HyperPath.net Documentation

Client Maintenance

Maintaining Practices

What are practices? Practices are the companies that will be sending you cases. As more practices start sending you cases, you'll have to add them to the database.

To add a new practices, choose "Maintain Practices" from the list under "Client Maintenance." Then click "Add New Practice" at the top of the page. Fill in the available information, and click "Add Practice".

To update a practice, choose "Maintain Practices" from the list under "Client Maintenance." The page will list all available practices. Click on a practice to update it.

To delete a practice, go to the update page and click the "Delete" button. Note: You cannot delete a practice that already has locations, physicians, cases, or patients under it.


Maintaining Locations

What are locations? Sometimes practices will have more than one location. Due to this, locations must be added so that multiple choices are available per practices.

To add a location, you must first add a practice. Once you've added the practice, you can add a location to it. Each practice will have at least one location.

First, choose "Maintain Locations" from the list under "Client Maintenance." Next click "Add New Location" at the top of the page. Fill in the information you have available and then click "Add Location."

To update a location, choose "Maintain Locations" from the "Client Maintenance" menu. Next choose the location from the list that you want to update. Make any changes you want and then click "Update Location."

To delete a location, go to the update page and click the "Delete" button. Note: you cannot delete a location that has physicians, cases, or patients under it.


Maintaining Physicians

What is this list for? This list is for the physicians that you will be receiving cases from.

To add a physician, first add a the practice and then the location. Then choose "Maintain Physicians" from the "Client Maintenance" menu. Click "Add New Physician" on the top of the page. Fill in the available information and click "Add Physician."

To update a physician, choose "Maintain Physicians" on the "Client Maintenance" menu and then choose a physician from the list to update. Modify information as desired, then click "Update Physician."

To delete a physician, go to the update page and click "Delete." Note: you cannot delete a physician that has cases or patients.


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Getting Started
Patient Maintenance
Case Maintenance
Case Reporting
Client Maintenance
Administration
Billing
Other Options