7 - TPA Importing/Adding Clients

Estimated Time to Complete: 1hr - 10hrs (dependent on the number of clients)

Quick Overview:

We are now looking to populate your TurnPoint database with your existing clients. This process can also be followed whenever you are adding new clients. For businesses who have more than 30 clients, we would strongly recommend a bulk upload, instructions for this can be found at the bottom of this article.

Note: If this is a client who was with your company before, you can just reactivate and bring the records back rather than adding him/her as a new client. Please check here to check the step.

Video:

Steps:

1. Under the Client header, select Clients
2. Select Add New Client
3. Complete Client Details - ensure the Client Package has already been created in the system
   Mandatory fields will have * next to them.  Some fields are required depending on their package.   
   Title
   First Name Required
   Surname Required
   Preferred Name Nickname, or how the Client prefers to be called
   Gender Required
   DOB Required
   Country of Birth
   Main Language Spoken at Home
   Geographic Region
   Custom Groups
   Property Name Not required. Can be the name of a residential complex or retirement village
   Address Required, used for trip planning, please be precise
   Landline Phone
   Mobile
   Notes Shown to admin users only
   Important Notes for Staff Shown to staff in every appointment with this Client
   Ref Note Not Required
   Referrer
   Default Package Required see step 4.
   Ref# / URN / MAC Used by referrer / government department (required HCP, CHSP)
   Accounting System Reference External ID / Ref
   Billing Group
   Default KM Charge Set the number of KMs to charge in every Client appointment. You can override this in individual appointments if needed
   Default Travel Time Used to charge Clients for a set number of minutes. Leave as 0 if not applicable
   KM's from the office Can be used for KM reimbursements from/to the office
   Non-Chargeable Select YES only if this is not a billable client. e.g. training, admin, chemist runs etc
   Client Statements Y/N required for HCP IPA Statements 
   Statement Delivery (if email, must have email address added)
   Email
   Medicare Import Ref Statement import reference, or ACMPS (NOT Medicare card number) required for HCP)
   NAPS Service ID National Approved Provider System (Required HCP, CHSP)
   NDIS Number Required for NDIS clients
   NDIS Price Zone Required for NDIS clients
   Case Manager Required
   Scheduler
   

Once client details have been created you are able to set up Appointments, Package Schedules, Support Plans, etc.

Checklist

You have successfully completed this step if you have:

1. Pulled together a list of your clients that will exist inside TurnPoint
2. Added each client into TurnPoint

Bulk Upload

For a business that requires more than 30 clients imported, you can download the Bulk Upload spreadsheet attached to this article and fill it out with as much detail as possible. Once ready to upload create a ticket at the top of this page and attach it to the ticket.

Next Article: 8/9 - Package Schedules and Repeat Appointments