---
title: How to Configure a Locum Account in Profile (New Brunswick)
slug: portal-sub/how-to-configure-a-locum-account-in-profile-new-brunswick
docTags: 
createdAt: 2026-03-04T12:03:22.944Z
---

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 

1. Go to **Organisation** / **People & Places**.
2. Scroll through the list in **People and Places** window to find the provider going on leave.
3. Click to highlight the provider's name and then push the Copy Selected Provider button to make a duplicate provider.

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4. 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.

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## 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

1. 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.
2. 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.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1JPmuHZQhtlIJ1alBf9x-_zcwp8rjwaxc37v9derketqae5fdvubccq.png)![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/00iruO8HPIl3E22eDRM23_tgmjsmywbttvwzwrf-bn7zsmnbf0v-lxgq.png)

### Reference

1. Go to **Reference**.
2. Replace the necessary provider details with the locum's details.

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3. Click on the **Reference System** drop-down list and select **College of Physicians and Surgeons of New Brunswick**.
4. Enter in the locum's College Physician's License number in the **Prov ID** space.

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### Financial

1. Go to **Financial**.
2. Tick the **Is Financial** box so the locum can be invoiced.
3. 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.

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4. Under the **Letterhead** section, type in the locum's **Name**.

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### Special

1. Go to** Special**.
2. Type in a **New Password** for the locum in the space provided. 
3. Re-enter that same password in the **Retype New Password** space. 
4. Be sure to tick the **User can log in externally** box.
5. Select** Clear...** to remove the existing digital signature. 
6. 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.

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### Member Of

1. 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.
2. Double click on each item that requires alteration.

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3. **The Person Place** window will appear.
4. Click on the drop-down list and select **Medicare Billing Number**.
5. Replace the Medicare Practitioner ID into the **Service ID **space**.**
6. The **Group Account number **specifies which account the payment will go into. These details depend on the circumstance.
7. in **Specialty Rate **start typing the type of physician the locum is. Choose the type from the list that appears.
8. Click on the **Create Claims** drop-down list and select** On Attendance**.

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### Cover

1. Go to **Cover**
2. Select the **Add Cover button**

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3. 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.

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4. 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.

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5. 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. 
6. Tick the **Create Grants**, **Sign Incoming Clinical Transactions**, and **Can See Tasks **boxes. 
7. Under the **Financial Coverage** section, click on **Change Providerbillings... to Provider**....
8. Select **OK** to complete.

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9. The **Cover **details should now be visible. 
10. Select **Apply** and **OK** when all the details are complete.

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11. The locum's account should now be visible on the **People & Places** screen.

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