Inviting a new user
You can invite a new user to Gentu via Settings > Manage Users. In order to invite a new user to Gentu, you simply need to know their email address.
- Press the Invite New button.
- Enter the new user's email address.
Note: you cannot rescind or cancel an invite once it is sent. For this reason you should always double-check that the email you have entered is correct.
- Select the new user's role from the drop down menu.
- Press Send.
The new user will receive an email containing an invite link. Clicking the invite link will launch their internet browser to the screen shown below.
The new user should fill in their details here as prompted. Note that fields marked with an asterisk* are mandatory.
Once the new user has entered their details, press Sign Up.
This will redirect to the Gentu login window, where the new user can log in with their email and newly set password.
Configuring User Preferences
If the newly signed up user is a clinician/provider, there are some additional details that should be configured after inviting them.
Details for providers can be edited via Settings > Manage Users. Select the user's name, then open the Practitioner Details tab.
Clinicians will need to tick the Billing Provider checkbox here.
Note: if you do not have a subscription available to mark this new user as a provider, you can contact our Sales team to arrange this. Call (07) 3870 4085, or email firstname.lastname@example.org.
Provider Numbers / Sites of Service can be added by clicking the plus + icon by the Sites of Service heading on this page.
To have the new provider visible in the Appointment Book, navigate to Settings > User Columns and tick the Appointments checkbox correspondending with their name.
There are several additional, optional settings that you may wish to configure for a new provider.
Reasons for encounter: The 'Reasons for Encounter' list can be pre-populated with presenting problems typical to your practice or specialty for easy selection when adding patient consult notes.
You can edit this list via Settings > Reasons for Encounter.
Billing sets: A billing set is a saved group of items which you commonly bill in combination. Billing sets are used as a shortcut to add multiple item numbers to an invoice/quote at the click of a button.
You can add or edit billing settings via Settings > Billing Sets. Select a billing set from the list to edit it, or press Create New to create a new billing set.
Custom fee schedules: You can add a custom fee schedule via Settings > Fee Schedules. Click the small plus + icon next to the Custom Schedules heading to add a new schedule.
What settings should I configure for a new user who is not a doctor/provider?
New users in a non-provider role (e.g. receptionist, bookkeeper) will only need to enter their personal details into the signup window, or later via Settings > Manage Users.
You may also wish to ensure that the new non-provider user is added to the appropriate user role group and their permissions are set accordingly.
How do I set, change or edit the security permissions for a new user?
When a new user is added to Gentu, you can select their role from the drop down menu of the same name. Because security permissions are set per role (rather than per individual user), the new user's role is what defines their level of security access.
You can edit the security permissions for user roles within Settings > Manage Roles.
How can I add the new doctor/provider to the appointment book columns?
You can add a column to the appointment book for that provider by navigating to Settings > User Columns (under the Appointment Book heading) and ticking the Appointments checkbox corresponding with their name.
Note that it is possible to add any user as a column in the appointment book.
How can I re-invite a user after their invitation has expired?
To re-invite a user, open Settings > Manage Users > Invite, and then place the same address in the invite. The invitation will then be resent.
How do I add new provider numbers for a doctor? Or how do I disable provider numbers which are no longer used?
You can make changes to provider numbers via Settings > Manage Users. Select the doctor's name and open the Practitioner Details tab, where you will see the Sites of Service list - this is where the provider numbers are recorded. Add a new site of service by clicking the + icon, or delete an existing one by selecting it and pressing Delete.