9.1. Setting up a Provider in HCAI


Refer to the following for the details on setting up a Provider in HCAI.


●· Using W5 for HACI guide

●· https://www.hcai.ca/HCAI.Web/Login.aspx


9.2. When a Client Prohibits you from Using a Doctor - the DNU List


It sometimes happens that a client will not want you to use a service provider or a service location on any of their cases. You cantell W5 to not use a vendor but you actually do it from the Client Maintenance window.


1.  Click on the Admin tab.


2.  Click on Maintenance.


3.  Select Client Coding.


4.  Select Client.


5.  Click on the Client tab (left pane).


6.  Indicate the Client Code using the Lookup button.



7.  Click on the DNU List tab (left pane).


Any vendors already on this clients Do Not Use list will be listed in the top section (the “Do Not Use List”).


other service providers and service locations will be listed in the bottom “Providers” section.


8.  Click on the Add button belonging to the vendor that you want to add to this clients Do Not Use List.


– OR –


Click on the Remove button belonging to a vendor that is currently on the Do Not Use List for this client.


9.  Click on the Save button to retain the changes made.


9.3. A/P Transaction List Report on Vendor

 

Generating an Accounts Payable Transaction List Report containing a list of transactions for all vendors within a currency is shown.


1.  Click on the Admin tab.


2.  Click on Maintenance.


3.  Select Provider Coding.


4.  Select Provider.


5.  Specify the Provider by using the Provider Lookup button.


6.  Click on the Action button.


7.  Select A/P Txn Report.


An A/P Transaction List Report will display and provides the following options:


●· Export report to an assortment of file types

●· Export and email the report

●· Export and open the exported report

●· Attach report on file

●· View Table of Contents (if applicable)

●· Printing the report

●· Changing views in the report

●· Copying the report


9.4. Change Vendor Classification

 

This allows you to reclassify a vendor. For example, you accidentally set up a can company as a Service Provider when it should be a General Vendor OR you have added a treating provider on a case (Non-Roster vendor) and now you want them to be Service Provider.

Changing the Vendor's classification to:


●· Clinic

●· Group

●· General Vendor

●· Private Office

●· Non-Roster

●· Group Office


1.  Click on Maintenance.


2.  Select Provider Coding.


3.  Select Provider.


4.  Specify the Provider by using the Provider Lookup button.


5.  Click on the Action button.


6.  Select Change Vendor Classification.


The Current Vendor Info is displayed.


7.  Click on the Change To: drop-down and select the new classification.



8.  Click on the Save button (on the bottom toolbar).


9.5. Removing a Service Provider from a Group

Provider Maintenance- only if you’re not already there:
Admin tab > Maintenance > Provider Coding > Provider 


1.  Specify the Provider by using the Provider Lookup button.


2.  Click on the Groups tab (left pane).


3.  Click on the Remove button belonging to the group you want this Provider removed from.


When selected a prompt will ask: “Are you sure you want to remove this Group? Note: this will NOT delete the Group.”


4.  Click on the Yes button to complete the process or the No button to cancel.


5. Click on the Save button (on the bottom toolbar).




 










  

    

  








 




  

  





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