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Configuring Practitioners in Calculate

Configuring practitioners in Calculate links each doctor to the right calendar, billing entity, and fee rules. This setup ensures fee runs are accurate and payments are distributed correctly.

The sections in this article include:

Important: You must complete your Account Configuration first before configuring practitioners in Calculate. Please refer to our Knowledge Base Article on Configuring your Calculate Account.

Creating a practitioner

To configure a practitioner in Calculate:

  • Navigate to Practitioners on the left hand side within Calculate.

  • Go to the Not Yet Configured PMS Users tab.

  • Select the Create Practitioner icon within the table.

Create Practitioner1

  • Enter the required details:
    • Select Practice from the drop-down options available.
      • for more information on how to set up a practitioner across multiple locations please refer to “Configuring a practitioner across multiple practices”

practitioner set up - practice

    • Title, First Name, Last Name
    • Practitioner email: The primary email for the practitioner
    • CCs: Add additional email addresses, such as the practitioner’s bookkeeper or accountant, if required
    • Assigned Calendar: Choose the correct calendar that this practitioner belongs to.
    • Contact ID: Enter the accounting software user ID. This is optional.
    • GST Registered: Select this if the practitioner is GST registered
    • Practitioner Billing Entity Name
    • Practitioner Billing Entity Address
    • ABN: Enter the practitioner’s billing entity ABN
    • Default Fee Rule %: The base percentage split for this practitioner. If no other rules are set, this default fee rule % will apply as a catch-all.
    • Bank Account: Add Account Name, BSB, and Account Number.
      • Note: If bank details are included, the practitioner can be added to ABA file generation. If you are not using Calculate to generate ABA files, bank details are not required.
    • Guarantee: If a guarantee applies for this practitioner, enter Guarantee End Date, Standard Hours per calendar period, and Standard Dollars per Hour. For employed practitioners, complete the end date, standard hours and the standard dollar amount per hour.

Set up a new practitioner1

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Configuring a practitioner across multiple practices

If a practitioner works across more than one practice in the same PMS database, they must be configured separately for each practice.

For example, If Dr Jane Doe works at Practice 1 and Practice 2:

  • Configure Dr Jane Doe at Practice 1, following the steps outlined above.
  • Once Dr Jane Doe has been configured for Practice 1, return to the Not Yet Configured PMS Users tab to repeat the process for Practice 2.

Next step: Now that your practitioners are configured, the next step is to set up their Fee Rules. Please refer to our Knowledge Base Article for more information on Setting Up Fee Rules. Once fee rules are in place, you’ll be ready to run your first fee run.

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