The Provider List contains the profiles of doctors and hygienists in your practice. Create providers and enter provider information (ID numbers, provider defaults, appointment colors, etc.) You can also create security user profiles and move patients from one provider to another.
In the Main Menu, click Lists, Providers.
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 sort order matches the order in which providers show in various lists throughout the program.
Quickly assign a provider to a security user group 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).
Providers should log in and change their password to something only they know. If using Clinics, see User Security to set a default clinic or restrict a user to clinics.
Change or remove providers for a group of patients. The Security Admin security permission is required. A provider's total number of patients is indicated in the Providers grid.
Change primary provider for a group of patients: The Patient Primary Provider Edit permission is also required.
Change secondary provider for a group of patients:
Remove a secondary provider from a group of patients:
Reassign by most-used provider: Quickly change a patient's primary provider to the provider who has completed most of the patient's procedures. This process will look at all patients who have the selected provider(s) as their primary provider. If a different provider has performed more of their completed procedures, that provider will be assigned as their new primary provider. The Patient Primary Provider Edit permission is also required.
Changing the order does not harm any patient data. To manually reorder providers:
Alphabetize Providers: This feature will alphabetize providers by abbreviation in the following order:
The Provider Alphabetize permission is required.
How do I delete a provider who has left the practice?
Providers cannot be deleted. Instead mark them hidden on the Edit Provider window. This will remove them as a selection option.
Where do I enter a provider's EHR Annual Provider Key.
On the EHR Setup window (Setup, Chart, EHR). See EHR Annual Provider Keys.