Assistant Setup

Entity Setup is set per Entity to customize the program to the specific needs of the Practice.

Assistants conduct physical exams, diagnose and treat illnesses, order and interpret tests, counsel on preventive health care, assist in surgery, and can also write prescriptions. The purpose of the Assistant is to assist the Treating Doctor in certain procedures in the Practice or in Theatre.

To access the Settings:
  • From the Diary screen, click on the Settings button in the top right corner.


  • Click on Entity Setup


  • Click on the Assistant Setup Panel.


Add a New Assistant Doctor:
  • To add a New Assistant Doctor click on the Add or Edit Assistant Doctors button.


  • The Assistant Doctors screen will open. All the Assistant Doctors that's on the system will display here. 


  • To create a New Assistant Doctor, click on the Add New Doctor button.


  • Complete the fields to add the new Doctor:
    • Status: The status will be Active (when the Doctor is created and added) OR Deleted (when a Doctor is deleted)
    • Title: The title will always (in this case) be Dr as you are adding a Doctor
    • Initials: The initial of the Doctor (first letter/s of his/her first names)
    • Surname: The surname of the Doctor
    • Practice Nr: A practice number is allocated based on the authority granted to the BHF by the Council for Medical Schemes to allocate practice numbers to Doctors for relevant healthcare services.
    • SAMDC: This is the Doctors Council/Registration number that is issued by the Medical Board.
    • Tell Nr: The Practice Landline number
    • Cell Nr: The Doctors personal cellphone number
    • Email: The email address of the Doctor
    • Address: The physical address of the Doctor where they are located. 
    • Postal Address: The postal address of the Doctor. Can also be the same as the physical address. 
    • Qualification: The Doctors qualifications eg. Degrees etc. 

TAKE NOTE: All the fields don't need to be completed. The Title, Initials, Surname, Practice Nr, SAMDC, Cell Nr and Email is NB fields that should be completed. This information must be double-checked to make sure it is 100% correct as the claims will be sent through to the Medical Aid with this information of the Practitioner. If the details eg. the Practice number is incorrect, the claims will not be paid out to the Practice.


  • Click on the Save Doctors button when done and the details are completed. 

  • When the Assistant Doctor is created, the new Doctor will also display under the Assistant Setup panel. 


Edit a New Assistant Doctor:
  • IF you want to EDIT an Assistant Doctor to update or remove details, click on the Add or Edit Assistant Doctors button.


  • The Assistant Doctors screen will open. 
    • Edit button: if you want to update or change any details for the Assistant Doctor, click on the orange Edit button. Make sure you are on the correct Doctor before clicking on the Edit button. 
    • Delete button: if you want to delete an Assistant Doctor, click on the red Delete button. Make sure you are on the correct Doctor before clicking on the Delete button. 


  • When you delete an Assistant Doctor, the red Delete button will change colour to green.
    • Un-Delete button: if you want to make an Assistant Doctor active again, click on the green un-delete button.


  • Click on Save to save the new Settings.


  • Click on Close to exit the Settings screen without saving.


Last modified: Thursday, 19 November 2020, 10:13 AM