Practitioner and User Records
Thre are two types of user in Pracsoft: User and Practitioner.
- A User account refers to any user of Pracsoft who does not intend to bill patients for services. This is usually the Practice's administrative employees
- A Practitioner account refers to any user of Pracsoft who intends to bill patients for services, or who is otherwise a non-billing clinician.
Practitioner accounts are then divided into two groups; 'Inactive' and 'Active'. An inactive practitioner is a clinician who does not intend to bill patients for services. For example, you may have a clinician who is registered in Clinical, but who will never bill patients for services in Pracsoft. This would be an unusual case, but Pracsoft provides for this type of user, regardless.
Active practitioners on the other hand do bill patients for services. In order to bill for services, an active practitioner must supply at least a location description, which is recorded in Pracsoft. Most active practitioners must also record their Provider Number(s). A Provider Number is required for billing.
Active practitioners are further sub-divided into 'entities' and 'clinicians';
- An entityis generally a non-human, administrative account with which you bill patients for services. For example, your Practice may want to bill patients for vitamins bought over the counter, at your Practice. Such sundries are 'administered' by the Practice as opposed to a specific practitioner. If you intend to bill patients in this manner, you need to create a user account for the Practice itself. An entity account does not need to have a Provider Number recorded against its record because it cannot conduct online claiming. However, itdoesneed to have a location recorded for it.
- A clinician must record a Provider Number for any billing, and it is possible for one
clinician to have multiple Provider Numbers - one for each location at which they
practise. They must record each Location
into Pracsoft.