OVERVIEW

This article shows users the different areas where new Service Centre USER ACCOUNTS can be created.

Service Centres represent the locations:

• where assessments take place with a Specialist
• where medical/clinical records are obtained from

By containing Service Centres as USER ACCOUNTS:

• Specialist availabilities (with their locations) can be stored in a dedicated calendar
• Service Centres can be reused for future cases (avoiding double-entries)

CONTENTS

• CREATE A SERVICE CENTRE FROM USER ACCOUNTS
• CREATE A SERVICE CENTRE FROM WITHIN A MEDICAL RECORDS RETRIEVAL CASE

CREATE A SERVICE CENTRE FROM USER ACCOUNTS

1. Go to the sidebar menu and select USER ACCOUNTS → Service Centres.
2. Click Add New.
3. A new Create Centre window is opened. Enter details of the centre, where required.
4. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

CREATE A SERVICE CENTRE FROM WITHIN A MEDICAL RECORDS RETRIEVAL CASE

1. Open an existing Medical Records Retrieval (MR) case.
   • REPORTING SERVICES → Medical Records Retrieval (MR)
2. Go to section Booking Confirmation & Paperwork.
3. Next to field MR Provider, hover Add/Edit and select Add Provider.
4. A new window, Centre Detail, is opened. Enter the centre’s information, where required.
5. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

Notes/Tips

1. Each Kawaconn case contains a navigation menu easily switch between sections. The menu is collapsible and located in the top-right area of the case. Click Navigator to expand and access a case section.