Setting Up Healthcare Providers and Employee Associations in Shortcuts

1. Accessing Healthcare Provider Settings

• Navigate to the panel on the right-hand side.
• Scroll down to the bottom right corner and click on Configuration.
• In the left menu, select General and click the small arrow next to Walk-in.
• Scroll down to find the Treatment option and select it.
• You will see two tabs: Areas and Healthcare Providers. Select Healthcare Providers.

2. Adding a New Healthcare Provider

• Click New to add a healthcare provider.
• Enter the provider's name (e.g., Bupa) and its abbreviation (e.g., Bupa).
• Click Done to save the provider.
• Repeat this process to add any other healthcare providers you work with.

3. Associating Employees with Healthcare Providers

• Navigate to Employees and select an employee (e.g., Anna).
• At the bottom left, click the healthcare icon to manage associated providers.
• Click Add and select the healthcare provider (e.g., Bupa).
• Enter the provider number unique to the employee (e.g., Anna's specific Bupa provider number).
• Click Done to save.
• If an employee is associated with multiple providers, repeat this process to add additional healthcare providers (e.g., HCF).

4. Finalizing and Printing Client Receipts

• After associating the relevant healthcare providers with each employee, the system will automatically include the healthcare information on client receipts.
• Clients can then use these receipts to claim reimbursements from their healthcare funds.