Everybody needs a helping hand from time to time and specialists are no exception.  So how do you identify these specialist 'sidekicks' within Genie so you can link their details against procedures and accounts?

Before you begin

It may seem obvious but in order to add an assistant to your database you will need to know the assistant's details.  If you haven't already you should note down the important details including the assistant's name, specialty, provider number, phone, and email. Once you've got those details you will be good to go.

Creating an assistant Address Book record

To create an assistant record you will need to firstly create an Address Book record. Once they have been created it's a simple tickbox to then have them show up as an Assistant in the various areas of Genie. Follow the instructions below to create an Address Book record.

1. Navigate to Open > Address Book

2. Cancel the Search window which appears

3. Select the blue plus  icon to add a new entry to the Address Book

4. Input the relevant details for the assistant

5. Select the Assists at Operations tickbox

6. Save the record

Where can you specify an assistant?

Once you have created the necessary Address Book record for your assistant you will be able to link them to invoices and procedures alike. In order to add the details for an assistant to an invoice you should raise the invoice with the surgical item numbers and then use the Include Asst's Fee button. The resultant window will allow you to search your Address Book for the desired assistant. The assistant's name and provider number will then appear on the invoice.

In order to add an assistant to a procedure record you can select the Assistant button on the Details tab of the procedure window. A list of all doctors in your database that have been marked as Assists at Operations will appear allowing you select the relevant doctor. Their details will then populate on the associated operation report and theatre list that can be produced.

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