Using HCP

The HCP module is integrated into the main treatment screen, automatically discounting and dispensing items from the plan.

This page documents the following day-to-day processes:

- Joining a Health Care Plan

- Taking the initial payment

- Identifiying a HCP Patient

- Dispensing Items

- Viewing a Patient's HCP Entitlements

Joining a Health Care Plan

1) Search and Select a Patient from Reception.

2) Select the 'Join HCP' button.

3) The 'Join HCP' window will display all available plans for the selected patient. Select the required plan and click the 'Join' button.

3) At this stage, if you are using an integrated direct debit company, you will be prompted to setup the direct debit. If not, see step 4.

4) You will be navigated to the HCP Accounts screen to take the initial HCP payment.

Taking the Initial Payment

1) As above, when joining a plan, the initial payment screen will display.

2) Enter payment details and select 'Save'.

Identifiying a HCP Patient

A HCP patient will display in highlighted green on the Reception patient grid.

The patient will also be displayed with a HCP icon on the Daylists and Patient Summary bar.

Dispensing items

1) Add treatment as normal.

2) The system will automatically discount items according to your plans configuration.

3) HCP discounts will automatically display on your treatment draft screen when dispensing items.

4) Save your treatment.

5) The items are saved onto Treatment History and are highlighted in green to distinguish them as Health Care Plan Sales.

6) The discount is also shown on the Accounts screen.

Viewing a Patient's HCP Entitilements

1) Navigate to the Treatment Screen

2) Select the 'Health Care Plan' tab.

3) This screen will show you what the plan consists of, how many items have been used and how many items are available for the patient.