Objective
To ensure provider records are accurate and complete by updating personal details, mapping locations, and assigning procedures in the portal.
Key Steps
Step 1: Access the Provider Profile
Log in with your admin account.
From the main navigation, select Providers.
Search for the provider by name or NPI.
Click the provider’s name to open their profile.
Step 2: Update Provider Profile Details
In the Profile form, review and update details:
External System*: Select the system connected to this provider.
External ID*: Enter the provider’s ID from the external system.
Name: Confirm or update first and last name.
NPI and DEA: Enter or verify identifiers.
Gender: Select from the dropdown.
Address Information: Update street address, city, state, and ZIP code.
Contact Information: Update phone number.
Once complete, click Update Provider to save.
Step 3: Manage Provider Locations
In the provider profile, open the Locations tab.
To add a location:
Click Add Location.
Select the practice location from the dropdown.
Click Add Location to confirm.
To view current mappings:
Review the Current Locations list.
If no locations are mapped, use the form to add at least one.
To remove a location:
Open the Current Locations list.
Select the location to unmap.
Confirm removal if prompted.
Step 4: Manage Provider Procedures
Open the Procedures tab in the provider profile.
To add a procedure:
Click Add Procedure.
Search for the procedure by name or code.
Select the correct procedure and click Add Procedure.
To view current mappings:
Review the Current Procedures list.
To update or remove a procedure:
Select the procedure from the list.
Confirm deletion or add updated ones as needed.
Important Notes
Provider profile details must match external system records where applicable.
At least one location should be mapped to every provider for scheduling accuracy.
Procedures must align with the provider’s specialty and the practice’s approved list.
Errors in mapping may result in scheduling issues or claim denials.
Tips for Efficiency
Update all details at once during onboarding to avoid repeat edits.
Standardize procedure sets by specialty to speed up provider onboarding.
Audit quarterly to ensure providers only have active locations and valid procedures.
Verify NPI and external IDs before saving to avoid duplicate entries.