Set Up Assistant List

Create a list of assistants to assign to patient appointments.

How to Get Here

• Home ribbon bar > Editors > Practice > Assistants. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Practice in the list at the left and choose the Assistants option.

  

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Setup

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

   

  

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• Display active / inactive records - You can choose whether to include inactive records in your list by enabling / disabling the Show Inactive option at the top of the list.

   

  

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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. If you cannot find the assistant you are looking for, enable the Show Inactive option at the top of the list to include both active and inactive records.

   

  

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  • Title, name & greeting - 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 Information Panel 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 editor 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 editors, 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.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

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.

• Practice Tools
  • Assistant Editor
  • Office Contacts Editor
  • Office Editor
  • Orthodontist Editor
  • Practice Details Editor
  • Security Editor

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