The Details Tab

The Details page contains fields for your own personal details such as Name, Qualifications, Provider and Prescriber numbers and Personal ABN number if you are working in an Associateship.

Note: If you are a solo practitioner or in a partnership you should use the Practice ABN which is stored in the Practice Preferences record.

The Sign Off field allows you to enter your usual way of signing off a letter. These fields can then be referenced in a referral or reply letter, so that no matter which doctor is typing the letter, their own name will appear at the bottom.

The Provider Type allows you to specify whether you are a GP, Specialist, Allied health or a Receptionist.  If you are a Specialist, you have the option of selecting your specialty, which is used when registering for web services.  For more information on registering for web services, see The Special Menu.

Note: If your Practice Type is an O&G/IVF clinic, then this menu has Clinician and Scientist instead of GP and Specialist.

The Default Bank Account menu allows you to specify which bank account the receipt window should default to when receipting any items billed in your name (to set up bank accounts see Banking).

Check Referral Validity in Appointments will check to make sure a patient will have a valid referral whenever you book an appointment and also when you arrive them into the waiting room.

Ticking Inactive User will remove this user from the login screen, appointment book and billing menu. It would be used if a user is going to be away for an extended period of time but intend on returning to the practice. To reactivate the user simply untick this box.

Show Me In the Appointments Book creates a column for your User Name in the Appointments Book. De-selecting it will remove your column. Ticking the days that you work will display your column in the appointment book for those days and not the days that are not ticked.

Appt Interval This option allows you to have a different appointment interval to the default interval set in Appointment Preferences.

Note: This only has an effect when you are in your own personal view of the Appointments Book. If everybody has the same interval, you should set this to Use Global.