---
title: System Management
slug: portal-sub/system-management
docTags:
createdAt: 2026-03-04T12:03:16.581Z
---
**User Manual**
System Management
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SH_VGwUl5krm6ZhkbFKyd_4bt0co2y79nyve2geg5xmc8xgqnxvq4gq.png" size="66" alt="A blue and grey logo
Description automatically generated" isUploading="false" initialPath="assets/4bT0Co2Y79nYVE2GeG5xMc8_xgQNxvq4GQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4bT0Co2Y79nYVE2GeG5xMc8_xgQNxvq4GQ.png" position="flex-start" showCaption="false"}
Suite 550 - 375 Water Street,
Vancouver, British Columbia, Canada, V6B 5C6
Table of Contents
[Adding and Altering Internal Providers (Clinical)](docId\:R2IiHi4E5x33e77Nol3Ro)
The General View
The Reference View
The Financial View
The Special View
The Grants View
The Member of View
[Adding and Altering Internal Users (Non-clinical)](docId\:R2IiHi4E5x33e77Nol3Ro)
[Changing Password](docId\:R2IiHi4E5x33e77Nol3Ro)
[External Providers](docId\:R2IiHi4E5x33e77Nol3Ro)
Searching and Altering External Providers
Adding New External Provider
[Adding and Altering an Organizati](docId\:R2IiHi4E5x33e77Nol3Ro)[on](docId\:R2IiHi4E5x33e77Nol3Ro)
[Adding and Altering a Payer ](docId\:R2IiHi4E5x33e77Nol3Ro)
[Maintaining Appointment Schedule](docId\:R2IiHi4E5x33e77Nol3Ro)
Creating a New Appointment Rule
Duplicating Appointment Rules
Editing an Appointment Rule
Blocking Appointment Rules (Individual and Common)
[Customizing Appointment Preferences](docId\:R2IiHi4E5x33e77Nol3Ro)
Appointment Locations
Appointment Types
Appointment Preferences
[Adding or Altering Service Codes](docId\:R2IiHi4E5x33e77Nol3Ro)
Creating a New Service Code
Changing the Price for a Service Code
[Maintaining Patient Records](docId\:R2IiHi4E5x33e77Nol3Ro)
Printing the Medical Record
Inactivating a Patient
Merging and Deleting patients existing in the Client Registry
Merging when at least one patient does not exist in the Client Registry
Unmerging a previously merged patient existing in the Client Registry
[People & Places](docId\:R2IiHi4E5x33e77Nol3Ro)
Adding and Altering Practice Details
Adding and Altering Place of Service (POS) Details
[Roles](docId\:R2IiHi4E5x33e77Nol3Ro)
Adding a Role
[Document Templates](docId\:R2IiHi4E5x33e77Nol3Ro)
Creating a New Template
Altering an Existing Template
Viewing Saved Letters
[Configuring the Return and Discuss Buttons](docId\:R2IiHi4E5x33e77Nol3Ro)
Creating a Task Template
Assigning a Task Template to the Return and Discuss buttons
# Adding and Altering Internal Providers (Clinical)
The **People & Places** window is used to enter details about the individual providers at your organization.
1. Go to **Organisation/People & Places **on the main menu.
2. Select the provider template or a provider who is similar to the one you are adding.
3. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CPyFbIK0bwCfElwj75_ul_azc8vbvj8oqvtyngp9ccpc6t4ou03htcq.png" size="10" isUploading="false" initialPath="assets/AzC8v_bVJ8oqVtYNgP9Ccpc6t4OU03HTcQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/AzC8v_bVJ8oqVtYNgP9Ccpc6t4OU03HTcQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to open a copy of the selected provider’s profile.
:::
## The General View
- Enter the provider’s initials in the **Code** field
- Enter the provider’s full name, last name and preferred name in their respective fields.
- Select the provider’s specialty in the **Specialty** field.
## The Reference View
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LlA1ii1RQlomU24RbabBa_pse587pcnmhc15xnxix9yoxfwpt5lxt7ig.png" size="98" isUploading="false" initialPath="assets/pse587pcnmHC15XnXIX9YoxfWpT5Lxt7Ig.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/pse587pcnmHC15XnXIX9YoxfWpT5Lxt7Ig.png" position="flex-start" showCaption="false"}
1. From the **Reference System** drop-down, select the appropriate association.
2. In the **Prov ID** field, enter the provider’s number for the selected association.
## The Financial View
1. In the **Financial** panel:
2. Enter the financial name in the **Name** field, if necessary
3. Check the **Is Financial **checkbox by clicking in the box.
4. In the **Letterhead** panel:
5. Enter the provider’s full name in the **Name** field.
6. Enter the provider’s qualifications in the **Qualifications** field.
7. Select Provider in the **Owner** field.
8. Select Standard in the **Style** field.
9. Select Local in the **POS** field.
10. Check the **Is Partner** checkbox by clicking in the box if applicable.
11. Check the **Show POS** checkbox by clicking in the box.
## The Special View
- Enter the provider’s password in the **New Password** and the **Retype New Password** fields.
## The Grants View
| 1. To give role(s) the ability to sign this doctor’s transactions, work for the doctor, or see this doctor’s tasks, select the desired grant and click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fHUQOM-dUFtPA6MX4v34r_9aneuaasgs2d0ga-dj3sqjrmlnub5y3q.png" size="14" isUploading="false" initialPath="assets/-9aneUaAsgs2D0Ga-DJ3SQjRmLNub5Y3_Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-9aneUaAsgs2D0Ga-DJ3SQjRmLNub5Y3_Q.png" position="flex-start" showCaption="false" indent="2"} | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XZcSczCT8Qx8eqpn2bIJZ_iu5loid5yoanmjbfqyzxwpwjuckcjhfvxg.png" size="47" isUploading="false" initialPath="assets/iU5lOId5YoanMjBfQYzxwPwJUCkCjHFVxg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/iU5lOId5YoanMjBfQYzxwPwJUCkCjHFVxg.png" position="flex-start" showCaption="false"}
|
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1) To give user(s) the ability to sign this doctor’s transactions, work for the doctor, or see this doctor’s tasks, select the desired grant and click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/x3U5YgE-fxaMJsJcLFy2s_qyd7zi59zqnvoosj3uc1w0nx9ffyv-3w.png" size="14" isUploading="false" initialPath="assets/_qyD7Zi59zQNvOOsJ3_UC1W0Nx9FfYV-3w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_qyD7Zi59zQNvOOsJ3_UC1W0Nx9FfYV-3w.png" position="flex-start" showCaption="false" indent="2"}
2) Click **OK**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8SMHsjNzxoAFqnOxscvH2_tniq4ostfwvn48dzrom6nr6jqmmlxmjq.png" size="47" isUploading="false" initialPath="assets/TnI_Q4oStfWVN48DzROm6n_R6JqMmlXmjQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TnI_Q4oStfWVN48DzROm6n_R6JqMmlXmjQ.png" position="flex-start" showCaption="false"} |
## The Member of View
| 1. In the top panel:
2. Add POS as necessary by clicking
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6QLbq_iBzr4QPXDete0b5_qgymywob-2pw2nfsimsxgeegve6ehw.png" size="10" isUploading="false" initialPath="assets/qg_yMYwob-2p__w_2NFSImsXgeEgVE6Ehw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/qg_yMYwob-2p__w_2NFSImsXgeEgVE6Ehw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to open the **Organisation structure** window,
:::
3) Checking off applicable options.
4) Click **OK**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZZxsh-3Wdvpr6HCFaYSjB_lvr5mzzdduerw647fvenk5s9rjstsidgew.png" size="62" isUploading="false" initialPath="assets/lVR5MZzDDueRw647FvEnk5s9rjSTsIdgew.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lVR5MZzDDueRw647FvEnk5s9rjSTsIdgew.png" position="flex-start" showCaption="false"} |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. In the **Provider Groups** panel:
2. Add the appropriate provider distribution group(s) to allow for group tasking.
3. Add the appropriate provider(s) appointment group so the provider’s appointment schedule(s) can be viewed in the **Appointments** view. | |
1. Click **Apply **button to save the information when moving to the next view.
2. Click **OK** to save the information and close the **Provider** window.
# Adding and Altering Internal Users (Non-clinical)
1. Go to **Organisation/People & Places** on the main menu.
2. Select the user template or a user who is similar to the one you are adding.
3. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dABce3fbEmU1RCVJByVPi_w29sizjkso6ypgj9bao2fnm565njzw7la.png" size="10" isUploading="false" initialPath="assets/W29sIZJKSO6yPg_j9Bao2FNm565NJZw7lA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/W29sIZJKSO6yPg_j9Bao2FNm565NJZw7lA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to open a copy of the selected user’s profile.
:::
4. In the **General** view:
| - Enter the user’s initials in the **Code** field
- Enter the user’s full name, last name and preferred name in their respective fields.
- Enter the user’s job title in the **Job Title** field, if necessary. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/n_MTAeR0dtaz-cdmGALNJ_jgo7y3a3hkvfwfflkjcfjygzhph1v4igvq.png" alt caption} |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. In the **Special** view:
| - Enter the user’s password in the **New Password** and the **Retype New Password** fields. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ErqOye-Sm9XeWWQpTzhWN_a67aymsqzxit5gv6eefnelbkzumlneghbq.png" alt caption} |
| ------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. In the **Member Of** view:
| In the **Provider Groups** panel:
* Add the appropriate user distribution group(s) to allow for group tasking. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1qPyfGhg2wmAyiYrq7RBV_3tfjywy-u7fwhhmmtnqgl-urrvmtbixgkq.png" alt caption} |
| ------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. Click **Apply **button to save the information when moving to the next view.
2. Click **OK** to save the information and close the **User** window.
# Changing Passwords
1. Go to **Organisation/People and Places** on the main menu.
2. Double-click the user or provider for whom you are changing the password. This opens the profile for the user or provider.
3. Click the **Special** view on segment list.
| - In the **New Password** field, enter the new password.
- In the **Retype New Password** field, enter the new password. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/j8aluDlxzvjeepo_Aml7k_o9kzskxdmn7z3qhjycvmabixc2he2hvtw.png" alt caption} |
| ------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. Click **OK** to save information and close the window.
# External Providers
## Searching and Altering External Providers
1. Go to **Organisation/External Providers** on the main menu. This opens the **External Providers** window.
2. Fill in applicable Search Criteria:
3. In the **Name** field, enter the external provider’s name,
4. In the **Type** field, select the type of external provider, For example\:Medical for a doctorParamedical for medical personnel Supplier for pathology or radiology organization.
5. In the **Specialty** field, select the specialty of the external provider.
6. In the **City** field, enter the city of the external provider, if desired.
7. In the **Identifier** field, enter the Medicare Billing Number of the external provider, if desired.
8. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RazOKZ5aXSBq7kZg08pzv_jok4f1mves3ti6pssh3fhr5wt45dbof8dq.png" size="12" isUploading="false" initialPath="assets/jok4F1MVeS3tI6PsSh3Fhr5wT45dBoF8dQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/jok4F1MVeS3tI6PsSh3Fhr5wT45dBoF8dQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
.
:::
9. To edit the external provider, double-click on the external provider line that appears in the list of external providers. This opens the **Edit External Provider** window:
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FKXxCTqYzlvIHpAhmw_i-_iuoqcabevk9c9kklws3twjutoflbwtnlqq.png" size="91" isUploading="false" initialPath="assets/iUoqcabEVk9C9KKLWs3TWjuToFlBwTnlQQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/iUoqcabEVk9C9KKLWs3TWjuToFlBwTnlQQ.png" position="flex-start" showCaption="false"}
1. Edit the required fields in the **General **view such as:
2. Name,
3. Contact Information.
4. Click **OK **to save the information and close the window.
## Adding New External Provider
To add an external provider, agency or laboratory:
1. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RaeazFN3L2Ls5sMvxcTFp_dolsz2fhpk1-ts8u-ngrbgvnpffttywzua.jpeg" size="10" alt="button new document.jpg" isUploading="false" initialPath="assets/dolSZ2FHPK1-TS8u-NGRbGVnPfFtTYwZuA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dolSZ2FHPK1-TS8u-NGRbGVnPfFtTYwZuA.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to open the **New External Provider** window.
:::
| - In the **Full Name** field, enter the full name of the external provider, including title.
- In the **Last Name** field, enter the last name of the external provider. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tYYluEC7T4lG4Wt2Xmu1j_tonsgemfqrrb1vqp24cv4saxn3m902gdqq.png" alt caption} |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| * In the **Title** field, enter the title of the external provider.
* In the **Preferred Name** field, enter the first name of the external provider.
* In the first **Reference** field, select the Medicare Billing Number reference.
* In the second **Reference** field, enter the Medicare Billing Number for the external provider.
* In the **Street Address** panel, enter in the required information in the fields.
* In the **Phone** and **Fax** fields, enter the phone number(s) and fax number. | |
1. Under the **Type** drop-down, select the provider’s type (ex. Medical, Supplier)
2. Under the **Speciality** drop-down, select the provider’s speciality (ex. Cardiology, Pharmacy)
3. For physicians, enter their Medicare Billing Number in the **Reference** area. Select **Medicare Billing Number** from the **Reference** drop-down, and enter their Medicare Billing Number in the field below.
4. Click **Notes** view and enter any additional information.
5. Click **OK** to save the information.
# Adding and Altering an Organization
Organizations are used in the Patient Register and invoice windows and relate to any organisation responsible for paying all or a portion of an invoice.
1. Go to **Financial/Organisations** on the main menu.
2. The **Organisation **window appears.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/svLMzLoS_Iev1pCt7qXqO_uq4vswutpufe9yqhgwr087dya-g9z0uqga.jpeg" size="76" alt="organisations.jpg" isUploading="false" initialPath="assets/uq4VsWUtPUFe9YQhGWR087DyA-g9z0uqGA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uq4VsWUtPUFe9YQhGWR087DyA-g9z0uqGA.jpeg" position="flex-start" showCaption="false"}
1. Select
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3uNoJ8dpsdf04t1k5sJWC_1xad614yatuj6lvp1y4dncfaqomnrlapq.jpeg" size="10" alt="button new document.jpg" isUploading="false" initialPath="assets/1_xaD614YaTUJ6LVP1Y4DncFaQOMNrlapQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1_xaD614YaTUJ6LVP1Y4DncFaQOMNrlapQ.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
from the toolbar to open **New Organization** window.
:::
1. Enter the applicable information
2. Type the organisation’s name in the **Organisation **field
3. Enter contact information
| NOTE: | |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------- | - |
| The **Name** field under **Contact Information** is mandatory. You can enter a general entry such as Manager if the actual person’s name is not applicable. | |
# Adding and Altering a Payer
Payers are used in the **Financial** view of the Patient Register and the **Invoice** window, and relate to any card, organisation or person responsible for paying all of or a portion of an invoice.
1. Go to **Financial/Payer.**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZaqIwURkCW-0hbk7h9LzT_cxlr-tawv9i0rfyqta1elfzzaol2cfyhfw.png" size="62" isUploading="false" initialPath="assets/cXlR-tawV9I0rFYqta1ElfZZAOL2CFyHFw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/cXlR-tawV9I0rFYqta1ElfZZAOL2CFyHFw.png" position="flex-start" showCaption="false"}
1. Select** **
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HoZaoF4S0JvXkaXPHXewF_zc59b0rvjopwxacvzbb7uegib1wegjc2w.jpeg" size="10" alt="button new document.jpg" isUploading="false" initialPath="assets/zc59b0_RVjoPwxacvZBb7uEGIb1WegjC2w.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zc59b0_RVjoPwxacvZBb7uEGIb1WegjC2w.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
** **and** **enter the field information. Press **\[TAB]** to move between the fields.
:::
2. Click **OK** when complete.
3. To alter details of an existing payer, double-click on the payer and modify the required information.
4. Click **OK **to save.
# Maintaining Appointment Schedule
## Creating a New Appointment Rule
Appointment rules define the times that a provider is available for consultations and other services at the organization.
These rules create a personalized appointment schedule. These rules can be structured, indicating the type and duration for each consultation or unstructured.
1. Go to **Maintain/Appointments/Rules **on the main menu to display the **Appointment Rules** window:
| 1. Click the down arrow next to the
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9Sakzs9PqS3GCaAkil5d5_tyfequfpk7hdyjcipqhw6tnavww1xisgoq.jpeg" size="10" alt="button new appt rule.jpg" isUploading="false" initialPath="assets/tyFEquFPk7hDYJCIPqHW6tNaVWw1xIsgOQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/tyFEquFPk7hDYJCIPqHW6tNaVWw1xIsgOQ.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
in the toolbar and select the **Personal Appointment Rule.**
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Vuhb_f-9_EPd5XqQYWRM4_xnkaa9su8h2eneikivy2qb-fuolqv9gyw.png" size="34" isUploading="false" initialPath="assets/XNKaa9su8h2eNeiKiVY2qb-FUOL_QV9GYw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XNKaa9su8h2eNeiKiVY2qb-FUOL_QV9GYw.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| This opens the **New Personal Appointment Rule** window.
1) **Name of the rule** Enter the name of the appointment rule for the provider.
2) **Activate from** Enter the date from which this rule is to be activated or leave today’s date in the field.
3) Specify the closing of the rule if necessary:
4) Tick the **to** checkbox and enter an end date for the rule.
5) In the** Rule Cycle **panel select one of the radio buttons: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yX6QZ5kQXlIvbwmRfj4Ge_fg6-ay4-5wtacsrimdw4zl1xzo3e1j7g.png" size="51" isUploading="false" initialPath="assets/fg6-ay4-5wtacsrIm_DW4zl1xZo_3E1j7g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/fg6-ay4-5wtacsrIm_DW4zl1xZo_3E1j7g.png" position="flex-start" showCaption="false"} |
- **Daily** for appointments occurring daily.
- **Weekly** for appointments occurring in a week cycle.If necessary, enter the number of the week cycle e.g. 1, 2, 3, etc.Click on the dropdown arrow and select the day to which the rule appliesClick
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eHpQs8Qt8UFrhzRX_ZNFQ_6ocmt4xrvhavhhbocmdoveshdkcmr2ljjw.png" size="10" isUploading="false" initialPath="assets/6oCMT4XRVhAVhhBoCmDovEsHDkCMr2lJJw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/6oCMT4XRVhAVhhBoCmDovEsHDkCMr2lJJw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Repeat for each day to which the rule applies.If a day has been selected in error, select the day from the list, and click
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/l62B04ycdYE77TyUIoflj_y3bcjffyartmytebx6ilvlrcja95-i7ca.png" size="10" isUploading="false" initialPath="assets/y3BCJffyaRtMyTeBX_6ILVLRCja95-I7CA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/y3BCJffyaRtMyTeBX_6ILVLRCja95-I7CA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
.
:::
- **Monthly** for appointments occurring in a monthly cycle. Select all the days of all the weeks that make up the cycle.
- **Once** for a rule that does not repeat on regular basis e.g., vacation. Enter the start date and the end date.
- **Begin Time** and **End Time** Type the appropriate time, e.g., for 12:00pm and 1:00pm for lunch break.
- **Provider** Enter the provider’s code for whom this rule applies.
- **POS** Enter the POS if necessary.
- **Type** Enter the appointment type which applies to this rule.
- **Duration** Enter duration if necessary.
- **Reason** (2nd field) Enter a reason for non-standard appointment types.
- Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6fRyguNmP5CTqBws96EWK_l5mbo4hwmhsuvlnr54wr6bhzp7zeugttgw.png" size="10" isUploading="false" initialPath="assets/L5MBo4HWMHsuvlNr54wR6BhzP7zEugTTGw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/L5MBo4HWMHsuvlNr54wR6BhzP7zEugTTGw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to save the appointment rule.
:::
- Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UeK9MVvB_AvuzvG3sYHSI_z5frz4wzlrwlirlzdruftd7gyo7os2dz4w.png" size="10" isUploading="false" initialPath="assets/z5frz4WZLRWLIRLZdRUfTd7GYO7os2dz4w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/z5frz4WZLRWLIRLZdRUfTd7GYO7os2dz4w.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to close the **New Personal Appointment Rule** window.
:::
## Duplicating Appointment Rules
1. Go to **Maintain/Appointments/Rules **on the main menu to display the **Appointment Rules** window.
2. Select an existing rule that is similar to the one you need to create.
3. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-kjiOSyp9Uz_IjA10ZMSc_x9duyamgxc2pa9f4ccnvob1v7cjoxc0a2a.jpeg" size="10" alt="button duplicate.jpg" isUploading="false" initialPath="assets/X9DUYamgXc2pa9f4ccnVOB1V7cJoxc0a2A.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/X9DUYamgXc2pa9f4ccnVOB1V7cJoxc0a2A.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
on the toolbar.
:::
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ge4kKyRk70Eea1xt-lBHM_5pcb8bagexj27xyvn-hrz4hch2acuq-oha.png" size="10" isUploading="false" initialPath="assets/5pcb8bAGeXj27XYVn-HrZ4hCH2acUQ-OHA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/5pcb8bAGeXj27XYVn-HrZ4hCH2acUQ-OHA.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fOfS4sP8JfrXqJloyumjL_fqb-hbvtda4mw3crrsrhcyf5b4jzftntuq.png" size="10" isUploading="false" initialPath="assets/fQb-HbVTDa4mw3CrrSrHCYF5b4jzFTntuQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/fQb-HbVTDa4mw3CrrSrHCYF5b4jzFTntuQ.png" position="flex-start" showCaption="false" indent="2"}
This opens the appointment **Rule **(duplicated) window.
1) Make any changes necessary.
2) Click
:::Paragraph{indent="1"}
to save the appointment rule.
:::
3) Click
:::Paragraph{indent="1"}
to close the appointment rule window.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jfPpkq0LJKlw9kLZYDCsL_u1m1mehvjbzyz5b9hqptim2i9wcdmyrhiw.png" size="51" isUploading="false" initialPath="assets/U1m1MeHVJBZyZ5b9hqPtIM2I9WcdmYRhIw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/U1m1MeHVJBZyZ5b9hqPtIM2I9WcdmYRhIw.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Editing an Appointment Rule
1. Go to **Maintain/Appointments/Rules **on the main menu to display the **Appointment Rules** window.
2. Double-click the appointment rule to be edited. This opens the appointment rule window.
3. Make any changes necessary.
4. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pHQLM-LSzUBxm3c2vVOgY_mwrvcnkwakk5xdz5dlvd3urplggpbunw.png" size="10" isUploading="false" initialPath="assets/M_WRvcnKwakk5Xd_z5DLVD3URPlGgPbunw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/M_WRvcnKwakk5Xd_z5DLVD3URPlGgPbunw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to save the appointment rule.
:::
5. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/z28cmmDUDIRdoB1yfbCN4_p4z6aizsuwgoiehzjmhsausynvmfadifg.png" size="10" isUploading="false" initialPath="assets/p4z6AiZsuWgoIEhZJmHSAusynvMF_AdiFg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/p4z6AiZsuWgoIEhZJmHSAusynvMF_AdiFg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to close the appointment rule window.
:::
## Blocking Appointment Rules (Individual and Common)
Appointment rules can be blocked out for times where providers are unavailable. For example, a provider takes a few days off and will not be able to see patients or the organisation is closed for part of the day due to some event. You would like to block the schedule in a way that prevents staff from booking appointments during that time. Block out can occur just one time or it can be set to repeat on regular basis.
- To block the schedule for an individual provider, use the **Personal Block Out Rule **option
- To block the schedule for the entire organisation, use the **Common Block Out Rule** option
Both functions will perform the same way:
1. Go to **Maintain/Appointments/Rules **on the main menu to display the **Appointment Rules** window.
| 1) Click the down arrow next to the
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/d1lPj-xIRomAfCozTHcfV_st0cjssrrkg3cyu3dyw4wfzvv509ldirzq.jpeg" size="10" alt="button new appt rule.jpg" isUploading="false" initialPath="assets/St0CJssrrKg3cyu3DYW4WFZVv509ldiRZQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/St0CJssrrKg3cyu3DYW4WFZVv509ldiRZQ.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
in the toolbar and select:
:::
2) **Personal Block Out Rule **to create a rule for individual provider,
3) **Common Block Out Rule **to create a rule for the entire organization. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CkugriI8ssP7LKsvP0Bea_8klyn54tk4lsrp5iilpceyj2x2jkztdprg.png" size="34" isUploading="false" initialPath="assets/8Klyn54Tk4lSrP5iilPCEYJ2x2JKZtdPRg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8Klyn54Tk4lSrP5iilPCEYJ2x2JKZtdPRg.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/15nXZRi__SROZTsY7EsYP_zrjagyii4a1gmexkx8a1hgs9h4qdlmtmkw.png" size="10" isUploading="false" initialPath="assets/ZRJagYII4a1GMexKx8a1hgs9h4QDLmtMkw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ZRJagYII4a1GMexKx8a1hgs9h4QDLmtMkw.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ALJT53mn8Jbdlr9Y822qZ_qkdocjw0zyxy2q3tc-wjuxlbkpd6nrittw.png" size="10" isUploading="false" initialPath="assets/QKdOcjw0zyxY2Q3tc-wjuXlbkPD6NRIttw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QKdOcjw0zyxY2Q3tc-wjuXlbkPD6NRIttw.png" position="flex-start" showCaption="false" indent="2"}
This opens the **Block Out** Rule window for the option you selected.
1) Fill in all applicable fields (See *Creating a New Appointment Rule* for detailed instruction).
2) Click
:::Paragraph{indent="1"}
to save the block out rule.
:::
3) Click
:::Paragraph{indent="1"}
to close the block out rule window.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8qLzOtKg9Y7-EAxAJcEbm_i2mpm9gv678xuiq7cgsuet9dur7cu9a.png" size="51" isUploading="false" initialPath="assets/I2MpM9gv678_xUi_Q7CgsUe_T9DuR7cu9A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/I2MpM9gv678_xUi_Q7CgsUe_T9DuR7cu9A.png" position="flex-start" showCaption="false"} |
# Customizing Appointment Preferences
## Appointment Locations
There are standard appointment locations defined in the system but each organisation can create new or change the existing ones that fit better their own needs.
Appointment locations are displayed in the **Today** and **Appointment** views of the **Work Centre**. The clerical staff will assign location; an examination room where the patient will be seen by the clinician. This way both the provider and front desk employees know where the patient currently is and what examination room is occupied.
To add or alter an appointment location:
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/qIPCtSALyhwK55bcbuNVy_tlbafyhxu-u6zttsuuhehx1mjftfzeskq.png" size="10" isUploading="false" initialPath="assets/TLbA_fYhXU-U6ZTtsuUheHx1mjFTFzesKQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TLbA_fYhXU-U6ZTtsuUheHx1mjFTFzesKQ.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Hwotja3-In-3jhXV9DMaF_q6klwky4w1sajzwgbpxixi0zk15zl1skjg.png" size="10" isUploading="false" initialPath="assets/q6klwKY4w1SaJZwgBPXiXi0Zk15zl1sKjg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/q6klwKY4w1SaJZwgBPXiXi0Zk15zl1sKjg.png" position="flex-start" showCaption="false" indent="2"}
1) Go to **Maintain/Short Codes** on the main menu to open the **Short Codes** window.
2) Select **Attendance Location** under the **Type **column.
3) Add a new short code by clicking
:::Paragraph{indent="1"}
in the **Short Code** toolbar or alter an existing one by selecting the code and clicking
:::
:::Paragraph{indent="1"}
in the **Short Code** toolbar. Enter a code and a description and click **OK**.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vleAR92TxCI8-lYkiv55v_wqtkvxyoochm-y8jexskpdlptn0iste0q.png" size="69" isUploading="false" initialPath="assets/WqTKVxYOocHm-Y_8jeXSkPDLptn0ISTE0Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WqTKVxYOocHm-Y_8jeXSkPDLptn0ISTE0Q.png" position="flex-start" showCaption="false"} |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Appointment Types
Appointment type is used when creating an appointment rule or booking an appointment. The schedule is built of appointment cells that must be of an appointment type. Each appointment type must have a duration that is defined under **Appointment Preferences**. To create or alter an appointment type:
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VN0Sqw_gPV1dZ0WPf12yn_mww1qztdpb5oat1bcffnjjk1ql2buagpua.png" size="10" isUploading="false" initialPath="assets/mWW1QZTdPb5Oat1BCFfnjjk1qL2BuagPUA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/mWW1QZTdPb5Oat1BCFfnjjk1qL2BuagPUA.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/anf4e5N6TV-_1a_o7qwGq_9ezayc52fo6rfegqadf-sjfi3a4a10rbw.png" size="10" isUploading="false" initialPath="assets/9EZAyC52FO6RfEGqaDF-sJfi3A4a1_0Rbw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/9EZAyC52FO6RfEGqaDF-sJfi3A4a1_0Rbw.png" position="flex-start" showCaption="false" indent="2"}
1) Go to **Maintain/Short Codes** on the main menu to open the **Short Codes** window.
2) Select **Contacts** under the **Type **column.
3) Add a new short code by clicking
:::Paragraph{indent="1"}
in the **Short Code** toolbar or alter an existing one by selecting the code and clicking
:::
:::Paragraph{indent="1"}
in the **Short Code** toolbar. Enter a code and a description and click **OK**.
:::
4) Tick the **Face to Face** option when applicable or leave it blank for appointment type such as ‘medical note’. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jDSh46SWdPWLs2Hx7hvsG_9cpzx6w22prnxzxn0yr6gqjbqocsbgoqq.png" size="83" isUploading="false" initialPath="assets/9cpz_x6W22prNXzXN0yR6gqJBQOcsbGOqQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/9cpz_x6W22prNXzXN0yR6gqJBQOcsbGOqQ.png" position="flex-start" showCaption="false"} |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Appointment Preferences
The **Appointment Preferences** window enables you to tailor the appointments and attendances area to suit the needs of your clinic. Most of these settings are preset but the following can be changed according to individual preference.
1. Go to **Organisation/Preferences/Appointment** from the main menu to open the **Appointment Preferences** window.
| 1) In the **Main** tab\:To hide a cancelled appointment on the schedule, uncheck the box for the **Hide cancellations in appointment view and list.**
All cancellations are tracked in the patient’s record under **Alter Patient/Bookings.** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WdWFCb_i1IKRFVWqc39tG_ol4n7ikaqnfcabs0dty1zsluj-jq23ujla.png" size="80" isUploading="false" initialPath="assets/Ol4n7ikAQNfcAbs0DTY1ZsluJ-JQ23uJlA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Ol4n7ikAQNfcAbs0DTY1ZsluJ-JQ23uJlA.png" position="flex-start" showCaption="false"} | |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ |
| 1. In the **Visual** tab:
2. The **Work time from*** *and **to **fields can be edited based on the hours of work of the practice,
3. When entering desired start and end times, allow for .5 to 1 hour before and after the start and end times to allow the booking of patient outside of normal work hours. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5Lz5RBkgCf6rw0pSv-mgf_4csqtfomu0hxfsabfc7hozr3wxiosb6fg.png" size="81" isUploading="false" initialPath="assets/4csqTFomU0hXfsabFC_7hOzr3WXIOsB6Fg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4csqTFomU0hXfsabFC_7hOzr3WXIOsB6Fg.png" position="flex-start" showCaption="false"} | |
| 1) In the **Arrival **tab:
2) In the **Patient did not attend after** field, enter a time interval if you want to automatically set the status of an appointment to 'did not attend' after the desired time interval. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_Tr6FQdvFrIWDxB1u0dQU_st6r9usf-ga9r1nyrp-th-bzcakjlkghq.png" size="81" isUploading="false" initialPath="assets/St6R9usf-gA9r1NyrP-TH-BZcAKJ_lKGHQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/St6R9usf-gA9r1NyrP-TH-BZcAKJ_lKGHQ.png" position="flex-start" showCaption="false"} | |
| 1. In the **Colours and durations** tab:
* Select the desired appointment,
* Click in the **Duration** column for that appointment and use the dropdown arrow to select the duration,
* Click in the **Colou**r column for that appointment and use the ellipsis box to select the colour. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vh4ztV-Xn4xRnggX-zG0Z_g-5vtspjkyycrpojcpjxqkajewzultgsa.png" size="81" isUploading="false" initialPath="assets/G-5vTspjKYYCR_POjcPjxqKaJEwzUlTGsA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/G-5vTspjKYYCR_POjcPjxqKaJEwzUlTGsA.png" position="flex-start" showCaption="false"} | | |
|
|
|
|
|
| 1. In the **Printing** tab:
* Click in the desired checkboxes to select the items that will show on the Appointment List,
* Click **Move Up** and **Move Down** to adjust the positioning of the item for printing.
1) After you have finished configuring the appointment preferences, click **OK** to save them and close the window. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/M9U9G6RZyLupZvVo9Ackj_bwu81a9felfh0yoxeadtywqr8ak7otidha.png" size="81" isUploading="false" initialPath="assets/BWu81A9FELfH0yoxEaDtYwQR8aK7OtIdhA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BWu81A9FELfH0yoxEaDtYwQR8aK7OtIdhA.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
# Adding or Altering Service Codes
Service codes are used throughout the system, and relate to any type of service provided by the organisation. Typically service codes are used for invoicing, inventory, and care plans functions.
## Creating a New Service Code
1. Go to **Maintain/Services** on the main menu to display the **Services **window:
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/llmPshu4KOt6ZI9fndQoz_c2zx7myovh2y6b1brwvm3biovaqs46vog.png" size="13" isUploading="false" initialPath="assets/-c2zX7MYovh2Y6B1brWvm3biovAQs46vOg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-c2zX7MYovh2Y6B1brWvm3biovAQs46vOg.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mWSKQMGnalc_LdDMCPj3j_n26fb-dhyywyaxih90lvps4gkdihb55rja.png" size="10" isUploading="false" initialPath="assets/N26fb-DhyyWyAXIh90lVPs4GKdIhb55RjA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/N26fb-DhyyWyAXIh90lVPs4GKdIhb55RjA.png" position="flex-start" showCaption="false" indent="2"}
1. To look for an existing code, type in the **Search **field, then click on the
:::Paragraph{indent="1"}
button.
:::
2) To create a new service code click on the
:::Paragraph{indent="1"}
button on the window’s toolbar.
:::
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KWpICk508ekI2P7UC9Z-E_ekdvi2rq5s44sxvf6vbzrlciikbcjin6a.png" size="77" isUploading="false" initialPath="assets/ekdvI2Rq5S44sXvF6vbZRL_CiIkBcJIN6A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ekdvI2Rq5S44sXvF6vbZRL_CiIkBcJIN6A.png" position="flex-start" showCaption="false"}
|
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| The **New Service** window will open in the **General **tab.
1) Create a code for the new service in the **Code** field, e.g. MENTALEV for Mental Health Evaluation.
2) Type more text in the **Description **field that will become a full name of the service. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VwPdPVU0soQgWs1s3tmYj_3q79jpz8d7sgbcnt5ue9a1ldyuhd1oflvw.png" size="92" isUploading="false" initialPath="assets/3Q79JPz8D7sgbCnt5ue9a1LDyuHD1OflVw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3Q79JPz8D7sgbCnt5ue9a1LDyuHD1OflVw.png" position="flex-start" showCaption="false"} |
1. Select the required status of the service from the drop-down list:
2. **Active**: most likely for new code,
3. **Inactive or Discontinued: when no longer needed.**
4. Enter the category, or click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PvnIQ0V4sPKsBQuFxhJja_vwvxjomgofbn6tch4ufwll9fwdahooil3g.png" size="10" isUploading="false" initialPath="assets/vWvxJomGoFBN6TCh4UfwLl9FWDaHoOiL3g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vWvxJomGoFBN6TCh4UfwLl9FWDaHoOiL3g.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to search for the category short code, if applicable.
:::
5. Enter the output code, that is, how it is to appear on any printout.
6. **Group Header**: Check this box if this service code is a group header. Group headers are useful when several service codes are included in the same set. The group header will act as the name of the group.
## Changing the Price for a Service Code
In the **EditService **window:
1. Select the **Financial** tab.
2. If necessary, enter the standard price in the **Standard Price** field.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7KxSNHi9mBe9poDUCbGV7_e3rg5z0ii5o6uyxxhlgxhdjwy5vipghvlw.png" size="92" isUploading="false" initialPath="assets/e3RG5Z0iI5o6UyXXhLgxHDjwY5vIpGhvlw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/e3RG5Z0iI5o6UyXXhLgxHDjwY5vIpGhvlw.png" position="flex-start" showCaption="false"}
Or change prices listed under the Charge Rates panel:
1. To change an existing rate:
2. Select the line on the list.
3. Enter the new rate in the second field below the list of charge rates.
4. Click **Change.**
5. To add a new rate:
6. In the field below the list of **Charge Rates**, click on
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dp5u5pZLzp1iwDbByJVpy_j7zrp4uptgqxfnzvynndzrg0f5awnnwcw.png" size="10" isUploading="false" initialPath="assets/-J7zRP4UpTGQxFNzvYnNdzrG0f5AwNNWcw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-J7zRP4UpTGQxFNzvYnNdzrG0f5AwNNWcw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to search for it.
:::
7. Enter the charge rate in the second field below the **Charge Rates** field.
8. Click **Add.**
9. To remove a rate:
10. Select a charge rate from the list.
11. Click **Remove.**
12. Click **OK** to save and close the window.
# Maintaining Patient Records
## Printing the Medical Record
1. The medical record can be printed out in summary or detailed form within a time period.
2. Go to **Report/Other Reports/Medical Record**
3. Select the patient for whom you want to print the medical record and click **OK**. This opens the **Printing Medical Record** window.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iYkJBbZGE7oTLcSDZiYIn_ghnh8gff46bezpiic8i3tymposbwyedmuw.png" size="60" isUploading="false" initialPath="assets/ghNh8gfF46BeZpiiC8I3TyMpOsBwYeDmuw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ghNh8gfF46BeZpiiC8I3TyMpOsBwYeDmuw.png" position="flex-start" showCaption="false"}
1. Click in the **Exclude blocked patient access items** checkbox to exclude those records which are barred from patient viewing.
2. Click in the **Exclude items with privacy set** checkbox to exclude those records which have some sort of privacy setting, e.g. Doctors only or Counsellors only.
3. Click in the **Include version of transactions **checkbox to include all versions of an encounter note. Legally, this is required to be checked.
4. In the **Time frame** panel, you can set the start date and end date for the records to be printed by clicking in each field and either entering the date or clicking on the dropdown arrow to access the calendar.
5. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BI-Ih_1NOhZVtCFc16n8b_3zq1kb314v5nabhxxovtrkz6mdwoji9mw.png" size="11" isUploading="false" initialPath="assets/3ZQ1kB314V5nAbHxXOVTRk_z6mDWOjI9mw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3ZQ1kB314V5nAbHxXOVTRk_z6mDWOjI9mw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to print out the summary of the medical record.
:::
6. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RiP7mF6rt0QpS9CBImUgc_knb3qsmwe0oowdtzvuw7k-r6nnj0o-6s3w.png" size="11" isUploading="false" initialPath="assets/knb3qSmWe0OOWDTZvuw7K-r6Nnj0O-6s3w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/knb3qSmWe0OOWDTZvuw7K-r6Nnj0O-6s3w.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to print out the entire medical record with contact details.
:::
## Inactivating a Patient
Patient status can be changed from active to inactive. This will cancel any future activities for the inactivated patient.
1. Open the **Alter Patient** window for the patient who is to be inactivated.
2. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cShttQi4s6RKqFXuoUrcF_ux8hb7zbaotmjjxvnnmp1vi82pa7j0fw.png" size="23" isUploading="false" initialPath="assets/ux8hb7Zbaotmj_jXvnNMP1VI82Pa7J_0fw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ux8hb7Zbaotmj_jXvnNMP1VI82Pa7J_0fw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
button. This will open the **Inactivation** window:
:::
| 1. The **Inactivation Date** defaults to the date you inactivate the patient: This may be changed by typing in the correct date into the field, or clicking on the dropdown arrow to activate the calendar.
2. If the patient is deceased, a reason is not needed. Check the **Deceased** box. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Mk2cYEeOfCrgBmHPukn8b_mw6ojhgatojluzdcfnj2z-ayrglbgyhwa.png" size="35" isUploading="false" initialPath="assets/MW6oJHGaTOjLuzDcfNJ2Z-aYRglBGYhw_A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/MW6oJHGaTOjLuzDcfNJ2Z-aYRglBGYhw_A.png" position="flex-start" showCaption="false"}
|
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1) For any other reason
2) If you know the code, this can be entered into the field, or
3) Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/p4aKOEOaHn7TDv926yLXo_2ngcizq-keqdvkfci842sna8i8fy4p8ag.png" size="10" isUploading="false" initialPath="assets/2ngCIZq-KeQDVkfci842sna8i8_fY4P8ag.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/2ngCIZq-KeQDVkfci842sna8i8_fY4P8ag.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to access the list and make the selection.
:::
4) Click **OK** to go back to the **Inactivation** window.
5) The **Check for future activity and cancel** box is checked by default. This will cancel any future appointments, interventions, and recalls. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-U8hXGFin7wjTldW_CnmU_80sjzukpgqxbjkpcftksovdzm1vbixspfw.png" size="41" isUploading="false" initialPath="assets/80sjZuKpGqXBJkpCFTkSOvDZm1vbIxspFw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/80sjZuKpGqXBJkpCFTkSOvDZm1vbIxspFw.png" position="flex-start" showCaption="false"} |
## Merging and Deleting patients existing in the Client Registry
In the event of accidental duplication of patients, it may be necessary to merge two patients together. The merge/delete function allows the practice to merge all their information on all these copies of patient into the single, designated 'master' patient.
| NOTE: | |
| ------------------------------------------------------------------------------- | - |
| Only duplicate patients can be deleted. This occurs during the merging process. | |
1. Go to **Control Centre/Manage/Merge/Delete.**
2. Select
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7rt41ziVLoJt79ayDb6Vc_jt4syrpq0ci8nby-rjhi-gs2jihc0cama.png" size="13" isUploading="false" initialPath="assets/Jt4SYrPQ0c_I8nBY-rJhI-Gs2JIHc0CaMA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Jt4SYrPQ0c_I8nBY-rJhI-Gs2JIHc0CaMA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to load a list of potential patients with duplicates. Those patients that are in bold are the 'master' patients. Under each 'master' patient are listed possible duplicates.
:::
| NOTE: | |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - |
| The Merge/Delete list of patients is based on computer logic and not all duplicates shown will definitively be duplicates. Always investigate the patients before merging two or more patients together to be certain they are duplicates of each other. | |
1. To change the groups of masters and duplicates:
2. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_O1418_g1zW5tTkGWvo7H_pgd5tidv1ibwebnoyenbrgnqxnty863gzq.png" size="13" isUploading="false" initialPath="assets/PGd5tiDV1IBWEbnoYEnBRgNQxntY863gzQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/PGd5tiDV1IBWEbnoYEnBRgNQxntY863gzQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to create a new group and select a 'master' patient for the group,
:::
3. Select a 'master' patient and click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KHSaXKgBdW6yZtkyjGxJH_yqiztfgnkou3gvx2nquzykqqh58ggbd44q.png" size="14" isUploading="false" initialPath="assets/yqIzTfGnKoU3GVx2NqUZYKqQh58gGBd44Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yqIzTfGnKoU3GVx2NqUZYKqQh58gGBd44Q.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to add another duplicate patient to the group,
:::
4. Select a duplicate patient and click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OBrOe2VL-8lLHOR_TGq8S_qypmki8vm0adomyggp6g5vzgmzu95hmo1a.png" size="13" isUploading="false" initialPath="assets/qYpMKi8VM0aDomyGgP6G5vZGmZu95Hmo1A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/qYpMKi8VM0aDomyGgP6G5vZGmZu95Hmo1A.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to make it the 'master' patient for the group,
:::
5. Select a patient and click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yYJpgSBXTyzty0U-ztndi_tavd06awlu0b1e5v54rjdgiiekquvby4ow.png" size="15" isUploading="false" initialPath="assets/TavD06awLU0B1E5v54RJDgIIeKQuVBy4ow.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TavD06awLU0B1E5v54RJDgIIeKQuVBy4ow.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to take it off the list.
:::
6. Merge records of patients of the specific group:
7. Select a 'master' patient and click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SIxAOplmCkOy-gHKpePVn_v5djvn34bgxa8hyuemlkjs19eadxjryg.png" size="14" isUploading="false" initialPath="assets/V5DJvn34bG_Xa8HYU_eMlkjs19eaDXJRyg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/V5DJvn34bG_Xa8HYU_eMlkjs19eaDXJRyg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to merge only selected patient group,
:::
8. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/S5u1DWxgTskhS42ehqIQf_hr3o-wnqolnln2ov4voo2s0y-lkhx2otpa.png" size="10" isUploading="false" initialPath="assets/HR3o-WnQOLnln2Ov4VOO2S0Y-Lkhx2OtpA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/HR3o-WnQOLnln2Ov4VOO2S0Y-Lkhx2OtpA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
to merge all patient groups in the list.
:::
9. Once a merge option is chosen a dialog window will appear. In order to proceed with the merge, you must:
| - Enter your Profile password,
- Click in the **Confirm decision to proceed **checkbox,
- Click **OK.**
- The patients will be merged and a message will be sent to the Client Registry notifying them of the merge. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5ckdiITfnNbQgNE66ppSb_yvmoiuslupkkjfctns6aj6tmxzc76a7quw.png" size="42" isUploading="false" initialPath="assets/YvmoIUslupKkjfCTnS6AJ6TmxZc76A7Quw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/YvmoIUslupKkjfCTnS6AJ6TmxZc76A7Quw.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
##
## Merging when at least one patient does not exist in the Client Registry
In order for patients to be merged, all or none of the patients must exist in the Client Registry. If there is a discrepancy between patients, but the patients must be merged, they must first be registered with the Client Registry.
Attempting to merge patients with a discrepancy in registration status will prompt the following error:
## Unmerging a previously merged patient existing in the Client Registry
A merge operation can be reversed when that operation has been performed in error on two or more patients.
1. Go to **Control Centre/Manage/Merge/Delete.**
2. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZMuDifsQWpdcBOQt1BNih_ah3f7dhj2dirozmgcebomx5ttzxzz7-qq.png" size="10" isUploading="false" initialPath="assets/_aH3F7Dhj2DIrozmgcEbomX5tTzXzz7-qQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_aH3F7Dhj2DIrozmgcEbomX5tTzXzz7-qQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
.
:::
3. From the **Select Patient** screen that appears, find the patient record that has been erroneously merged
4. Click **OK **to accept selected patient.
| 1) The **Unmerge patient** screen appears, showing the history of previous patient records that have been merged into this one.
| :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/aocCrO2ejbPSBkJUrd7Ae_eqqscj34fdpqe6tjchkix9wkrhox8fczlq.png" alt caption} |
| ------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. Click in the checkbox next to any patient record(s) that you would like to restore (i.e. extract them from the merged 'master' patient and re-establish them as patient records in their own right).
2. Click on
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KBSDqL-qwm8YnH4EhQhph_y0rihngwxdcyygwk8zqujbypbkdbqdgt2w.png" size="10" isUploading="false" initialPath="assets/y0rIhNgwxdcYYgWK8ZQuJbYpBkdBqDgT2w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/y0rIhNgwxdcYYgWK8ZQuJbYpBkdBqDgT2w.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
.
:::
| 1. A dialog box will open. Select **Yes **to proceed with merging records. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mGzKs1WtNktazaSu-gusp_ud3abp59junq9bwxcmlfaixjj6ljg9cca.png" size="49" isUploading="false" initialPath="assets/Ud3aBp59JUNq9BwxCMLFaiXJj6ljG9_CcA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Ud3aBp59JUNq9BwxCMLFaiXJj6ljG9_CcA.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. The patient will be unmerged and a message will be sent to the Client Registry.
2. Close the patient’s **Merge history** window by clicking **Cancel**.
| NOTE: | |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | - |
| The unmerge operation will restore the selected records as they were at the time of the merge. However, any changes that have been made to the 'master' patient record AFTER the merge will remain with that record, and will not be reflected in the unmerged patients. | |
# People & Places
The **People & Places** window allows you to define your organisation’s structure.
This area is also used to add, view or alter users, providers, provider groups and resources to the organisation.
## Adding and Altering Practice Details
Typically, practice details are configured before Profile installation.
1. Go to **Organisation/People & Places** on the main menu.
1. Double-click on the practice folder in the **Organisational Structure** panel. This opens the **Practice** window.
2. In the** General** view:
- Enter the practice name in the **Name*** *field,
- Enter the street address in the **Street** fields,
- Enter the phone numbers and the fax number in their respective fields.
1. In the **Reference** view:
- Enter the Data Centre number (Medicare) in the **Organization ID** field.
1. In the **Financial** view:
- Check the **Is Financial **checkbox by clicking in the box.
In the **Letterhead** panel:
- Enter the letterhead name for the practice in the **Name** field,
- Select **Organization** in the **Owner** field,
- Select **Standard **in the **Style** field,
- Select **Main **in the **POS** field.
- Click **OK**.
## Adding and Altering Place of Service (POS) Details
There may be multiple POS for an organisation that has a number of separate locations or business entities.
1. Go to **Organisation/People & Places** on the main menu.
2. Double-click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LvaMceuh89JwBr9TJef-C_cb6obxqvyluxux81vgcnhuprirmwxgmeg.png" size="10" isUploading="false" initialPath="assets/cB6oBXqvYLuxU_x81vgcNHupRirmWxgMeg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/cB6oBXqvYLuxU_x81vgcNHupRirmWxgMeg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
in the **Organisational Structure** panel. This opens the **POS** window.
:::
| 1. In the **General** view:
2. Enter the practice name in the **Name*** *field.
3. Enter the street address in the **Street **fields.
4. Enter the phone numbers and the fax number in their respective fields. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Z9DhnYOYIgYNTBuyL5wNy_rkgnxlxqokgxk-p5ghnylz6skjjc53ajrw.png" alt caption}
|
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1) In the **Financial **view:
2) Check the **Is Financial **checkbox by clicking in the box.
In the **Letterhead** panel:
* Enter the letterhead name for the practice in the **Name** field,
* Select POS in the **Owner** field.
* Select **Standard **in the **Style** field.
* Select **Main **in the **POS** field if necessary. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4ZTWmBExCh-dfajijJG2h_oes8fmntw9nm17zlyomqhxwoly0mipjsfq.png" alt caption} |
1. Click **OK** to save and close the window.
# Roles
Roles are most commonly used for setting up providers, administrators and other staff in your organisation with action permissions.
1. Go to **Organisation/Roles** on the main menu.
1. Select the desired standard role in the left-hand panel.
| NOTE: | |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - |
| Some roles can be expanded by clicking
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wj5vrw0m2rkaEVIi4ESzG_rnjut7wwpqtmomlynfvdeqajcj01zk2pww.png" size="10" isUploading="false" initialPath="assets/rNJuT7wWPQTmoMlYnfVdeqaJcJ01zk2pww.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rNJuT7wWPQTmoMlYnfVdeqaJcJ01zk2pww.png" position="flex-start" showCaption="false"}
next to the role title. You can then select a sub-role, if necessary. | |
1. In the **Actions **tab on the right-hand side, you can view the action permissions.
2. Select the desired role action and right-click to access the menu.
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/M_jy56Klyj5W1QupJb1fC_1c-3v0bfwfvscrgianyymyvwyclmia91cg.png" size="10" isUploading="false" initialPath="assets/1c-3v0BfwFvsCrGiANYyMyVWYCLmIA91Cg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1c-3v0BfwFvsCrGiANYyMyVWYCLmIA91Cg.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NtzxFyLjfITWfSx0omAkW_o1nylpbcc8sougwpmrdllxs9oot-tpiibw.png" size="10" isUploading="false" initialPath="assets/o1nylpBcc8soUGwPmrdllxs9OOt-TpiiBw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/o1nylpBcc8soUGwPmrdllxs9OOt-TpiiBw.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/El-14dJrg6J-CJajG4crF_vbcfbgdaeamyo-bbjw7fvfyaiurhlo5ccg.png" size="10" isUploading="false" initialPath="assets/vBCfbgdaeAMYo-Bbjw7fvfyAIURHLo5Ccg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vBCfbgdaeAMYo-Bbjw7fvfyAIURHLo5Ccg.png" position="flex-start" showCaption="false" indent="2"}
* Select
:::Paragraph{indent="1"}
to give a role permission to perform that action,
:::
* Select
:::Paragraph{indent="1"}
to take away permission to perform that action from a role.
:::
* Click **Apply** to save changes
* Click
:::Paragraph{indent="1"}
to save changes and close the window.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tkUarxPviGwds3ppKKZfs_ii1jyvvcinpyypm5qojaz-oqauqlnmttvg.png" size="32" isUploading="false" initialPath="assets/ii1jYVVcinpyyPM5qOJAz-OqauqlnmTTVg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ii1jYVVcinpyyPM5qOJAz-OqauqlnmTTVg.png" position="flex-start" showCaption="false"} |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
## Adding a Role
1. Go to **Organisation/Roles** on the main menu.
1. Select the desired standard role in the left-hand panel upon which you want to base the new role.
The new role will inherit the role actions of the standard role. Some roles can be expanded by clicking
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IaccaK38MbRU_hALjhX_p_oxeem3wdgmprj6b4gpo8fsa6jfmby9onw.png" size="10" isUploading="false" initialPath="assets/oxeeM_3WDGMprj6b4gpO8fsA6JfMBY9onw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/oxeeM_3WDGMprj6b4gpO8fsA6JfMBY9onw.png" position="flex-start" showCaption="false"}
next to the role title. You can then select a sub-role, if necessary.
| 1. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iAtOmeoU4kee3N2C24cdQ_optvo5echewk3ztusbbtzc5nrl2grsq5q.png" size="10" isUploading="false" initialPath="assets/Optvo_5EChewk3ztUSBbtzC5nrL2GRsQ5Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Optvo_5EChewk3ztUSBbtzC5nrL2GRsQ5Q.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
in the **Roles** toolbar.
::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5Xxlm7RqiBPRgGi27RLe3_dwa8fip-srgkpzjcnpbm3cfu-fr-xnnkw.png" size="20" isUploading="false" initialPath="assets/-dwa8fIP-SrGKpzJCnpbM3cFu-fR-xnnkw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-dwa8fIP-SrGKpzJCnpbM3cFu-fR-xnnkw.png" position="flex-start" showCaption="false"} |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. The ‘New Role’ will appear under the standard role.
2. Type the name of the new role. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/poDk6ljaUIjd1h9NJOHB2_wgdwp8iwuviwn9fnk6-0lm3pspbsf8n7q.png" size="22" isUploading="false" initialPath="assets/WGDwp8iWUvIWn9f_Nk6-0lM3PspBSf8N7Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WGDwp8iWUvIWn9f_Nk6-0lM3PspBSf8N7Q.png" position="flex-start" showCaption="false"} |
1. In the **Action** panel, the inherit icon
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/I6BliTRdrc3E4I6-apS57_bkqm3dhiwpjo5zyqygzmhoxexailtrzowq.png" size="10" isUploading="false" initialPath="assets/BkQM3dHIWpJO5ZyqyGzmhOxEXAIlTRZoWQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BkQM3dHIWpJO5ZyqyGzmhOxEXAIlTRZoWQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
will show beside each action.
:::
1. The **Net Actions** column denotes the permission setting for the role action after taking the role inheritance into account.
2. To change an inhertited role permission, right-click the desired role action and select
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/niYn2T90HJnSc-nTIe8ao_qfcu4xlbgndmpshtmv2vbhb6iq86rxobdw.png" size="10" isUploading="false" initialPath="assets/QfcU4xLbgnDMpSHTmv2VBhB6iq86RxObDw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QfcU4xLbgnDMpSHTmv2VBhB6iq86RxObDw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
or
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/A9dwre1vWa4Zv4dYDqTIi_ucwjzuiy-hhq9l6m1r1v6h4t0l2for4lda.png" size="10" isUploading="false" initialPath="assets/UcwjZuIY-hhQ9l6m1R1V6h4T0L2FoR4LDA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UcwjZuIY-hhQ9l6m1R1V6h4T0L2FoR4LDA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
, based on the net action for the role action.
:::
1. The change will be reflected in the permission icon next to the role action, and in the net action column for that role action.
2. Click **OK** to save all the changes.
# Document Templates
Using a document template enables you to create new documents quickly and easily.
## Creating a New Template
1. Go to **Maintain/Templates/Documents** on the menu bar.
2. In **Categories**, select the required category where you want the letter to be saved, and then click the **New** button on the **Template** toolbar.
1. To enter desired recipient information, click the **Information and Recipients **
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_ofcYEwthLAAlMbJ1Ro27_bbb-wjfp3w2c7xrulsqciw33lu3jux9ktw.png" size="10" isUploading="false" initialPath="assets/bbb-WjFp3W2c7xRUlSqCIw33LU3jUX9Ktw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bbb-WjFp3W2c7xRUlSqCIw33LU3jUX9Ktw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
** **button to display the **Information and Recipients **panel. Type the name of the template in the **Subject** field.
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CqSDJvUDlJ9TSSauh-yoh_ycalrt778hsepg19l5h2k1sj7u8l1nktaa.png" size="99" isUploading="false" initialPath="assets/ycAlRT778hSEpG19L5H2k1sj7u8L1nKtaA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ycAlRT778hSEpG19L5H2k1sj7u8L1nKtaA.png" position="flex-start" showCaption="false"}
1. Click the **Insert Data **
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/R_YQ_YAr89mM9sttGyxp0_tamqqkqfyzws9yo9gcpccwgpgtzwnzkarq.png" size="10" isUploading="false" initialPath="assets/taMqQkqFYzwS9yo9gCpCcWgPgtzWNZKARQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/taMqQkqFYzwS9yo9gCpCcWgPgtzWNZKARQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
button to display **the Insert Data **panel. **The Insert Data **panel allows you to insert data variables into the letter.
:::
2. To insert data variables, expand the desired variable category by clicking the **+** sign beside the category name.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-vCgU6M9fDGMNoWoc46DI_aneqspmvryz-c2zlg9o2bjwre5wi9jw6a.png" size="99" isUploading="false" initialPath="assets/aNEqspMVrYZ-c2_ZLG9O2bjwRe5WI9JW6A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aNEqspMVrYZ-c2_ZLG9O2bjwRe5WI9JW6A.png" position="flex-start" showCaption="false"}
1. Choose the desired variable and select the **Insert **button to add the selected information to the letter.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Hq1_Pdyu1aBBUUgGJP2Hs_6p3i3hge9icash7v5noixftjyrtqhomsw.png" size="99" isUploading="false" initialPath="assets/6P3i3HGE9icaSh7v5NOixftJyrT_QHOMsw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/6P3i3HGE9icaSh7v5NOixftJyrT_QHOMsw.png" position="flex-start" showCaption="false"}
1. Repeat steps 5 and 6 until all desired variable information is added. You can also type additional information into the letter.
1. Click the **Save**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UHKwYnaIlzfwabUInrjeK_umgwlpfonobhzqawwssgqg17s5hhifsua.png" size="10" isUploading="false" initialPath="assets/UMgwlpfonoB_HzqAwWssGqG17S5HHiFSuA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UMgwlpfonoB_HzqAwWssGqG17S5HHiFSuA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
button when finished.
:::
## Altering an Existing Template
1. Go to **Maintain/Templates/Documents** on the menu bar.
2. Select the required category and select the desired template.
3. Click **Open** on the **Template** toolbar to view or alter the selected document template.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8Z3_i0R03v6m7molllwVy_1lddv1car4dw5bwwblq4pexy8pup0z3oa.png" size="100" isUploading="false" initialPath="assets/1ldDV1CAr_4DW5BWWblq4PExy8Pup0z3OA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1ldDV1CAr_4DW5BWWblq4PExy8Pup0z3OA.png" position="flex-start" showCaption="false" indent="2"}
4. Make appropriate changes and click the **Save**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5y38X--K94phFDrfSV-ij_wfrhrbebeklwvncqwvg6mldosfdwyg2q-w.png" size="10" isUploading="false" initialPath="assets/WfRHrbEBEKLWvNCQwvg6mlDosFDwyG2Q-w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WfRHrbEBEKLWvNCQwvg6mlDosFDwyG2Q-w.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
button to save your changes.
:::
## Viewing Saved Letters
1. Go to **Special/Letters Manager** on the menu bar.
1. If you cannot find the letter you are looking for, click the drop-down arrow and select another filter.
2. Select **Edit** if you want to create or edit an existing filter. Enter search criteria.
3. When the list of letters displays, select a letter and choose one of the following options from the **Letters Manager** toolbar:
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4Y0T1LLiHWiicD4VjNtjH_zxxg180weugutiiq8kzgxisdva2qw5zocw.png" size="10" isUploading="false" initialPath="assets/ZxxG180WeUGutIiq8KZGxisDVa2qW5Zocw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ZxxG180WeUGutIiq8KZGxisDVa2qW5Zocw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Open the letter
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/e1T5zePgH3JdhXL7tZKs1_uxdmlozhadrcexytdinvpjsnyrq6jnuttq.png" size="10" isUploading="false" initialPath="assets/uXdMloZhADrCeXYtDiNVPJsnyRq6JnUTtQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uXdMloZhADrCeXYtDiNVPJsnyRq6JnUTtQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Delete the letter
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UgSRSVDdI9mvHzdkM32h4_41ahc2ec3gtiwlqfiy2vkfzdjh5itdffkg.png" size="10" isUploading="false" initialPath="assets/41AhC2EC3GtIWLqfIy2VKfzdJh5ITdFFkg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/41AhC2EC3GtIWLqfIy2VKfzdJh5ITdFFkg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Display letter patient’s contacts
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/c-PbX5rAwEIy2P3XARDRF_7gdp1lknsjth0fvw1yxydgtt5hmye0sa.png" size="10" isUploading="false" initialPath="assets/7gDP1LkNsJtH0f_VW1yxYdgtT_5HMyE0SA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/7gDP1LkNsJtH0f_VW1yxYdgtT_5HMyE0SA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Show recipients (if any)
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xcdg8wHray6aGD58m5A3X_ew7zsn5fghilnuuvifu-jhxauvutecm7g.png" size="10" isUploading="false" initialPath="assets/eW7ZSn5FgHIlNUUvIfu-jHXaUVUteC_M7g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/eW7ZSn5FgHIlNUUvIfu-jHXaUVUteC_M7g.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Refresh the view
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Y2O7HUl-ArS20JsZVvNex_s1gfqblibo79osq1sscplydgpppf7gkoq.png" size="10" isUploading="false" initialPath="assets/s1gFQBliBO79OSQ1SsCPLY_dgpPPF7gkOQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/s1gFQBliBO79OSQ1SsCPLY_dgpPPF7gkOQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Activate the selected print action
:::
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Rx_wS7FgxN7Y34MNc64yZ_eq30rk0ic5vbgrlbtupy0l7kd2f4aipaw.png" size="13" isUploading="false" initialPath="assets/-eQ30Rk0iC5VBGRLBtUPy0l7Kd2f4AIPaw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-eQ30Rk0iC5VBGRLBtUPy0l7Kd2f4AIPaw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}
Select appropriate printing action(s): print, fax, email, RSD message
:::
11. Change the status of the letter (available on right-click only).
| **NOTE:** | |
| --------------------------------------------------------------- | - |
| Letters in **Draft** status display in the list in italic font. | |
# Configuring the Return and Discuss Buttons
The **Return** and **Discuss** buttons in the **Unsigned Transactions** view will automatically sign a transaction when pressed and annotate it with a message matching the button name (“Return” or “Discuss”). In addition to the default behaviour, these buttons can also be configured to automatically create a task.
## Creating a Task Template
These steps must be performed for each button that you wish to configure.
1. Go to **Maintain/Templates/Tasks** on the main Profile menu.
| 1) Click the **New Task** button on the toolbar to create a new task. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/GLsAeWAtqsS1XpsSiHktP_qtwx3ugu-dz1fqeh3p7don51nbglus7a.png" size="15" isUploading="false" initialPath="assets/QTwx3uG_u-Dz1fqeH_3p7Don51NbGLUs7A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QTwx3uG_u-Dz1fqeH_3p7Don51NbGLUs7A.png" position="flex-start" showCaption="false"} |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1. In the **General** tab, assign a **Code**, D**escription**, and any other desired optional properties for the template. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ipXBaNJlk6R1g0KYSa7gS_es64ltybih5xkmx30hq9x3mho7f2zljc6q.png" size="68" isUploading="false" initialPath="assets/ES64LTYBih5xKMx30Hq9x3MHO7f2zljC6Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ES64LTYBih5xKMx30Hq9x3MHO7f2zljC6Q.png" position="flex-start" showCaption="false"}
| |
| 1) Click on the **Task** tab and choose the **Subject***, ***Holder** and* ***Priority** for the task template. These will appear by default when the task is created.
2) Click **OK** to save changes. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oVgJ0s-BQck57fpagOnPp_qhcrta-3lzijzevh5t1mca8grzzpw6grgq.png" size="68" isUploading="false" initialPath="assets/QhCRTA-3lZijZevh5t1mCA8GrZzPW6GrGQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QhCRTA-3lZijZevh5t1mCA8GrZzPW6GrGQ.png" position="flex-start" showCaption="false"} | |
|
|
|
|
## Assigning a Task Template to the Return and Discuss buttons
Once you have configured task templates, they can be linked to the buttons through **Preferences**.
1. Go to **Organisation/Preferences/Task** on the main Profile menu.
| 1) In the **System Actions** area, select the button name to be configured. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1t4I0FUN__bYUkwo9hh9i_fw3m8ixem6cgasp4qbtqfo03ducxjh7qxw.png" size="31" isUploading="false" initialPath="assets/fW3M8IXeM6cGaSP4qBTQFo03ducXjh7QXw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/fW3M8IXeM6cGaSP4qBTQFo03ducXjh7QXw.png" position="flex-start" showCaption="false"}
|
| --------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
1. Using the dropdown options, select a task template to be assigned to the button and choose which users the preference should apply to.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JtsMU95MP2Zz3MUpy_0ZI_cxt53xiuz-cbc4h8il4uyda5g18qcqngg.png" size="82" isUploading="false" initialPath="assets/cXt53xIuZ-cBC4h8i_l4UYDA5g18qcQnGg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/cXt53xIuZ-cBC4h8i_l4UYDA5g18qcQnGg.png" position="flex-start" showCaption="false"}
1. Repeat steps 2 and 3 for any other buttons to be configured.
2. Click **OK** to save changes.