This is the first of 4 parts needed to fully activate a new provider within your clinic.
The other parts are: (2) Create Provider Workplace (3) Create Scheduling Template
(4) Publish Time Slots
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From Administration tab (module), click right side Menu.
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Click Clinic Users.
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Click New.
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Assigning a Username is optional at this point. You may leave blank or create a Username (the new user will have the option of changing it when they complete registration).
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Select Valid From and Valid To dates (only if provider is temporarily assigned--leave dates blank if they are to be long-term providers).
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Enter data in all required fields ( * ).
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Enter data in all other pertinent fields.
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In Clinic Roles, select the pertinent Roles: Physician, Messaging, and any other roles you may wish to assign.
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Select the applicable Clinic Permission Templates for all assigned Roles.
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Click Add.
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Enter data in User 3rd Party App Settings.
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Click Add where appropriate.
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Staff Information: Enter individual and/or group National Provider Identifier numbers as well as DEA number and other pertinent fields that may apply to your clinic.
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Click Add where appropriate.
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Medical Specialties & Taxonomies: Enter Specialty Type, and Medical Specialty (required information if creating a workplace schedule).
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Click Add Specialty to add multiple specialties.
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Enter Taxonomies information.
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Click Save.
This is the conclusion of part 1 of 4 of How to Add a New Provider to Your Clinic
An email has been sent to the provider containing a link so that they may choose their Username, Password and create their account.
To fully activate a new provider, complete the next three parts, which are:
(2) Create Provider Workplace, (3) Create Scheduling Template, (4) Publish Time Slots.