Adding a New Provider

New Providers must be entered into the system whenever it becomes necessary to bill or report information for a provider that is not currently in the system. The provider must be added to the database so that claims/appointments/etc can be assigned to the provider.

Workflow

1. Open the Setup portal and under the Basic Setup section select Providers.
   
   
2. Click the New button on the toolbar to open the New Provider window. Choose the method for entering the new provider.
   
   1. From our Nationwide list of over 2.7 million providers - This method will allow you to search for your provider and preload the demographics accordingly. For providers that will bill electronically this is the recommended method.
      1. Enter your search criteria and then click Search
         
      2. Find your provider in the Search Results and check the boxes for Selection Settings as necessary.
         1. Box 1 - Add this provider
         2. Box 2 - Add as Rendering Provider
         3. Box 3 - Add as Billing Provider
         4. Box 4 - Add as Patient Portal Provider
         5. Box 5 - Add as Dialysis Provider
      3. Click Add Selected Providers at the bottom of the screen.
      4. Review each of the tabs and make changes as necessary.
         
         
   2. From the QuickEntry selection window.
      1. Enter the required fields marked with a red asterisk and then click Add New Payer.
         
      2. Review each of the tabs and make changes as necessary.
         
         
   3. From the Demographics screen.
      1. Enter the required information at a minimum and then click the Save button at the top of the screen.
         
      2. Review each of the tabs and make changes as necessary.