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Practitioner

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This section describes how to manage practitioner information within 4Geeks Health. A “Practitioner” in 4Geeks Health represents any healthcare professional who provides services to patients, such as physicians, nurses, therapists, and other clinicians.

What is a Practitioner Record?

The Practitioner record stores essential information about each healthcare provider, including:

  • Identification: Name, ID number, contact information.
  • Credentials: Professional qualifications, licenses, certifications.
  • Specialties: Areas of expertise.
  • Roles and Permissions: System access and privileges within 4Geeks Health.
  • Scheduling: Availability for appointments (if applicable).
  • Contact Information: How to get in contact with the practitioner.

Accessing Practitioner Records

You can typically access Practitioner records in the following ways:

  1. From the Navigation Menu:

    • Look for a “Practitioners,” “Providers,” “Staff,” or similar option in the main navigation menu.
    • Click this option to see a list of practitioners.

  2. From Other Modules (where applicable):

    • When scheduling appointments, ordering lab tests, or creating encounters, you will often need to select a practitioner from a list. This list pulls from the Practitioner records.

Creating a Practitioner Record

1. Initiate the Process

  • Navigate to the Practitioners section (usually from the navigation menu).
  • Click a “New Practitioner,” “Add Practitioner,” or similar button.

2. Fill Out the Practitioner Form

The Practitioner form will likely include the following fields:

  • Basic Information:

    • First Name *: The practitioner’s given name. Mandatory.
    • Middle Name: The practitioner’s middle name (optional).
    • Last Name *: The practitioner’s surname/family name. Mandatory.
    • Gender *: Select from Male, Female, Other, or any other options. Mandatory.
    • Practitioner ID: An internal ID number for the practitioner. This may be auto-generated.
    • Image: Add a profile image.

  • Contact Information:

    • Email ID *: The practitioner’s primary email address. Mandatory.
    • Mobile Number: The practitioner’s mobile phone number.
    • Address: The practitioner’s work address.

  • Credentials:

    • Medical License Number: The practitioner’s medical license number (if applicable).
    • License State/Jurisdiction: The state or jurisdiction where the license is valid.
    • License Expiration Date: The date the license expires.
    • National Provider Identifier (NPI): (For US-based practitioners) The practitioner’s NPI.
    • DEA Number: (For US-based practitioners with prescribing authority) The practitioner’s DEA number.
    • Specialty *: Select the practitioner’s primary specialty from a dropdown list (e.g., Cardiology, Pediatrics, Physical Therapy). Mandatory.
    • Subspecialty (if applicable): Select a subspecialty.
    • Qualifications: List degrees, certifications, and other qualifications.

  • User Account (Important):

    • Create User: There will likely be an option to create a user account for the practitioner within 4Geeks Health. This is essential if the practitioner needs to log in to the system to access patient records, document care, or perform other tasks.
    • Username: If creating a user, assign a username.
    • Password: Set an initial password (the practitioner should be prompted to change it upon first login).
    • User Roles/Permissions: Assign the appropriate user roles and permissions to control the practitioner’s access to different features and data within 4Geeks Health. This is crucial for security and compliance.

  • Other Information (Optional):

    • Department: Assign the practitioner to a department within the organization.
    • Notes: Any additional notes about the practitioner.

3. Saving the Record

  • Review: Carefully review all entered information.
  • Save: Click the “Save,” “Create Practitioner,” or similar button.

Managing Practitioner Records

  • View: You can view a list of all practitioners and open individual records to see their details.
  • Edit: You can edit practitioner information to update contact details, credentials, or other information. Be cautious when editing user account information (username, password, roles).
  • Deactivate/Inactivate: If a practitioner leaves the organization, you should not delete their record. Instead, you should deactivate or inactivate the record. This preserves historical data while preventing the practitioner from accessing the system. There is usually a checkbox or status field to indicate whether a practitioner is active or inactive.
  • Delete: Delete Practitioner record.

Healthcare Service

This section allows to link Healthcare Practitioner with a specific Healthcare Service. To create:

  1. Select the Healthcare Practitioner.
  2. Go to Healthcare Service section.
  3. Click on Add Row.
  4. Fill the form.
  5. Save

Important Considerations

  • User Accounts: Carefully manage user accounts and permissions for practitioners. This is critical for security and compliance.
  • Credentials Verification: Verify the credentials of all practitioners to ensure they are qualified and licensed to practice.
  • Data Accuracy: Keep practitioner information up-to-date.
  • Integration: Practitioner records are often integrated with other modules, such as Appointments, Encounters, Orders, and Billing.
  • Compliance: Ensure that all practitioner information and processes comply with relevant regulations.

This documentation provides a comprehensive overview of managing practitioner records in 4Geeks Health. Remember to adapt any specific field names, button labels, or steps to match your organization’s customized configuration.