Managing Providers

Updated on: 11/16/2024

AENTE’s provider feature is a comprehensive solution designed to seamlessly integrate healthcare professionals into its innovative platform. This feature allows medical practitioners, from doctors and nurses to lab technicians, to create and manage their professional profiles with ease. By offering a straightforward registration process and a user-friendly dashboard, AENTE empowers providers to showcase their expertise, manage their certifications, and connect with patients efficiently. The platform’s robust verification process, including license and certificate validation, ensures that only qualified professionals are authorized to offer Providers, thereby maintaining high standards of care and building trust among patients.

Creating Provider

To begin creating a Provider, certain prerequisites must be met, as outlined below:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for creating Providers, including the following:

Click here to view the permissions.

1. Provider Get All / Get Self
2. Bank Account Get All / Get Self
3. Bank Account Create
4. Bank Account Delete/ Delete All
5. Bank Account Update / Update All
6. User Group Get List
7. Employee Get All / Get Self
8. Employee Show
9. Employee Create
10. Employee Get Role
11. Employee Get Schedules Data
12. Employee Update / Update All
13. Employee Update Provider / Provider All
14. Employee Update Schedules
15. Employee Show Salary
16. Employee Create Salary
17. Employee Update Salary
18. Employee Show Tax
19. Employee Create Tax
20. Employee Update Tax

Once all necessary configurations are in place, you can proceed with the steps below to create a Provider:

1. Click on the module labeled “Operational”
2. After entering the module, select the option “Providers”
3. Click the blue button to initiate the creation of a new Provider
4. Upon accessing the creation form for Providers, you can begin filling out the required fields. These fields are sufficient to correctly create a Provider, and they include: Nationality | Title | Name | Roles | E-mail | Password | Confirm your password | Date of birth | Mobile | Mother’s maiden name | State | City | Address

Note : After filling out these mandatory fields, additional tabs will be made available for completion, namely: Provider | Schedules | Public profile | Salary | Contracts & Documents

5. Click on the Provider tab
6. Click on the Add Provider button
7. Click on the blank field to view the list of Providers available for selection
8. Select a Provider
9. Click on Save

Note :Completing the Provider tab is important to determine in which location that provider will operate. This linking can also be carried out at the time of creating the Provider

10. Click on the Schedules tab
11. Fill in the fields with the times that provider can work within that Provider on a given day. Example: If that user will only work on Monday, fill in the fields only for Monday with the start time and end time of the day.
12. Click on the Public profile field
13. Click on the gray button to activate the user profile
14. Fill in the blank fields with the desired information

Note: This tab will serve as the provider’s business card, where people can follow and learn a little more about the provider and its specialties

15. Click on the Salary tab
16. Choose one of the hiring regimes available for selection
17. Fill in the blank fields with the requested information
18. Click on the Create bank account button
19. Fill in the blank fields with the requested information
20. Click on the status field and select the Active Primary option

Note: It is important to select the Active primary option in the bank accounts that will be used PRIORITY by the provider user to receive amounts. Reserve accounts can be saved as Active. Other statuses such as expired, invalid, etc. can be used in any situation.

21. Click on the Contracts & Documents tab
22. Click the gray button to add a new document
23. Enter a description for that document
24. Click the Select File button
25. Select the desired documents
26. Click Enter or the Update Provider button

Note: This tab can be used to attach contracts, certifications, medical history and any other document that is important for the provider’s registration, in addition, any document can be downloaded at any time

27. Ready!!!, the provider profile is properly created and can be used within the system

Editing Provider

To begin editing a Provider, certain prerequisites must be met, as outlined below:

1. You Must have a provider account
2. Your provider account must be assigned a role with appropriate permissions for editing Provider, including the following:

Click here to view the permissions.

1. Provider Get All / Get Self
2. Bank Account Get All / Get Self
3. Bank Account Create
4. Bank Account Delete/ Delete All
5. Bank Account Update / Update All
6. User Group Get List
7. Employee Get All / Get Self
8. Employee Show
9. Employee Get Role
10. Employee Get Schedules Data
11. Employee Update / Update All
12. Employee Update Provider / Provider All
13. Employee Update Schedules
14. Employee Show Salary
15. Employee Create Salary
16. Employee Update Salary
17. Employee Show Tax
18. Employee Create Tax
19. Employee Update Tax

Once all necessary configurations are in place, you can proceed with the steps below to edit a Provider:

1. Click on the module labeled “Operational.”
2. After entering the module, select the option “Provider”
3. When the list of Providers appears, enter the name of the Provider you wish to edit in the search field.
4. If a Provider matching the searched name exists, the system will display options corresponding to your search.
5. After locating the desired Provider, click on it.
6. At this point, the system will display the Provider form, pre-filled with the information provided at the time of its creation.
7. Now, simply delete the information from the desired field and enter the new data.

Example: If the “Mobile” field needs to be changed because the Provider has a new mobile, just delete the old name and provide the new one.

Note 1.0: As informações das outras abas também podem ser editadas, não somente as informações da aba Detalhes.

8. Once all the necessary information has been edited, click the blue button labeled “Update provider”, and that’s it! Your Provider will be successfully updated in the system

Deleting Provider

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To begin deleting a Provider, certain prerequisites must be met, as outlined below:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for deleting Provider, including the following:

Click here to view the permissions.

1. Provider Get All / Get Self
2. Bank Account Get All / Get Self
3. Bank Account Create
4. Bank Account Delete/ Delete All
5. Bank Account Update / Update All
6. User Group Get List
7. Employee Get All / Get Self
8. Employee Show
9. Employee Delete / Delete All
10. Employee Get Role
11. Employee Get Schedules Data
12. Employee Update / Update All
13. Employee Update Provider / Provider All
14. Employee Update Schedules
15. Employee Show Salary
16. Employee Create Salary
17. Employee Update Salary
18. Employee Show Tax
19. Employee Create Tax
20. Employee Update Tax

Once all necessary configurations are in place, you can proceed with the steps below to delete a Provider:

1. Click on the module labeled “Operational”.
2. After entering the module, select the option “Provider”.
3. When the list of Provider appears, enter the name of the Provider you wish to delete in the search field.
4. If a Provider matching the searched name exists, the system will display options corresponding to your search.
5. After locating the desired Provider, click on it.
6. At this point, the system will display the Provider form, pre-filled with the information provided at the time of its creation.
7. Now, simply click on the “Delete Provider” option, and that’s it! The Provider will be successfully removed from your list of Providers.

Note: Not all information can be deleted, only edited, including: Salary, Public profile, Contracts & Documents.

Restoring Providers

To begin restoring a Provider, certain prerequisites must be met, as outlined below:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for restoring Provider, including the following:

Click here to view the permissions.

Provider Get Self / Get All Provider Restore Provider Show Provider Update / Update All

Once all necessary configurations are in place, you can proceed with the steps below to restore a Provider:

1. Click on the module labeled “Operational”.
2. After entering the module, select the option “Providers”.
3. At this point, you will need to adjust the filter to display only deleted Providers by selecting the option “Only Trashed”.
4. After completing the previous step, the system will display all Providers that were once part of your operations but are now deleted. Enter the name of the Provider you wish to restore in the search field.
5. When you locate the desired Provider, click on the option shown in the list.
6. Upon seeing the yellow card above the form, click on “Restore”.
7. That’s it! The Provider that was previously deleted has now been restored to your list of active Providers and can be used without issue.