How to Configure a Locum Account in Profile (British Columbia)

when a provider goes on leave, a locum, or temporary provider may cover the provider's leave period important information and financial details will need to be captured in profile during that time the following article covers the process of creating a locum account in profile note this process must be done by a user with user rights to manage user creation create a duplicate provider go to organisation / people & places scroll through the list in people and places window to find the provider going on leave click to highlight the provider's name and then push the copy selected provider button to make a duplicate provider the provider window will now appear this will be the area where all of the provider's details will be replaced with the locum's replace provider details with locum details the rest of the process will focus on replacing the provider's information with the locum's information, in the provider window general replace items in the general view code , full name , last name , first names etc the street address is usually the address of the clinic, so that might remain the same be sure to change the cellphone , and the email items in case the locum will be working remotely note when the full name section has been changed, the title of the provider window will also change, as demonstrated by the screenshots below reference go to reference click on the reference system drop down list and select bc college physicians and surgeons enter in the locum's bccps number in the prov id field financial go to financial check the is financial checkbox so the locum can be invoiced under the letterhead section, type in the locum's name and optionally, their license number in the qualifications space special go to special type in a new password for the locum in the space provided re enter that same password in the retype new password space tick the user can log in externally box, if the locum is to be given remote access select clear to remove the existing digital signature if there is one if a digital signature is to be uploaded, select load and find an existing digital signature file, of the locum's, to be uploaded the digital signature should now be visible in the box grants go to grants note the rights of the original provider should be present in this view be sure to look over each of the grant items to make sure they are correct, or to see if they need altering the three most important items to look over are sign incoming clinical transactions , work for me , and can see tasks roles go to roles the roles of the provider should be visible here make sure the roles are relevant for the locum if the sys admin role is included, perhaps that role should be removed from the locum's profile highlight the role that needs to be removed and click the remove role button select yes , in the additional window, to confirm the deletion member of go to member of double click each item to view or to make alterations the person place window will appear change the service id and payee id to that of the locum's rural retention program details can be added into the rrp/scc space cover go to cover select the add cover button type in the name of the provider being cover for, in the space provided, and select their name from the drop down list that appears alternatively click on the ellipsis button to search open the drop down menus and choose a cover from and a cover to date this will specify the dates by which the locum will cover for the provider click on the appropriate payment specifications found under the financial coverage section these details will be determined by the locum and the clinic select ok to complete the cover details should now be visible select apply and ok when all the details are complete the locum's account should now be set up and visible on the people & places screen