An Assistant is a trained medical professional who supports the Practitioner during clinical procedures. Their responsibilities include conducting physical examinations, diagnosing and treating illnesses, ordering and interpreting tests, counselling Patients on preventive care, assisting during examinations, treatments, or surgical procedures, preparing equipment, and ensuring that procedures run smoothly and safely. Because the Assistant directly participates in billable clinical activities, their details must be correctly captured in the system.
Setting up a Medical Assistant allows the Practice to accurately record who assisted in each procedure, which is essential for billing, compliance, and reporting. It ensures that the correct assistant fees are charged, that procedure records are complete, and that the Practice maintains a clear audit trail of everyone involved in the Patient’s care.
💡Please Note: Assistants are set up per Entity, making their details visible and available to all users within that specific Entity on the Assistants List.
Web App:
Roadmap: NB > B Settings - S Settings > T Entity Setup - S Entity Setup > P Assistant Setup - P Assistant Setup