Utilities -> Practitioners -> New Practitioner Wizard
1. Select Prac Type.
2. If prac type is not in the drop down menu click [Add New Types].
3. Click [Next] and enter rest of setup, click [Finish] when complete.
Note: If you need to edit this practitioner for any reason (i.e. edit name, add credentials), you will need to search for them the same way you would search for a patient. For more information click here: Edit a Practitioner Name
Utilities -> Practitioners -> Setup Wizard
EACH section of the Practitioner Setup Wizard needs to be completed, click [Next] between each screen & [Finish] before moving on to next section. Tip! It's always good to look at the setup of other practitioners (same prac type) when adding a new one to assist in areas you're not sure of.
Work Schedule
1. Click [Add] to enter start date, must always be a Sunday.
2. Click [Add] to launch "Add Work Time screen".
3. Click day/s of the week you wish to create schedule for. Tip! If practitioner works the same hours several days in a week click ALL days to program in one step.
4. Enter hours & break times.
5. Enter online booking hours. Tip! Use [Copy Times from Above] if OB hours are the same as the practitioners work schedule.
6. Click [Save].
7. Click [Next] and process through wizard.
Schedule Layout
Tip! For ANY practitioner that will only have 1 column SKIP THIS STEP!
Tip! The period start date MUST always coincide with a schedule start date.
1. Click [Backgrnd Color] or [Font Color] to change schedule colors if applicable.
2. Click [Add] to launch "Add New Sched Layout" screen.
3. Enter required information.
4. Click [Save].
5. Click [Next] and process through wizard.
Holiday Hours
1. Click [Add] to launch "Add Holiday Hours Screen".
2. Enter date/time/reason, click [Save].
3. Click [Next] and process through wizard.
Tip! On the main screen you can click [Add Holiday Hours for All Pracs] in cases where the entire office is closed.
Appointment Times
If you want to color code your practitioner schedule, email support to schedule a time to go through this. :)
No Show Billing Rules
1. Enter send to no show and billing information.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.
Payor Reference Numbers
1. Enter registration number.
2. Click [Use RegNum] for 3rd parties you will be billing for this practitioner.
3. Click [Next] and process through wizard.
Billing Setup
1. Enter billing details.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.
Business Entity Tax Setup
1. Enter GST/Tax number.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.
Business Entity "Make Cheques Payable To" Setup
1. Enter "Make Cheques Payable To'.
2. Click [Next] and process through wizard.
Tip! Check out the setup of another practitioner to assist in this screen.
Practitioner Sort Order
1. Enter numerical value to sort, leaving all the same will sort alphabetically.
2. Click [Next] and process through wizard.
Practitioner SOAP Setup *Paperless offices only*
1. Enter practitioners preferences for pop ups & schedule layout.
2. Click [Next] and process through wizard.
Email Help@chirosuite.ca or Call toll free at 855.509.1111
Training video's and webinars can be accessed directly through ChiroSUITE!
Help->ChiroSUITE Help Videos
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