Users

Managing Providers

1. Click on Settings > Account Settings > Users menu.
2. Add and manage your practice’s Providers and Staff based on their roles.
3. In the Provider Tab, click on the “Add Provider” button to add a provider and enter the following details:

• First Name
• Last Name
• Primary Provider
• Enable Co-Sign Clinical Notes
• Role
• Email
• Username
• Password
• Default Facility
• Phone Numbers
• Address
• DOB
• Federal Tax ID
• DEA Number
• NPI
• UPIN
• Taxonomy
• Specialty
• Appointment Type (Walk-in, Telehealth, Both)
• Licenses Type
• License Number
• License State
• Expiry Date
• Enable Digital Rx/EPCS (if paid as an Add-on by the Admin)
• Enable Telehealth (If paid as Add-on in Basic Plan)

4. Click “Save” to save the Provider information in the provider list.
5. The saved provider information will be shown in list view. At the top of the page, a set of summary cards is displayed, giving a quick overview of purchased licenses and current system usage.
6. These summary cards help you understand capacity and utilization at a glance by showing key details such as total provider slots purchased, number of active providers, E-Prescription licenses, combined E-Prescription + EPCS licenses, and Telehealth licenses.
7. For Premium plan users, the Telehealth license card displays Unlimited, indicating no restriction.
8. To edit the provider information, click on the Edit icon, change the details, and click Save to save the changes.

Note: The number of providers that can be added is based on the number of Add-on clinicians purchased by the admin. Plus the eRx column in the provider list will be checked only if the Digital Rx is enabled for the provider.

Summary Cards Overview

1. The summary cards section provides a consolidated view of license usage and availability, helping administrators quickly monitor system limits and current consumption.
2. The cards display the following information:
   • Provider Slots Purchased – Maximum number of providers allowed in the system
   • Active Providers – Total number of providers currently active
   • E-Prescription Licenses Purchased – Total ERX licenses available
   • E-Prescription + EPCS Licenses Purchased – Combined controlled and non-controlled prescription licenses
   • Telehealth Licenses Purchased – Total telehealth access licenses (or Unlimited for Premium plans)

Filters – Search and Manage Providers

1. Below the summary cards, a filter section is available to help you quickly locate and manage providers. These filters improve efficiency when working with large provider lists.
2. The Search filter allows you to find providers using keywords such as provider name, username, or other related details, making it easy to locate specific records.
3. The Facility filter helps you narrow down providers based on their assigned location, such as Main Clinic, Secondary Location, or Telehealth Facility.
4. The ERX filter allows you to categorize providers based on their electronic prescription access, including Not Assigned, E-Prescription, and E-Prescription + EPCS.
5. The Telehealth filter helps identify providers who have telehealth access assigned or not assigned within the system.
6. The Status filter allows you to view providers based on whether they are Active or Inactive.

Provider Status Management

1. Each provider in the list includes an Active/Inactive toggle, allowing quick status updates directly from the list view.
2. When you change the provider status, the system displays a confirmation alert to ensure the action is intentional before applying the update.
3. When a provider is marked as Inactive, they are no longer counted in the active provider total and cannot access system features associated with active status.
4. When a provider is switched back to Active, they are included again in the active provider count and regain applicable access.
5. The system provides confirmation alerts before completing critical actions to prevent unintended changes and ensure clarity.
6. Alerts are displayed when:
   
   Changing provider status (Active ↔ Inactive)
   Deleting a provider

Delete Provider

1. To permanently remove a provider, locate the provider in the list and click the Delete option.
2. A confirmation message will appear explaining the impact of deletion. Click Confirm to proceed or cancel to retain the provider.
3. Deleting a provider permanently removes all associated data from the system, and this action cannot be reversed.

Impact of Inactivating a Provider

1. When a provider is set to Inactive, the system automatically updates license usage and availability.
2. One provider slot becomes available again, reducing the active provider count and freeing capacity for new providers.
3. Any assigned add-ons such as E-Prescription (ERX) and Telehealth are automatically removed when the provider is inactivated.

Managing Staff

1. In the Staff Tab, click on the “Add Staff” button to add unlimited staff and enter the following details:

• First Name
• Last Name
• Primary Provider
• Role
• Email
• Username
• Password
• Default Facility
• Phone Numbers

2. Click “Save” to save the Staff information in the staff list.
3. The saved staff details will be shown in list view.
4. To edit the staff information, click on the Edit icon, change the details, and click Save to save the changes.

5. Click on the Delete icon to delete the staff from the list.