Introduction:
This screen is used by RCM team for fetching 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 login except Admin, the user is restricted to certain fields on Customer Master screen.
a)
Add button will
be shown disabled
b)
Save and Delete
button on Customer Master screen will be shown disabled
c)
Active checkbox
will be shown disabled
d)
Following are the list of fields can be modified are:
Office Manager, Address, Email, Tel, Notes, Specialty, Client Live Date.
Add:
Clicking on this icon user can add new Customer in
their database.
Fields on Customer Screen:
Code: Enter the 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 clients prognocis data
Office Manager: Mention the name of the Clinic's office manager.
Address: Add clinic address.
Email: Official email address of the clinic.
Tel: 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: Date on which client started using PrognoCIS.The Client Live Date field will accept backdated date until 50 years.
Action Buttons
save: Clicking
on this button will save the client details.
delete: Clicking on this button will delete the saved data.
reset:
Clicking on this button will reset all the fields.
