Everybody needs a helping hand from time to time and specialists are no exception. So how do you identify these specialist assistants 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.
To create an assistant record you will need to firstly create an Address Book record.
- Navigate to Open > Address Book;
- Cancel the Search window which appears;
- Select the blue plus icon to add a new entry to the Address Book;
- Input the relevant details for the assistant;
- Select the Assists at Operations checkbox;
- Save the record.
Once you have created the Address Book record for your assistant, you can link them to invoices and procedures in your Genie software.
Adding an assistant to an invoice
When you are creating your invoice, you can simply click the button once you have added in your surgical item numbers. The resultant window will allow you to search for your desired assistant from the Address Book.
For more information on the different scenarios where you would bill assistants, please see our Assistant Invoicing article.
Adding an assistant to a procedure
In order to add an assistant to a procedure record, simply click the Assistant button within the Details tab of the procedure window as shown.
A list of all doctors in your database that have been marked as Assists at Operations will appear. Once you select the correct assistant, their details will populate on the associated operation report and theatre list.