The Provider List contains the profiles of doctors and hygienists in the practice.

In the Main Menu, click Lists, Providers.

Create providers and enter provider information (ID numbers, provider defaults, appointment colors, etc.) Also use this window to create security user profiles and move patients from one provider to another.

All providers set up are listed, as well as their user name and how many patients for whom they are the primary (PriPats) or secondary (SecPats) provider. The provider order shown here determines the order in which providers show in various lists throughout the program. Available providers in those lists may be filtered by Clinics.

Search: Enter search term to filter the provider list. Will search by first name, last name, and abbreviation.

Show Patient Count: Check to view PriPats and SecPats columns. Counts the number of primary and secondary patients associated to a provider.

Show Hidden: Check to view providers that have been marked Hidden from the Provider window.

Show Deleted: Check to view providers that were removed during a Merge Providers.

Add: Click to create a new provider. The Provider Add permission is required.

Double-click an existing provider to open the Provider window.

Create Users

Quickly assign a provider to a security user group and create a user name and a temporary password. The Security Admin security permission is required. The user name and password will be the provider's last name plus first initial (e.g. SmithJ).

1. Select the provider.
2. Under Create Users, select the User Group.
3. Click Create.

Providers should log in and change their password to something only they know. If using Clinics, see User Edit to set a default clinic or restrict a user to clinics.

Move Patients

Change or remove providers for a group of patients. The Security Admin security permission is required. Check Show Patient Count to view each provider's total number of patients..

• PriPats: The number of patients for which the provider is selected as the primary provider.
• SecPats: The number of patients for which the provider is selected as the secondary provider.

Change primary provider for a group of patients: The Patient Primary Provider Edit permission is also required.

1. Highlight the current primary provider.
2. Under Move Patients, click [...]. Select the new primary provider and click OK.
3. Click Move Pri.
4. Click OK to confirm the move. The patients will now have the new provider as their primary.

Change secondary provider for a group of patients:

1. Highlight the current secondary provider.
2. Under Move Patients, click [...]. Select the new secondary provider and click OK.
3. Click Move Sec.
4. Click OK to confirm the move. The patients will now have the new provider as their secondary.

Remove a secondary provider from a group of patients:

1. Highlight the provider.
2. Under Move Patients, click [...].
3. Click None.
4. Click Move Sec.
5. Click OK on the confirmation message. This provider will no longer be assigned as the secondary provider to any patients.

Reassign by most-used provider: Useful if a provider is no longer with the practice. Reassigns the primary provider of all patients from the selected provider to the provider who has completed the majority of their procedures. Requires the Patient Primary Provider Edit permission. The tool uses the following logic:

• Any patients with procedures completed by another provider are reassigned.
• If the selected provider has completed the most procedures for the patient, the provider with the second most completed procedures is used.
• Providers marked as Hidden, Secondary Provider (Hyg), or Not a Person are not considered for reassignment.
• If multiple providers are tied for the most-used provider (i.e., share an equal number of completed procedures), the provider the patient is reassigned to is selected at random.

To use the tool:

1. Highlight the provider whose patients will be reassigned.
2. Click Reassign.
3. There is a prompt to contune with the tool. Click OK to proceed and search for possible reassignments.
4. There is a prompt confirming the number of patients that will be reassigned.
   • Click OK to reassign all patients from the selected provider.
   • Click Cancel to exit the tool without reassigning patients.

Reorder the Provider List

Changing the order does not harm any patient data. To manually reorder providers:

1. Highlight a provider.
2. Click the Up or Down arrow to move the provider one row higher or lower.

Alphabetize Providers: Click to alphabetize providers by abbreviation in the following order. The Provider Alphabetize permission is required.

• Providers who are people
• Providers who are marked Not a Person (e.g. a billing entity)
• Hidden providers