Set Up Assistant List

Use the Assistants editor to create the list of clinical assistants that you assign to patient appointments.

1. Open Assistants Editor - Select Editors from the Tools section of the Home ribbon bar. Then from the Practice section, open the Assistants editor. (You can also use the Search field to look for the editor you want to work with.)

   

2. Create or Edit an Assistant Record - Click New at the top left of the window to create a new assistant for your practice, or choose to work with an existing record. If not all your records appear in the list, you can enable the Show Inactive option to see them. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   

3. Assistant Details - All of the settings in this editor are system-wide: When you change a setting, you change the setting for all Edge Cloud users and workstations in your system.

   

   Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   Name - Enter the assistant's title, first and last names, and middle initial in these fields.

   Abbreviation - Enter an abbreviation for this provider, such as his or her initials. Be sure the abbreviation is easy to distinguish from other provider abbreviations. The abbreviation appears on the Patient Information Panel of the patient folder, among other places in your system.

   Greeting - 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.

   Tax ID Type, Tax Number & License Number - Record the appropriate tax and license numbers for this provider, and select the type of ID used for tax purposes.

   Email address - Enter the email address to use for this provider.

   NPI Type 1 - 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.

   Assistant Custom Fields 1 - 8 - Use the User Defined Fields editor to set up the captions, or names, of unique fields available in several types of records, including your Patient and Responsible Party records, your Employer, Assistant, Dentist, Referrer, and Insurance editors, your Office Contacts list, and your patient identification fields. You can use these fields to track any sort of information you deem necessary. See the "Assistant User Defined Fields" in your User Defined Fields editor for details.

4. 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.

   

More Information

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 Cloud data. See "Set Up Operator Accounts" for details.

Print - You may want to print this list as a report for reference. See "Assistant List" for details.