Staff Setup
NextGen - How can I restrict my staff from editing the plan item cost?
1) Please click on the setup icon as shown below. Navigate to organisation then user group. 2) Click on manage icon on the User group you would want to restrict access to edit plan item. Ex - Restricting can be done for any user groups including ...
NextGen - Where can I see my referral clinic and staff list?
1) Please click on the setup icon shown below. Navigate to organisation and then referral staff list. Click on Setup >> Organization >> Referral staff clinic and you can view the staff list.
NextGen - What are the different acess level we have In VETport (user Group)?
1) Please click on the setup icon. Navigate to organisation then user groups. Here, This page allows you to setup up innumerable user groups each with their own access levels. To add a new User group click on add new. To edit a user group click on ...
NextGen - How do I add a signature for a doctor to show up on certificates?
1) Please click on the setup widget as shown below then navigate to organization and staff list. 2) Click on edit under the staff you would want to add the signature for. 3) Under Doctor details, please add a signature manually by using the inbuilt ...
NextGen - How do I enable/disable widgets from the dashboard?
1) Please click on the setup icon. Navigate to organisation then user groups. 2) Click on the manage icon under the preferred user group 3) Under the widgets drop down menu, you can enable or disable the widgets to be displayed on the dashboard. ...
NextGen - How do I add non doctors to show up on the appointment calendar?
Few clinics prefer to book appointments against non providers like Technician, Boarding, Nurse etc. It is very simple to show them on the calendar. You just have to create them as a staff and set them as a provider. Please do assign schedule so that ...
NextGen - How do I restrict my staff from accessing Inventory & accounting
1) Please click on the setup icon. Navigate to organisation then user groups. Click on Setup >> organization >> User group. 2) Under the User group to be restricted please click on the manage icon. Click on the Manage ( gear icon ) as shown below: ...
NextGen - How do I give my office manager complete access to VETport?
1) click on the setup icon shown below. Navigate to organisation then staff list. Click on Setup >> Organization >> Staff list >> Select the staff you want to give complete access to VETport. 2) Click on the multiple logins icon. 3) Click on the ...
NextGen - How do I create a new Login Id for my staff?
1) click on the setup icon shown below. Navigate to organisation then staff list. 1. Click on setup 2. Click on Organization 3. Click on Staff list 2) Click on the multiple login icon for the staff you want to set up the Userid. 3) click on Add ...
NextGen - How do I setup commission to my doctor?
In order to set up a commission to a doctor/Staff, please follow the below steps. 1>> Click on Set up icon >> Organisation >> Staff list. 2>> Click on the commission rate icon on the desired staff as shown below. 3>> Click on Add new to choose a ...
NextGen - How do I assign my doctor/staff to a another clinic?
How do we assign a Doctor/Staff to another clinic, please follow the below steps 1>> Click on Set up >> Organisation >> Staff list as shown below. 2>> Click on the clock icon, which shows as Assign to Multiclinic & Schedule 3>> Click on add schedule ...
NextGen - How do I add schedule for any staff
This will show you how to add a staff schedule for a specific staff, based on the availability of the staff per week/month. 1>> Go to the Setup icon on the left >> Organization >> Staff list. 2>> Click on the clock icon below the staff name on which ...
NextGen - How do I reset my password?
User can click on "Forgot Password" as shown below, an email with a password reset link will be sent to the registered email address. If a user doesn't get an email after following the above steps, he/she can contact office manager or Admin to reset ...
NextGen - How to add a new staff or a Doctor?
1) Please click on the setup widget as shown below then navigate to organization and staff list. 2) click on add staff. 3) Fill in all the necessary information and click on save. Note: If the user is a provider please click on the relevant options ...
Next Gen - Adding a Staff
Step 1: Select "Setup" Step 2: Click on " Organization" Step 3: Click on "Staff List" Step 4: Click on "Add Staff" (Which would guide you to add update the complete) below are the details that you need to update. General Details Other Details
Next Gen - Assigning schedule
How to assign a schedule ? Step 1: Go to "Set up" Step 2: Click on "Organization " & select "Staff List" Choose your staff or a provider accordingly to set schedule Step 3: Click on "Assign to Multiple clinic Schedule. After clicking on "Assign to ...
Next Gen - Creating Multi logins
How to create multiple logins for Staff or providers? Step 1: Go to "Set up" Step 2: Click on "Organization" Step 3: Select "Staff List" Step 4: Click on multiple logins (For staff or provider) Step 5: Clinic on "Add User Id" to adding the logins ...
Next Gen - How to add a Staff and Add Staff schedule
Step 1: Go to Setup Step 2: Under "Organization" select "Staff List". Step 3: Click on "Add Staff" to create a new staff access. Step 4: To add new staff this has been divided into two parts. 1>> GENERAL DETAILS: where you need to update the staff ...
Next Gen - Steps on how to I add commission to the provider?
Navigation : Go to : Setup >> Organization >> Staff list. On this page, please select the provide/staff for whom you would wish to setup the commission rate by clicking on the option highlighted below. On the page, you will find the list of ...
Next Gen - User Group
Navigation : Go to Setup >> Organization >> User Group. User groups are the access levels provided to each staff member. Under User Group, you will have the option to manage and create a new user group. 1>> ADD NEW : When you click on Add new, you ...
Next Gen - Staff Designation
Navigation : Go to Setup >> Organization >> Staff Designation. This page has a list of all the Staff designation available on VETport. The Staff designation list is pre-loaded on the application. Note: If you Opt out of any staff designation from ...
Next Gen - Staff list - Edit staff details.
Navigation : Go to Setup >> Organization >> Staff list. This will give you the list of staff updated on VETport. A : If you have deactivated any staff members before and wish to find out the list, please click on Inactive Staff B : If you wish to ...