Filopto Help Manual

 

The General Information Tab is a basic tab which allows for the recording of the employee and the linking of the employee record with the security module of the system.   The fields colored in Yellow (First name, Lastname, Initials for Invoicing) are required fields and must be completed before an employee record is recognized as Active by Filopto.

 

 

 

Type: Employees can be divided into groups for easy retrieve for their records.  Some tabs do not appear if the employee is not identified as a Provider.

 

Type of Employee

 

Filopto supports four type of employees:

 

1) Providers:  These are the doctors or staff which require their time to be scheduled.  By creating a Provider type employee you are also creating a schedule for the employee which will appear in the scheduler.

 

2) Administrators:  These are the individuals that are the office administrators.

 

3) Staff : General support employees

 

4) Technicians : employees providing a technician service.

 

 

Status:  The current status of employees. Only Active Employees having an assigned User security can logon to Filopto (required)

 

Employee Number:  is automatically generated by the system.

 

Initials for Invoicing: The initial used on transactions in Invoicing.  The initials are used to identify the employee to a transaction as well as for reporting any appropriate sales commissions associated with the employee (required).

 

Signed HIPAA: The date the employee has signed their confidential HIPAA agreement.

 

Office: The default office for the user.  This field is used throughout Filopto to record a user action and to provide access to the user to specific data related to the office. (required)

 

Provider Information:

Type of Physician: The type of physician ,  description used in some electronic claim filling.

Specialty code: The specialty code required by some Insurance companies for claim processing

License Number: The Providers license number, required for some electronic claims.