Permissions: You need the Admin permission to add and manage physicians.
Administrators manage the list of physicians that can be assigned to a patient's therapy information.
Jump to Section: [Add and Edit a Physician] [Merge Physicians] [Delete a Physician]
Add and Edit a Physician
- Click the Admin tab at the top of the screen.
- Click Basic Setup in the menu on the left.
- Click Physicians.
- In the lower right, click the + Physician button, or click the name of an existing Physician to edit that Physician.
- Fill in the physician's Name and other information.
- Click the Save Physician button.
Name: The physician's legal name which will be used on patient documents and claims.
Credentials: The physician's credentials (for example, MD).
Phone/Fax: The physician's fax number can be selected when faxing documentation or invoices for patients to the physician is linked to.
NPI: The physician's National Provider Identifier, which may be used on claims.
ID Number: Any other ID the physician may have.
Practice: The name of the physician's practice.
Address: The address of the physician's practice.
Merge Physicians
- In the lower right, click the Merge Duplicates buttons.
- Search for and select the Physician to Discard and the Physician to Keep.
- Click the Merge Physicians button.
- Enter the text to Confirm.
- Click the Merge Physicians button.
Delete a Physician
You can delete a physician if they are not assigned to any patients.
- To the right of the physician, click the Delete icon
.
- Click the Delete Physician button.