Create and Add Providers

Overview

How to Create and Add Providers

Initially, to schedule an appointment, you need a provider so that they can schedule their appointment. Or the admin has to add providers.

• You will be redirected to the user page.
• On the user page, we have separated the users based on primary providers and clinical staff. The primary providers are listed under the “Providers” tab and clinical staff are listed under the “Staffs” tab.
• On the Providers Tab, you can see the “Add User” button in the top right corner.
• Click the button. Add User will pop up will appear.

In that popup, the admin is required to add all the necessary information about the provider in the respective field. Enter the below provider details in the popup:

• First name and Last name of the provider
• Select the Primary provider and Assign a role for the provider (eg. Clinician, Provider, Physician, etc…) from the Role dropdown.
• Enter Email address
• Create a Username and Password for the provider account (Minimum 9 characters required)
• Home phone and cell phone number
• Default facility
• Federal Tax ID and DEA Number of the Provider
• Provider’s Job Description
• Taxonomy
• UPIN and NPI
• Select the specialty of the provider
• Select Appointment Type (What type of appointment does the provider attend like direct appointment, telehealth, or both)
• Provider’s License type and License
• License State and License Expires Date

If you want to add another license for the provider, you can click “Add Licenses” and fill out the necessary details. Now, the provider is added.