Setup & Manage PatientCare

Setup & Manage PatientCare

Quote
After Care check ins, chats & post-op instructions, allowing user experience feedback, comments, google reviews. 

User Experience Presentation

Info
See link below to the PowerPoint presentation summary of the user experience from Surgery to Patient.

Launch & Login

Launch the PatientCare communications

Once training is complete and you are ready to commence, the trainer will 'LAUNCH COMMUNICATIONS'. 
Upon confirming the automation of the communications using PatientCare, you can navigate to the 'Visits' tab to see all of the upcoming communications that have been scheduled according to your Diary.

Logging in for the first time

Creating your account is the first step to getting started.
Step by step guide
  1. The first thing you will receive from Centaur is a Create Your Account Email with a link to set up your password.
    1. The email sender will be patientcare@centaursoftware.com  
      please check your Spam folder if you don't see email in your inbox.
  2. Your username will simply be the email address that this email was sent to.
  3. When you click the Complete account setup button, you will be brought to another webpage and you will be prompted to create a password
    1. please keep in mind the password requirements laid out above the password fields!

  4. When you’ve decided on a password, click on Update.
  5. If your password is accepted,
    1. Click Go to Login Page
    2. Clicking that button will take you to the platform sign-in page (TIP: Bookmark this page before logging in for easy access later on!).
    3. Enter your email address and click Next
    4. Enter your password and click Sign in
Alert
Note: The ‘Complete account setup’ link expires after 30 days of being sent.
To receive a new invite you can ask a member of your organisation to Resend you a Welcome Email or contact Centaur for PatientCare support.

Roles: Permissions & Access levels

Organisation Manager

(access to all centres within the organisation)
  1. Alerts - See & action alerts (resolve, chat)
  2. Patients - See all patient profiles
  3. Visits - See all visits
  4. Content - some edit availability (messages send time & content of text messages). Toggle messages on/off 
  5. Analytics - see information for all centres, all practitioners
  6. Settings:
    1. Manage members: add members, edit members, deactivate/activate members
    2. Manage centers:  add centers, edit centres, deactivate/activate centres
  7. See import results
  8. Will receive - email notification of alerts, monthly email.

Centre Manager

(can have access to 1 or multiple centres. Only sees information for those selected centres)
  1. Alerts -See & action alerts (resolve, chat)
  2. Patients - See all patient profiles
  3. Visits - See all visits
  4. Content – read only
  5. Analytics - see information for all centers, all practitioners
  6. Settings: 
    1. Manage members: add members (but they cannot add Organisation Managers), edit members (except Org Managers), deactivate/activate members
    2. Manage centers:  edit centres, deactivate/activate centres
  7. See import results
  8. Will receive - email notification of alerts, monthly email

Receptionist

(can have access to 1 or multiple centres. Only sees information for those selected centres)
  1. Alerts -See & action alerts (resolve, chat)
  2. Patients - See all patient profiles
  3. Visits - See all visits
  4. Content – read only
  5. Analytics - see information for all centers, all practitioners
  6. Settings:
    1. Manage members: edit members (except Org Managers), deactivate/activate members
    2. Manage centers:  edit centers, deactivate/activate centers
  7. Will receive - email notification of alerts

Doctor 

  1. Alerts -See & action alerts (resolve, chat), only for those patients they have treated
  2. Patients - See all patient profiles, only for those patients they have treated
  3. Visits - See all visits, only for those patients they have treated
  4. Content – read only
  5. Analytics - *currently not enabled for Doctors, coming soon.
  6. Settings:
    1. Manage members: can only edit own profile
    2. Manage centers:  read only
  7. Will receive – monthly email (when email address available on member profile)

PatientCare Support

If you can’t find what you need here in a PatientCare Article?
InfoSend your question to: patientcare@centaursoftware.com

    • Related Articles

    • Setup & Manage Bank Accounts in D4Web

      Add Bank Accounts to your system to enable bank slip creation. Find instructions here to Add, Hide and Redirect Bank Accounts. Where to find Bank Accounts page Click the navigation menu > Location Setup > Bank Accounts page Add a New Bank Account ...

    • Setup & Manage Allergies & Medical Conditions in D4Web

      Allergies & Medical Condition lists can be setup and managed via its own page or in the patients file. The Allergy / Medical page provides additional management options, such as delete, merge and hide from eForms. The instructions below explained how ...

    • Setup & Manage Staff Records in Dental4Windows

      Setup & Manage Staff Records including add new staff members, provider assistants, create role positions, mark staff member as inactive. Set up Staff Records Add a New Staff Member Any member of staff that is not a Provider must be added in the ...

    • Setup & Manage Prosthetist Books in Dental4Windows

      Listed below is how to complete Prosthetist Appointment Book setup and how to create appointments. Prosthetist: Appointment Book Setup and Usage A dental prosthetist is qualified to make different dental prosthetics and also see private patients for ...

    • Setup & Manage Bounced Cheques in D4Web

      When a payment via personal cheque bounces, process the bounced cheque, add penalty charges if required, auto adjusts financial information. Follow the steps below to setup and manage. Setup Bounced Cheque Item Click the navigation menu > Location ...