Setting Up a New Doctor

Creating the Doctor as a New User

Navigate to Admin > Security > Security & Permissions.
Select Create New User and populate the required details.
Tick the 'Create Doctor' check-box to create a linked Doctor profile in HealthTrack.
Select Save .

Always create the Doctor as a new user in HealthTrack via the HMS Security Groups Manager, before adding them to Internal MO. For information on how to create the Doctor as a new user in HealthTrack, review our Usability Guide.

Internal MO

Navigate to Admin > Internal MO > Manage Internal MOs.
In the Add/Modify Internal Doctors screen for the new doctor, enter relevant details (i.e. contact information, signature etc.).

Adding Provider Numbers

Select the Edit Provider Numbers button to help capture all provider numbers for the doctor.
This will bring up the Add/Modify Doctor Provider Numbers screen.
To add a new provider number, select the Add button, type in the provider number and select Save .

HealthTrack will validate the provider number and a green tick will appear in the 'Validity' column if it is valid.

Then, under the Location & Health Fund Specific Provider Numbers section, select Edit and then New to populate the fields.

Adding Prescriber Number

Select Edit and enter the Prescriber Number.

Health Fund Relationships

Select the Edit Health Fund Relationships button on the right-hand side of the screen to bring up the Online Billing Doctor Relationships screen.
Select the Doctor from the drop-down list and set the relationship for each Health Fund (i.e. scheme).