Specialists - Documents (General Information)

Modified on Fri, 16 Feb at 12:24 PM

OVERVIEW

This article covers the contents and purposes of a subsection of General Information in the Specialist User Account.

Documents records files that are useful for initiating and completing Kawaconn Services.

ATTACHABLE FILES
REPORT TEMPLATE AND SAMPLE

ATTACHABLE FILES

If the Specialist prefers communications to be directed to their Secretary or Practice Manager, fields are available to provide their contact details.

Field Name	Notes
CV	Attaching the CV allows Case Managers to download from their logins (in Appointment Search), if they want background information to help judge if the Specialist is suitable to request for a service
AHPRA and Accreditations
Required Consent Form	This attachment box is only required if the Specialist has a unique Consent Form that they require the Client to sign prior to their appointment NOTE: Kawaconn automatically generates and sends a Consent Form to the Client/Case Manager during an IME Service
Letter head	Attach if needed for writing reports
Signature	Attach if needed for writing reports

REPORT TEMPLATE AND SAMPLE

This subsection is used to store documents relevant to a specific Type of Report.

Purposes of Storing a Report Template

Storing the Report Template provides Staff a identifiable location to download and reuse a template that is commonly used to help write the desired report.

Purposes of Storing a Report Sample

Storing the Report Sample allows Case Managers to download the file from their logins (when using Appointment Search) and help make a judgement on whether if the Specialist is suitable to request for a service.

How to Add a Template and/or Sample

Select the Type of Report.
- Dropdown values are derived from APP SETTINGS
Attach the Specialist's Report Template and/or Sample, where required.
Click Save Template & Sample.
- A new line item is generated below