This feature allows you to define providers to link to patients. Providers can be users in your organization or you can add providers who are not users.
- Click on Clients at the top of the page and select Clients.
- Click on the office where you want to create Providers.
- Enter the provider's First Name and Last Name.
- Enter a Title to associate with the provider. This field is optional.
- Enter an Email and Phone Number for the provider. These fields are optional.
- Select the Provider Type from the dropdown.
- Select the provider's Organization(s) then click the Add button.
- Click on Create.
Repeat these steps to add additional Provider Types. Once a provider has been created, click the provider in the list to edit the record or click the X to delete it.
You can also add Patients to the provider after you create the provider.
- Select the Organization the patient is in.
- Enter the Patient Name. The search will begin once you start typing and you can select the patient from the list.
- Select a Member Type. This is the provider's role on the patient's care team. The options that display depend on the Provider Type selected above.
- Click on Add.
Repeat these steps to add additional patients.