Providers Overview

Providers are the health professionals licensed to provide health care diagnosis and treatment services including medication, surgery, and medical devices. Providers will be used to schedule appointments, create visit notes, bill claims to insurances, prescribe medications, and more. The Provider Search screen can be accessed by opening the Setup portal and clicking on Providers under Basic Setup. A user can then search for a provider and open the Provider Setup screen. The Provider Setup screen can be used to:

Add New Providers

Edit Existing Providers

Configure System Settings

Lookup NPI numbers

Configure Prescription Settings

Enter Credentialing Information

Store a signature

Payer Window Buttons

  • New: Clicking the New button allows the user to Add a New Provider
  • More: Clicking the More button gives the user the options to NPI Lookup, Advanced Search, RX Prescribing, Credentials, Lab Accounts, Signature, License Summary, Settings, Practice Setup
  • Search (Magnifying Glass): Clicking the Search button opens a search box to allow the user to search for and open a specific payer

Provider Setup Screen


The Provider Setup Screen opens to the Summary tab. The Summary allows you to see all of the settings quickly that have been configured on the other tabs. You can switch to the other tabs by clicking on the section of the summary you wish to go to or by clicking on the tab name on the left side.


The Demographics tab allows the user to enter address information specific to the provider.  In addition the flags for Medicare Provider, Provider is NOT part of the CCM process, and Accepting New Patients are here as well.


The Identification tab allows the user to set flags that will enable or disable functions in regards to billing, patient portal, orders, and prescriptions. This tab also stores the non-payer specific provider ids.

Billing Addresses

The Billing Addresses tab allows the user to override the company profile addresses for Bill To, Pay To, and Rending Provider addresses.


The Miscellaneous tab allows the user to set the provider's languages, biography, and enter any relevant comments.