Access the Provider Profile
Log in with your admin account.
From the sidebar, select Providers.
Update Provider Profile Details
You can use the Search Bar to find for the provider by name or NPI.
Click the provider’s name to open their profile.
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.
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.
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.
Adding a Provider
Log in as Practice Admin
Use your admin credentials.
Access the Admin Dashboard.
From the sidebar menu, select Providers.
Choose Add New Provider.
The Provider Form will display.
Complete User Details
First Name: Enter the provider’s first name.
Last Name: Enter the provider’s last name.
Email: Enter the provider’s work email address. This will be their username.
Password: Create a secure password.
Option: Click Generate Random Password for system-generated credentials.
Fill in Organization Details
Organization: Select the provider’s practice or organization.
Organization Role: Once organization is selected, choose the provider’s role (e.g., Provider, Admin, Billing).
Add Optional Details (Recommended)
Add Address: Enter provider’s primary practice location.
Add Contact: Include direct phone or office contact information.
Add Billing Details: Add billing-related information if applicable.
Create Provider Account
Review all details for accuracy.
Select Create User to finalize the setup.
Send Credentials to Provider
Share the email and password (or generated password) securely.
Instruct provider to reset their password on first login.
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.