Defining a Provider's Favourite Item Numbers

Brief Overview

Defining a provider's favourite item numbers will populate the items within the Message to Reception window, so providers may quickly communicate the items to be charged with their administrative team. 

 

Short Version

  • If logged in as the provider, open Settings > My Settings.
  • If logged in as Practice Admin, open Settings > Users, click Edit beside the provider and Update & Configure
  • Open the Favourite Item Numbers tab.
  • Enter the information required.
  • Click Save

 

Instructions

1. If you are logged in as the provider, open Settings > My Settings. Skip to step 5.
Settings_My_Settings.png

2. If you are logged in as a Practice Admin user, open Settings > Users

Settings_Users.png

 

3. Click the Edit icon beside the provider.

Edit_pencil.png

 

4. Click Update & Configure

Update_and_Configure.png

 

5. Open the Favourite Item Numbers tab. 

Favourite_Item_Numbers.png

 

6. Click on Add Item

Add_Item.png

 

7. Type the item number into the field provided, and click the Tick icon to save.

Add_favourite.png

 

8. The items will then be displayed in the Message to Reception window for the provider to select from. 

Message_to_reception.png

 

 

Further Reading

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