Overview

The Providers page is used to view or record the personal information as well as the practice and facility affiliations of a provider.

How to Get Here?

 To open the Provider: New page:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Providers from the Admin list 
  2. Click Create
  1. Open the Admin menu and select Providers
  2. Click Create
  • From the Providers page, press [Alt] + [C]


To open the Provider: [name] page:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Providers from the Admin list 
  2. Select a provider to modify
  3. Click Update

*Alternate Navigation: Double-click the provider from the list of providers.

  1. Open the Admin menu and select Providers
  2. Select a provider to modify
  3. Click Update

*Alternate Navigation: Double-click the provider from the list of providers.

  1. From the Providers page, select a provider to modify
  2. Press [Alt] + [U]

 

(Click an image below to enlarge.)

Provider: New Page

Provider: [name] Page



Field Definitions

Field

Type

Required

Description

Provider Name and Address Section


Name 

Free Text

Yes

The Last, First, and Middle names of the primary contact at the provider.

The following can also be entered, if applicable:

  • A Suffix, for example, Sr., Jr., or III
  • A Title, for example, MD or CRNA
AddressFree TextYes

The street address of the provider, including lines 1 and 2. 

CityFree TextYesThe city for the provider address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the name of the city in the space provided.
State Drop DownYesThe two-character state abbreviation of the provider address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the state abbreviation or selecting an option from the drop down list.
Zip Code 

Free Text

(Numeric)

Yes

The five-digit plus 4-digit postal code of the provider address.

Phone and Email Contacts


Office 

Free Text

(Numeric)

NoThe 10-digit telephone number and extension, if applicable, at the office location.
Home 

Free Text

(Numeric)

NoThe 10-digit telephone number and extension, if applicable, at the home of the provider.
Mobile 

Free Text

(Numeric)

 
NoThe 10-digit telephone number and extension, if applicable, of the mobile phone.
Pager 

Free Text

(Numeric)

NoThe 10-digit telephone number and extension, if applicable, of the pager.
Fax 

Free Text

(Numeric)

NoThe 10-digit telephone number and extension, if applicable, of the fax machine.
Email

Free Text

No The electronic mail address of the provider.
Additional Info

Free Text

No`An open text field available to enter additional information about the provider. 
Provider Type Section


Specialty 

Drop Down

No

The field of medicine the provider specializes in, for example, Anesthesiology, General Practice, and Urology.

Billing TypeDrop DownNo

The professional designation of the provider that determines how fees are billed for the provider. Select the billing type that most accurately applies: Physician, CRNA, Registered Nurse, Physician's Assistant, Anesthesia Assistant, CRNA (Hospital Employed), SRNA or Resident.

If the Can Refer option is set to Yes, the Billing Type is required.

Practice ProviderCheckboxNo

Specifies whether the provider is affiliated to practices. If the provider is affiliated with practices, you can select the practices from the Practice Affiliations list on the Practice: [name] page.

Can ReferCheckboxNo

The flag to indicate the provider can refer patients to other providers.

If Yes is selected, the Billing Type of the provider is required.

Medicare Assignment CodeDrop DownYes 

This option is specific to electronic claim generation for specifying whether Medicare sends reimbursement directly to the provider or patient. Options include:

A - YesProvider receives reimbursement directly from Medicare. Patient has agreed to allow the payer to pay the provider directly.
C - No Provider does not receive reimbursement directly from Medicare. Payment is sent to the patient.
B - Only on Clinical Lab ServicesProvider for clinical lab services receives reimbursement directly from Medicare.
P - Patient Refuses to Assign BenefitsProvider does not receive reimbursement directly from Medicare. Payment is sent to the patient.
Send zipcode in claimsCheckbox No Region-specific rule for sending rendering provider zip codes in the claim.
Send to AQICheckboxNoAQI reports, including ePreop reports will only include providers with the Send to AQI option enabled.
Identification Numbers Section


NPI Number

Free Text

(Numeric)

Yes

(Either NPI or SSN must be populated.)

The National Provider Identifier number of the provider.

If the practice is configured as Solo Provider, the NPI number for electronic transactions is pulled from the provider record.

The NPI number will be validated for check digit. If the NPI number does not have a valid check digit, an error message is displayed.

UPIN 

Free Text

No

The Unique Physician Identifier Number of the provider.

UPIN can be up to six characters, but the first character must be an alphabetical letter, for example, J12345.

State License Number Free TextNo The state medical license number of the provider.
Social Security Number 

Free Text

(Numeric)

Yes

(Either NPI or SSN must be populated.)

The social security number of the provider.
Hire Date

Calendar Date

(mm/dd/yyyy)

NoIndicates the hire date for the provider.
Term Date

Calendar Date

(mm/dd/yyyy)

NoIndicates the term date for the provider.
Affiliation Tables


Practice Affiliations 


Used to associate providers with practices. If a provider is affiliated with a practice checked on the list, the provider will be listed as an affiliated provider on that practice's Affiliated Providers tab.

To term, or mark a Provider as inactive only for a particular practice, select the affiliated Practice from the Practice Affiliations table and click Update. The Update Term Date window opens for you to enter the Term Date and click Save.

An error message will be displayed if the user tries to submit a case with a Date of Service after the Provider's Term Date.

Facility Affiliations 

Used to associate providers with facilities. If a provider is affiliated with a facility checked on the list, the provider will be listed as an affiliated provider on that facility's Affiliated Providers tab.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Select All
Provides a convenient way to associate/disassociate all practices with the provider. The button toggles between values upon selection. 






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