User Accounts - Service Centres Database

Modified on Fri, 16 Feb, 2024 at 12:25 PM

OVERVIEW

This article covers all the contents and features in USER ACCOUNTS -> Service Centres.

This database stores all records of Service Centres that are involved in a Kawaconn service.

The database can be customised and filtered to help find your desired Service Centres easier.

DATABASE & SORTING
SEARCH & FILTERS
INSERT/REMOVE/REARRANGE DATABASE COLUMNS

DATABASE & SORTING

When first opened, the database loads all active Service Centres and is sorted by their Creation Date as default.

Columns obtained from Service Centre fields are used to distinguish between profiles.

The database is sortable with selected columns.

Column Name	Sortable?	Notes
Clinic Name	Yes	Click on the Service Centre’s name to access their profile
Action Required	No	Ad-hoc Notes Staff need to notify and/or action
Location	No
State	Yes
Clinic Type	Yes	Useful to categorise when billing services, to identify when additional chargeable services affect the split of the invoice between the provider and the specialist MLP Owned Clinic - The medicolegal provider may reduce the specialist’s split to accommodate for room rental costs Specialist-Assigned Clinic - The medicolegal provider doesn’t need to reduce the specialist’s split as they’re using their own rooms
Total Doctors	No
Account Status	No	If an account is Inactive, a user can’t find or add the Centre into an active case or the calendar
Created At	Yes (default)	Date of when the User Account was created
Created By	No	Staff user that created the Service Centre

SEARCH & FILTERS

Search Bar

Enter text in the Search Bar and click Search (magnifying glass) to only show database results where the entered text can be found in the Clinic Name.

Filters

Open and use the following Filters to narrow your database results.

Filters	Purpose
Centre	To directly find your desired Service Centre
Status	To find Service Centres that are still in use
Action PIC	To find a Staff’s list of Action Notes to action/complete
State	To find Service Centres by location
Action Due Dates	To find Service Centres that have impending Action Notes to action/complete Usually paired with the Action PIC filter
Clinic Type	To find Centres based on the user(s) who manage the centre

Clear/Reset Filters

Use the Red “X” button to remove all filters used and revert back to the default database.

INSERT/REMOVE/REARRANGE DATABASE COLUMNS

To organise table columns in User Accounts, select the three dots at the top-left of the table.

Tick an item to add the column to the table
Untick an item to remove the column from the table
Drag and drop an item to rearrange the ordering of the table columns (top of the list = left-most column)
Select Default Columns to revert back to Kawaconn’s default columns and order