Set Up Assistant List

Create a list of assistants to assign to patient appointments.

How to Get Here

• ViewPoint main menu > System Tables > System > Assistant.

   

  

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Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

 

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Display Active / Inactive Records - You can choose whether to include inactive records in your list. Enable either the Show All or Show Active Only option to include/exclude the inactive records.

 

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• Create new assistant - Click New. Then enter the assistant's details, described below.

   

  

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• Edit assistant - Select an assistant to work with. If you just created a new assistant, that record is selected automatically.

   

  

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  • Name - You can change the name in these fields. The greeting field is primarily used for mail merge documents. Enter the greeting as you would like to see it in the salutation of a letter.

  • Abbreviation - The assistant abbreviation appears on the Patient tab of the patient folder, among other places in your system.

  • License & Tax ID numbers - Record the appropriate tax and license identification data for this provider. You can optionally select an appropriate Specialty for this assistant.

  • NPI field - The NPI  (National Provider Identifier) field complies with the Health Insurance Portability and Accountability Act (HIPAA), allowing a 10 digit number.  You may be required by law to have this number appear on paper and/or electronic insurance claims.

  • User-defined fields - Use the User Defined Fields table to set up the captions, or names, of unique fields available in several types of records, including fields in your Patient and Responsible Party records, your Employer, Assistant, and Insurance tables, your Office Contacts list, and your patient identification fields. See "Set Up User Defined Fields" for details.

  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients.

• Print - Click Print to send the list to your printer.You may also want to print the list as a report. See "Assistant List" for details.

• Save your changes - Click Exit to save the changes you have made and close the editing window.

Notice!

• Assistant data security - You can assign assistants to specific offices in your Office editor, then use the Office Permissions option in your Operator editor to limit employee access to your assistants' Edge data. See "Set Up Operator Accounts" for details.

• Set Up Your Practice
  • Assistant Table
  • Install Fingerprint Sensors
  • Message Box Table
  • Office Table
  • Orthodontist Table
  • Security Groups
  • System Settings

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