPRA Medical Board Registration | Provider's AHPRA number (Mandatory for VAED) | MED0000000081 |
HMDS Speciality of Clinician | Provider's Hospital Morbidity Data System specialty | Cardiology |
| HPI-I (Healthcare Provider Identifier-Individual ) | Provider's HPI-I | 8003 6000 3000 0000 |
QHAPDC Treating Doctor Code | Provider's QHAPDC code | |
| QHAPDC Standard Unit Code | Provider's QHAPDC Standard Unit code | |
| PCOC Team Identifier | Palliative Care Outcomes Collaboration Identifier | |
Calendar | ||
Schedule Appointments (check box) | Indicate that you wish to schedule appointments for the provider. Note:
| TRUE |
Default Appointment Duration | Set a default appointment duration for the Provider | 30mins |
Initials | Initials to appear in the appointment Calendar to identify the provider (can be full name). The order providers appear in the calendar view will be arranged by Initials (ascending 1-999, A-Z) | (for Dr John Smith)
JS |
Calendar Views (check box) | This will list the available Calendar Views as set up in Administration> Appointments | Doctors = Yes Nurses = No |
Medical Provider Details | ||
Medical Provider Display Name | Click here for more information on Provider vs Medical Provider |
|
Default Provider Number | Ensure that this number is at least 8 digits long. If less, then add leading zeros. |
|
Hearing Services Qualified Practitioner Number | This relates to HSP |
|
Professional Category | Medical Provider's Professional Category - select from list |
|
Accounting Initials | Provider's intial | JS |
Is a Hospital (check box) | If the Medical provider is not a Person but a Hospital, then tick the checkbox | Yes/No |
Auto cc referrers on requests? (check box) | Where a referrers contact is recorded in the Patient record, all letters will auto CC that contact |
|
| Qualifications | Enter the Provider's qualification(s) | MBBS, BSci (Med), FRACP, FRCPA, GAICD |
Accounting | ||
Rate Table | Select the applicable Rate table from the Drop down. |
|
Default Service Location | Set a default location for this Medical Provider | Adelaide |
Default Hospital Claim Type | Set a default Hospital Claim type | Agreements |
Default Hospital Consent | Set a default Hospital consent | Writing or Verbal |
Linked Bank Account | Link to the Bank account setup by the administrator | Jane's bank account |
ABN | Medical Provider's ABN |
|
ABN Title | ABN Title |
|
Is a referral required for all invoices? (check box) | This value ensures the provider is available in the 'To:' drop list when adding a patient referral | (Yes or No) |
Include in invoicing associates list (check box) | Enable the checkbox for this Provider to come up when creating invoices. This is Mandatory to tick | (Yes or No) |
Include in account management entities (check box) | This is Mandatory to tick | (Yes or No) |
| Always the service provider for their own accounts | This configuration (Always the service provider for their own accounts) is set on a Provider details – CR Dashboard>Providers. Once this value is set for a Provider, CareRight skip the confirmation steps when a new Invoice is created. | |
Enable Rate overrides for Private accounts | This value allows for Rate table overrides during Invoice creation. |
|
| 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 | ||
Prescribing | ||
| Prescriber number | Validate maximum length of prescriber number as 7 digits | |
Prescription Authority Number |
| |
Prescriber CNS Number | Enter the Provider's unique CNS number for prescriber |
|
Script paper | Depending on the Script Paper in stock. The latest Medicare updated script paper is 2022 |
|
Step 2: Create a user Login for the provider
From CareRight Administration:
Click Users and Group → Staff Members.
Search for the New Staff member created → Show
Click on Create User
Enter Username, Password, Password Confirmation, Email
Click on Create User
Enter Username, Password, Password Confirmation and Email
Click Create User
Step 3: Associate a Provider with a Service Location
Once a Medical Provider has been set up it can be associated with a Service Location.
- Access Administration.
- Select Locations from the menu.
- Select the Service locations sub-menu.
- Select the relevant service location and select Show button.
- Scroll to the section titled Medical Providers.
- Select the New button and the add Medical Provider screen will display.
- Add the following details:
- Medical Provider - This is a drop down list, search for the Medical Provider.
- Provider Number - This is the Provider Number specialist to the Service Location.
- Select the Create Associate Location button.
The Medical Provider is now associated with a Service Location, repeat this process for all relevant Providers for each Service Location.
Important Note on Not Normal After Care Invoicing
Where a line item is being created and:
The item number decomposes to “105” (eg, “105”, “105R”), and
The provider of the patient account has the new option “Item 105 is not normal after care by default” ticked as “Yes”
...then the line item will be created with “After care override” as “Yes” instead of the default of “No”.
Trigger API
An invoice created from the trigger API using the patient_account.build_invoice() function must also check the new flag when creating line items as described above.
