Setting up the eGOS Module - Revision history

Optiwiki: /* Contractors */

2022-06-01T15:05:40Z

‎Contractors

2022-06-01T15:05:06Z

‎Contractors

2022-06-01T15:04:39Z

‎Contractors

2022-06-01T15:03:59Z

2022-06-01T10:42:33Z

2022-06-01T10:20:35Z

2022-06-01T10:20:03Z

2022-05-30T15:58:08Z

2022-03-10T14:26:33Z

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[[eGOS|Back]]

[[Optisoft.NET Help|Home]]

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 The practice Contractor is required for most of the EGOS Form claims. In order to set the Contractor per practice first of all the Contractor must be added as a staff member using the method above. You then need to do the following:
-<center>[[image:BranchMainternance2022.png|border|1020px|Branch Maintenance]]</center>
+<center>[[image:BranchMainternance2022.png|border|900px|Branch Maintenance]]</center>
 *Go to the Patient Module.

@@ Line 22: / Line 22: @@
 The practice Contractor is required for most of the EGOS Form claims. In order to set the Contractor per practice first of all the Contractor must be added as a staff member using the method above. You then need to do the following:
-<center>[[image:BranchMaintenance2022.png|border|1020px|Branch Maintenance]]</center>
+<center>[[image:BranchMainternance2022.png|border|1020px|Branch Maintenance]]</center>
 *Go to the Patient Module.

@@ Line 22: / Line 22: @@
 The practice Contractor is required for most of the EGOS Form claims. In order to set the Contractor per practice first of all the Contractor must be added as a staff member using the method above. You then need to do the following:
-<center>[[image:BranchMaintenance2022.png|border|1020px|Branch Contact Maintenance]]</center>
+<center>[[image:BranchMaintenance2022.png|border|1020px|Branch Maintenance]]</center>
 *Go to the Patient Module.

@@ Line 21: / Line 21: @@
 ==Contractors==
 The practice Contractor is required for most of the EGOS Form claims. In order to set the Contractor per practice first of all the Contractor must be added as a staff member using the method above. You then need to do the following:
 *Go to the Patient Module.
 *Click on the Maintenance tab in the toolbar.

← Older revision		Revision as of 10:42, 1 June 2022
Line 13:		Line 13:

	*Click Save and then Back to finish, or use the Auto Save feature.		*Click Save and then Back to finish, or use the Auto Save feature.
−
−	~~==Contractors==~~

	==Authorised Staff==		==Authorised Staff==
		+	Authorised Staff are staff members who have authority to sign EGOS forms.
		+
		+	To set a Staff member as Authorised, you need to tick the Authorised Staff option in the Type list, in addition to any other Type that may apply to this staff member.
		+
		+	==Contractors==
		+	The practice Contractor is required for most of the EGOS Form claims. In order to set the Contractor per practice first of all the Contractor must be added as a staff member using the method above. You then need to do the following:
		+	*Go to the Patient Module.
		+	*Click on the Maintenance tab in the toolbar.
		+	*Click the Branch button.
		+	*Search for the required branch, if the current branch is not the one you wish to update.
		+	*Select the correct staff member in Contractor drop down.
		+	*Click Save and then Back to finish, or use the Auto Save feature.

@@ Line 1: / Line 1: @@
 ==Creating a Staff member==
 To create Staff member follow the below procedure.
 *Go to the Patient module.
 *Click on the Contact/Staff button on the main Record screen (this is likely to be labelled Optometrist). This will take you to Contact/Staff Maintenance.
 *Enter the details of the staff member making sure you tick the correct Type on the left hand side.

← Older revision		Revision as of 10:20, 1 June 2022
Line 1:		Line 1:
	==Creating a Staff member==		==Creating a Staff member==
		+	To create Staff member follow the below procedure.
		+	*Go to the Patient module.
		+
		+	*Click on the Contact/Staff button on the main Record screen (this is likely to be labelled Optometrist). This will take you to Contact/Staff Maintenance.
		+
		+	<center>[[image:StaffMaintenance2022.png\|border\|1020px\|Branch Contact Maintenance]]</center>
		+
		+	*Enter the details of the staff member making sure you tick the correct Type on the left hand side.
		+
		+	*If you would like extra Contact Types adding into the list, simply click the Type button.
		+
		+	*Click Save and then Back to finish, or use the Auto Save feature.

	==Contractors==		==Contractors==