Introduction:
This screen is used by the RCM team for fetching the Client's reports from the Control Room. If the user is logged in as 'Admin', then the user is given the provision to edit all the fields. For other logins except Admin, the user is restricted to certain fields on the Customer Master screen.
a)
The Add button will
be shown as disabled
b)
The Save and Delete
buttons on the Customer Master screen will be shown as disabled
c)
The Active checkbox
will be shown as disabled
d)
The following is the list of fields that can be modified:
Office Manager, Address, Email, Tel, Notes, Specialty, Client Live Date.
Add:
Clicking on this icon, the user can add a new Customer to their database.
Fields on the Customer Screen:
Code: Enter a unique code for the customer (Clinic) that will be saved in the database.
Name: Mention the name of the clinic.
Pool Name: Enter the pool name of the patients.
URL: Add the client URL to access the client's PrognoCIS data.
Office Manager: Mention the name of the Clinic's office manager.
Address: Add the clinic address.
Email: The official email address of the clinic.
Tel: The registered telephone number of the clinic.
Notes: Specific notes, if required, can be added in this field.
RCM Manager: Enter the name of the RCM Team Manager.
Specialty: Mention the specialty of the Clinic.
Client Live Date: The date on which the client started using PrognoCIS. The Client Live Date field will accept a backdated date of up to 50 years.
Action Buttons
Save: Clicking
on this button will save the client's details.
Delete: Clicking on this button will delete the saved data.
Reset:
Clicking on this button will reset all the fields.