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Create a New Provider in a Clinic--Admin Training

Updated

This is the first of 6 parts needed to fully activate a new provider within your clinic.

The other parts are: (2) Create Provider Workplace (3) Create Scheduling Template (4) Publish Time Slots (5) Set Up Surescripts E-Prescribing for a New Provider, and (6) Register the Provider for EPCS (Electronic Prescribing for Controlled Substances. [NOTE: Steps 5 & 6 must be performed at the Super Admin level.]

  1. From Administration tab (module), click right side Menu.

  2. Click Clinic Users.

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  3. Click New.

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  4. Assigning a Username is optional at this point. You may leave blank or create a Username (the new user will have the option of changing it when they complete registration).

  5. Select Valid From and Valid To dates (only if provider is temporarily assigned--leave dates blank if they are to be long-term providers).

  6. Enter data in all required fields ( * ).

  7. Enter data in all other pertinent fields.

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  8. In Clinic Roles, select the pertinent Roles: Physician, Messaging, and any other roles you may wish to assign.

  9. Select the applicable Clinic Permission Templates for all assigned Roles.

  10. Click Add after EACH Permission Template selection.

  11. Enter data in User 3rd Party App Settings.

  12. Click Add where appropriate.

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  13. Staff Information: Enter individual and/or group National Provider Identifier numbers as well as DEA number and other pertinent fields that may apply to your clinic.

  14. Click Add where appropriate.

  15. Medical Specialties & Taxonomies: Enter Specialty Type, and Medical Specialty (required information if creating a workplace schedule).

  16. Enter Taxonomies information.

    IMPORTANT NOTE: Check the Needs to be Cosigned box to give this provider the option of requesting a co-signature from another provider as part of the finalization process for an encounter. Checking this box DOES NOT require that all notes for this provider be cosigned. This designation means that this provider will be provided the option to request a co-signature as part of an encounter's finalization process. If the provider may need to request to have a cosigner, it's important that this designation be made BEFORE a workplace schedule is created for this provider.

  17. Click Add Specialty (required to create workplace schedule).

  18. Click Save.

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An email has been sent to the provider containing a link so that they may choose their Username, Password and create their account.