The Provider List contains the profiles of doctors and hygienists in the practice.
In the Main Menu, click Lists, Providers.
Create providers and enter provider information (ID numbers, provider defaults, appointment colors, etc.) Also use this window to create security user profiles and move patients from one provider to another.
All providers set up are listed, as well as their user name and how many patients for whom they are the primary (PriPats) or secondary (SecPats) provider. The provider order shown here determines the order in which providers show in various lists throughout the program. Available providers in those lists may be filtered by Clinic.
Search: Enter search term to filter the provider list. Will search by first name, last name, and abbreviation.
Show Patient Count: Check to view PriPats and SecPats columns. Counts the number of primary and secondary patients associated to a provider.
Show Hidden: Check to view providers that have been marked Hidden from the Provider window.
Show Deleted: Check to view providers that were removed during a Provider Merge.
Add: Click to create a new provider. The Provider Add permission is required.
Double-click an existing provider to open the Edit Provider window.
Quickly assign a provider to a security user group and create a user name and a temporary password. The Security Admin security permission is required. The user name and password will be the provider's last name plus first initial (e.g. SmithJ).
Providers should log in and change their password to something only they know. If using Clinics, see User Edit to set a default clinic or restrict a user to clinics.
Change or remove providers for a group of patients. The Security Admin security permission is required. Check Show Patient Count to view each provider's total number of patients..
Change primary provider for a group of patients: The Patient Primary Provider Edit permission is also required.
Change secondary provider for a group of patients:
Remove a secondary provider from a group of patients:
Reassign by most-used provider: Quickly change a patient's primary provider to the provider who has completed most of the patient's procedures. This process will look at all patients who have the selected provider(s) as their primary provider. If a different provider has performed more of their completed procedures, that provider will be assigned as their new primary provider. The Patient Primary Provider Edit permission is also required.
Changing the order does not harm any patient data. To manually reorder providers:
Alphabetize Providers: Click to alphabetize providers by abbreviation in the following order. The Provider Alphabetize permission is required.