How To Create A Provider Account?
Introduction to Provider Management
Provider management enables the creation of a provider account as well as the scheduling of its available time slots. Provider scheduling can be done in one or two sessions. If a provider needs to take a break, the scheduling can be done in two sessions. The break can also be added directly from the calendar. An appointment cannot be scheduled when the provider is on break. A single provider can work in several offices. The provider's working hours are scheduled within the office schedule. An appointment cannot be scheduled outside of the provider's time slot.
Accessing Provider Management
Click on Settings from the main menu.
Go to the Practice Management menu and select Provider Management tab.
Creating a New Provider Account
Click the +Provider button situated on the top right corner.
Enter the Provider Details
Enter Salutation details from the following dropdown.
Enter the First Name, Middle Name, and Last Name of the provider.
Enter the Date of Birth of the provider.
Enter Suffix, Speciality, and Job Title of the provider.
Enter the Cell phone, Office Phone, Fax Number, and Email Address of the provider.
The Country field is set as default (i.e.) the United States. Enter Zip Code, State, and City. State and City will be automatically populated according to the Zipcode entered.
Enter the Address and Website of the provider.
Enter Username, Password, and Confirm Password. Username and password will be helpful after the account is created. With the entered Username and Password, the provider will log in to its account.
Choose the office to the user wants to access.
Prerequisite: In order to choose office access, a particular office should be added to the PureEHR.
Upload the Practice Business Logo and Profile Picture of the provider.
To add the signature, click on the Click Signature button as shown below.
The user can use Signature Pad, Type, and Upload for entering the signature.
Enter DEA No, License No, and NPI No.
Enter PHI email ID and PHI email password. PHI email is required if you want to receive the Consolidated Clinical Document (CCDA) of a patient from another EHR.
If the provider is a supervising provider then check the Is Supervisor checkbox. If the provider requires the supervising provider’s signature then click on the Supervisor Sign Required checkbox. If the provider wants to overlap the appointment then check the Is Appointment Overlapping checkbox.
Click on Save & Next which will redirect to the provider billing section as shown below:
Enter the Provider Billing Details
After clicking on the Save and Next button, the user will be redirected to the Provider Billing. Provider billing details will be useful for claim processing of insurance.
Choose the Federal Text Type by selecting SSN or EIN.
If the user selects SSN then the SSN Number will be mandator. If the user selects EIN then the EIN Number will be mandatory.
If the user checks the Is Billing Enable checkbox, then provider billing details will be used to receive the insurance claim amount.
Enter Billing Name and Billing NPI.
Enter Billing Phone and Billing Address, Billing zipcode, Billing City, Billing State, and Country. When the user enters the Billing zipcode, Billing City and Billing State will be populated automatically. The country is set as default to the United States.
Click on Save & Next button.
Scheduling of the Provider Timing
Provider timing can be scheduled in two sessions and in one session.
Select the Office from the Office access dropdown. To select the provider timing same as the office which is selected from the dropdown, click on the Default Office Scheduling checkbox. If the user wants custom scheduling of the timings then that can also be done.
Click on the Save button. The provider will be created successfully.
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