Configuring Providers

A provider is any person who provides direct service to a patient.

Warning: do not enter a provider more than once; it could cause problems in many areas of the system.

Add a Provider

Navigate to Back Office | People / Places, Providers tab.

Select Add New Provider and complete as much information as possible. Note: if you do not fill out all of the information, you may have trouble with ePrescribing, insurance billing, or document and task routing.

• The Provider Name field is how the provider's name will appear on correspondence.
• NPI is the standard provider identification and may be useful for your staff, even if you are not doing insurance billing.
• Always assign a user so that tasks and documents are routed correctly.
• If you have not already created a Schedule Resource for this person, the system will ask if you would like to add one. For additional information, check out Configuring Schedule (Appointment) Resources.

Select Save As New