Providers

The Provider List contains the profiles of doctors and hygienists in your practice.

In the Main Menu, click Lists, Providers.

Create providers and enter provider information (ID numbers, provider defaults, appointment colors, etc.) You can also 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.

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. Enter provider details on the Provider window.

Double-click an existing provider to edit.

Note:
  • Providers cannot be deleted. Instead mark them hidden on the Edit Provider window. This will remove them as a selection option.
  • If using Dental Schools, additional dental school instructor, student, and provider information shows. See Dental School Providers.

Create Users

Quickly assign a provider to a security user group 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).

  1. Select the provider.
  2. Under Create Users, select the User Group.
  3. Click Create.

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.

Move Patients

Change or remove providers for a group of patients. The Security Admin security permission is required. A provider's total number of patients is indicated in the Providers grid.


Change primary provider for a group of patients: The Patient Primary Provider Edit permission is also required.

  1. Highlight the current primary provider.
  2. Under Move Patients, click [...]. Select the new primary provider and click OK.
  3. Click Move Pri.
  4. Click OK to confirm the move. The patients will now have the new provider as their primary.

Change secondary provider for a group of patients:

  1. Highlight the current secondary provider.
  2. Under Move Patients, click [...]. Select the new secondary provider and click OK.
  3. Click Move Sec.
  4. Click OK to confirm the move. The patients will now have the new provider as their secondary.

Remove a secondary provider from a group of patients:

  1. Highlight the provider.
  2. Under Move Patients, click [...].
  3. Click None.
  4. Click OK to confirm the move. This provider will no longer be assigned as the secondary provider to any 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.

  1. Highlight the provider(s) to review.
  2. Click Reassign.
  3. A confirmation message will show. Click OK to proceed and search for possible reassignments.
  4. A message will show indicating how many possible reassignments have been identified. Click OK to reassign the patients to the most-used provider. Click Cancel to abort.
Note: If multiple providers share an equal number of completed procedures, the most recently used provider will take precedence.


Reorder the Provider List

Changing the order does not harm any patient data. To manually reorder providers:

  1. Highlight a provider.
  2. Click the Up or Down arrow to move the provider one row higher or lower.

Alphabetize Providers: Click to alphabetize providers by abbreviation in the following order. The Provider Alphabetize permission is required.