Docnote matches every request from the PS Suite forms to a practitioner by their PS Suite site number and professional ID. Add them once for each practitioner. It takes about 2 minutes.

Before you start

• Your practice's EMR is set to Telus PSS. See How do I install the Docnote custom forms in PS Suite?
• Who can do it: a practice Owner or Admin can set up every practitioner. A practitioner can set up their own.
• Have these at hand, exactly as they're set in PS Suite:
  • Site number: the site number of your PS Suite install, in digits.
  • Professional ID: the professional ID on the practitioner's PS Suite user. In Ontario, that's their College of Physicians and Surgeons of Ontario (CPSO) number. It is not their OHIP billing number.
  • Initials (optional): the practitioner's user initials in PS Suite.

Where to find them in PS Suite

If the Docnote forms are already installed, open a chart and click Info on the Docnote toolbar. It shows the site number and the signed-in user's details, including their professional ID.

Add the identity

1. In Docnote, click Settings, then the EMR Connectors tab.

2. Find Configure Practitioner Telus PSS Connection. It lists every practitioner in your practice. A practitioner who hasn't been set up shows Not configured.

3. Click Configure on the practitioner's row. You can also click Add identity and choose the practitioner.

4. Enter the Site number, Professional ID and, if you like, Initials.

5. Click Save identity.

You'll see Telus PSS identity saved. The practitioner's row shows the numbers and an Active status. Requests that practitioner sends from PS Suite now reach Docnote. Repeat for each practitioner.

Fix a wrong number

Click Edit on the practitioner's row, correct the numbers, and click Save identity.

Check the professional ID first if:

• the Docnote form in PS Suite doesn't pre-select the doctor who's signed in, or
• a prescription renewal from PS Suite is refused.

Both happen when the professional ID in Docnote doesn't match the one on the doctor's PS Suite user.

Already linked to someone else?

If Docnote says the site number and professional ID are already linked or in use, check the numbers. If they're right, contact Docnote support.

Good to know

• An Owner or Admin can set an identity to Suspended with Edit. A suspended practitioner can't send requests from PS Suite until it's set back to Active.
• A new practitioner only needs their identity added. Nobody needs to download or import the forms again.