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Adding New Providers Checklist--Admin Training

  • Updated

There are 6 steps needed to fully activate a new provider within your clinic.

  1. Create a New Provider in a Clinic
  2. Create a Provider Workplace
  3. Create Scheduling Template
  4. Apply (Publish) Time Slots (Schedule)

    [NOTE: Steps 5 & 6 must be performed at the Super Admin level.]

  5. Set Up Surescripts E-Prescribing for a New Provider
  6. Register the Provider for EPCS (Electronic Prescribing for Controlled Substances)