Manage Clinicians Screen

 Purpose

The manage clinicians screen is used to enter new and update existing clinicians within your provider organization. Any clinician entered on this screen will be available for selection of 'Ordering Authority' or 'Administered By' on the Pre-select Immunizations screen and/or the Record Immunizations screen. Only users with the Administrator role can access the manage clinicians screen.

 Required Fields

Field Name

Description

Last Name

This is the last name of the clinician that will be listed for selection when pre-selecting or recording information on an immunization. *Note*

Selected Sites

These are the sites within your provider organization that the clinician is associated with.

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 Functionality

  1. Select a site from the Site pick list to view the list of clinicians associated with that site. The list of clinicians for your first site will already be displayed when you enter this screen. 

  2. Select the desired clinician from the listing by clicking on the clinician's name, and the Edit Clinician Information form will be displayed.

  3. Make any desired changes and/or updates to the clinician's information.

  4. Click the Save button to save the new information.

Back to Functionality List

  1. Select a site from the Site list pick list to view the list of clinicians associated with that site.  *Note*

  2. Select the desired clinician from the listing by clicking on the clinician's name, and the Edit Clinician Information form will be displayed.

  3. Click the Delete button.

  4. A dialogue will be displayed asking if you want to delete the clinician. Click Ok to finish deleting the clinician. (If Cancel is clicked, the clinician will not be deleted.)

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  1. Click on Find Clinician.

  2. The form Clinician Search will be displayed.

  3. Enter one or more letters of either (or both of) the clinician's first or last name into the corresponding text boxes, and click the Find button.

    To view a complete list of clinicians, leave both the first and last name text boxes blank, and click the Find button.

  4. If the search returns only one clinician, the Edit Clinician Information form will be displayed.

    If the search returns multiple clinicians, a Search Results table will be displayed listing the clinicians found. Select the desired clinician from the table by clicking on the clinician's name, and the Edit Clinician Information form will be displayed.

Back to Functionality List

  1. Click on Add Clinician.

  2. The form Add Clinician Information will be displayed.

  3. Choose a clinician role. *Note*

  4. In the corresponding text box, type in the last name of the clinician being entered.

  5. Enter any other information available for the clinician.

  6. Associate the new clinician with at least one site within the provider organization by highlighting the desired site(s) from the Complete Site Listing list box and clicking the Add button. (To associate the new clinician with all sites click the Add All button.)

  7. Click the Save button to save the new clinician.

  8. Upon successfully saving the new clinician the following message will be displayed: "Inserted Clinician: your, clinician". If there is an error you will be prompted to fix it before continuing.

Back to Functionality List

  1. Click on Clinician List.

  2. The table Clinician Listing will be displayed containing a list of every clinician within your provider organization.

  3. Click on the Close button to return to the manage clinicians screen.

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 Notes

In order for the registry to create and maintain a record for a client, school, etc., there is a minimum amount of information necessary that must be provided by a user. These select pieces of information are the Required Fields and are denoted in the registry by the blue information field labels as seen in the example below.

Mothers First Name

Within the Site pick list, the left justified site names are those that have their own inventory, whereas the center justified site names do not.

When adding a new clinician to your organization, the clinician role 'Ordering Authority/Clinician' will be selected for you already.

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