prelink

Navigate to "Administration > Stakeholders> Clients", as shown below.

The Administration menu will display as shown below.

On the Stakeholders drop-down menu select Clients

This will open the Client Management screen, displaying the doctor/client list:

Functions such as - add, edit, and/or delete a doctor/client are all available on this page.

Search

• Enter the Name of the doctor/client in the search field at the top of the screen, select the "Name" search parameter in the drop-down list, and click on "Search".
• Or, enter the doctor/client Code in the search field, select the "Code" search parameter in the drop-down list, and click on "Search".
• Or, enter the doctor/client Practice Number in the search field, select the "Practice No." search parameter in the drop-down list, and click on "Search".
• Click on "Clear" to clear the search field.
• Click on Service Center Management to view....
• To download the Clients List click on Download list

Add New Doctor/Client

Click on "Add new record" on the top left (below Search) as indicated below.

The following screen will appear:

• Fill in the relevant details.

Note: “Client Name" is the only field required to add a doctor/client to the database, however it is vitally important to fill in the other fields, especially "Practice No." & "Primary Code" in order for preLink to function and manage transactions (e.g. medical aid/insurance). 

Also Note: The “Client is Ward” option specifies whether the registration is for a doctor, or for a ward (hospital). Check "Yes" if registering a ward, or check "No" if registering a doctor.

• Once complete, click on "Insert" to add the new doctor/client to the preLink V3 LIMS database.

The following tabs will then appear at the top:

• Continue to edit the doctor/client details in each tab (see next section - Edit Doctor/Client) or click on "Return to List"  (top-right) to return to Client Management list.

Edit Doctor/Client

Note: You can edit a doctor/client from the Client Management screen by clicking on "Edit" on the far right of a doctor/client in the list, as indicated below. 

Edit Client Details

Here you can edit the details that were created upon adding the doctor/client.

• After editing the details, click on "Update" to finalize the change.

You can also delete the doctor/client from the database.

• Click on "Delete" at the bottom, and then click "OK" in the pop-up confirmation box.

If you change your mind:

• Click on "Cancel" to cancel all changes and return to the Client Management screen.

Please Note: When clicking on "Update", all changes will become permanent. "Cancel" can not be used to reverse/undo changes after this point.

Add Client Locations

A location is the destination to which results will be sent, and the type of media of which the results should be sent in. Every registered doctor requires at least one location.

• Click on the "Locations" tab.

Here, like on the Client Management screen, you can search, add, edit, or delete a client location.

• Click on "Add new record". The following window will appear over the screen:

• Fill in the relevant details.
• Click on the "Insert" button.

The following additional tabs will then appear on top (outlined below):

• In the above tab, click on "Update" after editing details, and "Delete" (and "OK" in the pop-up confirmation box) to delete the location.

Communication with Clients

The media in which results can be sent to clients automatically when results are ready, include the following: 

• Fax
• SMS
• Print
• Email

Note: Each location can have one or many communication types depending on the client’s needs.

Setup Fax/SMS/Contacts:

• In the "Client Location Management" window, select the "Phone Number" tab.

Note:  This tab is for use in Call Out, and for general contact purposes.

• Click on "Add new record" and the "Phone Number Details" options (indicated above) will appear beneath.
• Select the Phone Number Type from the drop down list (eg. Fax, Mobile (SMS), Business, Home, etc).
• Select the Country/Region from the drop-down list.
• Fill in Area Code/Local Number/Extension fields where applicable.
• Click on "Insert" to add it to the list.
• Click on "Edit" or "Delete" to edit or delete an item on the list.

Setup Email:

• In the "Client Location Management" window, select the "Email" tab.

• Click on "Add new record", and "Email Address Details" options (indicated above) will appear beneath.
• Select the Email Address Type from the drop down list (eg. Business, EDI, personal, etc)..
• Enter in the Display As name.
• Enter the Email Address.
• Click on "Insert" to add it to the list.
• Click on "Edit" or "Delete" to edit or delete an item on the list.

Setup Tests:

• In the "Client Location Management" window, select the "Test Setup" tab.

Note: This tab is used to allocate specific tests to a doctor/client's location. If no tests are specified by the doctor/client, however, then you can skip this tab.

• Select a test from the "Available Tests" list. To quickly locate a test, enter the name in the search field, and click on "Search". 
• Click on the single right-facing arrowto move the test to the "Associated Tests" list.
• To remove a test from the "Associated Tests" list, select the test and click on the single left-facing arrow.
• Clicking on the double arrowswill add/remove ALL tests.

Setup Payment Method:

• In the "Client Location Management" window, select the "Payment Method" tab.

Note: This tab is used to allocate specific payment methods to a doctor/client's location. If no payment methods are specified by the doctor/client, however, then you can skip this tab.

• Select a payment method from the "Available Payment Methods" list. 
• Click on the single right-facing arrowto move the payment method to the "Associated Payment Methods" list.
• To remove a payment method from the "Associated Payment Methods" list, select it and click on the single left-facing arrow.
• Clicking on the double arrows will add/remove ALL payment methods.

Setup Report/Print Type:

• In the "Client Location Management" window, select the "Report" tab.

Note: This tab is used to allocate specific report types for printing. Reports are created in the Report Management module.

• Select a report type from the "Available Reports" list. 
• Click on the single right-facing arrowto move the report type method to the "Associated Reports" list.
• To remove a report type from the "Associated Reports" list, select the report types and click on the single left-facing arrow.
• Clicking on the double arrowswill add/remove ALL report types.

Setup Auto-Reporting:

• In "Client Management", select the "Locations" tab.

Note: This tab is used to automatically send reports to the doctor/client.

• Click on "Edit" and the "Location management Details" options will appear beneath.
• Select the Auto reporting tab the option for SMS and Email appears. After inputting the detail click Add.
• To remove reporting details, click on the Delete option next to the details (as shown below)

To close the Client Location Management window, click on the "X" on the top right corner of the window.

Add Client Employees

After adding locations, this next tab is used to add employees of the client.

As shown in previous sections of this article, you can search, add and edit items in the list.

• Click on "Add new record". The following window will appear:

• Fill in the relevant employee details.
• Click on the "Insert" button.

The following tabs will then appear on top:

These tabs are used to add further communication details as well as Client Employee preLink access (if required). To edit the client employee from the Employees tab, click on "Edit" on the far right of the employee in the list.  

Detail:

Here you can edit the details created when first adding the client employee, and/or delete the client employee.

• Click on "Update" after editing details.
• To delete the client employee, click on "Delete", and then "OK" in the pop-up confirmation box.
• Click on "Cancel" to cancel changes and close the Client Employee Management window. 

Email Address:

Here you can add multiple email addresses for a client employee. 

Note: The email address added when initially adding the client employee will be automatically added to the list.

• Click on "Add new record" and the "Email Address Details" options will appear below the list.
• In the options, select the email address type.
• Enter the "Display As" title. E.g. "Dr Jenny Smith - Joe's Clinic", which will display instead of the email address.
• Enter the email address.
• Click on "Insert" to add the email address to the list.
• To edit the email address, click on "Edit" on the item in the list, or to delete, click on "Delete" and "OK" in the pop-up confirmation box.

Phone Number:

Here you can add multiple phone, and fax, numbers for the client employee.

• Click on "Add new record" and the "Phone" options will appear below the list.
• In the options, select the phone number type and country/region from the drop-down lists.
• Enter the number details in the provided fields.
• Click on "Insert" to add the phone number to the list.
• To edit a phone number, click on "Edit" on the item in the list, or to delete, click on "Delete" and "OK" in the pop-up confirmation box.

User:

Here you can 

• Reset Password
• Choose whether the password expires on not.
• Unlock the users account for the Client Employee's preLink account if the employee requires access to view/validate patient results.
• Click on "Save" (or "Cancel" to cancel changes and exit).
• You can check the employee's login activities on "Stats"
• Can check the employee's login dates and IP address on "Logins"

Roles:

Here you will add the client employee user role and site for the Client Employee user access to preLink.

• Click on "Add new record" and the "Roles for Selected Site" options will appear below the list.
• In the options, select the site the employee will have access to.
• Tick the role.
• Click on "Insert" to add the client employee role to the list.
• To edit a client employee role, click on "Edit" on the item in the list, or to delete, click on "Delete" and "OK" in the pop-up confirmation box.

To close the Client Employee Management window, click on the "X" on the top right corner of the window.