How to Configure a Locum Account in Profile (New Brunswick)

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 replace the necessary provider details with the locum's details click on the reference system drop down list and select college of physicians and surgeons of new brunswick enter in the locum's college physician's license number in the prov id space financial go to financial tick the is financial box so the locum can be invoiced if the clinic is a salary clinic, the salary macro must be included click on the prov service macro button the macro editor window will open configure the user id, in the highlighted block, to match up correctly under the letterhead section, type in the locum's name 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 be sure to tick the user can log in externally box select clear to remove the existing digital signature if a digital signature is necessary, 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 member of go to member of to put in the billing information for the physicians note any details in the member of view will override anything in the reference view be sure to change the provider's details to the locum's double click on each item that requires alteration the person place window will appear click on the drop down list and select medicare billing number replace the medicare practitioner id into the service id space the group account number specifies which account the payment will go into these details depend on the circumstance in specialty rate start typing the type of physician the locum is choose the type from the list that appears click on the create claims drop down list and select on attendance cover go to cover select the add cover button type in the name of the provider into 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 type in the name of the locum into cover by , 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 tick the create grants , sign incoming clinical transactions , and can see tasks boxes under the financial coverage section, click on change provider billings to provider 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 visible on the people & places screen