Personal tools

Step 1 - Add a Provider Record

Each provider’s ID must be unique because of the database relationship it builds. It is therefore necessary to check first to see what is your last number assigned to a provider before assigning a number to a new user.
  1. Before you can add a new provider, you must look through the existing providers to see what your last provider number was
  2. Click the ‘Search / Edit / Delete Provider Records’ link under the Provider heading.
  3. Click the ‘Search’ button without typing any name in the box, to get the full list of providers in the database
  4. Click on the ‘ID’ heading to put the ID numbers in numerical order (each heading allows you to sort the database by each of the heading titles when clicked)
  5. After noting your last provider ID number, decide what the ID number will be for the new provider and write it down
  6. Click the ‘Back' link
  7. Click the ‘Add a Provider Record’ link
  8. Enter the provider number you wrote down from the previous steps
  9. Fill in all the appropriate information for the new user
  10. Type: from the drop-down menu, select the user's role in the clinic.  If they have more than one role, choose their primary role.  For example, if you wish for a doctor to also be an administrator, select Doctor here, then in Step 5- Assign Roles to Users add the admin role. 
    Note: Even though you have chosen the user's role here, you also have to assign that same role to them in the Security section of the admin view.  This is outlined in Step 5 of the New User Setup, as well as more details on the access available to each of the roles.
  • Specialty: Example = FM for Family Medicine
  • Team: Example = A, B or Docs.
  • 3rd Part Billing #: This field is used when an outside company does the billing for an office or clinic. This is usually the group number for the billing agency.
  • Billing #: This field is used if the individual is a doctor and would be their Ministry of Health billing number. There are billing function implications with this field. (E.g.: If the individual is a doctor and a number is not put in here, they will not show up on the provider list in the billing form.)
  • Self Learning username & password: will be used for a self learning program in the future

 11. Click the ‘Add Provider Record’ button when finished

Document Actions